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support@my-cpe.com-(23).png "Daniel Johnson | EA, CFP")
17+
Years of Experience4.8/5
Average Rating90%
Avg. Completion Rate20+
Number of CoursesDiscover ratings and feedback from learners who have gained valuable insights.
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DA
The presenter was great. Fantastic examples and very well structured presentation.
WM
Great Detailed Examples.
SK
I have now a clear understanding of how state income tax works, why domicile matters more than residency and how each state has their own set of rules. Thank you.
MB
This is complex material and Mr. Johnson did a great job organizing the course to make it flow smoothly. The class architecture and slide diagrams were very helpful in nailing down requirements for RMDs for the classifications of beneficiaries of inherited accounts. I had an example in real life and the requirements and options were distilled down to one slide. Really well done class and outstanding instruction.
NA
Good info
CO
For a class that is 2-1/2 hours, there should be a break scheduled at about the 1-1/2 hour mark.
SL
very informative
DS
Great session. Very informative.
KZ
great overview of NQ and practical examples for applying to scenarios
NW
Overall, very informative!
MF
This was the best training I've done so far. So much important and relevant information.
BU
Like the examples. Real life
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Daniel Johnson | EA, CFP
Principles Financial Consulting, LLC
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