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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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LW
This was very informative and timely. I really enjoyed this live session and look forward to attending more live sessions. Daniel Johnson is a fantastic instructor. Very recommended.
NW
Overall, very informative!
WM
Great Detailed Examples.
SR
Good
WT
Yahoo! I passed
MW
This was more involved than I expected. Very informative though.
BP
very informative
WM
Good Information.
KJ
Very good at explaining trust formation and taxation.
BS
I enjoyed this webinar completely. The presenter was clear and concise, and I finally understood so much more about trust
VV
Trusts can provide asset protection, estate planning benefits, and tax management opportunities through features such as spendthrift provisions, grantor trust rules, Crummey powers, and GSTT planning. Trust taxation depends on the trust type, with grantors, trusts, or beneficiaries reporting income based on ownership and distribution rules.
PP
Excellent presentation
Daniel Johnson | EA, CFP
Principles Financial Consulting, LLC
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