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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.
Excellent
Very Good
Average
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AL
concise rules regarding rmds of iras under secure act revisions
GW
The instructor and the examples did a great job in helping me know the rules for RMDs
IH
This is a great class. Love the color on the regulatory back drop. Very very helpful!
LC
I have completed dozens of MyCPE courses for income tax and financial planning and this one ranks among the best. I rarely award "five stars", but do so for this one. It's a highly detailed presentation, but it covers many important aspects of the subject matter. It's long, but well worth it.
JB
Great presentation and materials
DR
Speaker was well versed in the subject matter and was a clear presenter.
LI
Very good overview of the bill. Did not see much with the American Opportunity or lifetime credits though
AM
Really excellent. One of the best webinars that I have attended.
DJ
This was the best training I have taken covering this topic and I am going to take the more in depth course by this instructor. Additionally, the slides had been updated to the latest version including an error corrected from the presentation slides which was very much appreciated.
TN
Good.
AB
The instructor explained topics quickly and well
RB
Outstanding class, especially re ISOs and QESPPs
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Daniel Johnson | EA, CFP
Principles Financial Consulting, LLC
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