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Gregory Holzel CPA, MBA

Gregory Holzel CPA, MBA

  • Gregory Holzel, CPA, is the founder of GT Financials PLLC and a seasoned accountant with expertise in auditing, budgeting, and financial analysis. He holds an MBA in Finance and has led audits for financial institutions and employee benefit plans.
  • Greg brings a strong FP&A, payroll, and cost accounting skillset, backed by CPA certification and hands-on experience in both public and private sectors. Proficient in Excel, QuickBooks, SQL, and SAP, he’s committed to delivering financial excellence.
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5+

Years of Experience

4.6/5

Average Rating

89%

Avg. Completion Rate

30+

Number of Courses

Knowledge You Need, From Experts You Trust

Gain valuable knowledge from top experts through interactive webinars, self-paced courses, and exclusive resources.
Reviews and Ratings

Discover ratings and feedback from learners who have gained valuable insights.

out of 5

2402 ratings

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SD

Sanel Dragovic, President
5 rating rating rating rating rating

The presenter did an excellent job providing thorough information and case studies on Form(s) 1041 and 706. Great lesson on DSUE and providing solutions for common estate/gift tax issues.

VV

Varadaraju Pavan Kumar Varma, Consultant
5 rating rating rating rating rating

This course provides a practical guide to handling a taxpayer's affairs after death, including the final Form 1040, estate Form 1041, estate tax Form 706, Income in Respect of a Decedent (IRD), portability, and Section 645 elections. It helps tax professionals avoid common post-death compliance errors, preserve tax benefits, and navigate estate administration efficiently.

ED

Erik Domino, Owner
5 rating rating rating rating rating

This presentation was a good overview of the tax requirements for a deceased person. The presenter discussed form 1040, form 1041 and form 706 tax returns and what is required for each. The presenter discussed various elections that may need to be taken, such as portability, and reviewed the requirements of such elections. There was helpful discussion about typical practitioner errors that can occur and what tax practitioners should look for when filing these type of tax returns.

AV

Ajay Vala, Consultant
5 rating rating rating rating rating

Good

SG

Solomon Grosinger, Owner
5 rating rating rating rating rating

Great update

JM

John McGovern, Owner
5 rating rating rating rating rating

Good presentation...

JC

Jodi Cox,
5 rating rating rating rating rating

A lot of great information, clear, concise, well articulated.

LH

Laura Hirschfeld, Owner
5 rating rating rating rating rating

Revisiting my own estate planning and beneficiaries on all my accounts! Thanks!

VB

Vicken Balian, Principal
5 rating rating rating rating rating

This is a topic I'm quite familiar with, but a refresher doesn't hurt. I find that Greg explained it better than anyone I've seen. A lot packed into 2 hours, but all of it was relevant and real-life applications. Really well done. I'll be sure to catch all his courses.

PG

Paul Gentry, Account and Project Manager
5 rating rating rating rating rating

Good course.

TW

Tom Walls,
4 rating rating rating rating

good

EE

Eric Emerson,
5 rating rating rating rating rating

Very informative

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Gregory Holzel CPA, MBA

GT Financials PLLC

4.6
Great things never come from comfort zones!
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