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5+
Years of Experience4.6/5
Average Rating89%
Avg. Completion Rate30+
Number of CoursesDiscover ratings and feedback from learners who have gained valuable insights.
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AS
It was a great learning overall.
KP
Nice
JP
Clarified a long - term confusion over some of the tax characteristics of these type of plans.
JP
Quote helpful and informative of how to prepare documents and correspond with IRS
SD
The presenter did a great job with providing thorough details on how to effectively respond to IRS notices. As a tax pro, the information presented is very helpful. Thank you for providing the case examples as well.
SM
The material and presentation were incredibly helpful, well written, and captivating. Gregory was very knowledgeable and used real examples as well as great slides. It was a very well done and I appreciate his time and hard work on this course. Thank you!
BS
I enjoyed this seminar and the insights provided. I received good tips that I will be able to put to good use, not only with IRS letters, but other types of correspondence as well. The presenter was clear and present, and gave pertinent examples highlighting his points.
MD
I liked the examples!
SF
Great class very well organized with a lot of material. Great speaker, very clear and easy to understand with excellent examples.
Gregory Holzel CPA, MBA
GT Financials PLLC
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