MYCPE ONE
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

2403 ratings

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TM

tanya maradiaga, Staff Accountant
5 rating rating rating rating rating

fantastic

JD

John Dean, Owner
5 rating rating rating rating rating

Good info!

NS

Nicholas Saiz, Finance Manager
5 rating rating rating rating rating

great class

AV

Ajay Vala, Consultant
5 rating rating rating rating rating

Good

JP

James Papiano, Trainee
5 rating rating rating rating rating

A+

AM

Alison Montano, Certified Public Accountant (CPA)
5 rating rating rating rating rating

Always love these webcasts!

DG

Darren Greene, Managing Director
5 rating rating rating rating rating

Well presented and informative

DK

Denise Kovatch, Owner
4 rating rating rating rating

Great overview of the mechanics and the responsibilities of the tax preparer.

OA

Olamide Aremu, CFO/Controller
5 rating rating rating rating rating

Very informative

BH

Bill Hannigan, Owner
5 rating rating rating rating rating

Refresher course

AA

Anan Azeem, Senior Finance Specialist
5 rating rating rating rating rating

Interesting topic

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.

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Gregory Holzel CPA, MBA

GT Financials PLLC

4.6
Great things never come from comfort zones!
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