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30+
Years of Experience4.5/5
Average Rating89%
Avg. Completion Rate150
Number of CoursesDiscover ratings and feedback from learners who have gained valuable insights.
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MM
Excellent presenter!
CD
It was great that she took the time to go over the answers to the polling questions.
DP
Good
TN
Lots of attention paid to the advisory piece that we can share with clients. Very helpful as the accounting profession moves to more advisory.
LT
Fantastic
JL
Very good information with some great planning tools.
JR
Loved this teacher. She was very knowledgable informative.
JS
The instructor was really clear and covered the material clearly.
MD
Very helpful information. Although I would have loved some real life examples.
VV
Roth conversions can help reduce future tax exposure by moving assets from tax-deferred accounts to tax-free Roth accounts, with planning opportunities enhanced by stable long-term tax rules and strategic conversion windows.
VV
The OBBBA introduces significant tax changes, including a higher $40,000 SALT deduction cap, a $2,000 Form 1099 reporting threshold, and a revamped permanent Opportunity Zone program with rolling 10-year designations.
Ilene Slatko
DSS Consulting
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