Learn - Comply - Certify - All Year.
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500+ Topics
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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.
Excellent
Very Good
Average
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JB
Informative
LM
I have nothing but good things to say about this course. Thank you!
JX
The course was well-structured and informative, providing valuable insights in an easy-to-understand format. The instructor was knowledgeable, and the content was relevant to real-world applications. A great option for professionals looking to enhance their expertise. Highly recommend!
JP
Very well done. Speaker very knowledgeable and topic.
CM
Good review of trust and estate items that can trip up the process.
JG
Clear concise information. Great case studies made it interesting.
WS
I learned about the steps to take to protect an estate from interference.
DK
Interesting course that covered a lot of the basics that I was not aware of!
LG
The course was well presented. I would like to see an update that includes the executive orders through October 2025 and the legal updates on court actions since February.
RS
Real life situation and answers. Good class.
SR
Every tax professional should watch this webinar. It is just a piece of mind to clarify OBBB.
JT
One of the best seminars I have attended. I'm a retired Federal employee that was lucky enough to be part of the CSRS instead of FERS but I was able to participate in TSP. Always pay yourself first!
Ilene Slatko
DSS Consulting
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