Learn - Comply - Certify - All Year.
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support@my-cpe.com.png "Ilene Slatko")
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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LM
This was a great course. Very interested, informative and applicable to divorce. I'd like to see a series on this topic.
GE
Very informative and I didn't realize how SS benefits worked for the divorced woman and in cases where the ex-spouse dies and 100% of their SS benefit could revert to the living ex-spouse if it is higher.
SM
This course has been quite informative, and clarified a lot of points for me even personally 18 years after my divorce and now looking to recertify as a CDFA. I especially appreciate that the Final Assessment questions actually reflect the material that was covered during the course, and not anything NOT mentioned in the instruction.
DZ
thnx
GS
Very Detailed
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.
SR
Every tax professional should watch this webinar. It is just a piece of mind to clarify OBBB.
BE
Good content. Interesting and well presented. Thank you!
SP
The pace was perfect.
LA
great content & enjoyable
MT
Really great material and the handouts were really well presented and easy to follow.
AA
Great, easy to use
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Ilene Slatko
DSS Consulting
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