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21+
Years of Experience4.8/5
Average Rating97%
Avg. Completion Rate10+
Number of CoursesDiscover ratings and feedback from learners who have gained valuable insights.
Excellent
Very Good
Average
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WH
loved the info on LIRP's
KF
This was a very useful webinar that provided great information.
JK
This was informative and helpful to my practice. The team approach was great!
HK
Great webinar on how to save on Hight net worth business owners.
PP
Very good explanation
SC
brief update but good...
HK
It was a great webinar regarding finding the referrals and also how to minimized taxes when retired. Good points was mentioned.
DM
This webinar was done by a group of persons from TAXPLAN IQ. These individuals obviously well versed and experienced tax professionals. I thoroughly enjoyed their simple techniques employed and their demonstrations with the ROI calculator.
SB
GREAT INFORMATION AND TIMELY
SM
Good
MR
A lot of great advice and strategies were shared but it was a little annoying that the limits were not accurate for IRA and retirement contribution limits for 2024.
KL
Good presentation
Jackie Meyer CPA (US), CCTA
TaxPlanIQ
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