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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.
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Average
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SH
Interesting to hear about these strategies, although I'm certain many of my clients would benefit from this ... but maybe
TJ
Presenters did a great job. I thought this class could have been 2 hours . I took this clas for CPE but found it intresting and useful. While I did not go the tax rounte with my CPA, taking the class made me think about it.
GS
I learned so much that I was not aware of. She covered the material in a clearcut, thorough manner.
JK
This was informative and helpful to my practice. The team approach was great!
JP
Good course
JM
clear info provided
RT
This was an excellent overview.
KT
Enjoyed the topic.
AL
interesting tax strategies for obbb
BR
Excellent
JM
Overall a good session - could have been tighter presentation
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.
.webp)
Jackie Meyer CPA (US), CCTA
TaxPlanIQ
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