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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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BR
Excellent
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
It was an excellent presentation, especially for practices with high echelon clients.
AH
Great overview of tax deferred planning strategies
WH
great info
MS
Good ideas.
YL
easy to watch
RH
Interesting topic
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.
BP
Good class. Didn't cover a lot of the new highlights of recent tax law changes but it was a good update
SA
Great information and strategies!
MS
The presentation was very interesting in how a tax preparation firm could help clients save money on tax strategies for future years.
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Jackie Meyer CPA (US), CCTA
TaxPlanIQ
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