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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
Poor
DH
Thank you for insightful lessons.
MS
The presentation was very interesting in how a tax preparation firm could help clients save money on tax strategies for future years.
AH
Great overview of tax deferred planning strategies
US
A very well presented webinar. Lists and describes implications of the subject comprehensively. The subject is complex and serves well as a basic groundwork for further study. Presenter exhibited outstanding knowledge and provided a great learning experience.
SM
Good
DR
A little glitzy but this is what many clients need. I plan to use this.
MJ
Information on tax avoidance strategies was really good. An unexpected positive surprise was the guidance on ROI/value pricing of services. This could/should have been longer than a 1.0 hr course
WH
loved the info on LIRP's
PS
clear and concise
LS
The webinar had good information on types of alternative investments.
SM
Good
CP
Great
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Jackie Meyer CPA (US), CCTA
TaxPlanIQ
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