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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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WG
Subject is very relevant and interesting how refreshing for stuff I don't think about as my practice has real small C Corps without ability to use many of points in this presentation.
AC
very good
MM
Great instructor!
SB
Instructor was knowledgeable and informative.
LM
Great high-level overview of individual/small business/corporate retirement investment methods.
KD
good
GD
Great
SB
Great for planning
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.
SD
Great webinar and team collab by the presenters! I learned a lot about updates on several tax strategies regarding OBBBA.
TE
Great presentation - loved format!
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Jackie Meyer CPA (US), CCTA
TaxPlanIQ
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