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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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AL
good explanations of tax credits that some newer tax preparers might not be aware of
AH
The webinar was great!
KS
This class was very interesting and although I'm an expert and have been preparing returns for years - I still got some valuable information.
LS
Interesting program. It is a sales pitch, but still interesting information to consider.
JP
Good course
MJ
This was different and very interesting presentation of information.
AL
interesting tax strategies for obbb
WH
great info
WH
loved the info on LIRP's
CP
Great!
JM
Overall a good session - could have been tighter presentation
PV
Alternative investments like cryptocurrency, oil & gas, and Opportunity Zones offer tax-deferral, immediate expensing, and capital gains planning opportunities, but require careful tracking of basis, holding periods, and IRS compliance. Missteps can trigger ordinary income recognition or IRS scrutiny, especially for intangible property or charitable contributions.
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Jackie Meyer CPA (US), CCTA
TaxPlanIQ
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