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Years of Experience4.7/5
Average Rating85%
Avg. Completion Rate30+
Number of CoursesDiscover ratings and feedback from learners who have gained valuable insights.
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DV
The main reason for taking the webinar was to see examples of even basic completion of the K-2/K-3. What ifs. For example, I receive a brokerage 1099 for a partnership that receives $30k of dividends of which $6k of foreign with $1500 tax withheld. What would the K-2/K-3 look like. What a Private Equity K-3 may look like when received for my partnership that will pass-through.
GS
The overview of the new forms will be helpful .
BW
Nice and quick overview of the Roth IRAs.
WE
Larry Pon, CPA/PFS, CFP, EA, USTCP, AEP is a very polished and energetic instructor. He goes beyond the pure textbook knowledge and applies the wisdom from his many years of practice to this topic. Time flew by. Thank you for a great webinar!
EG
N/A
JG
I felt that the topic was rushed. I could rewind and review the information myself, but I got to a point where I wasn't even taking notes anymore as the topics were introduced and jumped to the next one with barely any time to look at what was just introduced.
BS
HE is a great teacher!
RG
I have taken several 1031 webinars, but this one was by far the best!
SM
Due to problems with my tablet, I watched from my phone. Not the best way to view the program :( I think I watched a pre-recorded presentation. Not sure how that was "live".
JG
Really good course. Well organized and the instructor presented information clearly and provided relevant examples.
EK
very good presentation
RW
For a very complex issue or should I say issues it was very good. The printed materials did not exactly match the up dated presentation.
Lawrence Pon CPA/PFS, CFP, EA
Pon & Associates
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