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20+
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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DK
Concise and to the point this course offers ideas to speak to your clients about tax planning.
DK
Great course with a lot of good information.
PP
Instructor did a wonderful job of presenting. Made it very interesting and informative.
DK
This was a really good course in light of all the recent weather and fire disasters we have experienced, not to mention PONCE schemes that still happen.
RP
Well pleased with material. Have not faced the need for many of the issues, but more familiar with the possibilities.
AS
this webinar is helpful in my tax practice. thank you
RJ
Took this course having no knowledge of 1040s or financial planning, and I gained a wealth of knowledge. Lots of useful information that I can use right away. Great job to the teacher as well.
GE
I loved this presenter, he was engaging the entire time and gave excellent tips for tax planning on the many schedules and 1040, itself.
RB
Good refresher course
RG
I have taken several 1031 webinars, but this one was by far the best!
JS
The presenter did a great job of summarizing the issues and highlighting the potential pitfalls.
BS
Sharing client stories made the presentation REAL WORLD, and I appreciated him using rounded numbers to simply make it easy to follow quickly!
Lawrence Pon CPA/PFS, CFP, EA
Pon & Associates
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