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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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AS
This was an area i needed to grow my knowledge on and this was very helpful for what i need to know and use and grow our business. Great content for me to take with me
MB
The instructor was outstanding and I will look for more offerings from him. His examples and anecdotes really made the mechanics of the subject flow easily.
JG
great overview
DH
I found Larry's referencing 2021 strategies to be confusing when we are already in 2022. For example - I can not recommend having my client's do a back door ROTH now for 2021 although he made this reference several times as well as other 2021 tactics that can no longer be taken advantage of in 2022. I thought he presented the other facts accurately just mixed up and confused tactics to be used.
DK
Concise and to the point this course offers ideas to speak to your clients about tax planning.
BS
HE is a great teacher!
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.
DK
The subject matter was interesting but because it is not law, my ratings were lower.
RG
It was not clear to me that the webinar was not live and with timing there were items changed in the law since the seminar date
VC
Great presentation. Lots of examples of real life situations. I learned a lot.
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".
ED
The presenter did a great job explaining the main points of the bill, and how the tax law changes may affect different types of clients. I really felt this was helpful and can use the information that I learned with some of my clients.
Lawrence Pon CPA/PFS, CFP, EA
Pon & Associates
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