©2026 - www.my-cpe.com All rights reserved
support@my-cpe.com
20+
Years of Experience4.7/5
Average Rating85%
Avg. Completion Rate30+
Number of CoursesDiscover ratings and feedback from learners who have gained valuable insights.
Excellent
Very Good
Average
Poor
DN
The lecturer was extremely knowledgeable about a subject that was much more complex than I knew. He offered many examples of how to apply tax planning to the use of various kinds of Roth IRAs.
DS
This is a complicated topic and requires thorough understanding of your client's income and investments to be able to provide them correct tax advice for their situation. At least, the material gave me a target group to further investigate choices they are in a position to make. I desire to learn more about this topic and feel encouraged to better understand the ins and outs of retirement planning. I am sure to review not only the handouts in the future, but also desire to read more in the reference materials suggested by Mr. Pon.
RL
Tries to cover too much too fast.
KP
Great topic. There is a whole lot of information in this webinar. Larry Pon gives good examples. I'm grateful for the handout for future reference.
FS
The training on 1041 was good. It could have been perfect if it would be more explanatory and with more examples of practical life.
MP
Good.
GB
GOOD REFRESHER COURSE
MT
Good information well presented
SK
Good intro course into form 1041.
BP
Needed more time. Very complex topic
JB
Very good and knowledgeable presenter.
AO
It was wonderful webinar. I got to learn many new thing regardign Trust Income its Tax return.
Lawrence Pon CPA/PFS, CFP, EA
Pon & Associates
Congratulations!
Error!
Your session is about to expire. Extend it now to keep working without losing progress.
Click "Extend Session" to keep working. Your progress has already been auto-saved.
Don't worry - your progress has been saved automatically. Log in again to continue right where you left off.
After login, your saved data will be restored automatically and interrupted actions can resume.
You are already registered for this webinar on
Would you like to switch to the new date?
