MYCPE ONE
Steve Abramson CPC, CLU, ChFC

Steve Abramson CPC, CLU, ChFC

  • Stephen Abramson, President and co-founder of APS Pension & Financial Services, has guided closely held businesses in pension design, succession, and wealth planning since 1977. He also leads APS Wealth Management, a trusted RIA for retirement plan client
  • A Cornell grad and CLU, CPC, and ChFC designee, Steve is a seasoned author and educator. He’s taught CPAs for 35+ years, published multiple books on retirement plans, and is updating his 8th edition of Advisor’s Guide to Qualified Plans for today’s profes
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40+

Years of Experience

4.3/5

Average Rating

83%

Avg. Completion Rate

120+

Number of Courses
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Reviews and Ratings

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out of 5

750 ratings

Excellent

Very Good

Average

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SS

Stacey Stephens, Owner
5 rating rating rating rating rating

Alot of information- educational

DH

Delfa Hernandez, Manager
5 rating rating rating rating rating

Difficult subject with good information

JC

Jeanette Carmona, CFO/Controller
5 rating rating rating rating rating

Great course for CPAs working in the qualified REtirement Plan

RN

Roberta Nail, Owner
5 rating rating rating rating rating

Excellent presentation and slides. Rules for retirement plans were presented in detail, including changes for the OBBB.

US

Upjit S. Narula,
5 rating rating rating rating rating

Very insightful and useful presentation. Excellent presentation to learn about the updates.

DF

Daniel Finn, Director (Tax)
4 rating rating rating rating

good stuff

SP

Samantha Paye, Director of Acquisitions
4 rating rating rating rating

Good

JK

James King, Certified Public Accountant (CPA)
5 rating rating rating rating rating

LIMITED USE FOR MOST BUT WORTH KNOWING

JA

James Albright, Owner
3 rating rating rating

Tough topic not presented well.

TR

Thomas Rains, Owner
3 rating rating rating

AFSP candidate only. The detail of this topic not very relevant to general tax preparation

CO

Carol ORourke, Partner
3 rating rating rating

The instructor used a monotone, which is difficult;t tp listen to for an hour and a half. More importantly, the slides had only headings, not the relevant key points for each topic. So If I missed jotting down details, it was difficult to review using just the slides.

GA

GANI ADEGOKE, Chief Executive Officer (CEO)
5 rating rating rating rating rating

Very informative and practical to my knowledge and business.

Steve Abramson CPC, CLU, ChFC

Steve Abramson CPC, CLU, ChFC

APS Pension and Financial

4.3
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