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Steven was knowledgeable and thorough in his information about the product and what is offered. He was empathetic to my situation. He went above and beyond answering all of my many questions. Excellent service!
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It is what it advertised to be. Professional quality training and CPE tracking and certificates; systems knows AZ CPA CPE requirements and categories. I've needed help on several occasions and the assistance was quick and effective; however, there were some problems with data entry. The assistance sometimes asks for input, but when I try to type it is dissallowed for some reason. On several occasions I had to close the popup to get it out of my way.
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Mr. Rothschild specializes in real estate investments and niche areas of tax mitigation. He works directly with high net worth investors, family offices, corporations, insurance companies, and trusted advisors. His expertise focuses on state and federal tax credits, tax-deferred Opportunity Zone funds, and numerous federal and state-sponsored tax mitigation strategies. He has an undergraduate degree from Vanderbilt University majoring in Economics and Business Administration. Prior work and board experience includes, Premisys Real Estate Services, Insignia, Faison, Cushman and Wakefield, and he was the founding member of Preferred Real Estate Funds as well as State Tax Credit Exchange in Atlanta, Georgia. He is an active member of Children’s Healthcare of Atlanta, the Association for Corporate Growth, and CCIM. Mr. Rothschild is also on the Board of Governors of the Buckhead Club and sits on advisory boards of numerous other companies. Mr. Rothschild and his family reside in Atlanta, Georgia and are actively involved in their church and numerous philanthropic programs.
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