Learn - Comply - Certify - All Year.
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Ethics included
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40+
Years of Experience4.4/5
Average Rating89%
Avg. Completion Rate50+
Number of CoursesDiscover ratings and feedback from learners who have gained valuable insights.
Excellent
Very Good
Average
Poor
JP
It was adequate.
NJ
Wonderful class
CO
excellent
KS
Teaching is good. very well explained.
OO
Great information
VV
House Bill 1 (OBBBA) introduces updates such as higher SALT deduction limits, new senior deductions, and expanded tax incentives (e.g., manufacturing and education savings).
HZ
I enjoyed. I emailed the instructor with a question.
LM
Presenter has the knowledge and experience to present this class, Overall, I appreciate the effort put into creating such thorough and informative course material. With a bit more dynamic presentation, this course could truly be outstanding.
RA
Presenter was not referencing correct items on slides at times. Difficult to follow the presentation.
MS
good
VV
This course provided valuable insights into the use of trusts for effective estate and gift tax planning. It enhanced understanding of trust structures, tax benefits, and strategies for wealth transfer and asset protection.
AS
It was good.
Warren Bergstein CPA, AEP©
Adelman Katz & Mond LLP
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