Learn - Comply - Certify - All Year.
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500+ Topics
250+
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Ethics included
50+
Events
Live access
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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
JL
The content I've encountered has been very well-presented and informative. There is a good diversity of subjects and approaches to subjects that I find especially useful. It really helps to hear the presenter's views on common areas of experience.
AH
The Presenters are consistently excellent -- highly knowledgeable with well-organized material that is very relevant and directly applicable.
KK
The instructor was very well versed and informed on the subject matter, and I found the CPE to be very intriguing overall especially when it comes to the various types of trust and asset protection/management.
CM
A lot of good info to remember with respect to Income Tax related rules and regs.
JC
Good explanation of financial planning service and tipsregarding struxture, presentation and purpose.
AM
Good
JW
very thorough
JL
It is a refresher for filing income tax for the year of 2024.
AB
Webinar on Tax Planning for 1040 Individual Tax Returns is good for understanding the subject matter through Video and Handouts. It was interesting to learn this subject matter for the area of Tax Planning
NS
Was hoping for more in depth discussion.
MS
Overall a great course
GS
Good
Warren Bergstein CPA, AEP©
Adelman Katz & Mond LLP
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