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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
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CB
Well done!
SS
Great overview of some important tax changes and challenges.
MS
good
NJ
learned quite a bit on tax planning
AO
It was wonderful learning experience.
DE
Great class!
DG
Webinar experience is good and provided the relevant information needed.
KW
Good course and instructor. However, more time should be allocated for this complex subject.
MG
very much enjoy these presentations from Mr. Bergstein.
CK
Very informative webinar.
DR
The information covered a lot, and was very helpful.
MB
This was a very informative course. It is an invaluable introductory course on the elements of taxable gifts and estates. The treatment of planning strategies was very well done – not just for financial planners, but also providing a structure for tax planning. I needed the refresher on the generation skipping tax. Well done.
Warren Bergstein CPA, AEP©
Adelman Katz & Mond LLP
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