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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.
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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.
JP
A good overview of recent tax legislation but a somewhat boring presentation.
RC
Good information.
SR
Great….. thank you.
MF
Great presentation
AS
I'm retired, thus my "neutral" answers to some questions. you should have a "not applicable" option in the responses.
AA
Satisfied.
CT
So many trust types and details...hard to keep track of them all.
KA
Presenter had a wealth of experience and knowledge!
MM
Good webinar but need to update now that the election is over.
JM
Very Informative
JS
Knowledgeable instructor.
Warren Bergstein CPA, AEP©
Adelman Katz & Mond LLP
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