Learn - Comply - Certify - All Year.
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500+ Topics
250+
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Ethics included
50+
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Live access
AI
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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
KP
Fantastic!
YK
Great
AS
I'm retired, thus my "neutral" answers to some questions. you should have a "not applicable" option in the responses.
KF
I really appreciated the instructor's approach and the topics covered, AI is an ethical minefield for a lot of reasons, and this was a great explanation of the non-technical areas of weakness and how to evaluate and adapt to cultivate a trustworthy system.
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.
AR
It was great material
MS
Handout materail was very useful in following the presenter Warren. Very helpful tips in showing how to plan various tax strategies with clients.
LR
Thank you very much. The course was very informative. Although I was very concerned for the speaker at times, He looked like maybe he was having a medical issue or the computer may have been freezing up.
JR
Well done seminar.
RC
Very good general overview of trusts. Fairly remedial, but good for a refresher.
VV
Section 501(a) grants eligible organizations federal tax-exempt status, allowing them to operate without paying federal income tax on activities related to their exempt purpose. Private foundations must comply with specific IRS rules governing self-dealing, taxable expenditures, reporting requirements, and charitable distributions to maintain their tax-exempt status.
JR
good presentation - focusing on actual incidents makes relating easier
Warren Bergstein CPA, AEP©
Adelman Katz & Mond LLP
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