Learn - Comply - Certify - All Year.
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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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LD
Excellent Presentation. Borth Interesting and Informative.
AM
Good information.
DJ
The TCJA has passed since the information in this course was prepared . Overall, a good update on tax planning items to consider at year-end for both individuals and businesses.
SV
I had difficulty with accessing the review questions and final assessment - technical issues of some sort. The chat worked great! I was able to finish up and move forward in a timely manner with that assistance.
BR
Good summary of related material
HS
Good
LM
It was good
WG
Good update. Have not been involved in creating trusts, but several clients use trusts and are very good use of handling their funds to their benefit.
DH
Good overview of estate and gift tax that I can refer to. Thank you.
JX
It was a great course overall which helped me deepen my knowledge in the area of tax.
MK
Great!
DN
A Lot if great information
Warren Bergstein CPA, AEP©
Adelman Katz & Mond LLP
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