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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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Recent tax legislation changes, including updates to SALT deductions, Section 179 expensing, and bonus depreciation, create new planning opportunities for taxpayers and businesses. AI tools enhance tax planning by automating research, analyzing large datasets, improving compliance, and helping tax professionals deliver faster, more accurate strategic advice.
HC
Great presentation by expert practitioner.
KP
Definitely an overview course
AS
I'm retired, thus my "neutral" answers to some questions. you should have a "not applicable" option in the responses.
KK
I was a little rough on this instructor yesterday about a different course I listened to. I enjoyed this one much better and he is a good instructor who really knows his stuff. He had more energy for the info today.
DD
informative
SY
OK
KS
This presentation was excellent. It made even me think, and I am managing my sister's estate, which included setting up special needs trusts, as well as my and my husband's estate. He hit on exactly what I have been worried about. Where is everything!
AS
Great instructor
TB
Very good content
MB
Great overview and coverage of changes to the 2025 Tax Code that will impact tax planning.
GS
The presentation clearly taught the central concepts.
Warren Bergstein CPA, AEP©
Adelman Katz & Mond LLP
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