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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
RD
Good Course
JW
Very informative.
MD
Great Job Tuff Subject
MS
Course was informative.
DH
The lecturer is super knowledgeable.
BC
Great information on a specific topic!
TP
This is a very complex area and the presenter provided a lot of information for the time allotted.
MB
I would have liked another 30 minutes to an hour on this topic. The instructor did great with the time allotted.
RV
My overall experience with the above learning module was highly positive and extremely valuable. The content provided clear, concise,
VV
Trust and estate taxation focuses on fiduciary responsibilities, Distributable Net Income (DNI), and proper reporting to ensure accurate tax compliance and efficient asset distribution. Effective trust and estate planning uses appropriate trust structures, sound recordkeeping, and ethical fiduciary management to protect beneficiaries and achieve tax and estate planning goals.
RC
Very good general overview of trusts. Fairly remedial, but good for a refresher.
ER
educational
Warren Bergstein CPA, AEP©
Adelman Katz & Mond LLP
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