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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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BS
Quick and clear!
JM
Instructor was great
RD
Good tax planning review.
JK
Great job and interesting course.
LF
Very informative, clear and precise
AL
good explanation of current and future obbb tax rules implemented and tax planning
VV
OBBBA tax planning focuses on updated deductions, credits, retirement contributions, and business provisions for 2026 and beyond. Professionals should review these changes to identify tax-saving opportunities and maintain compliance.
VV
Taxes play a crucial role in financial planning by affecting income, investments, retirement savings, and overall wealth accumulation. Effective tax planning can help individuals minimize tax liability and maximize long-term financial goals.
EA
Informative webinar was clearly presented.
KW
Good course and instructor. However, more time should be allocated for this complex subject.
EM
Solid overview of the important tax changes associated with the OBBBA.
DV
The slides were excellent but it would have been nice to make the session 1.5 hours instead of 1 hour to be able to go through some of the ones that were skipped.
Warren Bergstein CPA, AEP©
Adelman Katz & Mond LLP
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