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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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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.
CM
Lots of helpful information, especially about AI. A few of the handout bullet points may be in error: -- deductions for overtime pay and for tips are NOT above-the-line per other courses -- page 44 "RMDs need to be taken from Roth 401(k) plans" (they DO NOT)
EA
Informative webinar was clearly presented.
KW
Good course and instructor. However, more time should be allocated for this complex subject.
EM
The information in the handouts far exceeded the topics covered in the review and final exam questions, which, in my opinion, is the way it should be so they become good reference materials.
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.
SD
Great webinar with a knowledgeable speaker discussing the changes in new tax bill and how previous acts were affected.
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.
US
Awesome
Warren Bergstein CPA, AEP©
Adelman Katz & Mond LLP
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