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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
WB
Enjoyed it - Very thorough
MS
The presenter had excellent presentation skills and experience on preparing tax returns. The course material was also very informitive and easy to follow.
SM
Great intro to digital asset management relating to estate planning
MH
perfect
JK
I learnt many new things in this valuable course- digital assets! Thanks for the insights! Best to the instructor!
SD
Presenter was very informative and had some great lessons on estate planning.
PC
Thank you. It is a good course.
SD
Great webinar and presenter, discussing the importance of deductions vs credits and providing details about each.
SG
This presentation provides good background information regarding trusts and their use in estate planning.
VV
This course provided valuable insights into the use of trusts for effective estate and gift tax planning. It enhanced understanding of trust structures, tax benefits, and strategies for wealth transfer and asset protection.
CS
Knowledgeable presenter
VV
The quiz effectively covered key estate and trust taxation concepts, including probate assets, gross estate inclusion, and GSTT purpose. It was a concise and useful refresher for understanding how different transfers are treated for tax purposes.
Warren Bergstein CPA, AEP©
Adelman Katz & Mond LLP
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