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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
CC
It was good
RE
Overall excellent seminar particularly for people unfamiliar with estate and trusts and their value.
SR
Thank you.
JA
I like it because of how the examples used real world situations.
DP
Good
LM
Very helpful information and I loved the poem, thank you.
VV
This course provided valuable insights into income tax planning strategies and the impact of OBBBA provisions on financial planning. It enhanced understanding of tax-efficient decision-making and planning opportunities for clients.
SG
Great
KS
TEACHING STYLE IS IMPRESSIVE.
LR
I have a few questions on the trusts I am not to sure about. I was going to send an email to the speaker for him to clarify for me.
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.
KP
Very Good Class
Warren Bergstein CPA, AEP©
Adelman Katz & Mond LLP
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