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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.
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Average
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LT
The was informative and interesting.
MR
This is a really good class for someone who has no knowledge or bare minimum knowledge of trusts. He spent a lot of quality time clearly explaining terms, types and situations for trusts. I wish I had taken this class before working on my dad's trust return!
VV
Trusts and estates involve managing and transferring assets while balancing legal, tax, and beneficiary considerations. Understanding concepts such as DNI, trustee responsibilities, and fiduciary accounting helps ensure efficient administration, tax compliance, and preservation of family wealth.
CM
The speaker was very knowledgeable and shared some good stories of his client experiences. The topic could probably use more time.
CK
Very informative webinar.
SS
Great overview of some important tax changes and challenges.
LP
Very useful.
JS
Great course, very well presented
ES
great webinar
IG
Nice reminder of the tax calculation and the changes to deductions.
LB
It was a detailed analysis which is always appreciated. Thank you!
JC
interesting
Warren Bergstein CPA, AEP©
Adelman Katz & Mond LLP
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