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Estate Planning for IRAs Payable to Trusts After the Secure Act

Ratings and Review

4.6

122 Ratings

Excellent

73

Very Good

38

Average

4

Poor

2

Terrible

5

LH

Lisa Hayes, CPA (US)

Aug 10th, 2020

You are offering many good timely topics at very reasonable prices. Thank you. I also like the charitable component. I am impressed by the company and your speakers.

JV

John Vogel, CPA (US)

Dec 8th, 2020

The course was timely Great information for the new IRA laws. Instructor was excellent I plan to use the handouts going forward

RL

Renee Lubinski, EA

Jan 29th, 2021

Great timely topic. Makes you want to sign up for a lengthier seminar.

KA

Kathryn Astbury, CPA (US)

Dec 8th, 2020

I am going to keep those program materials. Very useful information!

TP

Taylor Payne, CFP® (US), CPA (US), CPA/PFS

Dec 8th, 2020

Keebler is one of the leading experts— appreciate his presentation.

Subject Area

Taxes

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