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Key Estate Planning Considerations

Ratings and Review

4.6

1604 Ratings

Excellent

1116

Very Good

410

Average

60

Poor

5

Terrible

13

MW

Mary Walker, Consultant

Jun 11th, 2020

Elizabeth is an excellent instructor. She has great talent and knows how to engage and share her wealth of information at the same time. I give her 10 stars out of 5!

JS

Jayashree Subramanian, CPA (US), CA - ICAEW, EA

Sep 24th, 2021

Ms.Forspan was exemplary. The information was mind blowing and a must learn for tax and financial advisors. Though more NY focused, I'm glad I attended it because I recently acquired a NY client who is going through elder care planning for her father. The useful options I learned from this session is going to blow her mind.

KD

Kym Dinehart, CPA (US)

Jan 19th, 2021

This webinar could be extended out to 90-120 minutes based on the material the instructor has and could have gone through in detail. Instructor is full of energy and resources thus made it engaging for attendees. Second webinar I attended with her as the speaker. She is an enjoyable instructor. Thanks!

MK

Melissa Kaforey, Registered Preparer

Jan 18th, 2021

This is a great topic. Many times we have clients that come after making disastrous decisions because they did not talk with their accountant or lawyer. We then have to redirect them to one of these people for the following year tax season.

AA

Ashraf Abdallah, CISA, CIA

Feb 24th, 2021

Webinar of awareness about various types of legal documents developed for regulating and organizing transactions that of social and commercial characteristics and reasons. Many thanks to the Respected lady presenter. Many Thanks

Subject Area

Taxes

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