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Analyzing Generational Trusts for Basis Increase Opportunities

Also Available in Self Study

Ratings and Review

4.6

63 Ratings

Excellent

39

Very Good

21

Average

1

Poor

0

Terrible

0

MB

Michael Boyle, AFSP, EA

Mar 3rd, 2023

This is an invaluable course. Mr. Bridgers is obviously very experienced. It was a very fast paced course blending baseline information for basis with the nuances of trusts. I will definitely review the class materials again. I learned new information about trusts that weren't covered in those basic courses.

LP

Louis Pabon, EA

Dec 4th, 2023

Great Presenter on Trust

RB

Robert Blackwell, CPA (US)

Jul 25th, 2023

Good information

MT

Michael Trager, CPA (US)

Dec 4th, 2023

great;

HC

Heidi Coatsworth, CFIRS

Jan 29th, 2024

Great content. My only feedback is that it moved at a very fast pace. Maybe extend the length of the presentation?

Subject Area

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