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Qualified Retirement Plan Updates & Opportunities – What Opportunities are available for the 2020- 2021 tax years?

Ratings and Review

4.4

499 Ratings

Excellent

245

Very Good

201

Average

46

Poor

5

Terrible

2

YM

Yvette Martinez, Staff or Senior

Jul 6th, 2021

As retirement is a very complex area of taxation and accounting, this course provided more detail than what I am used to. This instructor discussed all relevant factors for each type of plan and provided a description of the concept.

AV

Amy Vinson, Tax Professional

Feb 23rd, 2021

Although this particular webinar did not apply to me, I still found it very resourceful. Ii would definitely recommend this webinar to anyone who'd like a refresher or who'd like to gain knowledge regarding this topic.

WT

Wanda Theriot, CPA (US)

May 28th, 2021

The instructor was fabulous. I don’t do a significant amount of retirement plans in my work, but I learned enough to direct someone to the right party. It was great!!!

TH

Tracy Hessing, Staff or Senior

Aug 31st, 2021

The content was too advanced for me. It was a little challenging to follow. I will have conduct further research for better subject comprehension.

FC

Frank Caropreso, Accountant/Bookkeeper/Tax Professionals, CRMA, CIA, CPA (US)

May 14th, 2021

Good and practical overview of retirement plans. He really knows his stuff and had practical ideas. I would hire him if I had a need in this area.

Subject Area

Taxes

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