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Overview of Loss Limitations; Family Office Partnership; Sale to Spousal Grantor Trust (COVID -19 Updated)

Ratings and Review

4.3

475 Ratings

Excellent

234

Very Good

169

Average

46

Poor

14

Terrible

12

DH

Danielle Harris, EA

Nov 16th, 2020

Not A Fan Of The Zoom Platform. I'd Prefer If You Used Go To Webinar. The Polling Questions On Zoom Only Come Up When You Use Mobile, But I Also Need To Use My Phone For Work And Can't Hear The Audio If I Close Out Of Zoom To Answer An Email. Go To Webinar Still Allows Audio.

AS

Angel Sotomayor, CPA (US)

Dec 15th, 2020

working in a family office, this material is good to know in case down the road it is needed.

AM

Armin Muric, Accountant/Bookkeeper/Tax Professionals

Dec 15th, 2020

Great presentation and overall excellent knowledge to carry into the new tax year!

MA

Mark Atkinson, CPA (US)

Dec 15th, 2020

A lot of material was covered and thanks for the thoughtful presentation.

ST

Sandra Tucker, AFSP

Aug 21st, 2020

The only problem was that I had trouble hearing the speaker at times.

Subject Area

Taxes

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