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CPAs and Financial Planners Must Know This About Trusts and Estates

Ratings and Review

4.5

176 Ratings

Excellent

101

Very Good

60

Average

11

Poor

0

Terrible

1

GM

Greg Markus, CPA (US)

Nov 1st, 2023

This was a very comprehensive review of trusts and estates packed into a short course. The presenter gave some great examples and discussed several types of trusts to which I had not been previously familiar.

LM

Linda Mathey, CPA (US)

Jan 18th, 2024

This was an excellent refresher course and the presenter held my interest. I especially liked the visuals of the different states as they pertained to different items.

SH

Stephanie Hancock, CFP® (US)

Nov 30th, 2023

I found this presentation really helpful. It covered basics but also went into good details on things I had never learned.

SPA

Susan Phares Aldrich, CPA (US)

Dec 15th, 2023

very imformative and love that if i dont understand I can go back and relisten

MG

Michael Green, CPA (US)

Dec 3rd, 2023

Very informative and excellent handout for future reference

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Subject Area

Taxes

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