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Not Your Grandma’s CRT: Using Charitable Planning Tools To Solve Business Problems

This course no longer qualifies for Continuing Educations Credits for these qualifications : CFP(US)

Ratings and Review

4.6

579 Ratings

Excellent

364

Very Good

181

Average

31

Poor

2

Terrible

1

SH

Sheri Henson, Accountant/Bookkeeper/Tax Professionals, CPA (US)

Dec 8th, 2022

I am not presently in the workforce and am instead caring for young and old family members. I frankly just need CPE as I hope to rejoin the business world in the future. Even with no immediate need for this information, I found it very well presented and informative.

JR

Jordyn Reid, CPA (US)

Jul 4th, 2022

Although I don't intend to become an expert on this matter, it is helpful to know where to start and what situations to look for when clients are considering long-term financial goals.

JH

James Hurlbut, EA

Sep 9th, 2021

The volume did not work, so I will re-play from a different computer at a later time. Based on following the information on the slides, the presentation appeared to be very good.

RR

Ron Risser, EA

Oct 28th, 2021

very informative basic course. Course has me looking forward to doing more research.

JT

Jared Trace, CRTP

Oct 19th, 2021

This was great! Lots of examples, lots of relatively simple and effective examples.

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Subject Area

Taxes

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