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Preparing Form 5329: Waivers for Missed or Incorrect RMDs, Excess Contributions, and Exceptions for Early Withdrawals

Ratings and Review

4.6

35 Ratings

Excellent

22

Very Good

12

Average

1

Poor

0

Terrible

0

LM

Laurie Mollica, CPA (US)

May 27th, 2023

I could not have been pleased to find this webinar. I had a client that had not been told by their financial advisor to take a RMD and the example of the letter to write was perfect. It was so helpful and informative.

DG

Darthula Goetz, ORTP

May 26th, 2022

Really liked this self study. Instructor was very good and provided great commentary on the subject. I will take additional courses from him.

BS

Brian Smith, CPA (US)

May 24th, 2022

He does a great job presenting tax material in an entertaining way while still being informative.

SF

Sandy Frattarelli, AFSP

Nov 30th, 2022

very informative and interesting program.

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Subject Area

Taxes

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