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Tour of Estate Planning Tools & Techniques-Analyzing and Comparing Tools & Techniques on Specific Criteria

Ratings and Review

4.2

25 Ratings

Excellent

10

Very Good

13

Average

2

Poor

0

Terrible

0

JP

Jon Pike, CPA (US)

Jan 4th, 2024

Instructor did a great job of presenting the materials, He obviously has a lot of experience in this.

RJM

Robert J Maguire, EA

Dec 23rd, 2021

THE INSTRUCTOR WAS GREAT AND INFORMATIVE, THE HAND OUT WAS ALSO VERY GOOD.

DS

David Slater, CPA (US)

Jan 22nd, 2024

Very good

SL

Steve Lankenau, CPA (US)

Dec 3rd, 2023

Was expecting a bit more of advanced techniques.

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Taxes

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