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Steven was knowledgeable and thorough in his information about the product and what is offered. He was empathetic to my situation. He went above and beyond answering all of my many questions. Excellent service!
Great service and very patient as I asked several questions. Steven answered all my questions and helped me make the right decision in my subscription purchase. Thank you.
It is what it advertised to be. Professional quality training and CPE tracking and certificates; systems knows AZ CPA CPE requirements and categories. I've needed help on several occasions and the assistance was quick and effective; however, there were some problems with data entry. The assistance sometimes asks for input, but when I try to type it is dissallowed for some reason. On several occasions I had to close the popup to get it out of my way.
Great customer service. Classes are pertinent. Great value
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Aleksander has 17+ years of advisory experience in tax-saving strategies using advanced qualified plan models and charitable gift financing techniques. During that time, he has served more than 400 business clients, generated $50MM+ in tax savings, and directed 500+ wealth creation blueprints.
He specializes in custom-built investment portfolios, focusing on diversification and non-correlation through alternatives: real-estate equity, insurance-linked products, venture start-ups, and cryptocurrencies.
As a serial entrepreneur, investor, and advisory board member in several financial services, tech, and real estate companies, Aleksander brings his real-life experience and a practical application of wealth-building techniques to his clients.
He is known for his straightforward personality, results-driven focus, and out-of-the-box thinking leading to innovative solutions for wealth creation.
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