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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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John
Burgess brings a depth of experience to his law practice. Focused on employee
benefit plans, he is a certified public accountant with an extensive tax and
accounting background, which includes experience as an auditor with a large
accounting firm. Clients draw on John’s ability to take a 360 degree view
of their benefit plans and how they affect other areas of their business. He
routinely counsels clients on plan documentation (drafting plan documents,
SPDs, amendments, and plan administrative procedures), plan qualification, and
other benefit plan issues, including tax and fiduciary matters. John
regularly represents clients before the Internal Revenue Service(IRS) and Department
of Labor (DOL) in benefits matters. John devotes a significant portion of
his practice to ESOPs, advising clients on matters such as plan design,
distribution policies, the structure and implementation of ESOP transactions,
and administration matters. Active within the ESOP community, he frequently
presents on ESOP issues at national and regional conferences.
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