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The Mathematics of Estate Planning for IRAs After the Secure Act

Ratings and Review

4.6

159 Ratings

Excellent

109

Very Good

39

Average

10

Poor

0

Terrible

1

MG

Marjorie Gifford, EA

Aug 23rd, 2021

I wasn't able to download the slides for later reference and would like to still be able to do that. The experience was taxing to my ability to learn the information; there was a lot of information here and I was unable to cram it all into my head as fast as it was presented. Glad that I could stop the recording and go back to review concepts as we went along.

GH

Georgia Herr, ORTP

Sep 24th, 2020

This was an excellent presentation, one with a vast appreciation of implications of trust and estate income taxation

CM

Candida Moyer, CFP® (US), CPA (US), EA

May 21st, 2020

Thank you so much! This webinar was really great and had awesome information. I want to even attend again!

JC

Janice Crook, CPA (US)

May 21st, 2020

Really need to download the slides and study them for a while!

TB

Timothy Brown, CPA (US)

May 21st, 2020

Great presentation. Very informative!

1.5 Credits

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Subject Area

Taxes

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