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5+
Years of Experience4.6/5
Average Rating89%
Avg. Completion Rate30+
Number of CoursesDiscover ratings and feedback from learners who have gained valuable insights.
Excellent
Very Good
Average
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HP
I enjoyed all the information shared. I think showing a little more of the drake while talking about it will help more the people that are just starting in drake.
RM
The beginning of the training was great at the high level but the actual on screen visuals brought the training together. Wish there was more time on the software visuals.
MG
Greg is an excellent teacher who provides real world advice and client experiences. This is a very detailed course that I know will elevate my practice proficiency and has taught me features in Drake I never knew existed.
AV
Good
TP
I really liked this webinar although I have some knowledge about Lacerte. It provided additional helpful tools how to do research. Another important point was the presentation of the requirement to file form 8865 when you have a partner having 10% or more in foreign partnership.
TS
The presenter was fantastic.
JS
Very imormative
EE
Good class on valuation.
TP
Very helpful, clear and detailed step by step presentation of the process. Thank you, presenter,!
SD
This was a great learning experience/refresher on the reporting of changes to file amended s-corp returns. It gave me helpful information on COGS and K-1 reporting. Even though I do not use Lacerte, it is easy to understand how it translates to my firm's software.
RK
Very good seminar
ED
This presentation was a good overview of the tax requirements for a deceased person. The presenter discussed form 1040, form 1041 and form 706 tax returns and what is required for each. The presenter discussed various elections that may need to be taken, such as portability, and reviewed the requirements of such elections. There was helpful discussion about typical practitioner errors that can occur and what tax practitioners should look for when filing these type of tax returns.
Gregory Holzel CPA, MBA
GT Financials PLLC
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