Learn - Comply - Certify - All Year.
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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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AB
I enjoyed this course and learned how helpful AI can be but to also make sure to verify. I appreciate the teaching still of the presenter.
LF
great course
AB
This course provided additional information about ways to incorporate accurate financial forecasting. There was things/ways I had not thought of and I appreciate the refresher of the common ratios used in forecasting.
GV
I was great
RD
This was really good. I do think module 2 got a little repetitive to fill time and the review questions could have been more challenging to test our knowledge more. I would have liked to better understand some of the nuances of community property vs. common law property states. I know this can create really interesting nuance with post-death tax planning.
LZ
Really great presentation!
ME
Thank you for the valuable information and the nice case studies
CT
I don't do Attest Services anymore, mostly advisory services and tax. It is important to know where the profession is going in this area and the instructor really explained the AICPA's position.
VF
A good recap of the information.
CS
Good
VL
Great refresher on this topic.
PS
Very informative and well curated course.
Gregory Holzel CPA, MBA
GT Financials PLLC
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