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30+
Years of Experience4.5/5
Average Rating89%
Avg. Completion Rate150
Number of CoursesDiscover ratings and feedback from learners who have gained valuable insights.
Excellent
Very Good
Average
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TN
Lots of attention paid to the advisory piece that we can share with clients. Very helpful as the accounting profession moves to more advisory.
LT
Fantastic
AH
Very good. Easy to understand.
JL
Very good information with some great planning tools.
JR
Loved this teacher. She was very knowledgable informative.
JS
The instructor was really clear and covered the material clearly.
CG
Very informative. I think I will rewatch and keep the handout for review.
MD
Very helpful information. Although I would have loved some real life examples.
JR
This was one of the best presentations I've seen on this topic - great slides, organization, and information.
EN
excellent presentation, the presenter knows her subject and can transfer her knowledge in a very palatable way. would love to see more of her presentations
VV
Roth conversions can help reduce future tax exposure by moving assets from tax-deferred accounts to tax-free Roth accounts, with planning opportunities enhanced by stable long-term tax rules and strategic conversion windows.
JR
irene showed excellent grasp ot the law nd changes.
Ilene Slatko
DSS Consulting
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