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40+
Years of Experience4.4/5
Average Rating89%
Avg. Completion Rate50+
Number of CoursesDiscover ratings and feedback from learners who have gained valuable insights.
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PA
This webinar was helpful in planning for 1040 prep. Mr Bergstein was sometimes a little hard to understand but overall he got his message across.
JM
clear info provided
RR
very informative!
MM
The material was relevant and the course delivered as promised.
OO
Great information
JB
great class
HZ
I enjoyed. I emailed the instructor with a question.
BS
ok
RA
Presenter was not referencing correct items on slides at times. Difficult to follow the presentation.
VV
House Bill 1 (OBBBA) introduces updates such as higher SALT deduction limits, new senior deductions, and expanded tax incentives (e.g., manufacturing and education savings).
JP
It was adequate.
VV
Trust and estate taxation focuses on fiduciary responsibilities, Distributable Net Income (DNI), and proper reporting to ensure accurate tax compliance and efficient asset distribution. Effective trust and estate planning uses appropriate trust structures, sound recordkeeping, and ethical fiduciary management to protect beneficiaries and achieve tax and estate planning goals.
Warren Bergstein CPA, AEP©
Adelman Katz & Mond LLP
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