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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.
Excellent
Very Good
Average
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KW
Good course and instructor. However, more time should be allocated for this complex subject.
CS
Knowledgeable presenter
NB
good
VV
A useful review of Forms 706 and 709, covering estate and gift tax rules, deductions, and credits. It also explains key topics like gift splitting, portability, life insurance, and taxable estate calculations.
JK
Overall, very informative module. Well thought out and taught.
JS
Instructor does a great job at articulating relevant information.
SY
OK
MK
A lot of material for 1 hour
SB
Overall good course
DH
Good overview of estate and gift tax that I can refer to. Thank you.
CW
Great basic 1040 knowledge that every tax accountant should know and brush up on.
AH
Very eye-opening in terms of how valuable a Form 1040 can be in financial planning.
Warren Bergstein CPA, AEP©
Adelman Katz & Mond LLP
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