Learn - Comply - Certify - All Year.
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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
Poor
EM
The information in the handouts far exceeded the topics covered in the review and final exam questions, which, in my opinion, is the way it should be so they become good reference materials.
VV
This quiz provided a clear overview of recent U.S. tax updates, including charitable deductions, SECURE Act 2.0 rollovers, and QBI rules. It effectively reinforced key legislative provisions and their practical limits for individual and business taxpayers.
PP
Very interesting
KS
TEACHING STYLE IS IMPRESSIVE.
RE
Overall excellent seminar particularly for people unfamiliar with estate and trusts and their value.
SR
Thank you.
KP
good
DP
Good
RJ
screens were clear to read.
LM
Very helpful information and I loved the poem, thank you.
MM
Presenter is a bit dry but does a great job of covering the information to be presented.
CP
GREAT
Warren Bergstein CPA, AEP©
Adelman Katz & Mond LLP
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