Reviews written by scotts801

36 results - showing 1 - 25 1 2 Results per page:
 
 

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scotts801 Reviewed by scotts801
January 13, 2013

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Last updated: January 13, 2013
 
 

0 of 0 people found the following review helpful
I am well familiar with Bob's bias toward roth conversion and also know he is well versed in the new Medicare surtax. I expected more in the line of reviewing all of the upcoming changes so that we can communicate this to our clients concisely. As much as a fan as I am of Bob, I didn't feel that this had any new information.
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4.0
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scotts801 Reviewed by scotts801
September 06, 2012

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Last updated: September 06, 2012
 
 

0 of 0 people found the following review helpful
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5.0
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scotts801 Reviewed by scotts801
August 02, 2012

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Last updated: August 02, 2012
 
 

0 of 0 people found the following review helpful
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5.0
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scotts801 Reviewed by scotts801
June 28, 2012

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Last updated: June 28, 2012
 
 

0 of 0 people found the following review helpful
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5.0
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scotts801 Reviewed by scotts801
June 21, 2012

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Last updated: June 21, 2012
 
 

0 of 0 people found the following review helpful
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4.0
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scotts801 Reviewed by scotts801
May 10, 2012

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Last updated: May 10, 2012
 
 

0 of 0 people found the following review helpful
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5.0
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scotts801 Reviewed by scotts801
April 19, 2012

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Last updated: April 19, 2012
 
 

0 of 0 people found the following review helpful
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4.0
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scotts801 Reviewed by scotts801
April 12, 2012

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Last updated: April 12, 2012
 
 

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5.0
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scotts801 Reviewed by scotts801
March 29, 2012

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Last updated: March 29, 2012
 
 

0 of 0 people found the following review helpful
I love Bob's presentations. However, he needs to separate fact from opinion more clearly. In our business if we lose credibility we lose the client. The 6 month hold on IRA to ROTH is a perfect example. He should have qualified that when he said it. It makes me question a number of his other statements as I don't know what was fact vs opinion.
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5.0
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scotts801 Reviewed by scotts801
March 08, 2012

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Last updated: March 08, 2012
 
 

0 of 0 people found the following review helpful
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5.0
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scotts801 Reviewed by scotts801
January 09, 2012

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Last updated: January 09, 2012
 
 

0 of 0 people found the following review helpful
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5.0
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scotts801 Reviewed by scotts801
January 05, 2012

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Last updated: January 05, 2012
 
 

0 of 0 people found the following review helpful
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5.0
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scotts801 Reviewed by scotts801
October 27, 2011

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Last updated: October 27, 2011
 
 

0 of 0 people found the following review helpful
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3.0
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scotts801 Reviewed by scotts801
October 06, 2011

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Last updated: October 06, 2011
 
 

0 of 0 people found the following review helpful
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4.0
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scotts801 Reviewed by scotts801
September 08, 2011

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Last updated: September 08, 2011
 
 

0 of 0 people found the following review helpful
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4.0
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scotts801 Reviewed by scotts801
July 28, 2011

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Last updated: July 28, 2011
 
 

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I am sure Mr. Rudd is an astute wonk. However, his presentation style has much to be desired. The presentation was a poor use of my time. Also, I am not a fan of people who patent their approach to an idea. The tax community was doing this heavily and I believe that the government is stopping this practice. By patenting intellectual capital, competition in the market is diminished. If he was more forthcoming in his methodology, I might be more interested in his approach and his product that he is sell
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2.0
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scotts801 Reviewed by scotts801
June 09, 2011

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Last updated: June 09, 2011
 
 

0 of 0 people found the following review helpful
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4.0
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scotts801 Reviewed by scotts801
May 19, 2011

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Last updated: May 19, 2011
 
 

0 of 0 people found the following review helpful
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5.0
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scotts801 Reviewed by scotts801
April 14, 2011

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Last updated: April 14, 2011
 
 

0 of 0 people found the following review helpful
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scotts801 Reviewed by scotts801
March 03, 2011

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Last updated: March 03, 2011
 
 

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Good material. Thanks for the slides.
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5.0
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scotts801 Reviewed by scotts801
February 17, 2011

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Last updated: February 17, 2011
 
 

0 of 0 people found the following review helpful
Fair job as a generalist. I was expecting a little more than the standard tax areas that I already look at.
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3.0
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scotts801 Reviewed by scotts801
September 30, 2010

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Last updated: September 30, 2010
 
 

0 of 0 people found the following review helpful
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1.0
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scotts801 Reviewed by scotts801
September 23, 2010

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Last updated: September 23, 2010
 
 

0 of 0 people found the following review helpful
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3.0
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scotts801 Reviewed by scotts801
July 15, 2010

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Last updated: July 15, 2010
 
 

0 of 0 people found the following review helpful
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5.0
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scotts801 Reviewed by scotts801
June 10, 2010

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Last updated: June 10, 2010
 
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