Reviews written by scotts801
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Keebler On 2013 Tax Law Changes (Event)
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Year End Income Tax Planning (Event)
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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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Cloud Computing For RIAs: Compliance Tips And Practical Considerations When Moving Client Records (Event)
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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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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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Oil, Gold, And Portfolio Design (Event)
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Good material. Thanks for the slides.
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Year-End Tax Moves For 2010 (Event)
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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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Time Management For Advisors (Event)
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Roth IRA: Beyond The Basics (Event)
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| 36 results - showing 1 - 25 | 1 2 | Results per page: |
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