Advising Families On Form 1041 For Trusts & Estates, Bob Keebler’s August 2022 Tax Class

Bob is brilliant

As Andy alluded to, today's presentation by Bob was superb. Although perhaps a bit advanced for some attendees, if you've listened to Bob long enough, some of this has begun to sink in (assuming you are not already a CPA). I like the idea of exposing all financial advisors to this material, even if you aren't the one preparing these various tax returns, simply because you can then identify issues that might not otherwise be apparent to others who are not as well-versed as you are after taking this course.