Review Detail

(Updated: May 05, 2016)
5.0
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Good overview with additional practical pointers on how to advise clients. Real-life examples and illustrations are useful. Appreciate the fact that Bob takes time to explain various exceptions to the general rules, and information re: tuition credits, waivers and planning techniques, including gifting, are helpful. Bob, please keep up the great work--I'm sure that it is truly appreciated by the A4A community.

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