Review Detail

Bob's presentation once again merits all 5's as he quickly and efficiently addressed (and then summarized neatly) all of the salient points needed to be raised in his overview of tax planning strategies for retirement accounts. After listening to Bob now for probably 7 or 8 years, I would undoubtedly place him at the pinnacle of thought leaders in the realm of tax planning for advisors. This comment is coming from someone who taught tax accounting at the University level full time in a previous life.