Reviews written by Curtis Sheldon

24 results - showing 1 - 24  
 
 
Omicron And Inflation Amid A Boom, Fritz Meyer Economic Update, Dec. 2021
Webinars
Curtis SheldonCurtis Sheldon   December 12, 2021
10
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Good job

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Redesigning Portfolios Built For Accumulation To Work In The Decumulation Phase
Webinars
Curtis SheldonCurtis Sheldon   December 15, 2020
9.0
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Good data analysis. All forensic....

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2020 Tax Planning Amid Covid Financial Crisis
Webinars
Curtis SheldonCurtis Sheldon   August 05, 2020
9.0
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Covid Crisis Estate Planning With Gideon Rothschild
Webinars
Curtis SheldonCurtis Sheldon   July 29, 2020
8.0
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Overall Good

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The New Math Driving 2020 Roth Conversions
Webinars
Curtis SheldonCurtis Sheldon   July 08, 2020
9.0
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Good as always

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Correcting Misleading Portfolio Illustrations Consumers Often Face
Webinars
Curtis SheldonCurtis Sheldon   April 29, 2020
10
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Interesting analysis

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Tax Planning After The Covid-19 Crash And Recovery Bill
Webinars
Curtis SheldonCurtis Sheldon   April 01, 2020
9.0
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Good info

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Charitable Remainder Trusts Under The SECURE Act
Webinars
Curtis SheldonCurtis Sheldon   January 28, 2020
10
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Good Job

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Managed Payout Income Replacement Funds vs Annuities
Webinars
Curtis SheldonCurtis Sheldon   July 10, 2019
5.0
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Good job

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Advanced Tax Planning For Sec. 199A Business Deduction
Webinars
Curtis SheldonCurtis Sheldon   November 14, 2018
5.0
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Retirement Distribution And Tax Planning Strategies
Webinars
Curtis SheldonCurtis Sheldon   July 18, 2018
5.0
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Pretty good overall

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Why You Must Discuss Asset Protection With Every Client, And What You Should Say
Webinars
Curtis SheldonCurtis Sheldon   July 26, 2017
(Updated: July 26, 2017)
5.0
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Excellent. Best so far!

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Strategic Tax-Sensitive Draw-Downs On Retirement Portfolios
Webinars
Curtis SheldonCurtis Sheldon   June 21, 2017
(Updated: June 21, 2017)
4.0
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Bob is good, but sometimes he just repackages the same material. I always learn at least one thing, but...

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Business Owner Tax Strategies And Trends
Webinars
Curtis SheldonCurtis Sheldon   November 10, 2016
(Updated: November 10, 2016)
5.0
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Good discussion on asset protection

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Improving After-Tax Returns
Webinars
Curtis SheldonCurtis Sheldon   October 23, 2016
(Updated: October 23, 2016)
5.0
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As always, good information from Bob.

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2016 Year-End Tax Planning For Investment Advisors
Webinars
Curtis SheldonCurtis Sheldon   August 25, 2016
(Updated: August 25, 2016)
5.0
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Bob is always good, but he tends to repeat the same information from seminar to seminar

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2016 Estate And Gift Tax Class For Financial Advisors
Webinars
Curtis SheldonCurtis Sheldon   July 21, 2016
(Updated: July 21, 2016)
5.0
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As always a good presentation

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IRAs And Roth IRAs After A Client Dies
Webinars
Curtis SheldonCurtis Sheldon   March 30, 2016
(Updated: March 30, 2016)
5.0
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I listen to Bob a lot. This was one of his best presentations.

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Estate Plans Of The Rich And Famous
Webinars
Curtis SheldonCurtis Sheldon   November 19, 2015
(Updated: November 19, 2015)
5.0
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Interesting Examples to use in future presentations (by me)

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Tax-Aware Investing: Best Practices For IA Reps
Webinars
Curtis SheldonCurtis Sheldon   October 28, 2015
(Updated: October 28, 2015)
5.0
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Bob was good as always

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Business-Owner Tax Rules Investment Advisors Must Know About For 2016
Webinars
Curtis SheldonCurtis Sheldon   October 01, 2015
(Updated: October 01, 2015)
5.0
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Good Job as usual

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Advisors No Longer Should Ignore Google+
Webinars
Curtis SheldonCurtis Sheldon   May 21, 2015
(Updated: May 21, 2015)
5.0
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Good info. Very relevant.

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Everything A Financial Advisor Needs To Know About College Funding And Taxes
Webinars
Curtis SheldonCurtis Sheldon   April 23, 2015
(Updated: April 23, 2015)
5.0
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Pretty good. A little basic

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Tax Rules Affecting Advisor Clients Under “Obama-Care” Plus A Charitable Planning Update
Webinars
Curtis SheldonCurtis Sheldon   July 05, 2012
(Updated: July 05, 2012)
5.0
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Excellent! Keep it up.

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24 results - showing 1 - 24