Reviews written by jakee206

63 results - showing 1 - 25  
 
 
Craig Israelsen Special Market Coverage
Webinars
jakee206jakee206   August 24, 2015
(Updated: August 24, 2015)
2.0
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Not much new, not relevant to the title. Like Craig, but this was supposed to be about Downturns, eh? No worries, we all goof sometimes....

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Tax Planning For Concentrated Low-Basis Positions, Options, And Margin Accounts
Webinars
jakee206jakee206   March 19, 2015
(Updated: March 19, 2015)
4.0
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Tax Reporting On Stock Compensation Earned In 2014
Webinars
jakee206jakee206   February 12, 2015
(Updated: February 12, 2015)
5.0
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Smart guy, went a little too quickly. Love his material.

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Fritz Meyer Economic And Investment Update, February 2015
Webinars
jakee206jakee206   February 09, 2015
(Updated: February 09, 2015)
4.0
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A Detailed Guide To IRS Form 1040 For IA Reps (2 CE Credits)
Webinars
jakee206jakee206   January 22, 2015
(Updated: January 22, 2015)
4.0
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The Investment Accident Waiting To Happen
Webinars
jakee206jakee206   January 15, 2015
(Updated: January 15, 2015)
5.0
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Fritz Meyer's 1Q2015 Analysis Webinar -- Two CE Credits
Webinars
jakee206jakee206   January 12, 2015
(Updated: January 12, 2015)
4.0
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Managing Clients Tax Effectively In 2015, And Year-End Reminders For 2014
Webinars
jakee206jakee206   November 20, 2014
(Updated: November 20, 2014)
4.0
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Last Chance: Alert Widowed Clients Of Portability
Webinars
jakee206jakee206   October 30, 2014
(Updated: October 30, 2014)
4.0
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Optimizing Social Security Claims In Retirement Income Planning
Webinars
jakee206jakee206   October 16, 2014
(Updated: October 16, 2014)
3.0
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Fritz Meyer's 4Q2014 Analysis Webinar -- Two CE Credits
Webinars
jakee206jakee206   October 13, 2014
(Updated: October 13, 2014)
4.0
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Year-End Tax Planning Strategies For 2014
Webinars
jakee206jakee206   September 11, 2014
(Updated: September 11, 2014)
5.0
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Fritz Meyer Economic And Investment Update, September 2014
Webinars
jakee206jakee206   September 08, 2014
(Updated: September 08, 2014)
4.0
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Strategic Tax Planning For Large IRAs
Webinars
jakee206jakee206   August 14, 2014
(Updated: August 14, 2014)
4.0
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Shoulda been on Thursday afternoon.

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75 Ways To Generate Tax-Alpha (Part 3) (Two CE credits)*
Webinars
jakee206jakee206   July 10, 2014
(Updated: July 10, 2014)
3.0
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Fritz Meyer's Third Quarter Roundup On Economics And Investments -- Two CE Credits
Webinars
jakee206jakee206   July 07, 2014
(Updated: July 07, 2014)
4.0
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75 Ways To Generate Tax-Alpha (Part 2) (Two CE credits)*
Webinars
jakee206jakee206   June 26, 2014
(Updated: June 26, 2014)
4.0
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Fritz Meyer Economic And Investment Update, June 2014 (Two CE credits)*
Webinars
jakee206jakee206   June 09, 2014
(Updated: June 09, 2014)
5.0
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75 Ways To Generate Tax-Alpha (Part 1) (Two CE credits)*
Webinars
jakee206jakee206   May 28, 2014
(Updated: May 28, 2014)
4.0
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It says below "Enter CFP ID for 1 CE Credit." Of course this May 29 2014 Keebler Tax Alpha Presentation was two (2) hours long, so we...

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Fritz Meyer Economic And Investment Update, May 2014
Webinars
jakee206jakee206   May 12, 2014
(Updated: May 12, 2014)
3.0
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Bracket Management And Tax-Aware Investing
Webinars
jakee206jakee206   April 24, 2014
(Updated: April 24, 2014)
4.0
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Fritz Meyer Economic And Investment Update, April 2014
Webinars
jakee206jakee206   April 07, 2014
(Updated: April 07, 2014)
5.0
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Fritz Meyer Economic And Investment Update, March 2014
Webinars
jakee206jakee206   March 10, 2014
(Updated: March 10, 2014)
4.0
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An Advisor's Guide To Restricted Stock And Trends In Equity Compensation
Webinars
jakee206jakee206   March 06, 2014
(Updated: March 06, 2014)
4.0
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Bruce is brilliant. Would love to see again. Phone connection was a little scratchy.

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Fritz Meyer Economic And Investment Update, December 2013
Webinars
jakee206jakee206   December 09, 2013
(Updated: December 09, 2013)
5.0
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63 results - showing 1 - 25