Reviews written by kathleenw412

5 results - showing 1 - 5  
 
 
kathleenw412kathleenw412   October 07, 2020
8.0
Average Attendee Rating
Poor Average Excellent

NEED MORE HELP IN DEALING WITH LARGE ESTATES (OVER $10 MILLION) WITH LARGE IMBEDDED CAPITAL GAINS BEFORE EXEMPTION IS REDUCED AND THERE IS A LOSS OF STEPPED UP COST BASIS....

kathleenw412kathleenw412   April 29, 2020
9.0
Average Attendee Rating
Poor Average Excellent
kathleenw412kathleenw412   September 27, 2017
(Updated: September 27, 2017)
4.0
Average Attendee Rating
Poor Average Excellent

Outlined issues, but still very uncertain on outcomes

kathleenw412kathleenw412   June 03, 2013
(Updated: June 03, 2013)
5.0
Average Attendee Rating
Poor Average Excellent

Bob gives some very good ideas for further exploration. He is generous with his knowledge.

kathleenw412kathleenw412   April 04, 2013
(Updated: April 04, 2013)
5.0
Average Attendee Rating
Poor Average Excellent

Scary--the overreach of the Federal government

5 results - showing 1 - 5