Reviews written by rholif

3 results - showing 1 - 3  
 
 
rholifrholif   January 28, 2020
Rating 
 
 
9.0

This was a little too technical for my taste. I would have liked more basic info and a case study.

rholifrholif   August 27, 2015
(Updated: August 27, 2015)
Rating 
 
 
5.0

Great tips! I particularly liked the mention of how FAs need to be proactive in dealing with taxes. I have had some trouble with accountants not planning for clients....

rholifrholif   July 23, 2015
(Updated: July 23, 2015)
Rating 
 
 
5.0

Lots if good info. It moved a little fast for me to take good notes though.

3 results - showing 1 - 3