Reviews written by robertp303

111 results - showing 1 - 25  
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Tax And Financial Planning For Doctors And Dentists, Class 2 of 2
Webinars
robertp303robertp303   November 01, 2023
10
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Tax Planning For The Sale Of A Business, Bob Keebler’s Monthly Tax & Financial Planning Course, March. 2023
Webinars
robertp303robertp303   March 15, 2023
10
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Bob Keebler’s Monthly Tax & Financial Planning Course, Feb. 2023: Five Must Know Strategies For 2023
Webinars
robertp303robertp303   February 15, 2023
10
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Advising Families On Form 1041 For Trusts & Estates, Bob Keebler’s August 2022 Tax Class
Webinars
robertp303robertp303   August 17, 2022
10
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Excellent as always

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Introduction To Tax Planning For IRAs & Federally Qualified Plans, Robert Keebler's June Tax Class
Webinars
robertp303robertp303   June 22, 2022
10
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Roth Conversion Considerations; Robert Keebler
Webinars
robertp303robertp303   April 13, 2022
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LTC Funding: How To Compare Standalone LTCI, Hybrid Policies, LTC Riders, and LTC-Enhanced Life Income, Class 2
Webinars
robertp303robertp303   March 28, 2022
5.0
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It was okay. He could have done this in 1 webinar. Last webinar he said you could not infer anything from the benefit cost ratio and now he said it...

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Your Client Received An LTCI Premium Increase Notice. What's Your Advice? LTCI Class 1
Webinars
robertp303robertp303   March 21, 2022
6.0
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Okay. He did not review the notes.

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Large-IRA Tax & Financial Planning Strategies; Robert Keebler, March 2022
Webinars
robertp303robertp303   March 16, 2022
10
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Year End Tax Planning For The Other 99%
Webinars
robertp303robertp303   October 20, 2021
10
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2021 RIA Compliance Diagnostic Drill
Webinars
robertp303robertp303   September 27, 2021
10
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Excellent

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2021 Year-End Tax Planning Strategies
Webinars
robertp303robertp303   September 22, 2021
10
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Trusts & Estates For Investment Advisors And Financial Planners
Webinars
robertp303robertp303   July 21, 2021
10
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2021 Wealth Transfer Planning Strategies For IRAs; Robert Keebler, Tax CE
Webinars
robertp303robertp303   June 16, 2021
10
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The Time To Plan For The Tax Wave Of 2021 Is Now
Webinars
robertp303robertp303   April 21, 2021
10
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Managing The Coming Capital Gains Tax Hike
Webinars
robertp303robertp303   February 17, 2021
10
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2021 Tax Planning Continuing Professional Education
Webinars
robertp303robertp303   January 20, 2021
10
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Excellent as always

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New Rules For RIAs On Testimonials, Performance Advertisements, And Marketing
Webinars
robertp303robertp303   January 12, 2021
10
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Urgent Planning Considerations In Light Of A Biden Administration
Webinars
robertp303robertp303   November 16, 2020
10
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2020 Post-Election Tax Planning CE For Professionals
Webinars
robertp303robertp303   November 11, 2020
10
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Excellent

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Managing Capital Gains In 2020 And Beyond
Webinars
robertp303robertp303   October 07, 2020
10
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Great. Next time do a webinar on estate tax reduction from 11Million to 5 million and techniques to prepare for this.

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Year-End Tax Planning 2020 CPE With Robert Keebler
Webinars
robertp303robertp303   September 09, 2020
10
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Estate & Asset Protection Problems Arising Amid Covid
Webinars
robertp303robertp303   August 23, 2020
7.0
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Good

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The New Math Driving 2020 Roth Conversions
Webinars
robertp303robertp303   July 08, 2020
10
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Excellent as always.

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Tax Planning After The Covid-19 Crash And Recovery Bill
Webinars
robertp303robertp303   April 01, 2020
10
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111 results - showing 1 - 25  
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