Reviews written by miked617

Income Taxation Of Trusts And Estates Made Easy

Webinars

miked617 June 20, 2018

5.0
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well done

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Estate Taxation Of IRAs And Qualified Plans For RIAs

Webinars

miked617 May 30, 2018

5.0
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Well done.

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Maximizing The New 20% Deduction On Pass-Throughs

Webinars

miked617 March 28, 2018

5.0
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Well done

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Dr. Ed Yardeni On Predicting The Markets

Webinars

miked617 March 13, 2018

5.0
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well done

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The 15 Best Tax Strategies Right Now

Webinars

miked617 September 05, 2017
(Updated: September 05, 2017)

4.0
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good.

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College Funding Techniques For Advisors

Webinars

miked617 April 19, 2017
(Updated: April 19, 2017)

5.0
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interesting

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Fritz Meyer Economic Update, March 2017

Webinars

miked617 March 13, 2017
(Updated: March 13, 2017)

5.0
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Well done.... appreciate keeping the webinar to 1 hour

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2017 Tax Planning Opportunities And Traps For Investment Advisors

Webinars

miked617 February 23, 2017
(Updated: February 23, 2017)

5.0
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Well done

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With Massive Tax Cuts Looming, A 2017 Tax Filing Primer For IA Reps (Two Credits)

Webinars

miked617 January 26, 2017
(Updated: January 26, 2017)

5.0
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excellent. well done

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Low-Expense Portfolio Design For RIAs

Webinars

miked617 January 25, 2017
(Updated: January 25, 2017)

5.0
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very good

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Retirement Portfolios Rated For Survivability Over 56 Rolling 35-Year Periods

Webinars

miked617 March 23, 2016
(Updated: March 23, 2016)

5.0
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well done.

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Fritz Meyer Economic And Investment Update, February 2016

Webinars

miked617 February 08, 2016
(Updated: February 08, 2016)

5.0
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good job

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What Markets Are Completely Missing About 2016

Webinars

miked617 January 07, 2016
(Updated: January 07, 2016)

5.0
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Excellent!

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Year-End Tax Planning For Investment Advisers

Webinars

miked617 August 27, 2015
(Updated: August 27, 2015)

5.0
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Excellent

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Fritz Meyer Economic And Investment Update, May 2015

Webinars

miked617 May 11, 2015
(Updated: May 11, 2015)

5.0
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very good...

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Fritz Meyer Economic And Investment Update, February 2015

Webinars

miked617 February 09, 2015
(Updated: February 09, 2015)

4.0
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good info, but Fritz talks too much

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Fritz Meyer Economic And Investment Update, December 2014

Webinars

miked617 December 08, 2014
(Updated: December 08, 2014)

3.0
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Lots of good info, but Fritz needs to be more concise.

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Managing Clients Tax Effectively In 2015, And Year-End Reminders For 2014

Webinars

miked617 November 20, 2014
(Updated: November 20, 2014)

5.0
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-

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Fritz Meyer, Live From IMPACT In Denver, Reviews Bernanke's Speech And Investment Sessions

Webinars

miked617 November 06, 2014
(Updated: November 06, 2014)

5.0
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-

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Fritz Meyer's 4Q2014 Analysis Webinar -- Two CE Credits

Webinars

miked617 October 13, 2014
(Updated: October 13, 2014)

5.0
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very good

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Year-End Tax Planning Strategies For 2014

Webinars

miked617 September 11, 2014
(Updated: September 11, 2014)

5.0
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excellent

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Fritz Meyer's Third Quarter Roundup On Economics And Investments -- Two CE Credits

Webinars

miked617 July 07, 2014
(Updated: July 07, 2014)

5.0
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a little too long

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Fritz Meyer Economic And Investment Update, May 2014

Webinars

miked617 May 12, 2014
(Updated: May 12, 2014)

5.0
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-

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