Reviews written by davis-atlanta1

Too bad about the poor audio which detracted from Fritz' strong analysis.

Useful emphasis on what is appropriate for CFPs vs. CPAs. More info on specific case study strategies would be useful, perhaps in a different format.

A bit of a rehash of previous similar presentations. Bob is always good but could use some new material.

Bob moves a little too fast on some complicated subjects, no doubt because he knows it so well and because he has presented it a thousand times. Maybe a few...

Excellent as usual. Maybe a little repetitive, however?

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Informative but not particularly polished. However, informative is better than polished!

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Maybe a little more focus on those in less than the TOP couple of tax brackets. Tax planning benefits those folks as well, and many of our clients are middle-income....