Reviews written by davis-atlanta1

52 results - showing 1 - 25  
 
 
davis-atlanta1davis-atlanta1   May 13, 2019
5.0
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davis-atlanta1davis-atlanta1   February 20, 2019
5.0
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davis-atlanta1davis-atlanta1   January 14, 2019
5.0
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davis-atlanta1davis-atlanta1   December 10, 2018
5.0
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davis-atlanta1davis-atlanta1   October 29, 2018
5.0
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davis-atlanta1davis-atlanta1   September 12, 2018
5.0
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Too bad about the poor audio which detracted from Fritz' strong analysis.

davis-atlanta1davis-atlanta1   January 08, 2018
(Updated: January 08, 2018)
5.0
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davis-atlanta1davis-atlanta1   March 13, 2017
(Updated: March 13, 2017)
5.0
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davis-atlanta1davis-atlanta1   February 22, 2017
(Updated: February 22, 2017)
5.0
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davis-atlanta1davis-atlanta1   January 26, 2017
(Updated: January 26, 2017)
5.0
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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.

davis-atlanta1davis-atlanta1   October 23, 2016
(Updated: October 23, 2016)
4.0
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A bit of a rehash of previous similar presentations. Bob is always good but could use some new material.

davis-atlanta1davis-atlanta1   January 11, 2016
(Updated: January 11, 2016)
5.0
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davis-atlanta1davis-atlanta1   August 27, 2015
(Updated: August 27, 2015)
5.0
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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...

davis-atlanta1davis-atlanta1   August 24, 2015
(Updated: August 24, 2015)
3.0
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davis-atlanta1davis-atlanta1   July 13, 2015
(Updated: July 13, 2015)
5.0
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Excellent as usual. Maybe a little repetitive, however?

davis-atlanta1davis-atlanta1   February 19, 2015
(Updated: February 19, 2015)
3.0
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davis-atlanta1davis-atlanta1   January 22, 2015
(Updated: January 22, 2015)
5.0
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davis-atlanta1davis-atlanta1   January 15, 2015
(Updated: January 15, 2015)
5.0
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davis-atlanta1davis-atlanta1   January 12, 2015
(Updated: January 12, 2015)
5.0
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davis-atlanta1davis-atlanta1   December 08, 2014
(Updated: December 08, 2014)
5.0
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davis-atlanta1davis-atlanta1   November 20, 2014
(Updated: November 20, 2014)
5.0
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davis-atlanta1davis-atlanta1   November 13, 2014
(Updated: November 13, 2014)
3.0
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Informative but not particularly polished. However, informative is better than polished!

davis-atlanta1davis-atlanta1   October 13, 2014
(Updated: October 13, 2014)
5.0
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davis-atlanta1davis-atlanta1   July 10, 2014
(Updated: July 10, 2014)
5.0
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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....

davis-atlanta1davis-atlanta1   July 07, 2014
(Updated: July 07, 2014)
5.0
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52 results - showing 1 - 25