Reviews written by robertp303

111 results - showing 26 - 50  
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Opportunities Post-Correction, And Amid Low Interest Rates
Webinars
robertp303robertp303   March 11, 2020
10
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Tax And Estate Planning For IRAs After The SECURE Act
Webinars
robertp303robertp303   January 08, 2020
10
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2020 Financial & Tax Planning Practitioner Guidance
Webinars
robertp303robertp303   December 04, 2019
5.0
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Roth IRAs Transformed By New Tax Rules & Low Rates
Webinars
robertp303robertp303   November 20, 2019
5.0
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30 Common Types Of Trusts: Part 2
Webinars
robertp303robertp303   September 23, 2019
5.0
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Form 1041: Income Taxation Of Trusts & Estates
Webinars
robertp303robertp303   July 24, 2019
5.0
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Excellent

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IRA Life Expectancy Payout Changes Require Urgency
Webinars
robertp303robertp303   May 22, 2019
5.0
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Excellent

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College Funding CE For Financial Planners And IAs
Webinars
robertp303robertp303   March 20, 2019
5.0
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Always great

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Tax-Saving Strategies For Rental Real Estate Owners
Webinars
robertp303robertp303   February 20, 2019
5.0
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Advanced Planning With Roth IRAs
Webinars
robertp303robertp303   December 12, 2018
5.0
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Excellent

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2018 Year-End Tax Guidance For Investment Advisers
Webinars
robertp303robertp303   September 19, 2018
5.0
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The best

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Proposed Regulations Specified Service Trades Or Businesses: Section 199A
Webinars
robertp303robertp303   August 29, 2018
5.0
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Retirement Distribution And Tax Planning Strategies
Webinars
robertp303robertp303   July 18, 2018
5.0
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The best as always.

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Estate Taxation Of IRAs And Qualified Plans For RIAs
Webinars
robertp303robertp303   May 30, 2018
5.0
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Excellent as always.

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Strategies Spawned By TCJA
Webinars
robertp303robertp303   April 11, 2018
5.0
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2018 Tax Planning For Advisors, Two Credits
Webinars
robertp303robertp303   February 07, 2018
(Updated: February 07, 2018)
5.0
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The best yet

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How The New Tax Law Affects Year-End Planning
Webinars
robertp303robertp303   November 01, 2017
(Updated: November 01, 2017)
5.0
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The best ever

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2017 Year-End Tax Planning Guidance For Investment Advisors
Webinars
robertp303robertp303   August 30, 2017
(Updated: August 30, 2017)
5.0
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Why You Must Discuss Asset Protection With Every Client, And What You Should Say
Webinars
robertp303robertp303   July 26, 2017
(Updated: July 26, 2017)
4.0
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A little too technical

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What's The Difference To Clients Between You And A Total Index Fund? Big Bucks!
Webinars
robertp303robertp303   July 19, 2017
(Updated: July 19, 2017)
5.0
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I believe in his philosophy and we implement it using Dimensional funds. As 2 person shop we have looked into TAMP's and could not justify the cost of 25bps, but...

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Minimizing Estate Taxes Of UHNWIs
Webinars
robertp303robertp303   July 18, 2017
(Updated: July 18, 2017)
5.0
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Excellent as always

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College Funding Techniques For Advisors
Webinars
robertp303robertp303   April 19, 2017
(Updated: April 19, 2017)
5.0
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IRAs And Roth IRAs After A Client Dies
Webinars
robertp303robertp303   March 23, 2017
(Updated: March 23, 2017)
5.0
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Revenge Of The Nerds V: Strategies For CPA Financial Planners
Webinars
robertp303robertp303   December 15, 2016
(Updated: December 15, 2016)
5.0
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Business Owner Tax Strategies And Trends
Webinars
robertp303robertp303   November 10, 2016
(Updated: November 10, 2016)
5.0
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111 results - showing 26 - 50  
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