Reviews written by Babs

Complex. Presentation could be offered again. Too much to fully grasp in one session

Most informative

survey questions are not relevant

Good background info to share with clients

Would be helpful to have the 1040 to look at as each line is discussed. Also helpful to see how some line items are calculated. AMT example would...

Most useful

More informative as presentation was not rushed; Question 3 of survey not relevant How does MPT relate to sector presentation?? Explain why Employing tactical strategy within MPT is...

I was unable to access the first part of the presentation so feel as though I missed the starting premises, Survey doesn't track presentation ie #3???

Too much info to cover thoroughly in 50 minutes. Should be broken up into three presentations. Question were poorly worded -- especially #2

Would have been helpful to have the bullet points discussed in the intro on the screen instead of the chart for the 1st 5 minutes. Would like to see...

Question 3 is non relevant

Informative. Question 3 not relevant. Suggest you have a N/A option

Slide 28 could have been expanded to include other important points covered during that slide.

Too much material in too little time. Assumes more knowledge than most attendees have about the tax code.

I found it confusing. BK referred to his slide number & not to the line of the 1040. It would have been helpful to have a blank...