9.0 |
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Good could have gone more into CRT's and IRAs
9.0 |
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Probably need to renew my subscription to his spread sheet. Probably just use spreadsheet for client discussion
10 |
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Great charts and understandable
10 |
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It was great the effort he puts in preparing
10 |
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The analysis of covid-19 was nice
10 |
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Good anticipation of what we need
9.0 |
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it was good. It would be nice to combine this type of presentation with Children's tax brackets vs parents. Also giving us situations where clients should do nothing...