Reviews written by gmpnyny

good to get a refresher on this...have not been focusing on taxes

very informative...a good refresher on Craig's philosophy and ideas

excellent and timing was perfect post drop

very informative and something to consider in client conversations

very informative

very good...taxes are a must to understand NUA session would be great... it is a tough topic.

technical problems made a great presentation...I went 20 minutes over but had to leave

I think it was very informative and I was in need of a refresher on trust terminology and concepts, perfect for a CE credit... more on trust would be great...

very good. I think I will order the slides

I think the concept is interesting but clients unfortunately don't spend based on averages and while the concept could assuage some clients concerns it would be a problem in the...

great refresher on current taxes and possible changes from the new administration

excellent as always a good refreshet

excellent

very informative

good

The content was too much for a 1 hour session and it should have been scheduled for 1 and 1/2 hours.

very good...always informative and learn something new

excellent somewhat different perspective on the topic than one hears everyday

excellent Bob is always a great presenter with excellent content

very informative and worthwile

very well done. I am a firm believer in a similar concept but he presents it so well!

interesting and a very important topic

excellent and extremely informative. Keebler is effective at putting the tax code in language that an advisor can grasp.