Reviews written by karend303

Trusts are a complicated subject. The more I learn, the better!

Craig presented some very interesting information about LT returns. Very thought provoking. Thank you! Also appreciated Fritz's perspective on the proposed tax cuts.

Fritz confirms what we believe and are reading about the economy. His charts were very helpful.

I want to listen to it again. Mr. Keebler brought up some very interesting facts that I need to revisit. I could have used more time on this!...

Very good. He pointed out some areas where we could improve documentation.

We had many take-aways from this webinar. I have many questions for our IT consultant after this. Also, with the SEC possibly adding cyber security to its audits,...

There is a lot to learn on this subject. I'm still trying to get my head around some of the strategies that Bob mentioned. It was very thought-provoking....

It was VERY good. I didn't know how the 3.8% medicare surtax would be applied. I will probably try to listen to the replay of this webinar....

Great ideas. I plan to put them to work today! Thank you!

It was very helpful and brought up some compliance procedures that we will develop within the firm, such as the compliance calendar. I look forward to Chris' next webinar....

Great points. I learned a lot but will also have to research some of the topics discussed..Mr. Keebler is an excellent presenter. Thanks!

It provided some very useful information that we have been unable to learn from other sources. Thank you so much!

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Always a good fact backed opinion from Fritz. I enjoy his presentations.