Reviews written by harwoodj

45 results - showing 1 - 25  
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Tax Planning For Real Estate In 2021 And 2022
Webinars
harwoodjharwoodj   November 17, 2021
10
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Year End Tax Planning For The Other 99%
Webinars
harwoodjharwoodj   October 20, 2021
10
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2021 Year-End Tax Planning Strategies
Webinars
harwoodjharwoodj   September 22, 2021
10
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Please do another session

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Working With Couples And Families (1 Credit)
Webinars
harwoodjharwoodj   September 21, 2021
10
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Asset Class Rotation On And Off The Efficient Frontier, 2001-2020, Craig Israelsen's August CE Webinar
Webinars
harwoodjharwoodj   August 25, 2021
10
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Technical Tips And Traps Of 2021 Roth IRA Conversions
Webinars
harwoodjharwoodj   August 18, 2021
10
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Counseling Strategies And Techniques (1 Credit)
Webinars
harwoodjharwoodj   August 10, 2021
10
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The Delta Variant's Impact On Economic Fundamentals, Fritz Meyer Economic Update, August 2021
Webinars
harwoodjharwoodj   August 09, 2021
10
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Fear and Anxiety, Class 3 of 12-Credit Financial Counseling CE Course (1 Credit)
Webinars
harwoodjharwoodj   July 27, 2021
10
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Trust, The Foundation of Relationships (1 Credit)
Webinars
harwoodjharwoodj   July 13, 2021
9.0
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Financial Counseling Introduction and Overview (1 Credit)
Webinars
harwoodjharwoodj   June 23, 2021
10
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The Time To Plan For The Tax Wave Of 2021 Is Now
Webinars
harwoodjharwoodj   April 21, 2021
10
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What's Driving Stocks To Record Highs? Fritz Meyer, Financial Economics CE Live
Webinars
harwoodjharwoodj   April 12, 2021
10
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How To Stay The Course, Professional Education Class
Webinars
harwoodjharwoodj   March 30, 2021
7.0
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Not great. He says that the approach never runs out of money, but a unitrust approach never will.

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The American Rescue Plan Act Of 2021: What Advisors Need To Know
Webinars
harwoodjharwoodj   March 24, 2021
9.0
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2021 Tax Planning Continuing Professional Education
Webinars
harwoodjharwoodj   January 20, 2021
10
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New Rules For RIAs On Testimonials, Performance Advertisements, And Marketing
Webinars
harwoodjharwoodj   January 12, 2021
8.0
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More examples illustrating the rules would have been helpful.

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2020 Post-Election Tax Planning CE For Professionals
Webinars
harwoodjharwoodj   November 11, 2020
9.0
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Covidnomics: Financial Economics Amid Covid Crisis With Fritz Meyer
Webinars
harwoodjharwoodj   October 12, 2020
8.0
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With Covid-Crisis Recession Ending Now, What's Ahead?
Webinars
harwoodjharwoodj   August 10, 2020
10
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2020 Tax Planning Amid Covid Financial Crisis
Webinars
harwoodjharwoodj   August 05, 2020
10
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2020 Compliance For RIAs
Webinars
harwoodjharwoodj   July 27, 2020
10
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PPP Update For Advisors, June Edition
Webinars
harwoodjharwoodj   June 03, 2020
9.0
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Fritz Meyer On The S&P 500 Correction
Webinars
harwoodjharwoodj   October 29, 2018
5.0
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Tax Planning For The Sale of A Business
Webinars
harwoodjharwoodj   October 17, 2018
5.0
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45 results - showing 1 - 25  
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