Reviews written by lorid

75 Ways To Generate Tax-Alpha (Part 1) (Two CE credits)*

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lorid September 22, 2015

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Great info

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75 Ways To Generate Tax-Alpha (Part 2) (Two CE credits)*

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lorid September 22, 2015

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Great info

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Strategic Tax Planning For Large IRAs

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lorid September 22, 2015

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Good info

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A Detailed Guide To IRS Form 1040 For IA Reps (2 CE Credits)

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lorid September 22, 2015

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Great info

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2015 Tax Traps, Tips, And Tricks For Investment Advisers

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lorid September 22, 2015

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Great content

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Everything A Financial Advisor Needs To Know About College Funding And Taxes

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lorid September 22, 2015

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Great info

Great info.

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IRAs, Roth IRAs And Investment Advisors

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lorid September 22, 2015

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Excellent presentation

Excellent presentation.

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What Financial Advisors Must Know About Retirement Income Tax Planning

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lorid September 22, 2015

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Great info

Great info.

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Mid-Year Compliance Self-Test For RIAs

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lorid September 22, 2015

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Compliance overview

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Best Practices For Financial Planners In Minimizing Estate Tax

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lorid September 22, 2015

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Very Informative

Very informative

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LEARN, COMMIT, SUSTAIN: Client Education And Retention

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lorid September 22, 2015

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Good info

Good info on investing.

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Year-End Tax Planning For Investment Advisers

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lorid September 22, 2015

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Great info

As he always does, Mr. Keebler delivers valuable tax information.

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75 Ways To Generate Tax-Alpha (Part 3) (Two CE credits)*

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lorid September 20, 2015

4.0
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Great content

The 3 part series 75 Ways To Generate Tax-Alpha is great. A suggestion would be for the presenter to control the slides. The slides do keep up with the content...

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