Reviews written by amj

9 results - showing 1 - 9  
 
 
Tax Planning For The Sale Of A Business, Bob Keebler’s Monthly Tax & Financial Planning Course, March. 2023
Webinars
amjamj   March 15, 2023
10
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Fritz Meyer Quarterly Economic Update, January 2020 (Two Credits)
Webinars
amjamj   January 13, 2020
9.0
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Tax And Estate Planning For IRAs After The SECURE Act
Webinars
amjamj   January 08, 2020
5.0
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always great

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2019 Year-End Tax Planning Guidance For Investment Advisers
Webinars
amjamj   October 16, 2019
5.0
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Talking With Clients About The Next Bear Market
Webinars
amjamj   August 28, 2019
4.0
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Fritz Meyer Economic Update, August 2019
Webinars
amjamj   August 12, 2019
4.0
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great content

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Maximizing The New 20% Deduction On Pass-Throughs
Webinars
amjamj   March 28, 2018
4.0
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good info

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MoneyGuidePro
Financial Planning
amjamj   August 31, 2017
Overall rating 
 
 
3.6
Company 
 
 
3.0
Interface 
 
 
4.0
Integration 
 
 
4.0
Pricing 
 
 
4.0
Monte Carlo Simulation 
 
 
4.0
Taxes 
 
 
4.0
Asset Allocation 
 
 
3.0
LTC-College Planning 
 
 
3.0
Estate Planning 
 
 
3.0

MGP review

used it for years and very pleased

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2017 Year-End Tax Planning Guidance For Investment Advisors
Webinars
amjamj   August 30, 2017
(Updated: August 30, 2017)
5.0
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Great content and presentation

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9 results - showing 1 - 9