Reviews written by Snow
Snow
September 27, 2021
10 |
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just went through an SEC examination and this was on point. probably more talking next time rather than going through Q&A since we were just reviewing slides
Snow
April 12, 2021
10 |
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I always learn a few things I should have known. Thanks for making us smarter and more informed!
Snow
November 16, 2020
10 |
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Need more estate planning since Keebler covers income tax planning
Snow
October 13, 2020
10 |
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Kathy's presentation and content were excellent.
Snow
September 09, 2020
10 |
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Robert is awesome. I appreciate the insight to help us add value to our clients.
Snow
February 19, 2020
10 |
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Excellent, the tip about avoiding landmines on the conversion was helpful. I overlooked the possibility of medicare premiums going up when someone converts to a Roth. Client was prepared for...
Snow
February 12, 2020
10 |
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Excellent, the tip about avoiding landmines on the conversion was helpful. I overlooked the possibility of medicare premiums going up when someone converts to a Roth. Client was prepared for...
Snow
August 12, 2019
5.0 |
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Awesome. Appreciate the current thinking and talking points to help with client discussions.
Snow
May 13, 2019
5.0 |
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statistics and detailed information
Snow
April 10, 2019
5.0 |
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Good but very basic. It would be nice to hear more about tax planning strategies to distribute trust income to beneficiaries and avoid the punitive tax rates in the trust...
