Reviews written by markstempel

14 results - showing 1 - 14  
 
 
Fundamentals of Fiduciary Taxation Form 1041 – For 2022 Returns
Webinars
markstempelmarkstempel   May 02, 2023
10
Average Attendee Rating
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Great

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Advising Families On Form 1041 For Trusts & Estates, Bob Keebler’s August 2022 Tax Class
Webinars
markstempelmarkstempel   August 17, 2022
10
Average Attendee Rating
Poor Average Excellent

Great

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IRAs At Death And Beyond, Bob Keebler’s July 2022 Tax Class
Webinars
markstempelmarkstempel   July 20, 2022
9.0
Average Attendee Rating
Poor Average Excellent

Complicated

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Taxation of Investments: An Overview
Webinars
markstempelmarkstempel   May 25, 2022
10
Average Attendee Rating
Poor Average Excellent

Great

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Top Tax And Financial Planning Ideas For 2022, Robert Keebler's January 2022 CE Class
Webinars
markstempelmarkstempel   January 12, 2022
10
Average Attendee Rating
Poor Average Excellent

Excellent

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Tax Reform: An Overview And Summary Of What Advisors Must Focus On Now
Webinars
markstempelmarkstempel   December 14, 2021
10
Average Attendee Rating
Poor Average Excellent

Great

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Tax Planning For Real Estate In 2021 And 2022
Webinars
markstempelmarkstempel   November 17, 2021
10
Average Attendee Rating
Poor Average Excellent

great

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Year End Tax Planning For The Other 99%
Webinars
markstempelmarkstempel   October 20, 2021
10
Average Attendee Rating
Poor Average Excellent

Great

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2021 Year-End Tax Planning Strategies
Webinars
markstempelmarkstempel   September 22, 2021
10
Average Attendee Rating
Poor Average Excellent

Great

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How Trump Tax Reform Proposal Alters Year-End Tax Planning
Webinars
markstempelmarkstempel   September 27, 2017
(Updated: September 27, 2017)
5.0
Average Attendee Rating
Poor Average Excellent

great

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Tax-Aware Investing: Best Practices For IA Reps
Webinars
markstempelmarkstempel   October 28, 2015
(Updated: October 28, 2015)
5.0
Average Attendee Rating
Poor Average Excellent

Excellent

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Managing Clients Tax Effectively In 2015, And Year-End Reminders For 2014
Webinars
markstempelmarkstempel   November 20, 2014
(Updated: November 20, 2014)
5.0
Average Attendee Rating
Poor Average Excellent

-

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MoneyGuidePro
Financial Planning
markstempelmarkstempel   August 07, 2012
Overall rating 
 
 
3.5
Company 
 
 
3.0
Interface 
 
 
4.0
Integration 
 
 
5.0
Pricing 
 
 
5.0
Monte Carlo Simulation 
 
 
3.0
Taxes 
 
 
3.0
Asset Allocation 
 
 
2.0
LTC-College Planning 
 
 
3.0
Estate Planning 
 
 
3.0

Not so easy to use

Prefer excel spreadsheet.

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PortfolioCenter
Portfolio Management
markstempelmarkstempel   August 07, 2012
Overall rating 
 
 
3.7
Company 
 
 
4.0
Technology Support 
 
 
4.0
Reconcilliation 
 
 
4.0
Financial Institution Interfaces 
 
 
5.0
Reports 
 
 
3.0
Fixed Income 
 
 
3.0
Tax Lot Accounting 
 
 
3.0
Trading 
 
 
3.0
Integrations 
 
 
4.0
Security 
 
 
3.0
Hosting 
 
 
4.0
Pricing 
 
 
4.0

Best for the money

Great with FSS

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14 results - showing 1 - 14