Practice Strategies For Financial Planners

Very helpful for CPA / CFP advisors.

excellent

I am not a CPA but still enjoyed Bob's presentation today. In fact, it was useful in that it outlined what the "competition" might be doing, as they're able to offer services that I elect not to provide (tax return preparation). Of particular use also was the tidbit of info Bob passed along about the NOL carryforward concept having to be used before death--very important--and the Roth conversion solution is excellent. Also, Bob's explanation of the effective rate of phase out being 35% not 28% was useful.

Always great stuff, some repeats, but thats a given... When something works you stick with it.

This could have been longer, gone into more detail on Roth conversions