Top Tax And Financial Planning Ideas For 2022, Robert Keebler's January 2022 CE Class

Bob is great, but it would be nice if he could slow down and reduce the amount of material presented. Also, while I don't know the entire audience I imagine that very few of us deal with ultra HNW and need many of the tools he discusses. It would be great if Bob could segment his presentations between tools for working wealthy, tools for HNW and tools for ultra HNW.

Covered a lot of ground effectively. Much was refresher, but there were some very good pointers woven throughout

Great Job - Gained a better understanding of trusts and taxation