Reviews written by Snow

39 results - showing 1 - 25  
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SnowSnow   October 26, 2022
10
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SnowSnow   October 26, 2022
10
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SnowSnow   November 17, 2021
10
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SnowSnow   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

SnowSnow   September 13, 2021
10
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SnowSnow   June 23, 2021
10
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SnowSnow   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!

SnowSnow   December 22, 2020
10
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SnowSnow   November 16, 2020
10
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Need more estate planning since Keebler covers income tax planning

SnowSnow   October 13, 2020
10
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Kathy's presentation and content were excellent.

SnowSnow   October 12, 2020
10
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SnowSnow   October 07, 2020
10
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Excellent

SnowSnow   September 09, 2020
10
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Robert is awesome. I appreciate the insight to help us add value to our clients.

SnowSnow   April 13, 2020
10
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SnowSnow   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...

SnowSnow   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...

SnowSnow   February 10, 2020
10
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SnowSnow   January 08, 2020
10
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SnowSnow   November 20, 2019
5.0
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SnowSnow   September 09, 2019
5.0
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excellent

SnowSnow   August 12, 2019
5.0
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Awesome. Appreciate the current thinking and talking points to help with client discussions.

SnowSnow   June 26, 2019
4.0
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Very insightful

SnowSnow   May 13, 2019
5.0
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statistics and detailed information

SnowSnow   April 10, 2019
5.0
Average Attendee Rating
Poor Average Excellent

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...

39 results - showing 1 - 25  
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