Reviews written by jlwcpa3

17 results - showing 1 - 17  
 
 
Fundamentals of Fiduciary Taxation Form 1041 – For 2022 Returns
Webinars
jlwcpa3jlwcpa3   May 02, 2023
10
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Fed Not Done Hiking Rates But A Soft Landing Is Still Possible, Fritz Meyer Economic Update, November 2022
Webinars
jlwcpa3jlwcpa3   November 07, 2022
9.0
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Key Variables In Retirement Portfolio Analysis, Craig Israelsen, March 2022
Webinars
jlwcpa3jlwcpa3   March 30, 2022
10
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Are Stocks Overpriced? Fritz Meyer Economic Update, September 2021
Webinars
jlwcpa3jlwcpa3   September 13, 2021
10
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Top shelf

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Tracking The Recovery; Fritz Meyer Economic Update, May 2021
Webinars
jlwcpa3jlwcpa3   May 10, 2021
10
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Inflation increase = higher interest rates = lower PE ratios THAT MIGHT be mitigated by higher earnings. Good Stuff

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2020 Post-Election Tax Planning CE For Professionals
Webinars
jlwcpa3jlwcpa3   November 11, 2020
9.0
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Short and Powerful; good talking points. Had not really studied Biden proposals. Helpful. My concern - the BIG planning ideas - SLAT's etc. Probably going to have a friction getting...

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IRA Life Expectancy Payout Changes Require Urgency
Webinars
jlwcpa3jlwcpa3   May 22, 2019
5.0
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Best Financial & Tax Planning Ideas For 2019
Webinars
jlwcpa3jlwcpa3   January 21, 2019
5.0
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Fritz Meyer Breaking News CE Webinar: Bear Market 2018
Webinars
jlwcpa3jlwcpa3   December 25, 2018
5.0
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Timely and mucho informative

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Retirement Distribution And Tax Planning Strategies
Webinars
jlwcpa3jlwcpa3   July 18, 2018
5.0
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Fritz Meyer Quarterly Economic Update, April 2018 (Two Credits)
Webinars
jlwcpa3jlwcpa3   April 09, 2018
5.0
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Top notch

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2018 Tax Planning For Advisors, Two Credits
Webinars
jlwcpa3jlwcpa3   February 07, 2018
(Updated: February 07, 2018)
5.0
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Fritz Meyer Economic Update, February 2018
Webinars
jlwcpa3jlwcpa3   February 06, 2018
(Updated: February 06, 2018)
5.0
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50 caliber

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The Investment Accident Waiting To Happen
Webinars
jlwcpa3jlwcpa3   January 15, 2015
(Updated: January 15, 2015)
5.0
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Fritz Meyer's 1Q2015 Analysis Webinar -- Two CE Credits
Webinars
jlwcpa3jlwcpa3   January 12, 2015
(Updated: January 12, 2015)
5.0
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Very good

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Fritz Meyer's 4Q2014 Analysis Webinar -- Two CE Credits
Webinars
jlwcpa3jlwcpa3   October 13, 2014
(Updated: October 13, 2014)
5.0
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Very good

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Year-End Tax Planning Strategies For 2014
Webinars
jlwcpa3jlwcpa3   September 11, 2014
(Updated: September 11, 2014)
5.0
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17 results - showing 1 - 17