"The content is always relevant to my practice and incredibly helpful."
"I thoroughly enjoyed this seminar being virtual. The effort that was put in to make this interactive and informative was very obvious and appreciated."
"Adapted well to the virtual experience this year, really enjoyed it and greatly appreciate all of the time, energy and effort from the team that went into pulling it off this year."
"Best program in the area of partnerships and S corps I have attended in my 35+ years of practicing as a CPA/tax advisor."
"Event was well put together for the virtual format. Of the virtual CPE I have done, this by far has been the best."
"I was skeptical about the seminars being remote, but of course Chuck and Michael came through with flying colors…"
"The perfect balance of technical training coupled with real-life transactions. A favorite of the staff year after year."
"Truly helped me take my practice to the next level."
"This program always pays for itself many times over, as I can apply many of the items discussed to multiple clients."
"Enjoyed its practical application to client issues and matters. One of the best seminars I have attended."
"You just can't find their combination of experience, knowledge and expertise in communication and application of knowledge anywhere else!"
"Enjoyed the instructors! They did a great job of presenting complicated materials. The transaction-oriented format was excellent. This is probably the best training session I've ever been to."
"Cohen and Levun are outstanding presenters who do an excellent job of integrating examples with technical rigor. These materials are the best I've ever seen at integrating new laws/regs/authority with existing materials and examples."
"Enjoyed that all instructors participated in each subject, the discussion among them, and the perspectives and presentation that flowed evenly. It was the best seminar I have ever attended."
"Enjoyed the interchange between the speakers — hands down, the best seminar I have ever attended."
"Levun & Cohen are the best tag-team discussion leaders I've ever encountered."
"They are the most creative in the discussion leader business — I talked five tax partners into coming and they loved it."
"Great explanations and speaker interaction with each other and audience."
"I enjoyed the cutting-edge planning techniques.... Simply the best program out there."
"I especially like the use of practical examples and live transactions as well as the instructors' thoughts. This clearly sets this forum apart from other programs. I also enjoyed the review of the economics of the various transactions! Very well done!!"
"This is one of the best planned programs I attend each year. The best I should say. Also, the obvious competence of the faculty in presentation makes it #1."
"Enjoyed the use of real world situations with structural analysis and alternative solutions to problems. Interaction between panel keeps program interesting."
"Enjoyed the panel approach, interaction between the panelists and audience. Common sense, down to earth approach to tough issues and focus on planning ideas and products."
"A great job. Best part is instructors access to questions."
"I liked the team approach and that all stayed involved throughout the program. Covered lots of material in detailed fashion without being boring."
"The panel is the most knowledgeable and practical of all professional seminars I attend."
"This is exactly what I needed to grow my practice! Wish I had done this years ago."
"It was extremely informative — just what I had been looking for to expand my knowledge in the area....Helped me to be even more aware of the areas where more in-depth knowledge is required than I have and yet to also be able to do more on my own."
"I enjoyed the transaction approach to learning — it is very, very effective."
"Messrs. Levun and Cohen tackle and explain the 704 and 752 rules with very professional workbooks and examples."
"Excellent coverage of the topics; organized and on schedule. First class job on all accounts. Love the approach of emphasizing concepts and transactions."
"I thought the material was presented very well. The interaction between the speakers kept the discussions interesting. Additionally, I found their teaching style to be very informative."
"Enjoyed the ability of speakers to mesh rules with practical examples."
"I learned things with immediate value added to my clients."
"Enjoyed the ability of the speakers to make difficult subjects interesting."
"Enjoyed the depth and easy delivery — very polished — very professional."
"The pace of the program was good. The planning examples were also useful in that they have practical application."
"Presenters were excellent and have great presentation skills."
"The overall topic range was great. I liked the fact that Chuck and Mike kept the training moving and we did not dwell too long in any given area."
"The class was very upbeat and moved along quickly. I enjoyed looking at the BIG picture to help analyze other situations."
"Both presenters took difficult subject matters and made them very understandable."
"I enjoyed the interaction between the two presenters and casual atmosphere. Good outline and book to use later."
"Excellent presenters. Great materials which will be a valuable reference."