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Reviews
Overall rating
Tan nguyen
20 Jun, 2018
Knowledgeable attorney!
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Linda he
20 Jun, 2018
Dylan spencer
29 May, 2018
Chuck knows how to take care of his clients. It seems that he has had the experience to know when an idea is not a good one and to come up with a better solution with your needs in mind.
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Richard walker
29 May, 2018
An excellent presentation, with real life examples of estate planning leading to unexpected outcomes...and how to prevent them. Thank you, especially, for detailing some finer points to consider re: medical directives.
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Henry kiel, cpa
29 May, 2018
Excellent at making hard things simple to understand.
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Stephanie greene
29 May, 2018
Very informative. Lots of information provided. Easy to follow.
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Paul sheahen
20 Mar, 2018
Chuck's presentation today was concise and insightful. Great recap of estate and trust considerations.
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Steve
20 Mar, 2018
Outstanding free webinar on Estate Planning!
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Ernest carruthers
20 Mar, 2018
Learned a lot on webinar this morning, thanks!
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Frank fioretti
21 Feb, 2018
Excellent presentation on estate planning for beginners. Thank you!
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Jamie turk
17 Jan, 2018
Took your CPAacademy presentation today on Estate Planning Boot Camp and it was exceptional and Mr. Roulet was an excellent presenter. A VERY informative and worthwhile hour to help us with the planning process for ourselves or clients. Thank you for your time - great job.
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Sheridan vernon
17 Jan, 2018
I am an EA enrolled agent. I help clients understand the importance
of estate planning. This firm did an excellent presentation to EA s ,
CPA s and tax professionals. I am sure they can help you.
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