CPAacademy.org | REDUCING PERSONAL RISK: A TRUSTEE'S GUIDE TO HANDLING

Raymond Schultheis (Raymond F Schultheis CSEP CPA)

"More than just the basics, some good examples included. Attendees should know (or at least have a list of) the duties of care in advance of the course to appreciate what is being taught and possibly recognize how trustees they know may have been a little "lean" on their compliance or documentation of their compliance."

Carrie-Anne Phillip (Carrie Phillip, CPA)

"I'm not a trustee but I hung onto every bit of information with keen interest. The topics covered would be of keen interest to anyone as you never know when you will be called upon by family or close friends. Great discussion. Thank you."

Nittaya Pichedvanichok (NP International Real Estate & Investment)

"Josh Yager is not so so speaker but the excellent speaker that all professionals should attend all his future speaking engagements. So clear and easy to understand the fund cartoon to remember the subject of presentation."

Sandy Lewis (slewiscpa@aol.com)

"Thought provoking...Many of things I learned could be applied to serving to on boards or any activities in which you serve as a leader making decisions that involve delegation and subsequent monitoring of results.."

C A (CPA)

"There are a number of considerations to take when selecting a trustee and Josh's webinar laid out a foundation for when that time comes, either for oneself or on behalf of a friend, family member, or client."

Christine Hong (Christine Young Hee Hong, CPA)

"Because I have never performed this service, the webinar was a little difficult for me to understand. However, the webinar brought me into curiosity. Thank you!"

george lyons (golfco)

"Thank you for all the work you did for the presentation.... It was a good check and reminder why i always refuse to do all Trusteeship work! TY"

Larry Evans (Self)

"Enjoyed the approach on the slides. Something "stick-like" to gain attention and then simple points to "flesh-out" the concept presented."

Roxie Windgassen (Queen TaxServices)

"It was a great learning experience, even being strange to the subject makes it possible to pass on information about it."

gigi zambrano (AQUAS Inc)

"Josh is very competent, he helped me to understand the mechanisms of both negative and positive aspects for trustees."

Heidi Hansen (Heidi Hansen)

"This was a big help to know the expectations for a Trustee relating to Investment Governance. Thanks."

Kathleen Morrison (H&R Block)

"What an eye opener! I had no idea how involved this topic could be, and how great the risk is."

Peter Trapani (WSDD CPA's, LTD.)

"Good presentation; presented some high risk issues that Trustees should know and understand"

Lewis Cole (Charles Cole Company, Inc.)

"Exceptionally good webinar. Josh was clear, organized and provided relevant illustrations."

Terry Rogers (advanced accounting)

"Not only does Josh Yager know his stuff, he presents the subject in a very engaging manner"

Judith McKay (Judith McKay)

"Very concise and well spoken. Excellent elaboration. Hope to take more of his webinars."

Martin Spector (cbiz)

"Great presentation, very helpful. Clearly presented what a trustee needs to do and why"

Claire Little (Life Cycle Financial Planning)

"Wow. Even more than I expected Excellent check list for trustee responsibilities"

Tabitha Chappell (DCMA)

"Great webinar! I'm looking forward to attending more webinars from Mr. Yager."

Evangeline Brodie (Van Brodie Properties)

"Great information! I didn't know the trustee's role was so defined!"

Jo Ann Moyers (Liberty Tax Service)

"I am not a trustee, but the knowledge is great to have. Thank you!"

Fausta Lipscomb (Ace Tax Solutions Inc)

"FANTASTIC PRESENTATION. LOTS OF VALUABLE INFORMATION! THANK YOU!"

James Schlosser (Huntington Bank)

"Very informative and some good tips and reminders. Thanks!"

Randy Cano (University of Toledo)

"May need a webinar on each topic of the trustee checklist"

Rita Fryer (Fryer Consulting)

"Really good overview - also fast paced and engaging"

David Bartine (David L Bartine CPA, CFE)

"Very good seminar on topic that is rarely presented"

Karen Morton (Herring, Roll & Solomon PC)

"This is a must see for anyone serving as a trustee!"

Alfred Page (IRS)

"Excellent presentation by professional presenters"

Michael Glass (Michael Glass, CPA)

"Josh did a great job. Information is very timely."

Genet Semere (GnG Instant tax refund)

"I enjoyed your webinar so much. I learn so alot."

Helen Lee ()

"I loved the power point stick people!"

Daniel Mannion (Daniel J. Mannion)

"Josh made a very good presentation."

Marcus Cazares (SELF EMPLOYED)

"Interesting and informative"

Constance Panos (AI)

"Very informative webcast."

Ragai Elmasry (ragai m. elmasry,cpa)

"excellent presentation."

Scott McNeilly (Scott McNeilly)

"The slides were great."

Lester Pieczonka (czonka and youhas llp)

"Terrific presentation!"

Pamela, OH

"This was very helpful to me. Even though I'm not an official trustee of a trust, I am Treasurer at my church and handle the investments with some input from the finance committee. This gave me great information as far as documenting our decisions regarding investments."

Mary, MN

"I enjoyed finding more about this subject. As an "accidental" trustee of grandma's estate, I found the material in this webinar to be relevant and interesting. I learned new things that would be relevant for my trust and many other types of trusts."

Doree, CA

"Excellent presentation and excellent slides. Presenter was easy to follow and detailed enough on a topic that isn't covered often. Thank You"

Dawn, TX

"Very helpful information. I signed up for CPEs, but will definitely pursue additional information when I become a trustee in the future."

Melissa, TX

"Really good presenter, and very helpful information to me as I recently agreed to serve as trustee of a trust - a new role for me!"

Kathryn, CA

"Fascinating examination of trustee duties. Has application also for one's individual portfolio. Highly recommended."

Karen, OH

"Josh was a very effective instructor who made what could have been a very dry topic actually interesting."

Steven, NY

"well done seminar with lots of information. i intend to print out seminar for future reference"

Terri, MN

"Would like to see additional sessions, diving more into these topics."

Willy, GA

"clear presentation. Copy of slides for future reference helpful"

Christina, FL

"I enjoyed this webinar. I found it to be very informative."

Diana, FL

"Outstanding presentation.Can't wait for your next one!"

Irina, NY

"Will be definitely helpful for expanding my practice."

CHERYL, OH

"Very good base information - very good information!!"

Timothy, CO

"Terrific overview of Trustee responsibilities"

Richard, NY

"important topic seminar done really well"

Paula, TX

"Excellent info, well presented."

Genna, CA

"Very informative and relavent!"

Sengmin, NY

"Thank you for your information"

Duane, WA

"Very interesting presentation"

Nancy, NY

"very informative and useful"

Harold Parnes (Harold I. Parnes, CPA)

"The seminar was very instructive and contained information not usually given to Trustees to follow when asked to be a Trustee. A future seminar should be given with rules for Trustees to follow, such as a family menmber as a Trustee."

Kenneth Harris (Kenneth Harris CPA)

"I enjoyed this webinar. It was presented well."

Stephen Scott (Scott Law Firm)

"A well-presented seminar."

Margaret, NY

"The material is dense for a trustee newbie like myself but presenters enthusiastically shared many tips on how to avoid pitfalls."

Wayne, IN

"expanded the scope of my understanding on this issue."

George, MN

"Very fluent and knowledge based presenter. Thank you!"

REDUCING PERSONAL RISK: A TRUSTEE'S GUIDE TO HANDLING DUTIES OF CARE

Josh Yager

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