CPAacademy.org | ETHICS: FAMILY DYNAMICS - COMMON REASONS WHY ESTATE

Robert Heron (C-R Management Company)

".I have watched over 80 hours of CPA Academy webinars and this was the best ever. Ms. Alaimo prepared and planned the presentation perfectly. She presented the material clearly in a very orderly manner. She covered many reasons for doing this planning with clients, often giving both the pros and cons in a very thoughtful manner. This is a "must see" webinar to all but the most experienced planners and attorneys and accountants who are involved in planning sizable estates with multiple beneficiaries. They are sure to find something they can use with their clients."

Cynthia Brown (H&R Block)

"Fantastic seminar! Will really help professionally, but, as a much added surprise, I see that the presenter is a trust attorney in my mother's area code (so maybe her town) and I am going there shortly to help her find a trust lawyer to establish a trust, now that my dad has passed away. I will contact the webinar instructor and see if we can utilize her services! Two birds with one stone."

Timothy Curtis (Timothy Curtis)

"Most informative webinar I've taken in a while. Had me researching trusts on the the internet. We focus on taxes only to the detriment of interpersonal issues that will cost more potentially. Already had a discussion with my wife about issues raised."

Suzanne Cravens (Caterpillar Financial Services Corp)

"Exceptional webinar. A great explanation for why, even in the best families, there is often conflict when it comes to estates and estate planning. This is often overlooked and then seems unexpected during what is usually an emotional time."

Barbara Cox (Barbara Cox)

"Great course - I think every family should need to listen to this course as plans are being made and before plans are put into action. WOW - will likely share it with both my siblings and many clients."

Margaret Basic (Margaret M Basic LLC)

"Very engaging and knowledgeable speaker; discussed facets of estate planning that really haven't been well promoted or addressed centering on family dynamics playing a very key role in estate planning"

Greg Chapman (Lighthouse Fiduciary Services)

"This opened my eyes for opportunities to improve my estate planning skills for myself and my clients. I will put this information to work immediately and look forward to future offerings by Marve."

elizabeth batton (Dab Hand)

"This webinar had so much info and has me thinking about things I had not thought of. Even though this is not my primary focus it is good to have this info. Thanks So Much"

Karl Tyminski (BiState Development)

"Great webinar! The session exceeded my expectations. The presenter was knowledgeable and interesting. She brought an experienced practical approach to the table."

Ming Rui Wang (Andesi Global Tax)

"This is a great webinar. This is very interesting. The cases mentioned during the webinar are informative. Great examples to use when communicating with clients"

j biggins (ballinrobe)

"Excellent webinar. Well thought out and presented. Marve Ann's personal experiences of real family situations made the presentation worthwhile. Thanks"

Norman Loeske (Norman O. Loeske, Jr., CPA)

"Very beneficial... with all the technicalities involved... Ms Alaimo presented the "Common Reasons".... to are plain old "Common Sense".. well done."

Judith McKay (Judith McKay)

"Excellent speaker with very relate-able examples. Thank you so much for the pertinent information and I am looking forward to more webinars!"

Michael Loesevitz (ORBA)

"I really enjoyed the perspective given by this practitioner. She was very articulate and shared good examples from her years of practice."

Heidi Hansen (Heidi Hansen)

"Ms Alaimo outlined the conflicts and litigation that has occurred with my parents estates. I wish my parents would have heard her."

LESLIE WALSH (H&R BLOCK)

"Nice to consider implications of Estate Planning beyond tax issues! This course will help me with clients and my own plans."

Linda C Morris (LCM Business & Tax Services)

"Very knowledgeable presenter! Enjoyed the pace she set and the bullet points she stressed. Easy to follow and understand."

Patrick Admire (ADMIRE SANFORD & ASSOCIATES, PLLC)

"Outstanding presenter and presentation. Presentation involved real world situations re family dynamics, etc. Thank you."

Sara Lassila (Sara Lassila CPA Inc)

"I enjoyed this webinar, because it wasn't all about tax implications. As CPA's we need some of these "soft" skills, too."

Debbie Yaros (Hersman Serles Almond, PLLC)

"Great information in dealing with difficult personalities throughout the Estate Planning (and even settlement) process."

Tina Pittman (Your Accountant, LLC)

"This was a very informative webinar. Wish I took this 3 months ago as there was similar issues addressed in my family."

Jeanne Savitt (Reactyr LLC)

"Great webinars with helpful insight to help us have those hard conversations with clients regarding family dynamics."

michael litwin (Cardinal Tax Services)

"Marve is great I have a vexing problem relating to asset recovery and I will be consulting her Michael Litwin CPA"

Kathy Pennington (AGP Oil Properties)

"Great information and input as to possible scenarios, their possible causes, and transparency to avoid problems."

janice portee (RJ TAX 2895)

"what was taught at this session was very interesting. It was new to me so I'm going to present it to my clients."

Aram Maala (Abdulla Fouad Company)

"I enjoyed the webinar. I don't have any technical issues during webinar. Marve Ann Alaimo is a great presenter."

Thomas Rose (CPMC)

"I thought the presenter did a great job of explaining the realities of the human factor of Estate Planning."

Merle Ehlers (SVEHLA LAW OFFICES)

"Very thorough examination of the topic and some real practicable insights about developing an estate plan"

Cecilia Miller (HR Blick. Seasonal)

"I totally enjoyed this class, it was interesting and enlightening. I learned something new things today."

John Knobelsdorf (Law office of John Knobelsdorf)

"Good food for thought. More real life examples please, because they are so powerful and teach strategy."

Ramanik P. Shah (Shah & Company, Ltd.)

"WE UNDERSTOOD SO MANY ITEMS AND LEARNED SOMETHING NEW IN THIS WEBINAR, WITH VERY HELPFUL CONTENT."

Jim Burwell (Schmitz & Burwell PLLC)

"Two hour session kept moving and kept me interested. Real life examples, questions and solutions."

arnon hurvitz (cammeby's intl ltd)

"Great show by instructor, very knowledgeable and keeps your interest throughout the seminar"

Russell Fleming (University of Michigan)

"Great job by Marve Ann Alaimo! Her presentation was very understandable and down to earth."

Clement Hoober (Christian and Missionary Alliance)

"Loved the detailed family insights to help me better assess pertinent family dynamics."

Ann LaCasse (Ann LaCasse CPA)

"Excellent content. Really gives us things to think about, and bring up to our clients."

Carlotta Seals (Huges, Snell & Co)

"Marve Ann is a great speaker, very informative and she made the subject interesting"

Edwin Baker (Batis Development Company)

"Excellent webinar. Offers common sense ideas about planning to the family dynamic."

Evangeline Brodie (Van Brodie Properties)

"Estate planning involves so much more than tax considerations. Excellent session!"

David Berman (David D Berman CPA CGMA MBA)

"This was a good way to determine how to approach setting up trusts for clients."

Mark Riddle (360 Solutions)

"A wealth of information packed into two hours that seemed like it flew by."

Paula Saizan (PTBS, Inc.)

"Very useful information. Well organized materials and effective delivery."

Sandra Adams (Sandy Adams CPA, LLC)

"This class was the best I've ever taken! I will even watch it again...."

Ann Weaver (CPA)

"Very good information and thorough considerations for so many scenarios."

Amy Porter (ESA Construction)

"Great webinar; very informed speaker, great presentation of information"

Robert Slowik (Robert A Slowik PA EA CFP)

"A unique and interesting viewpoint about family estate planning."

Fausta Lipscomb (Ace Tax Solutions Inc)

"INTERESTING PRESENTATION. VERY VALUABLE INFORMATION. THANK YOU!"

Melanie Oglesby (ARKANSAS STATE EMPLOYEES ASSOC)

"So much good information - excellent webinar! Thanks so much!"

Neal Donahue (Crowe Donahue PLLC)

"Good seminar, very informative and informed speaker. Thanks"

Tina Huang (Tina H. Huang, CPA)

"it is a pleasure webinar, enjoy the time while learning"

Mercedes Koczara (Meraltax pro LLC)

"The webinar was informative and professional. Thank You"

Ian Korman (Ian P. Korman, CPA)

"Excellent presentation with a lot of useful information"

Dale Perry ()

"A lot of very useful wisdom that goes beyond tax law."

Anna Marie Pedorenko (Gaming & Leisure Properties Inc.)

"Very knowledgeable presenter. Very good information."

Roy Arnold (Self employed)

"Lots to think about in selecting a successor trustee."

Susan Drinkard (Paul Drinkard and Associates)

"Great course, excellent instructor- very insightful"

Helen Smith (HROS)

"Got a lot of useful info from Marve, she was good"

Alfred Page (IRS)

"Excellent presentation by professional presenters"

Ricky Burks (RICKY BURKS, CPA)

"Marve Ann knows the material and presents well."

Daniel Mannion (Daniel J. Mannion)

"Presenter was experienced and practical."

Yipfung Lam (Yipfung Doris Lam, CPA)

"very interesting session. Thank you."

Gail Lee (Gail's Taxes)

"Lots of good information. Thank you."

Michael Glass (Michael Glass, CPA)

"Marve Ann did a great presentation!"

Julie Flobeck (Julie Flobeck)

"Great speaker - very informative!"

asya marder (ASYA MARDER CPA)

"VERY USEFULL MATERIAL! THANK YOU!"

Don De La Peña (Don's Professional Services, LLC)

"Presenter is highly knowledgeable"

Susan Cole (Cole Bookkeeping Services)

"Outstanding - very informative."

Bilal El-Amin Muhammad (Bridge Accounting & Taxes)

"No until I use the information"

Philip Ludwig (Philip K. Ludwig, CPA)

"Very knowledgeable speaker!"

Sharon Cassady (Self-Employed)

"So practical and engaging!"

Deborah Zell (Deborah Zell CPA)

"Excellent webinar, thanks!"

Alison Payauys (Alison Payauys, CPA)

"Very useful information."

anna ng (anna)

"I WILL SHARE WITH OTHERS"

Ragai Elmasry (ragai m. elmasry,cpa)

"excellent presentation."

Laura Lea Thomason (Thomason Financial, LLC)

"Excellent presentation!"

Shirley Mclean (Shirley McLean & Company CPAs, LLC)

"Excellent presentation."

Julia Navas (A-Z Tax and Accounting Services)

"Excellent presentation"

Joanna, MD

"It may be daunting for some instructors to stay focused for a two hour course. She made it interesting with relevant facts and insights in the estate planning area. The human factor is always the factor that we are never sure of. The ideas she suggested make sense and I will use them with my clients."

DEBRA, MD

"This course was very interesting. The speaker introduced ideas that really makes you sit back and think about advice that has been given to clients or will be given in the future. It was an excellent course!"

Fred, LA

"The presenter did an excellent job of covering the items that should be considered in every estate planning situation, whether taxable or non-taxable. Money very often brings out the worst in some people."

Janice, OH

"Wonderful webinar - the instructor was extremely knowledgeable and insightful. There is so much more to consider than just the financial aspects of an estate plan!"

Brandon, IL

"This was extremely enlightening, and I appreciated the real-life examples used to exemplify the lessons themselves."

Beth, AL

"Good comparisons of pre/post tax reform implications on planning. Helpful options of dealing with clients."

KENNETH, FL

"VERY INTERESTING! TALKING TO CHOIR! THE CLIENTS NEED TO HEAR PURPOSE OF PLANNING FOR FAMILY BENEFIT!!!"

Laidlie, PA

"appreciated stressing the importance of understanding the family dynamics for planning and execution"

Mai, CA

"Excellent presenter. I have learned so much from this webinar and loved it. Thank you very much."

JoAnn, MN

"So glad I attended. The information will help me with my own estate plan as well as others."

Christopher, MO

"This webinar was extremely informative and helpful. I would fully endorse this program."

Edwin, NH

"Excellent webinar. Very informative. Excellent presentation. Highly recommended."

ROBIN, MD

"Excellent presentation. A great deal of information to consider and implement."

Kathryn, CA

"Exhaustive examination of the considerations for specifics of estate planning."

Sherry, NJ

"Excellent presentation regarding non-tax issues regarding estates and trusts"

Bernandette, PA

"Interesting real examples of family dynamics that impact the estate process"

Sharon, OR

"Excellent information. Provided in understandable language and format"

Lixia, CO

"The presentation was very informative and professional ."

Patti, NC

"One of the most interesting webinars I have attended!!"

Joyce, CA

"Very timely with personal family matters. Thank you."

Constance, CA

"Very thought-provoking and much needed seminar."

Alan, IL

"Lots of great information. Thank you."

Charles, VA

"very detailed, thorough presentation!"

Christina, FL

"This webinar was very informative."

Richard, PA

"interesting slant on the topic"

Nellie, PA

"Excellent class and presenter!"

Martin Fishman (Martin H Fishman CPA)

"The course encouraged me to alert clients to consider areas of planning that were brought up in the presentation"

tarik almoghraby (jordan islamic bank)

"The subject was goood the instructir has a good character and the topic was perfect"

Gary Garrety (Gary Garrety)

"Great presentation. I particularly liked the serious and comfortable style"

Patrick OsBourne (Atlas Summit Inc)

"Lots of useful information, very much worth the time spent."

Kenneth Harris (Kenneth Harris CPA)

"Well presented webinar by a very knowledgeable presenter"

Kwabena Kankam (Kwabena Kankam)

"Presenter was very prepared and effective."

Ray Bader (CPA Associates LLC)

"refreshing point of view"

James Rhea (Virginia Mirror)

"It was very informative"

Louise, RI

"Kudos to presenter Marve Ann Alaimo. She is the first presenter that I've heard in years that kept to the time-frame without rushing through the content, without rushing through the remaining slides in the waning minutes, and all while providing helpful insights from her years of experience."

Elisa, TX

"I was a little late to the webinar but I was quickly able to catch up because of the reference material. I really enjoyed the holistic approach."

Rick, MO

"The recommendation of the importance for parents to share estate plan specifics with family members/beneficiaries was excellent"

Corine, FL

"I learned new information on the topic, which I can consider applying to myself."

Nancy, MO

"Very interesting different take on estate planning."

Anitha, IN

"Great Experience and learning new things."

John, PA

"I enjoyed hearing real-world examples!"

Amey, Qatar

"It is a wonderful experience"

ETHICS: FAMILY DYNAMICS - COMMON REASONS WHY ESTATE PLANS FAIL

Marve Ann Alaimo

About Our Presenter