CPAacademy.org | SO, YOU'RE A CPA AND A TRUSTEE. NOW WHAT?

Michael, MO

"This was one of the best, well organized & most informative CPE presentations (webinar or otherwise) that I have ever attended, & I have been doing this kind of work for decades & attended many. Highest rating Josh is extremely well informed, very experienced, highly personable & has obviously done his homework. His presentation style is quite engaging & completely on point. His presentation provides a super roadmap (& therefore a checklist) of CYA (Cover Your Assets) duties that will help those of us serving as Trustees to actually be able to always do our duties & create a paper / audit trail to prove we have acted prudently & in good faith. Love the statement that there is no one right answer - just a right process. I plan to share parts of it with my clients to help inform them of the complexities, particularly the overview charts early on."

Betty, AZ

"This speaker was extremely informative! I learned a lot and will be sharing this with colleagues. The information provided not only helps those who are trustees it helps those who provides guidance to those that are about what their responsibilities are and how to make sure they are meeting their fiduciary responsibilities."

Ellen, VA

"This webinar blew me away - it was so useful! I've listened to approximately 75-80 webinars over the course of the last 3 years, and none have come close to the practical and useful information of this webinar. In one hour, I learned more than I've learned in all the other webinars together. Thank you Josh Yager!"

John, FL

"This was one of the best webinars I ever participated in. The presenter was excellent and the information was valuable. Trying to decide if the trust area is an area to expand my practice. Excellent synopsis of what needs to occur in this arena."

John, CO

"This is one of the best hour's of CPE I have spent in 30+ years. It put my recently appointed role of trustee in context and not only answered some burning questions that I had, but has given me a road map for moving forward."

Mary, AR

"This was a helpful webinar. I am only the trustee for my parents' trust, but I felt like I learned some things that will help me there and if I ever take on any more fiduciary roles in the future."

Susan, GA

"This is one of the best programs in which I have participated. The presenter is knowledgeable and personable, and he covered the areas that are critical to the course participants."

James, NJ

"Josh Yager is one of the best presenters I have heard. Although this webinar did not apply much to my practice, his expertise and presentation is absolutely the best!"

Rosalina, MD

"Josh Yager was engaging and made the topic interesting. He had my attention! BTW, I enjoyed the picture frame of the speaker. Something new?"

Marilyn, MN

"Josh is an excellent presenter. I feel I understood everything he said, not only the what but also the why and the why really important."

Scott, PA

"Outstanding presentation. Speaker very knowledgable and articulatred the material extremely well. I got alot out of it along with the CPE"

Nancy Fellin, PA

"This webinar was extremely interesting to me as I am a CPA working in the Estates and Trusts Dept. of a law firm. Great presentation!"

Nancy, FL

"This presentation was exceptional. CPAacademy programs are always high quality, but this exceeded the invariably high level."

SHERI, MI

"Outstanding presenter again. He gave me information that I can use or at least ask questions to my other committee members."

Edward, CA

"Perhaps best class I have taken. Josh did not read to me but shared his knowledge in an interesting and informative class."

Annette, GA

"Thanks for the emphasis on documenting the decision-making process. This is so important in all aspects of the CPA's work!"

Daniel, MO

"Excellent presentation, especially recommendation to put supporting notes (explaining why you did what you did) into file."

STUART, PA

"Excellent presentation both in content and delivery. The slides were fine, but he should leave the people sticks out"

J Patrick, IL

"Best presentation I've been to yet! Very timely topic for me - I will be contacting Josh re our profit sharing plan."

Joyce, CO

"Presenter was great with a little levity and real life experiences, I just really enjoyed this session. Thank you."

Bruce, TX

"I have served as a trustee before and you identified some weaknesses in my approach. Thanks for the education!"

Jerry, SC

"This was perhaps one of the best CPAacademy programs I have attended. Quick moving and very informative."

Jeff, DE

"Great presentation. Valuable information and well organized. Delivery was great, pacing was fantastic."

Lewis, CA

"Great information, excellent illustrations. I learned something that I can put to use in my work."

Guy, VA

"Josh is good and direct. I really like how he administers and keeps the program moving along."

Shirley, TX

"Josh was a great presenter. I learned some new things that I will certainly be able to use."

Deborah, NC

"This was an excellent webinar. I really learned a lot that is helpful to me as a trustee."

Cynthia, TN

"Fascinating webinar!!!! Thanks so much for terrific information presented in a great way!!"

Mark, IL

"Great presentation style by Josh concerning a very interesting topic and relevant to me!"

Tami, PA

"Great instructor. Great speaker, and very knowledgeable about this important topic."

Hongyi, CO

"Very knowledgeable, great sample, excellent step by step explanations. No fat."

Gene Arthur, FL

"Increasingly, I have been tapped to be a trustee; such a course is essential."

Lyndie, CO

"Josh is a great presenter and I learned a lot just in the hour that we had."

VINCENT, PA

"Josh was very knowledgeable and made a potentially bland topic interesting."

Samuel, FL

"love the delivery...great speaker...he was able to keep me engaged...."

Cynthia, SC

"The speaker was excellent - very knowledgeable and great presenter."

James, AZ

"Excellent presentation. Covered all the key points very well."

Mina, MI

"Great presentation. Good Speaker. Liked his sense of humor."

Kathryn, SC

"The presenter made the subject understandable and interesting."

Nora, TX

"Very informative and helpful and prevented very well! Thanks"

Vicki, NJ

"Information was pertnent and presented in efficient format"

Andrew, PA

"One of the better webinars in which I have participated."

Kelli, FL

"Loved Josh's style! He laid the process out so simply."

Donna, VA

"Very useful information and concrete tips and examples."

Constance, MN

"Great information presented in a fast moving webinar."

Phyllis, MN

"Very concise information. It is something I can use."

Thomas, NY

"very timely, very informative and very easy to access"

Barbara, VA

"If I need assistance as trustee I will contact Anodos"

Rebecca, CA

"Learned quite a bit from presentation. Thanks you!"

S, TX

"this was useful information, glad I participated"

Carola, CA

"Great class, clear information. Very reassuring."

Stan, AR

"Top shelf presentation! Josh knows his stuff!!"

Bobby, SC

"GREAT SPEAKER. VERY PRACTICAL SUGGEATIONS."

Patricia, FL

"Josh was excellent and kept our attention"

Alex, NY

"thank you very much. very informative."

Paralea, NC

"Great information, and great format!"

Diane, NY

"all these classes are great- thanks"

David, KY

"Excellent Course - Must Know Info"

Julia, NV

"I got a lot out of this webninar"

Sheila, CT

"This presenter is fantastic!"

Kathryn, TX

"Best seminar I've attended!"

Nneka, VA

"Great timely presentation!"

Carolyn, OH

"One of your best webinars."

Brian, TX

"Very practical approach."

Stanley, SC

"Excellent presentation!"

Charles, SC

"Concise and informative"

Ruth, GA

"Excellent presentation."

Michael, FL

"THANK YOU, WELL SAID."

Michael, CO

"Josh did a great job laying out the requirements to being a Trustee in a clear manner. It will definitely allow me to make a better informed decision if I am ever approached to become a trustee. Definitely work a listen even if you are not currently a trustee so that you know what you are being asked if the question comes up."

David, SC

"Nice presentation though I do not do any trustee work, need CPE. Thanks!"

Frank, FL

"please send me the white paper + any other doc handouts. Thx"

Lori, WA

"Well done. Great artwork and excellent information."

Patrick, OH

"I really enjoyed this webinar. Very informative."

Lishuang, DC

"Like their slides, not loaded with non"

Dianne, OH

"Very informative and well organized"

carol, CA

"Great courses and instructors."

louis, OH

"well done. thank you."

SO, YOU'RE A CPA AND A TRUSTEE. NOW WHAT?

Josh Yager

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