CPAacademy.org | HYBRID DOMESTIC ASSET PROTECTION TRUST: AN ENHANCED

Carmen Shepherd (Parasol Accounting Services)

"Steven Oshins not only knows his stuff, he is a fantastic presenter. As well, the presentation slides are informative and useful for future reference. I recommend any of Steven's courses as they are always extremely educational for anyone involved in estate planning for clients."

James Hennick (Quandt Berndt)

"Mr. Oshins delivers the information on this subject in a nice conversational way, and provided some great advice on tools at our disposal to help our clients protect their assets from creditors."

Mike McGinty (Michael McGinty, CPA)

"Learned about something that I had no idea as to how they were set up. Very informative asset protection technique."

Daniel Mannion (Daniel J. Mannion)

"Steve did a fine job, indicating that State laws vary and where a DAPT trust is set up is a key consideration."

Eileen Szentjobi (EY)

"very knowledgeable instructor, his is very detail in explaining the difficult subject matter"

Keanu Hu (Refulgente Unravel LLC)

"Great wealth of information to help inform us further in this vague trust arena."

ELIZABETH PAMI (EZ TAX SERVICE)

"THE ONE THING THAT I CAN SAY IS THAT THIS GENTLEMAN CERTAINLY KNOWS HIS STUFF."

Stephen Degroat (County of Rockland)

"this was an excellent presentation with a very knowledgably presenter."

Robert Hutchinson, Cpa (Hutchinson Consulting)

"Well handled webinar, course material and speakers met the objectives"

James Schlosser (Huntington Bank)

"The presentation was very organized and professional. Great examples!"

Thomas Smith (Thomas R. Smith, CPA)

"Great job Steven. Very interesting and useful information."

Phillip Harrison (Strategic Asset Solutions, LLC)

"Interesting and informative. Professionally presented."

Vernon L Short (Shorts Tax Service)

"Outstanding presentation. Presenter was really good."

Rose Ann Pedaci (R A P Consultants)

"Great information, thank you for your time today!"

Edward Kollar (Baker Tilly Virchow Krause)

"Very informative seminar on asset protection"

Katharine Greene (Katz and Katz, CPA's)

"Very detailed, very thorough! Excellent!"

Andrew Balint (AtlasBanc Holdings Corp)

"The Speaker was very lively and refreshing"

Thomas Langdon (Langdon & Langdon)

"Excellent and useful presentation."

Olufemi Olabisi (Professional Service Inc.)

"It was a nice and educaticve one."

Christina Caffrey (Lawrence Financial Planning)

"This webinar was very informative"

Kathleen Faieta (KPMG)

"GREAT PRESENTATION!!!!!!!!!"

INDRANI BANERJEE (Everest Steel Ltd)

"it was a great presentation"

Jonathan Sheard (Sheard, LLC)

"I don't give testimonials"

Earnest Griffin (Earnest Griffin Enrolled Agent)

"Excellent presentation!!!"

Cathy, KY

"The instructor did a great job and I learned invaluable information to help me make future decisions regarding DAPT's and Hybrids. Thanks for your expertise."

Andrea, NJ

"I continue to be impressed by the variety of content, the competent speakers and the ease of fitting these courses into my busy schedule. Thank you!"

Charlie, MN

"The presenter was both knowledgeable and entertaining in presenting this material. It was all new to me and he made it easy to understand."

SANDY, PA

"Great information, I wasn't familiar with this and after the webinar I feel like I can really talk to clients about it. Very helpful!"

Diane, MI

"I attended the webinar in search of last minute CPE but came away with valuable exposure knowledge to the DAPHT! Very satisfied."

Ira, NY

"This was a great presentation--very clear and well rolled out. Steve did a great job in responding to questions. Thank you!"

Naren, NJ

"Very Informative and Educational Webinar for CPA in their Professional and Personal Life. Excellent Presentation by Steven."

Ken, CA

"The presenter was great and the materials complemented the presentation well. A wealth of info packed into one hour."

Patricia, NJ

"Presenter explained & simplified the topic very well. I'd like to see him do more webinars on similar topics."

Adelle, CA

"The webinar was very well organized and easy to follow. The presenter was knowledgeable and engaging."

David, MI

"I have been waiting to hear more on this topic. Well done and mission accomplished. Great resources."

james, NJ

"a well spend hour; know before you go - a short phone call to Steven can save you $$$$"

Suzanne, TX

"Great content and easy to follow, even if you don't do a trust every day...Thank you!"

Kenneth, VA

"Outstanding presentation, exceptional communication skills, very valuable. Thanks!!"

Ramanik P., MN

"VERY WELL PRESENTED. WE LIKED IT VERY MUCH, NOW UNDERSTAND THE TOPIC LITTLE BETTER."

Dawn, NC

"Presenter was dynamic, efficient & timely with polls and answering questions!"

Duane, WA

"To me, trusts are complicated and in this presentation they were simplified."

James, CA

"Great presentation in an area where clients have a lot of bad information."

Melanie, NC

"This is the first time I have heard of this type trust. Great info!"

Joseph J, NJ

"Steve was excellent in presenting the case for considering a DAPT."

Hilda, IN

"The presentor was awesome, best webinar I have experienced so far."

Charles, NY

"Presenter is exceptionally qualified to give this lecture. Thanks."

Richard, IL

"This was a strong presentation given by an expert on the subject."

Frank, WV

"This was an enlightening and valuable asset protection offering."

Gerald, TX

"The instructor was extremely knowledgeable regarding trusts."

Karen, OH

"Great subject and great instructor. Very informational."

Alfred, DC

"Exceptional presentation with professional presenters"

Lennon, OH

"Very interesting seminar. A lot of good information."

Michael, FL

"Fantastic speaker and subject matter - Thanks!!!"

Andre, DE

"I enjoyed it but no testimonial at this time"

Frank, NC

"Clear, outstanding presentation. Thank you."

Michael, MA

"Thought provoking topic, well presented."

Hossein, CA

"Up to date subject fort today's world"

ZAIDA, FL

"EXCELLENT WEBINAR I ENJOYED VERY MUCH"

Robert, PA

"Great webinar on a complex subject."

ROBERT, AZ

"GREAT PRESENTATION/SUBJECT MATTER"

Gerald, IL

"simplified a complicated subject."

Lisa, FL

"Very interesting subject matter"

Sengmin, NY

"Thank you for your information"

Lydia, MI

"Very knowledgeable presenter"

Ronald, OH

"Very Interesting for a CPA"

Rita, PA

"no testimony at this time"

Edward, SC

"Excellent presentation!"

Edward, NY

"Excellent presentation."

Mark O'Donnell (Levy)

"Really Good Stuff. I had no idea about any of it. Presenter had the knowledge and managed his time well."

Larry, AZ

"This webinar is a must for every CPA with an individual client practice."

Meagan, FL

"real life examples were great."

Lee, DE

"He had good poll questions"

Carol, FL

"Very interesting webinar"

Chuks, MA

"Was timely presented."

HYBRID DOMESTIC ASSET PROTECTION TRUST: AN ENHANCED ASSET PROTECTION TRUST

Steven Oshins

About Our Presenter