Tax Strategy: Financial Planning for Beginners

Good intentions by instructor. A broad discussion, but a little too broad with not as much emphasis on investment income taxation I was hoping for. Good idea to have a beginner's level course, but a little more detail and/or references, with short quizzes to test learning would have made it better. Was particularly interested in taxation of investments - particularly stocks/bonds. It was covered, but not enough detail for me. Specifically would like to have seen clear case examples of how long term and short term capital gains and losses are subtracted against each other and taxed, and then how net losses up to 3K can be used against ordinary income. Show us some examples from brokerage 1099 forms of how this information is displayed, etc... That part is what is particularly confusing to me and not presented in any significant depth/detail. Lastly, I'd say it was a little too commercial - encouragement of an ETRADE account was repetitive, and no disclosure by instructor if he is compensated for the plugs. Encouraging students to use them for the "free financial advice" was not appropriate, as there is no advice that is free. How the financial advisor is compensated by Etrade should have been disclosed if specific brokerage going to be recommended. Also repetitive plugs for his instructional website that does not appear functional any longer when attempting to visit was a distraction.

The course touches on some basic concepts of how to reduce taxes in short term and in long term, which is helpful. However, it doesn't elaborate on all the ideas, and in every session he refers to his other courses for details. Also, all the links he provides are broken. Very disappointed.

This is a decent course. It's more of due diligence than stratergy. Good basic understanding. There are some expired links. Needs to be updated.

Interesante conceptos, buen curso pero contenido escaso Se podria ahondar mas en los elementos del curso. Pero cierta cantidad excesiva de publicidad, los enlaces no funcionan.

I thoroughly enjoyed this course! I would recommend this to anyone interested in building wealth & making money!

Decided to not pay an arm and let at H&R block and to my taxes myself. Learned a ton from this course, looking forward to my refund this year! Thanks!

I thought this was a great course very easy to understand and the narrators voice wasnt boring making it easy to listen to the entire lecture

I was looking for a course that give me a introdution for TAX Saving. This course is very good and I recommend. Thanks Calvin for share with us. Best regards Cassio Lacerda

This is a good high level overview. I think I came into it hoping for some more specifics to help me since I now have multiple streams of income that might be treated differently. I also have a Master's in Finance, so I'm thinking this would be very useful for someone just beginning or building on their financial literacy.

This course provides much needed understanding in an area most (even tax professionals) find confusing. I feel I will be able to converse with tax and financial professionals on a much more solid footing!

The course will be extremely helpful to individuals who have a desire to save money in income taxes. The course provides thorough analysis regarding important tax concepts and savings strategies.

i appreciate the value i have gained in taking this course. it will help me better my situation - thank you very much!!

Biggest takeaway: There is so much more to taxes than just income taxes. I took the advice to heart and now I am in contact with a financial advisor to help plan for my retirement. Cheers and happy holidays!

I can't believe I've paying taxes for countless years without truly understanding how the system works. Calvin does a great job of first explaining the background of the system and then layering on how to strategize around it. Looking forward to cutting my tax bill, thanks!

Really enjoyed how you broke down complex rules into basic pieces as well as the tips to save some cash. Thanks!