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Estate Planning: An Overview


Name Email Purchase Date Certificate Date Actions Access
Daniel Johnson danieljohnjohnson@gmail.com 5/22/2021 5/22/2021
Leslie Pio Costa lesklk@gmail.com 5/14/2021
Erin Kane jmukane@gmail.com 5/12/2021 12/19/2021
Dennis Roemer dennisroemer@yahoo.com 4/29/2021 5/5/2021
Mahmoud Khalifa m.khalifa@ma-accountingpro.com 3/25/2021 4/11/2021
Karen Farren farrencpa@gmail.com 3/16/2021 3/18/2021
Allison Herzog allisongherzog@gmail.com 3/8/2021 4/1/2021
Patricia Kurnik kurnikpatricia21@gmail.com 3/1/2021 3/17/2021
Lorrin Golembieski lorrin@gmail.com 2/27/2021 2/28/2021
David Housey David@IdealBusinessPartners.com 2/16/2021
SUSAN GARCIA SuGarc299@gmail.com 2/15/2021 2/18/2021
Candice Herbst candice.v.herbst@gmail.com 1/10/2021 2/1/2021
Jacqueline Regalado jregalado@shanholt.com 12/30/2020 12/31/2020
Derek Killian derek.killian@hotmail.com 12/30/2020 12/31/2020
David Elliott dave.elliott@elliottbusinesspartners.com 12/28/2020 12/28/2020
Belinda Bracht belindabracht@hotmail.com 12/22/2020 11/15/2021
Scott Chadwick schadwick@pkwycon.com 12/18/2020 12/18/2020
Margaret Gundacker mgundacker@aol.com 12/16/2020 12/18/2020
John Paden jbpaden@yahoo.com 12/16/2020 12/16/2020
Timothy o'Hara tohara@discoveralpha.com 12/14/2020 12/29/2020
EDWARD MCNULTY emcnulty22@hotmail.com 11/30/2020 12/31/2020
jing liang jingliang8@gmail.com 11/29/2020
Kathleen Williams kwilliams@goodlettventures.com 11/17/2020 11/17/2020
Fabienne Mroczka fmroczka@yahoo.com 11/17/2020 12/29/2020
Joseph Jerkovich jerkovic@optonline.net 11/15/2020 11/16/2020
Andrea Mellinger amellingercpa@gmail.com 11/13/2020 12/7/2020**
Paul Starrantino paul.starrantino@sncorp.com 11/9/2020
Ryan Paslowski ryanpaslowskicpa@gmail.com 11/7/2020 12/29/2020
Rrezarta Sopa rsopa@lswgcpa.com 11/4/2020
Bryan Solpietro bsolpiet@gmail.com 11/3/2020 11/4/2020
benneth nwadiogbu benneth1104@att.net 10/30/2020 11/3/2020
Sabine Neumann sabinecpa@optonline.net 10/30/2020
stuart lawson slawson@springerlawson.com 10/29/2020 11/8/2020
george williams gwms513@gmail.com 10/29/2020 12/27/2020
Donald Cohen donald.cohen@medreceivables.com 10/26/2020 10/26/2020
Brian Cheng bgc310@yahoo.com 10/22/2020 11/17/2020
Alexander Felsenthal alexfels@verizon.net 10/19/2020 10/21/2020
Alvaro Spinola Pinto aspinola@firstmanhattan.com 10/19/2020 10/20/2020
Christian Caccavo christian.caccavo@gmail.com 10/14/2020 11/6/2020
sandip kapadia sandip.kapadia@ymail.com 10/5/2020
Margaret Smith msmith@ffsmid.com 9/23/2020 9/24/2020
Nicholas Ebert nebert92@gmail.com 9/19/2020 12/6/2020
David Bernstein bernstein@libertytax.com 9/18/2020 9/21/2020
Tracy Haller tracyhaller7156@comcast.com 9/15/2020 11/17/2020
Jeffrey Schapira depe456@aol.com 9/14/2020
Hans Juerg Schmid hansjschmid@yahoo.com 9/13/2020 9/16/2020
Wesley Wellman wes@wellmanproperties.com 8/30/2020 9/1/2020**
Karen Yingst ksycpa@verizon.net 8/29/2020 9/27/2020
Susan Crum s.crumcpa@peak.org 8/26/2020 10/27/2020
LYDIA NUNEZ nunezcopa@verizon.net 7/30/2020 5/29/2021
David Zicko dzicko@pacbell.net 7/6/2020 7/12/2020
Jennifer Norvelle jen.norvelle@automattic.com 6/25/2020 9/25/2020
James Hanlon james@jhanloncpa.com 6/24/2020 6/28/2020
Ernest Dixon ernestodix@gmail.com 6/23/2020 6/23/2020
Wayne Kimber viggo888@earthlink.net 6/18/2020 7/1/2020**
Tom Reed treedva@yahoo.com 6/3/2020 6/3/2020
Patsy Berry pberry@cpeincmail.com 5/18/2020 5/18/2020