- decks
- flashcards
- learners
Decks in this class (11)
Behavioral Finance
Prospect theory basics 1,
Paradox of choice 2,
Adaptive markets hypothesis 3
44
cards
Family Dynamics
Research suggests that most famil...,
Of wealth is lost by the 2nd gene...,
Of wealth is lost by the end of t...
23
cards
Ethics
An answer to the disciplinary pet...,
Conviction and suspension member ...,
An appeal from a final order of t...
7
cards
Tax Planning
Common deductions taken above the...,
Common deductions taken below the...,
If prior year agi was 150 000 or ...
37
cards
Portfolio Management
Before tax alpha hurdle 1,
Capital gains realization rate 2,
Consultant capture ratio 3
41
cards
Risk Management and Asset Protection
Risk 1,
Insurance on collectibles 2,
Umbrella liability insurance 3
28
cards
Charitable Giving and Endowments
Donor advised fund 1,
Charitable lead trusts 2,
Charitable remainder trusts 3
15
cards
Estate Issues and Wealth Transfer
Powers of appointment 1,
Disclaimer 2,
Non traditional relationships 3
38
cards
Planning for Executives
Incentive stock options isos 1,
Disqualifying disposition 2,
Non qualified stock options nsos 3
25
cards
Planning for Closely Held Business Owners
Angel investors 1,
Venture capital 2,
Mezzanine financing 3
32
cards
Retirement Management
401 k plans 1,
When would an employer choose 401k 2,
Profit sharing plans 3
27
cards
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1st class
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