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Jeff Pratt
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Decks in this class (18)
Investments
What are the features of a gnma,
What describes an i bond,
What is the formula for bond conv...
41
cards
General Principals
Is a home equity loan to payoff c...,
If a financial planner is neglige...,
If a child has 2700 interest and ...
16
cards
Taxes
Hobby loss rules,
Five basic categories of taxpayer...,
Penalties for a frivolous return
97
cards
Insurance
While away at college a child is ...,
Are mec withdrawals fifo or lifo,
Group health insurance allows for...
33
cards
Retirement Planning
What programs are covered under t...,
What is the difference between fu...,
What are the worker benefits unde...
11
cards
Types of retirement plans
What are the differences between ...,
What are the defined contribution...,
What is a money purchase plan
27
cards
Retirement planning rules for qualified plants
What are the age and service requ...,
An employee who meet the age and ...,
Qualified plan coverage is furthe...
34
cards
Individual retirement accounts
Can contributions now be made aft...,
To contribute to an ira you have ...,
What are the keys to ira deductib...
16
cards
Other Tax Advantaged Retirement Plans
What is a simplified employee pen...,
What are the employer contributio...,
Who is a sep appropriate for
14
cards
Distribution rules, alternatives, and taxation
What are the conversion rules fro...,
Premature distributions are allow...,
Hardship withdrawals from profit ...
18
cards
Employee stock options, stock plans, and non-qualified deferred compensation
What are the differences between ...,
What is an unfunded plan,
Is a funded plan beyond the reach...
7
cards
Method of property transfer at death
What are the advantages and disad...,
What is community property,
What is the tax advantage of comm...
13
cards
Estate, tax, compliance, and tax calculation, sources for state liquidity, and power of appointment
What are exclusions from the gros...,
What is the adjusted gross estate,
What is the taxable estate
19
cards
Gifting strategies, gift, tax, compliance, and gift tax calculation
What does inter vivos gifting mean,
Gifts of a future interest do not...,
What are the rules for gifts to n...
9
cards
Incapacity planning
What is a durable power of attorn...,
What is a durable power of attorn...,
What powers cannot be given to an...
13
cards
Types, features, and taxation of trusts
Simple versus complex trust,
An irrevocable trust is generally...,
Crummy trust
20
cards
Charitable Transfers
What is the income tax deduction ...,
Is raw land generally an appropri...,
What is the tax deduction for a c...
12
cards
Life Insurance In Estate Planning, Valuation Issues, Marital, Deduction, And Referral And Minimization Of Estate Taxes
Incidents of ownership generally ...,
When a state transfer taxes are a...,
What is an irrevocable life insur...
12
cards
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