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CFP - not danko flashcards

This class was created by Brainscape user Austin Hilscher. Visit their profile to learn more about the creator.

By: Austin Hilscher
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Decks in this class (7)

Retirement Concepts
How do you do the needs analysis ...,
Taxation of social security benefits,
Working after retirement social s...
30  cards
Investment Formulas (MUST MEMORIZE)
What is current yield example if ...,
How do you calculate property s i...,
What is the intrinsic value of a ...
9  cards
Income Tax concepts
What is the primary source of tax...,
Dates for paying estimated taxes,
What should a taxpayer pay to avo...
40  cards
Estate Concepts
What assets are subject to probate,
What are important rules regardin...,
What is the flow of form 706 esta...
17  cards
Questions from Mock Exams
Your client alice owns the follow...,
Question when if ever can a corpo...,
Question todd wants to defer the ...
172  cards
Investment Concepts
0  cards
Insurance Concepts
Are disability payments taxed and...,
Are disability payments taxed and...,
Are disability payments taxed and...
7  cards

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CFP - not danko flashcards

  • Class purpose General learning

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