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Decks in this class (28)
NUA
If a person separates from servic...,
Upon separation from service if t...,
If a person elects nua and the st...
4
cards
ISO/NSO/RSU
For a nso when an option is exerc...,
For an iso what are the timing re...,
After an nso option is exercised ...
7
cards
NHCE/HCE
In a top heavy plan and hce can n...,
When determining the deferral lim...
2
cards
RMDs
If a person is more than a 5 owne...
1
cards
Medicare
What are the four basic benefits ...,
If a patient needed units of bloo...,
What would be covered under medic...
14
cards
Investment Risks
Purchasing power risk 1,
Reinvestment rate risk 2,
Interest rate risk 3
6
cards
Section 303/6166/2032A/AVD
What is the purpose of section 303 1,
What are the requirements for a b...,
What is the advantage from a taxa...
19
cards
Gross/Probate Estate
What assets are subject to probate 1,
If a descendent dies without nami...,
If a client owns a business how m...
10
cards
HSA/FSA
Are hsa contributions taxed 1,
Can money inside a hsa be used to...,
Can a person over the age 65 use ...
13
cards
Homeowners/Auto Insurance
What is covered under section 1of...,
What type of property would be ex...,
What would a person need that was...
26
cards
Charitable Transfers
If a person wants income in a fix...,
If a person wanted a fixed paymen...,
If a person was ok with multiple ...
13
cards
Intrafamily Transfers
What are some possible strategies...,
Describe an installment note 2,
What happens if a seller dies dur...
26
cards
Fixed Income
Describe an original issue discou...,
What are most oids and when would...,
Does a oid zero coubon bond owner...
43
cards
Equities
In the event that a corporation i...,
What is a preferred stock 2,
What are similarities between a p...
16
cards
REITS
Describe a real estate investment...,
Are reits marketable and do they ...,
What are characteristics of a mor...
9
cards
Bond Duration
What happens if interest rates in...,
What happens to bonds if rates go...,
What happens to the value of the ...
13
cards
Like Kind Exchanges
When a person receives boot in wh...,
When a person is giving up proper...,
When a person is receiving proper...
9
cards
Passive Activity and At-Risk Rules
In a passive activity how can the...,
What type of activity is a non pu...,
Where are non publicly traded pas...
7
cards
Business Entities
What are the keys with a c corpor...,
What are the characteristics of a...,
What are the characteristics of a...
9
cards
Disability
What is a benefit of having an ow...,
Describe an any occupation disabi...,
At what age do disability benefit...
18
cards
Social Security
If a person works and is full ret...,
If a person is going to be reachi...,
If a person started social securi...
8
cards
Qualified Charitable Distributions
When can a qcd be made 1,
What does qcd s apply to what do ...,
What is the cap on a qcd 3
5
cards
QPRT
Describe a qprt 1,
After a person transfers their pe...,
How many residents can be in a qp...
7
cards
QTIP
Describe a qtip trust what is it ...,
If it descendent sets up a qtip t...,
At the death of the surviving spo...
4
cards
Simple vs Complex Trusts
Describe a simple trust and its p...,
Who pays the taxes on a simple tr...,
When would the corpus be distribu...
11
cards
Dynasty Trust
Describe a dynasty trust what kin...,
What is the main advantage of a d...,
How long can a dynasty trust last 3
5
cards
QDT
Describe the purpose of a qdt or ...,
What does the qdt replace 2,
Is there an estate marital tax de...
6
cards
Bypass and Marital Trusts
Can a bypass address be simple or...,
What is the purpose of a bypass t...,
When would a bypass trust be incl...
7
cards
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