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Jillian Ylo
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Decks in this class (11)
Ethics
What is the institute s mission,
The purpose of the institute is,
Values of the institute
19
cards
Applied Behavioral Finance
Questions to consider in regard t...,
Every behavioral framework can be...,
Types of cognitive errors
47
cards
Family Dynamics
Describe key family roles and pos...,
Describe key family roles and pos...,
Describe key family roles and pos...
29
cards
Tax Planning
What are the formulas for regular...,
List the income and deduction lim...,
Apply tax requirements and safe h...
62
cards
Portfolio Management
Define tax efficiency,
Rank the tax friendliness of vari...,
What is the impact of taxes on re...
93
cards
Risk Management and Asset Protection
What are the common types of insu...,
Describe self insuring as a strategy,
Illustrate the role of a variety ...
44
cards
Charitable Giving and Endowments
What is a public charity,
What is a private foundation,
What are the rules for directing ...
14
cards
Estate Planning and Wealth Transfer
What are the choices available in...,
What are the general powers of ap...,
What are the special powers of ap...
65
cards
Planning for Executives
What are the implications of exec...,
What are the tax treatments of isos,
What are the tax treatments of nqsos
18
cards
Planning for Closely Held Business Owners
Compare and contrast the financin...,
Relate the lifecycle stages of th...,
What are the potential business s...
47
cards
Retirement Management
What is a qualified plan,
Describe the structure and plan r...,
Describe the structure and plan r...
46
cards
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CPWA 2024
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