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Olivia Jung
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Decks in this class (20)
Estate
Xyz corporation is a closely held...,
Income tax distributed vs accumulate,
Pourover trust
14
cards
Hot Questions
Questionhannah owns a house that ...,
Jim needs a loan for his business...,
Dana is an executive of steel inc...
40
cards
Fundamentals + Insurance (Review every day)
Private censure,
Public censure aka public letter ...,
Suspension
31
cards
Retirement (Review Every Day)
Sep filing requirements contribut...,
Top heavy,
Key employeeand it s affect
24
cards
Behavioral Finance (Review Everyday)
4 basic premises of traditional f...,
Behavioral finance makes the foll...,
Affect heuristic
18
cards
Investment Planning
Which of the following best descr...,
Developing cash flow projections ...,
A yield curve normally is upward ...
22
cards
Behavioral Finance Questions
A client invested in a stock reco...,
Over the previous several months ...,
An old wall street saying is cut ...
3
cards
Age
Qualifying child for child tax cr...,
Qualifying dependent tax credit,
Tax credits child and dependent c...
4
cards
Estate Planning: Gift and Estate Taxes
Indirect gift different forms,
Reversionary interest,
Net gift
12
cards
Estate (Review Everyday)
Imputed interest,
Gift strategies,
What is the terminable interest rule
5
cards
Forms / Dates
0
cards
Code and Standards and Code of Ethics
Which of the following statements...,
According to the cfp board s prac...,
The intended purposes of the cfp ...
9
cards
Tax
Karen and tom are married filing ...,
The carrybacks and carryforwards ...,
Brody has set up a dividend reinv...
11
cards
Tax (Review)
Sources of substantial authority ...,
Valerie sued her former employer ...,
Functional use test
14
cards
TVM (Retirement, Education, Mortgage)
Jennifer and ben have a four year...,
Joe wants to retire in 20 years w...,
Barbara reed owns an lmn inc bond...
4
cards
Kaplan Mock Exam
Jon a cfp professional is reviewi...,
Delores age 72 owns a chain of pa...,
Which of the following statements...
21
cards
CFP Mock Exam #1
Wants 1 000 000 in investments in...,
What are considered part of a kid...,
A client who is an accredited inv...
14
cards
insurance (review)
Express authority,
Implied authority,
Apparent authority
16
cards
HOT TOPICS NEED TO REVIEW
Medicare is a government sponsore...,
For the purposes of defining disa...,
Which of the following statements...
6
cards
Practice Standards
0
cards
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