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Angel McClinton
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Decks in this class (87)
Bryant - Course 1. Introduction to Financial Planning - Module 14. Monetary Settlements and Special Circumstances
What is a tort,
Structured settlement,
What types of cases are more like...
44
cards
Bryant - Course 1. Introduction to Financial Planning - Module 12. Life Cycle Planning
0
cards
Bryant - Course 1. Introduction to Financial Planning - Module 11. Credit and Debt Management
Debt ratio,
Total income available for living...,
Debt limit ratio
89
cards
Bryant - Course 1. Introduction to Financial Planning - Module 8. CFP Board's Procedural Rules
A respondent must deliver a writt...,
The hearing panel is comprised of...,
If cfp board counsel finds probab...
10
cards
Bryant - Course 4. Tax Planning. Module 1. Income Tax Law Fundamentals
Which type of treasury regulation...,
Into which group are tax bills us...,
What do the first two digits in a...
26
cards
Bryant - Course 4. Tax Planning. Module 2. Gross Income
Which of the following statements...,
In which of the following forms m...,
Which of the following statements...
44
cards
Bryant - Course 4. Tax Planning. 3. Income Tax Calculations
What does income not include a re...,
If a taxpayer is in the 32 margin...,
If you perform services for anoth...
89
cards
Bryant - Course 4. Tax Planning. 4. Tax Characteristics of Entities
Select the factor that qualifies ...,
If all payments for their service...,
If a worker falls into one of the...
145
cards
Bryant - Course 4. Tax Planning. 5. Basis
What is the original basis,
Ellen paid 12 000 and borrowed 48...,
List increases to basis
80
cards
Bryant - Course 4. Tax Planning. 6. Cost Recovery Concepts
Juan owns a farm and farmland far...,
Depreciation must be calculated u...,
What is the section 179 expensing...
67
cards
Bryant - Course 4. Tax Planning. 7. Tax Consequences on Sale of Assets
Describe section 1231 of the irc ...,
What does sections 1245 and 1250 ...,
What are capital assets
169
cards
Bryant - Course 4. Tax Planning. 8. Like-Kind Exchanges and Involuntary Conversions
Real property exchanged for perso...,
Each of the following is a permit...,
A sale of property and subsequent...
90
cards
Bryant - Course 4. Tax Planning. 9. Income Taxation of Trusts and Estates
Name the trust that the grantor r...,
Name the trust that the grantor r...,
Name the trust that is now limite...
39
cards
Bryant - Course 4. Tax Planning. 10. Passive Activity
What is the definition of passive...,
What is known as the amount of ad...,
An owner cannot have any loss pas...
58
cards
Bryant - Course 4. Tax Planning. 11. Charitable Contributions and Deductions
Define qualified organization,
Actual cost of donation example a...,
Erica makes a 1 000 contribution ...
77
cards
Bryant - Course 4. Tax Planning. 12. Tax Implications of Changing Circumstances
Module overviewthere are five dif...,
Marriagethere are seven tax brack...,
What are the seven tax brackets a...
76
cards
Bryant - Course 4. Tax Planning. 13. Tax Accounting Methods
Module introductionfederal income...,
Module overviewin order to have a...,
Accounting periodsthe taxpayer s ...
92
cards
Bryant - Course 4. Tax Planning. 14. Tax Compliance
Module introductionas a financial...,
Section 1 filing requirementsthe ...,
An automatic six month extension ...
42
cards
Bryant - Course 4. Tax Planning. 15. Alternative Minimum Tax
Module introductionin the past ma...,
Previously the alternative minimu...,
The present alternative minimum t...
41
cards
Bryant - Course 4. Tax Planning. 16. Tax Management Techniques
Module introductionthe more compl...,
Module overviewyou can efficientl...,
Nonrefundable credits only offset...
150
cards
Bryant - Course 4. Tax Planning. Comprehensive Course Exam for Tax Planning
Any contributions that exceed the...,
The gift to the remainder person ...,
To be considered a qualifying per...
44
cards
Bryant - Course 6. Estate Planning. 1. Overview of Estate Planning
Module introductionconsider the c...,
Module overviewestate planning is...,
What are the basic objectives of ...
104
cards
Bryant - Course 6. Estate Planning. 2. Forms of Property Ownership
Module introductionhistory bears ...,
Module overvieweach of these form...,
Sectionsindividual or separate ow...
107
cards
Bryant - Course 6. Estate Planning. 3. Gifting
Module introductiongiving to othe...,
Module overview the lifetime gift...,
Section 1 gifts taxpayers are alw...
149
cards
Bryant - Course 6. Estate Planning. 4. Gross Estate
Module introductionone of the mos...,
Module overviewthe value of the g...,
Section 1 gross estate assetsthe ...
114
cards
Bryant - Course 6. Estate Planning. 5. Estate Tax Calculations
Module introductionmost people ke...,
Module overviewthe first step in ...,
Section 1 computing the estate ta...
53
cards
Bryant - Course 6. Estate Planning. 6. Generation-Skipping Transfer Tax
Module introductionjanus transfer...,
Module overviewgeneration skippin...,
Section 1 generation skipping tra...
69
cards
Bryant - Course 6. Estate Planning. 7. Estate Planning Documents
Module introductionlet s assume t...,
Module overviewthe first lesson d...,
Section 1 willsa will is the most...
152
cards
Bryant - Course 6. Estate Planning. 8. Probate Process
Module overviewwe will learn what...,
Module introductiona great deal h...,
Section 1 the probate processthis...
48
cards
Bryant - Course 6. Estate Planning. 9. Trusts
Module introductionan essential t...,
Module overviewa trust is an esse...,
Fundamentals of trustsa trust may...
109
cards
Bryant - Course 6. Estate Planning. 10. Charitable Gifting
Module introductionwhile anne sch...,
Module overviewonce a donor has d...,
Section 1 charitable gifting and ...
73
cards
Bryant - Course 6. Estate Planning. 11. Business Planning
Module introductionestate plannin...,
Module overviewfamily businesses ...,
Section 1 estate freeze rules
93
cards
Bryant - Course 6. Estate Planning. 12. Miscellaneous Planning
Module introduction the white ele...,
Module overview two important goa...,
Section 1 ird assets
54
cards
Bryant - Course 6. Estate Planning. 13. Estate Planning Process
Module introductionoften uncertai...,
Module overviewwhen a client enga...,
Section 1 estate planningan estat...
88
cards
Bryant - Course 6. Estate Planning. Comprehensive Course Exam for Estate Planning
Under the special use valuation p...,
Life insurance and disability inc...,
Choose the correct characteristic...
86
cards
Bryant - Course 5. Retirement Planning & Employee Benefits. 1. Retirement Needs Analysis
Module introductionmany people th...,
Module overviewretirement plannin...,
Section 1 retirement planningit i...
59
cards
Bryant - Course 5. Retirement Planning & Employee Benefits. 2. Qualified Retirement Plans
Module introductionin many busine...,
Module overview retirement plans ...,
Section 1 qualified plan characte...
163
cards
Bryant - Course 5. Retirement Planning & Employee Benefits. 3. Non-Qualified Plans
Joe bradley at 42 is a successful...,
Module overviewafter years of har...,
Section 1 nonqualified plansnonqu...
131
cards
Bryant - Course 5. Retirement Planning & Employee Benefits. 4. Government 457 Plans
Our dream retirement might remain...,
Module overview all nonqualified ...,
Section 1 section 457 plansection...
53
cards
Bryant - Course 5. Retirement Planning & Employee Benefits. 5. Other Tax-Advantaged Retirement Plans
It really does not matter whether...,
Module overview a retirement plan...,
Section 1 traditional iraa tradit...
134
cards
Bryant - Course 5. Retirement Planning & Employee Benefits. 6. Investment Considerations for Retirement Plans
There are many different types of...,
Module overviewin this module we ...,
Exam tip employer risk in defined...
41
cards
Bryant - Course 5. Retirement Planning & Employee Benefits. 7. Lesson 7. Distribution Rules, Alternatives and Taxation
Failing to properly plan for reti...,
Due to the complexity of retireme...,
Section 1 planning retirement dis...
67
cards
Bryant - Course 5. Retirement Planning & Employee Benefits. 8. Plan Selection for Businesses
It is said that the ability to th...,
Module overview proprietorships a...,
Section 1 owner s personal object...
36
cards
Bryant - Course 5. Retirement Planning & Employee Benefits. 9. Employee Benefit Plans
Today s business environment is b...,
To keep abreast with the changing...,
Section 1 group life insuranceeve...
65
cards
Bryant - Course 5. Retirement Planning & Employee Benefits. 10. Employer/Employee Insurance Arrangements
Younghee and her husband doocheol...,
Module overviewmany business firm...,
Section 1 business continuation p...
41
cards
Bryant - Course 5. Retirement Planning & Employee Benefits. 11. Social Security, Medicare and Medicaid
Working people in a farming socie...,
Module overviewthe social securit...,
Section 1 social security a simpl...
37
cards
Bryant - Course 5. Retirement Planning & Employee Benefits. 12. Regulatory Considerations
Imagine an internal revenue servi...,
Module overviewbenefit planners m...,
Section 1 knowing the ruleshistor...
29
cards
5. Retirement Planning & Employee Benefits. All questions and Comprehensive Course Exam for Retirement Planning and Employee Benefits
Course 5. Retirement Planning & Employee Benefits.
All questions and Comprehensive Course Exam for Retirement Planning and Employee Benefits
376
cards
5. Retirement Planning - All Exam Tips and Practitioner's Advice
Module 5 retirement planning 2 qu...,
Practitioner advice practitioner ...,
Practitioner advice a spouse may ...
84
cards
3. Investment Planning - All Questions and Comprehensive Course Exam
Lesson 1 fixed income securitiesl...,
Match the key terms to the correc...,
Which of the following would typi...
543
cards
3. Investment Planning - All Exam Tips and Practitioner's Advice
Lesson 1 fixed income securitiesl...,
Describe call and put provisions,
Describe convertible bonds
96
cards
3. Investment Planning. 1. Fixed Income Securities
Module introductionhave you ever ...,
Module overview a fixed income se...,
Section 1 attributes of fixed inc...
49
cards
3. Investment Planning. 2. Equities
Anne was a quiet woman living alo...,
Module overviewthe boom and bust ...,
Section 1 common stockscommon sto...
44
cards
3. Investment Planning. 3. Pooled Investments
Module introductionimagine you re...,
Module overviewonce collected the...,
Section 1 investment companiesinv...
48
cards
3. Investment Planning. 4. Derivatives, Insurance Securities, and Other Investments
Module introductionthere are peop...,
Module overviewthis module introd...,
Section 1 derivativesa derivative...
49
cards
3. Investment Planning. 5. Investment Risks
Module introductionimagine being ...,
Module overviewrisk goes hand in ...,
Section 1 sources of investment r...
56
cards
3. Investment Planning. 6. Measures of Investment Returns
You have spent a considerable amo...,
Module overviewwhether it is shor...,
Section 1 basic return measuremen...
44
cards
3. Investment Planning. 7. Time Influence on Valuation
In general if an investor plans o...,
Module overviewto ensure that you...,
Section 1 present value and futur...
46
cards
3. Investment Planning. 8. Valuation of Bonds and Stocks
Some people believe that everythi...,
According to the efficient market...,
Module overview beyond time value...
54
cards
3. Investment Planning. 9. Portfolio Management and Measurements
Stocks can provide high returns b...,
All investors wish to make fortun...,
Section 1 modern portfolio theory...
38
cards
3. Investment Planning. 10. Formula Investing & Invest. Strategies
Assume the market has been steadi...,
Section 1 formula investingthis l...,
Practitioner advice practitioner ...
42
cards
3. Investment Planning. 11. Asset Allocation & Portf. Diversification
A chef would tell you that it is ...,
Maintaining a well diversified po...,
Section 1 asset allocation proces...
38
cards
3. Investment Planning. 12. Efficient Market Theory
Information may be one of the mos...,
Audio what makes efficient market...,
Section 1 market efficiencya reas...
41
cards
3. Investment Planning. 13. Asset Pricing Models
Did you know that a 100 investmen...,
Module overviewan economic equili...,
Audio capital asset pricing model...
50
cards
3. Investment Planning. 14. Buying and Selling Securities
Investing in stock is a relativel...,
When a security is bought or sold...,
Section 1 brokerage servicesthere...
43
cards
3. Investment Planning. 15. Hedging and Option Strategies
Suppose you think your favorite s...,
Module overviewinvestors seeking ...,
Section 1 optionsan option is a c...
31
cards
3. Investment Planning. 16. Tax Efficient Investing
In many portfolios 40 of investor...,
Audio there are many investment s...,
Section 1 tax investment models
34
cards
3. Investment Planning. 17. Taxation of Investment Vehicles
An important consideration when e...,
Module overviewin general if a pe...,
Section 1 taxation of bondsbonds ...
40
cards
BIF Review Practice Quiz - All Questions
What is the earliest age at which...,
Calculate the value of samantha s...,
Claude has a trust that provides ...
34
cards
2. Insurance Planning. 1. Principles of Insurance
Module introductionsupreme court ...,
Module overviewthroughout human h...,
Section 1 insurance fundamentalse...
63
cards
2. Insurance Planning. 2. Evaluation and Analysis of Risk Expos.
Module introductionon march 28 20...,
Section 1 personal risk managemen...,
Describe identify and measure los...
60
cards
2. Insurance Planning. 3. Legal Aspects of Insurance
Module introductionall insurance ...,
Section 1 insurance contractinsur...,
Describe conditional receipt and ...
45
cards
2. Insurance Planning. 4. Property and Casualty Insurance
Imagine the number of uninsured m...,
Module overviewthe insurance serv...,
Section 1 personal property insur...
51
cards
2. Insurance Planning. 5. General Business Liability
Module introductionbusinesses tha...,
Section 1 general liability insur...,
Business liability insurance can ...
44
cards
2. Insurance Planning. 6. Health Insurance
Module introductionat 42 christop...,
Section 1 types of health insuran...,
Basic medical expense insurance p...
47
cards
2. Insurance Planning. 7. Disability Income Insurance
Module introductiondisability ins...,
Module overviewthe probability of...,
Section 1 disability income insur...
47
cards
2. Insurance Planning. 8. Long-Term Care Insurance
Module introductionhistorically f...,
Module overviewmany societies are...,
Section 1 long term care insuranc...
47
cards
2. Insurance Planning. 9. Life Insurance
Module introductionhumans have al...,
Module overviewwhen determining a...,
Section 1 life insurance exam tip...
94
cards
2. Insurance Planning. 10. Viatical Settlements
Module introductionbob winters vi...,
Module overviewan individual may ...,
Section 1 flexibility of provisio...
43
cards
2. Insurance Planning. 11. Insurance Needs
Module introductionat 85 ruth bro...,
Module overviewinsurance coverage...,
Section 1 insurance planning proc...
48
cards
2. Insurance Planning. 12. Taxation of Insurance
Module introductionwhat is the co...,
Module overviewpremium payments f...,
Section 1 taxation of life insura...
45
cards
2. Insurance Planning. 13. Insurance Policy Selection
Module introductionin today s soc...,
Module overviewthough the main fu...,
Section 1 purpose of coverage pra...
35
cards
2. Insurance Planning. 14. Insurance Company Selection
Module introductionit is human na...,
Module overviewthe insurance mark...,
Section 1 the insurance marketins...
38
cards
2. Insurance Planning. - All Questions and Comprehensive Course Exam
Lesson 1 principles of insurance ...,
What is the financial definition ...,
What is the legal definition of i...
508
cards
2. Insurance Planning. - All Exam Tips and Practitioner's Advice
Lesson 1 principles of insurance ...,
Define peril,
Define hazards
132
cards
BIF Bites
Mini bite homeowners insurance co...,
Mini bite buy sell purchase agree...
2
cards
CFP Exam
Schedule b,
Schedule c,
Schedule d
25
cards
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