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CPWA
> Estate and Wealth Transfers 8 > Flashcards
Estate and Wealth Transfers 8 Flashcards
Study These Flashcards
CPWA
(99 decks)
Tax Planning
Charitable Planning
Executive Compensation
Portfolio Management- 1-4
Retirement Planning
Risk Management and Asset Protection
Estate and Wealth Transfers
Planning for Closely Held Business Owners
Tax Planning 3- Tax Implications of Trusts and Estates
Tax Planning 4- Tax Issues for High Net Worth Clients
Tax Planning 5- Implications of Various Intra- Family Income Shifting Strategies
Tax Planning 6- AMT and How It's Determined
Tax Planning 7- Implications Associated with AMT
Tax Planning 8- Income tax deductions and limitations specific to charitable giving
Tax Planning 9- Mortgage interest deductions and limitations
Tax Planning 10- Investment interest expense classifications and limitations
Tax Planning 11- Interest deductibility limits for passive business activities
Portfolio Management 5- Characteristics of Alternative Investments
Portfolio Management 6 - Alternative Investment Categories
Portfolio Management 7 - Pros and Cons of Alternative Investments
Portfolio Management 8 - Characteristics of Socially Responsible Investing
Portfolio Management - 9 Risk Management Strategies
Portfolio Management Strategies 10- Options Hedging
Portfolio Management -11 Non Option HedgingStrategies
Portfolio Management Strategies 12- Liability Driven Investing for
Investment Risk
Portfolio Theory
Portfolio Management Section Quiz
Retirement Planning - 2 Asset Accumulation Planning Strategies
Retirement Planning - 3 Impact of Return Sequencing on Sustainability of Retirement Distributions
Planning for Executives - 6 Regulatory rules and restrictions governing a corporate executive’s publicly held stock
Retirement Planning - 4 Analytical Forecasting Techniques Use in Projecting Retirement Outcomes
Retirement Planning - 6 Sustainable Withdrawal Rate Methodologies
Retirement Planning- 5 Tax Treatment of Distributions of Various Types of Retirement Plans
Retirement Planning- 7 Net Unrealized Appreciation (NUA)
Retirement Planning- 8 Asset Allocation Issues
Retirement Planning- 9 Roth Conversion Rules
Retirement Planning- 10 Stretch IRA Planning
Retirement Planning- 11 Post death Distribution Requirements Relative to Beneficiary Type
Planning for Executives - 1 Planning implications of stock option award programs
Planning for Executives - 2 Tax planning implications of exercises of both incentive and non-qualified stock options (e.g. basis, holding periods, and alternative minimum tax (AMT))
Planning for Executives - 3 Advantages and disadvantages of Section 83(b) elections in option strategies
Planning for Executives - 4 Different types of executive deferred compensation plans
Planning for Executives - 5 Equity compensation plans (restricted stock, phantom stock, and performance share plans),
Planning for Executives - 6 Regulatory rules and restrictions governing a corporate executive’s publicly held stock
. Planning for Executives - 7 Value, risks, and tax implications of utilizing cashless collars in concentrated stock situations
Planning for Executives - 8 Value, risks, and tax implications of utilizing prepaid variable forwards in concentrated stock situations
Planning for Executives - 9 Value, risks, and tax implications of utilizing portfolio margin strategies in concentrated stock situations
Planning for Executives - 10 Value, risks, and tax implications of utilizing exchange funds in concentrated stock situations
Planning for Executives - 11 Value, risks, and tax implications of utilizing charitable remainder trusts in concentrated stock situations
Planning for Executives - 12 Value, risks and tax implications of utilizing Section 10b-5(1) plans in concentrated stock situations
Charitable Giving and Endowments
Estate issues and wealth transfer
Planning for Closely Held Business Owners - 1 Financial Methods
Planning for Closely Held Business Owners - 2 Business Succession and Exit Strategies
Planning for Closely Held Business Owners - 3 Advantages and Disadvantages of Business Succession
Planning for Closely Held Business Owners - 4 Types of Business Entity Structures
Planning for Closely Held Business Owner - 5 Tax Treatment
Planning for Closely Held Business Owners - 6 Types of Buy-Sell Agreements
Planning for Closely Held Business Owners - 7 Funding Strategies for Buy-Sell Agreements
Planning for Closely Held Business Owners - 8 Evaluation Methodologies
Planning for Closely Held Business Owners - 9 Types of Discounts and Premiums
Planning for Closely Held Business Owners - 10 Types of Buyers
Planning for Closely Held Business Owners - 11 Benefits and Risks of Business Exit Structures
Planning for Closely Held Business Owners - 12 Financial Implications and Tax Treatment of Business Sales
Risk Management & Asset Protection - 1 Types of Insurance Coverage
Risk Management & Asset Protection - 2 Self-Insuring Strategy
Risk Management & Asset Protection - 3 Broad-based Asset Protection Strategies
Risk Management & Asset Protection - 4 Asset Protection Advantages and Disadvantages of Various Legal Entities
Risk Management & Asset Protection - 5 Offshore Entities
Risk Management & Asset Protection - 6 Self-settled Trusts
Risk Management & Asset Protection - 7 Predator and Creditor Protection Strategies
Risk Management & Asset Protection - 8 Fraudulent Conveyance
Risk Management & Asset Protection - 9 Legalities of Asset Protection Strategies and Entities
Risk Management & Asset Protection - 10 Income and Asset Protection Strategies in Marriage, Death, and Divorce
Risk Management & Asset Protection - 11 Transfer and Protection of Digital Asset Management
Planning for Executives - 4 Different types of executive deferred compensation plans COPY
Behavioral Finance 1- Neurological research and the relevance to financial decision making
Behavioral Finance 2- Various behavioral biases and how they may impact client decision making
Behavior Finance 3- Investor personality types and how they may impact client decision making
Family Dynamics 1- Key family roles and positions as they apply to related family organizations, trusts, and structures
Family Dynamics 2- When and how to incorporate the appropriate family office infrastructure tailored to the family’s wealth level and objectives.
Family Dynamocs 3- Questions to ask and documents needed to develop a family profile.
Estate and Wealth Transfers 2--Concept of powers of appointment
Estate and Wealth Transfers 3 Various aspects of postmortem planning
Estate and Wealth Transfers 4 Estate planning issues for non-traditional relationships
Estate and Wealth Transfers 5 Proper titling and beneficiary designation strategies
Estate and Wealth Transfers 6- Probate estates and intestacy issues
Estate and Wealth Transfers 7- Gift, estate, and generation skip tax (GST) rates and calculations
Estate and Wealth Transfers 8
Estate and Wealth Transfers 8-- Deferring or shifting estate tax liability
Estate and Wealth Transfers 9- Income in respect of a decedent
Estate and Wealth Transfers 10- Valuation discounts
Estate and Wealth Transfers 11- Use of trusts for estate planning
Estate and Wealth Transfers 12- Fiduciary and trustee issues for estate planning and administration
Estate and Wealth Transfers 13- Advantages and disadvantages of various trusts for estate planning
Estate and Wealth Transfers 14- Life insurance issues in the estate plan
Estate and Wealth Transfers 15 Estate planning strategies surrounding large illiquid assets
Planning for Executives - 13 Value, risks and tax implications of utilizing Section 10b-5(1) plans in concentrated stock situations
