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Scott Murphy CPWA

This class was created by Brainscape user Scott Murphy. Visit their profile to learn more about the creator.

By: Scott Murphy
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Decks in this class (11)

Ethics
What is included in the preamble ...,
What is the mission of the institute
2  cards
Behavorial Finance
1  cards
Tax Planning (Section II.A) (13%, 16 Questions)
Marginal tax rate,
Effective tax rate,
All taxable income and taxable gains
53  cards
Portfolio Management (Section II.B) (11%, 14 Questions)
Asset location taxable account,
Asset location tax deferred accounts,
Pair wise trades
39  cards
Risk Management (II.C)(10%, 12-13 Questions)
Insurance on collectibles,
Insurance on collectibles blanket...,
Insurance on collectibles special...
25  cards
Charitable Giving and Endowment (III.A) (8%,10 questions)
2023 percentage deduction limitat...,
Donor advised fund,
Charitable lead trust clt
21  cards
Estate Issues & Wealth Transfer (III.B) (15%,19 Questions)
Incapacity planning,
Powers of apppointment,
Postmortem planning disclaimer
36  cards
Planning for Executives - Section IV.A (10%) (12-13 questions)
Incentive stock options iso,
Disqualifying disposition,
Non qualified stock options nsos
33  cards
Planning for Closely Held Business Owners (Section IV.B) (10%, 12-13 Questions)
Angel investors,
Venture capital,
Mezzanine financing
29  cards
Retirement Management (Section IV.C) (12-13 Questions)
401k plan,
Profit sharing plan,
Defined benefit pension plan
38  cards
Key Points & Discussion Topics
Computing amti,
When is a prenup valid,
Entity vs cross purchase buy sell...
37  cards

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Scott Murphy CPWA

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