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Nipa Patel
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Decks in this class (19)
Conduct
Determination of financial advice 1,
Conduct unacceptable permanently ...,
Conduct presumptive bar 3
45
cards
Investment Mgt
Options buyers rights 1,
Options seller s obligations 2,
Yield curve 3
68
cards
General
Chapter 7 bankruptcy primary purp...,
Chpt 7 bankruptcy what must be re...,
Chapter 7 bankruptcy unsecured de...
61
cards
Estate T&D
Jtwros 1,
Grat 2,
Grut 3
45
cards
Estate Planning
Grantor trust basic rules 1,
Grantor trust rights and taxation 2,
Clt taxation 3
129
cards
Tax Planning
When is 1041 filed 1,
Property not classified as cap as...,
Net capital gains 3
104
cards
Retirement Planning
Methods of rollover from ira and ...,
Traditional rollover 2,
Direct transfer rollover 3
150
cards
Risk Management
Buy sell cross purchase 1,
Buy sell cross pros and cons 2,
Buy sell entity purchase agrt adv...
45
cards
Formulas
Real rate of return 1,
Arithmetic average 2,
Standard deviation 3
59
cards
QBank TakeAways
CPF Numbers To Remeber
50
cards
Tax Forms & Schedules
Form 1040 1,
Form 1040x 2,
Form 1040es 3
26
cards
Key Insurance Terms
Peril 1,
Hazard 2,
Physical hazard 3
31
cards
Behavioral Finance Biases
Affluenza 1,
Allais paradox 2,
Ambiguous loss 3
104
cards
SecLaw-FICO-Credit
Who issues new issues to the publ...,
What are the two financial markets 2,
Money markets 3
49
cards
Gen Terms and Definitions
Uti 1,
Magi 2,
Ho 15 3
37
cards
Sections
Section 199a qbid 1,
Sec 303 redemption 2,
Section 6166 what and qualificati...
12
cards
Penalties
What is the penalty applied to sh...,
Prior to age 65 what s the tax an...,
What is the penalty for early wit...
13
cards
Tax Part 2
What s the tax formula 1,
What are the 6 key deducations fo...,
What are the deductions from agi 3
39
cards
Dank Review
Financial planning engagement wri...,
Financial planning process 7 step...,
Qualitative data 3
35
cards
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CFP Prep - Nipa
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