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Tommy Boye
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Decks in this class (14)
Ch1 - The Financial Planning Process COPY
Comprehensive financial planning ...,
A team approach to financial plan...,
What are the three approaches to ...
31
cards
Ch2 - Case Studies And Live Clients
There are strengths and limitatio...,
Strenghts and weaknesses to using...,
Interviewing a client in person o...
26
cards
Ch4 - Estate Planning & Federal Taxation
From an individual s perspective ...,
Gstt could result in substantial ...,
Because of the nature of the fede...
26
cards
Ch5 - Overview of Federal Gift Taxation
What is the 5 and 5 power excepti...,
What is a completed gift,
The annual exclusion is for which...
23
cards
Ch7 – Income Tax Planning Issues For Special Needs Family
List the four deductions related ...,
What are the able account contrib...,
Withdrawals from able accounts mu...
26
cards
Ch8 – Estate Planning Issues For Special Needs Families
List the five items that are excl...,
Which of following documents avoi...,
If an individual is already recei...
23
cards
Ch10 - Divorce And Blended Families I
Paying for the divorce is no easy...,
Spousal support payments used to ...,
What are the three methods for di...
40
cards
Ch11 - Divorce And Blended Families II
What are the tax implications for...,
What are the blended family stati...,
What are noncustodial parent opti...
22
cards
Ch13 - Behavioral Finance: Markets and Theories
Framing is a bias where decisions...,
What explain the four areas of pr...,
This when we make a decision that...
22
cards
Ch14 - Behavioral Finance Application
This is when stocks are far more ...,
Any factor that impacts a rationa...,
Investors can display a bias when...
27
cards
Ch16 - The Retirement Income Planning Process: Part 1
One strategy in addressing retire...,
What is the impact of taking soci...,
Spending less could make more inc...
17
cards
Ch17 - The Retirement Income Planning Process: Part 2
What are the three approaches tha...,
Investing has many risks define t...,
Financial planners use several sc...
14
cards
Ch19 – Characteristics Of Business Entities
How does the tax treatment of an ...,
Service partners often receive fi...,
What are the three requirements f...
35
cards
Ch20 - Transferring The Closely Held Business
Valuation discounts are used when...,
What is the purpose of a corporat...,
What happens if the grantor survi...
31
cards
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Contemporary Applications in Financial Planning
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