This class was created by Brainscape user Jillian Ylo. Visit their profile to learn more about the creator.
By:
Jillian Ylo
- decks
- flashcards
- learners
Decks in this class (11)
Ethics
What is the institute s mission,
The purpose of the institute is,
Values of the institute
19
cards
Applied Behavioral Finance
Questions to consider in regard t...,
Every behavioral framework can be...,
Types of cognitive errors
47
cards
Family Dynamics
Describe key family roles and pos...,
Describe key family roles and pos...,
Describe key family roles and pos...
29
cards
Tax Planning
What are the formulas for regular...,
List the income and deduction lim...,
Apply tax requirements and safe h...
62
cards
Portfolio Management
Define tax efficiency,
Rank the tax friendliness of vari...,
What is the impact of taxes on re...
93
cards
Risk Management and Asset Protection
What are the common types of insu...,
Describe self insuring as a strategy,
Illustrate the role of a variety ...
44
cards
Charitable Giving and Endowments
What is a public charity,
What is a private foundation,
What are the rules for directing ...
14
cards
Estate Planning and Wealth Transfer
What are the choices available in...,
What are the general powers of ap...,
What are the special powers of ap...
65
cards
Planning for Executives
What are the implications of exec...,
What are the tax treatments of isos,
What are the tax treatments of nqsos
18
cards
Planning for Closely Held Business Owners
Compare and contrast the financin...,
Relate the lifecycle stages of th...,
What are the potential business s...
47
cards
Retirement Management
What is a qualified plan,
Describe the structure and plan r...,
Describe the structure and plan r...
46
cards
More about
CPWA 2024
- Class purpose General learning
Learn faster with Brainscape on your web, iPhone, or Android device. Study Jillian Ylo's CPWA 2024 flashcards now!
How studying works.
Brainscape's adaptive web mobile flashcards system will drill you on your weaknesses, using a pattern guaranteed to help you learn more in less time.
Add your own flashcards.
Either request "Edit" access from the author, or make a copy of the class to edit as your own. And you can always create a totally new class of your own too!
What's Brainscape anyway?
Brainscape is a digital flashcards platform where you can find, create, share, and study any subject on the planet.
We use an adaptive study algorithm that is proven to help you learn faster and remember longer....
Looking for something else?
CPWA
- 99 decks
- 1510 flashcards
- 115 learners
Decks:
Tax Planning, Charitable Planning, Executive Compensation, And more!
CPWA
- 11 decks
- 372 flashcards
- 216 learners
Decks:
Ethics, Behavioral Finance, Family Wealth Dynamics, And more!
CPWA
- 9 decks
- 357 flashcards
- 24 learners
Decks:
Planning For Closely Held Businesses, Portfolio Management, Retirement Management, And more!
CPWA
- 9 decks
- 329 flashcards
- 18 learners
Decks:
Section 6 Risk Management And Asset Prot, Section 1 Ethics, Section 7 Charitable Giving, And more!
