This class was created by Brainscape user Timothy Meyer. Visit their profile to learn more about the creator.
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Timothy Meyer
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Decks in this class (9)
Section 6: Risk Management and Asset Protection
Spendthrift trust,
Badges of fraud,
Perpetual dynasty trust
37
cards
Section 1: Ethics
0
cards
Section 7: Charitable Giving
Public charity deduction limits,
Maximum salt deduction,
Life insurance income tax deduction
38
cards
Section 8: Estate and Wealth Transfer
Qualifying strategies to gift to ...,
What is a future interest,
What are the best type of propert...
86
cards
Section 9: Planning for Executives
What are some advantages and disa...,
What is a disqualifying dispositi...,
What is rule 16 b
43
cards
Section 10: Planning for Closely Held Business Owners
What is code section 2032a,
What is section code 6166,
What is the option for an uninsur...
61
cards
Section 11: Retirement Planning
What is the nua lump sum distribu...,
What is the nua triggering event ...,
What is the nua in kind rule
23
cards
Tax Planning
Deduction limitation for charitab...,
Describe 1202 stock
2
cards
Test Prep
Which entity is also called an as...,
Your client is 55 years old is pl...,
Ed has contributed 20 000 to his ...
39
cards
More about
CPWA
- Class purpose General learning
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