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Jonesy Chauvot
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Decks in this class (20)
Income Tax Chapter 8: Alternative Minimum Tax
Depletion is an amt preference it...,
_______ ________ ____ ________ is...,
What are you doing to amt prefere...
14
cards
Insurance
When must there be an insurable i...,
You only need an insurable intere...,
Reformation
53
cards
Income Tax: Chapter 9; Passive Activities
Do you have to report income from...,
Are pigs and pals publicly traded,
What can offset non publicly trad...
15
cards
Income Tax Chapter 3: Charitable Contributions and Deductions
If appreciated property sold woul...,
W,
For art objects can fmv be used t...
13
cards
Retirement Chapter 1: Retirement Planning
If the question does not specify ...,
Does a gift of retirement account...,
Why is there no estate tax at the...
6
cards
Retirement Chapter 2: Social Security
How long is ss disability benefit...,
What does it mean for another dis...,
Are social security benefits subj...
3
cards
Retirement Chapter 3: Types of Retirement Plans
Are employee deferrals in a profi...,
Why are retirement benefits uncer...,
What typically happens with forfe...
33
cards
Retirement Chapter 4: Qualified Plan Rules and Options
Nondiscrimination and eligibility...,
Ratio test coverage,
Average benefit test coverage
16
cards
Retirement Chapter 5: Additional Qualified Plan Rules and Options
What is the maximum profit sharin...,
Compensation includes,
A dc or db plan is prohibited fro...
16
cards
Retirement Chapter 6: Individual Retirement Accounts
Are s corporation distributions u...,
Is informally funded deferred com...,
What is included in earned income...
26
cards
Retirement Chapter 9: Distribution Rules, Alternatives, and Taxation
Can in service withdrawals be mad...,
What kind of plans are required t...,
What is the penalty tax on premat...
9
cards
Retirement Chapter 10: Employee Stock Options, Stock plans and Nonqualified Deferred Compensation
How are er tax deductions treated...,
How are er tax deductions treated...,
Can fund earnings be taxable to t...
10
cards
Retirement Chapter 7: Other Tax-Advantaged Retirement Plans
What are some true statements abo...,
Are sarsep iras made with pre tax...,
When is an ee generally eligible ...
17
cards
Estate Chapter 1
In a community property state how...,
What type of property carries exp...,
Can term life insurance have valu...
17
cards
Estate Chapter 2
Who can tenancy by the entirety p...,
Life insurance owned by the decedent,
What is the nature of the transfe...
4
cards
Insurance Chapter 4
When figuring out coinsurance amo...,
Are premiums due retroactively to...,
Hsa contributions by an ee are ab...
8
cards
Estate Chapter 3
When a joint account is created w...,
Is the annual gift exclusion per ...,
If a gift is made of property own...
6
cards
Wrong Answers Insurance Ch. 5
The amount of disability insuranc...,
Medicare will pay for the first _...,
Even with alzheimer s why might s...
18
cards
Wrong Answers Estate Ch. 5
Why is a custodial utma usually p...,
Wanting to invest in real estate ...
2
cards
Wrong Answers Investments
What are some facts about series ...,
Series ee bonds,
Fdic insurance is per person per ...
3
cards
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