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Nick Ninedorf
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Decks in this class (14)
Exam Tips and Other Notes
Which college tax credits account...,
Which college funding strategies ...,
Fed actions best and repo reverse...
114
cards
Formulas and Definitions
Erm rf b,
Erm rf,
Calculating margin maintenance call
4
cards
Wrong Answer Box
A wealthy client 10 million wants...,
Bob hayes consults with you a cfp...,
Index funds are appropriate if an...
238
cards
Homeowners Insurance Forms
Ho 1,
Ho 2,
Ho 3
11
cards
Intrafamily transfers
Installment sale,
Self canceling installment note scin,
Private annuity
9
cards
Roth Distributions (Conversions And Earnings)
Withdrawal of converted roth asse...,
Withdrawal of converted roth asse...,
Withdrawal of converted roth asse...
9
cards
Business organization Chart
Business organization chart busin...,
Business organization chart busin...,
Business organization chart busin...
3
cards
Powers Of Appointment
Tax implications for powers of ap...,
Tax implications for powers of ap...,
Tax implications for powers of ap...
4
cards
Charitable Transfers
Charitable contributions and tran...,
Charitable contributions and tran...,
Charitable contributions and tran...
3
cards
Test Day Tips
Test day tips
1
cards
Insurance
Principle of indemnity,
Insurable interest property casualty,
Insurable interest life insurance
38
cards
Income Tax
Estimated tax amount,
Calculation of kiddie tax standar...,
W 2 tax breakdown
22
cards
Retirement
The spouse of a retired or disabl...,
This surviving spouse including a...,
Divorced spouse can receive socia...
43
cards
Estate
What is the 121 exemption for a w...,
More on tenancy by entirety tbe,
Probate reminder
40
cards
More about
My CFP Cards
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