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Carly Jeavons
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Decks in this class (21)
Professional Conduct
The financial planning process st...,
Question from book after preparin...,
If you are providing financial ad...
19
cards
General Principles
Question from lr book recession i...,
Question from lr book when can ao...,
Question from lr book during coll...
27
cards
BIG RETIREMENT CONCEPTS (Every Day)
Retirement is a sep a qualified o...,
Retirement is a simple ira a qual...,
Retirement is a sarsep a qualifie...
65
cards
BIG ESTATE CONCEPTS (Every Day)
A crat must pay out at least ___ ...,
A testamentary trust is which of ...,
Can a bypass trust be used for no...
65
cards
BIG INCOME TAX (Every Day)
The recognized gain is what,
During inflationary period fifo _...,
Which of the following is an amt ...
47
cards
Insurance
What are the 4 main business insu...,
How do you calculate the life ins...,
What is in section ii of a homeow...
46
cards
Ages
At what age is the child dependen...,
Parent of this child this age if ...,
Child tax credit available
24
cards
Numbers and Stuff
If unearned income of a child und...,
Someone who is single with an agi...,
If aum is under this register wit...
67
cards
Percentages
The of discretionary income used ...,
The penalty for private foundatio...,
If key employees participate in 4...
82
cards
Time Frames
Make cobra election within health...,
Time frame to consider when renti...,
Does 3 year rule apply when a tra...
68
cards
Investments
Kim values individual assets usin...,
What are three main categories of...,
At what rate would a regular c co...
24
cards
Income Tax
Mel runs a business as a sole pro...,
Sara purchases new office equipme...,
A company buys a light duty truck...
58
cards
Retirement Planning
Does a cbp have an employer minim...,
Dr hill a dentist has given you a...,
Higher education costs are exempt...
63
cards
Estate Planning
Susan would like to income split ...,
Mrs delmar age 78 is in reasonabl...,
Lisa armstrong bought a life insu...
37
cards
Formulas to Remember
Nua,
Rmd to take at a certain age divi...,
Inflation adjusted rate
50
cards
BIG INVESTMENTS
Are brokered cds subject to inter...,
Treasuries subject to what tax,
Tbills maturity
29
cards
From Final Danko Quizzes
When if ever can a corporation th...,
6 following the death of the gran...,
When you met with john and jodi a...
56
cards
ISOs
0
cards
From Danko Quizzes (4+)
7 scott harding died recently at ...,
Your client martha requested a me...,
Mrs lucy age 80 is in reasonable ...
85
cards
Home Stretch- Frequently Missed (Big + Variety) (11/6)
Are in service withdrawals permit...,
Are 401k deferrals subject to fic...,
What are the three main plan type...
102
cards
Home Stretch- Frequently Missed (Detailed) (11/6)
What are the four main categories...,
Are damages personal injuries pun...,
Main characteristics of an hra
38
cards
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