Contemporary Applications in Financial Planning

This class was created by Brainscape user Tommy Boye. Visit their profile to learn more about the creator.

Decks in this class (14)

Ch1 - The Financial Planning Process COPY
Comprehensive financial planning ...,
A team approach to financial plan...,
What are the three approaches to ...
31  cards
Ch2 - Case Studies And Live Clients
There are strengths and limitatio...,
Strenghts and weaknesses to using...,
Interviewing a client in person o...
26  cards
Ch4 - Estate Planning & Federal Taxation
From an individual s perspective ...,
Generation skipping transfer tax ...,
Because of the nature of the fede...
26  cards
Ch5 - Overview of Federal Gift Taxation
Explain the three powers held by ...,
What is considered a completed gi...,
Is the annual gift exclusion for ...
23  cards
Ch7 – Income Tax Planning Issues For Special Needs Family
List the four deductions related ...,
What are the able account total c...,
Allowable distributions from an a...
26  cards
Ch8 – Estate Planning Issues For Special Needs Families
All resources available to the ss...,
A power of attorney is a written ...,
If an individual is already recei...
23  cards
Ch10 - Divorce And Blended Families I
Paying for divorce is no easy tas...,
Spousal support payments used to ...,
What are the three methods for di...
40  cards
Ch11 - Divorce And Blended Families II
What are the tax implications for...,
What are the blended family stati...,
What are noncustodial parent opti...
22  cards
Ch13 - Behavioral Finance: Markets and Theories
In prospect theory framing is a b...,
What are the four elements of pro...,
What is the difference between ra...
22  cards
Ch14 - Behavioral Finance Application
What is the difference between vo...,
Any factor that impacts a rationa...,
Investors can display a bias when...
27  cards
Ch16 - The Retirement Income Planning Process: Part 1
One strategy in addressing retire...,
What is the impact of taking soci...,
Spending less could make more inc...
17  cards
Ch17 - The Retirement Income Planning Process: Part 2
What are the three prevalent conv...,
Investing has many risks define t...,
Financial planners use several sc...
14  cards
Ch19 – Characteristics Of Business Entities
How does the tax treatment of an ...,
Service partners often receive fi...,
What are the three requirements t...
35  cards
Ch20 - Transferring The Closely Held Business
Valuation discounts are used when...,
What is the purpose of a corporat...,
What will make a grantor retained...
31  cards

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Contemporary Applications in Financial Planning

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