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katheryn jones
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Decks in this class (11)
Ethics
What are the 4 core values,
What are the 9 principals that ca...,
What are the proper use of the marks
13
cards
Behavioral Finance
What is prospect theory,
What is the adaptive markets hypo...,
What are the behavioral biases
40
cards
Family Wealth Dynamics
How hard is it to sustain family ...,
What is the reason that wealth tr...,
How communication frames wealth
29
cards
Tax Planning
Marginal vs effective rates,
Above the line vs below the line ...,
What is the self employment tax rate
49
cards
Portfolio Management
What investments are preferred fo...,
What types of investments are pre...,
What are components of tax effici...
49
cards
Risk Management & Asset Protection
What does blanket coverage cover,
What does specialty coverage cover,
What is risk
24
cards
Charitable Giving and Endowments
What is the deduction limitation ...,
What is the deduction limitation ...,
What is the deduction limitation ...
26
cards
Estate Issues & Wealth Transfer
What is a disclaimer,
What are some common errors in es...,
What are the elements of a valid ...
37
cards
Planning for Executives
What is the annual limit for isos,
Who can receive isos,
Which type of employee stock opti...
36
cards
Planning for Closely Held Business Owners
Angel investors,
Venture capital,
Mezzanine financing
32
cards
Retirement Management
What is a 401 k plan,
When would an employer implement ...,
What is a profit sharing plan
37
cards
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cpwa
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