AWMA Challenger Flashcards

Decks in this Class (19):

• Risk Management

  Risk Management

  Sample Cards:

  business liability exposures,

  risk management methods,

  major concerns insuring high value pr...
  32 Cards
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• Mutual Fund Analysis Amp Selection

  Mutual Fund Analysis & Selection
  0 Cards
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• Hedge Funds

  Hedge Funds

  Sample Cards:

  type of entity,

  individual accredited investor,

  governance
  22 Cards
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• Commodity Futures

  Commodity Futures

  Sample Cards:

  physical assets,

  financial assets,

  futures contract
  17 Cards
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• Covered Call Options

  Covered Call Options
  0 Cards
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• Estimated Taxes

  Estimated Taxes

  Sample Cards:

  underpayment of estimated tax,

  treatment of amounts withheld from wages
  2 Cards
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• Investment Interest Expense

  Investment Interest Expense

  Sample Cards:

  investment interest expenses deductib...,

  investment income,

  investment expenses
  4 Cards
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• Self Employment Tax

  Self-Employment Tax

  Sample Cards:

  major categories of income giving ris...,

  basic self employment tax calculation,

  net earnings exceeding 117 000 wage base
  5 Cards
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• Alternative Minimum Tax

  Alternative Minimum Tax

  Sample Cards:

  amt tax preference adjustments,

  allowable deductions for computation ...,

  disallowed schedule a deductions
  5 Cards
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• Executive Compensation Plans

  Executive Compensation Plans

  Sample Cards:

  characteristics of nonqualified benef...,

  deferred compensation plan,

  pure deferred compensation salary red...
  14 Cards
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• Income Tax Rues For Nonqualified Deferred

  Income Tax Rues for Nonqualified Deferred Compensation Plans

  Sample Cards:

  constructive receipt,

  availability of benefits,

  economic benefit
  8 Cards
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• Other Tax Implications Of Nonqualified De

  Other Tax Implications of Nonqualified Deferred Compensation Plans
  0 Cards
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• Informally Funding A Nonqualified Deferre

  Informally Funding a Nonqualified Deferred Compensation Agreement
  0 Cards
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• Equity Plans Amp Other Executive Incentiv

  Equity Plans & Other Executive Incentive Plans
  0 Cards
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• Stock Options Amp The High Net Worth Indi

  Stock Options & the High Net Worth Individual
  0 Cards
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• Esops Amp High Net Worth Individuals

  ESOPS & High Net Worth Individuals
  0 Cards
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• Tax Reduction Techniques

  Tax Reduction Techniques
  0 Cards
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• Asset Protection Strategies

  Asset Protection Strategies
  0 Cards
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• Business Succession Techniques

  Business Succession Techniques
  0 Cards
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