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By:
Kimberly Papik
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Decks in this class (48)
Financial Planning Process
Methods to value a business,
Pro forma statement,
Emergency fund
46
cards
Insurance
Pure risk,
Speculative risk,
Peril
39
cards
Ethics and Law
Job task domains,
Domain 1,
Domain 2
21
cards
College Planning
Education funding needs analysis,
College savings 529 plan,
Coverdell esa
15
cards
Economic Concepts
Open market operations,
Reserve requirements,
Discount rate
23
cards
Homeowners and Auto Insurance
Home owners insurance section i c...,
Home owners insurance section ii ...,
Basic perils
22
cards
Medical Insurance
Comprehensive medical,
Medicare part a,
Medicare part b
11
cards
Disability and LTC Insurance
Definition of disability,
Disability ss definition,
Noncancellable
27
cards
Individual Life Insurance
Personal needs,
Determining need,
Term life insurance
36
cards
Taxation Life Insurance
Whole life taxation,
Usda uniform simultaneous death act,
Mec modified endowment contract
6
cards
Business Use Insurance
Buy sell agreements,
Stock redemption entity purchase,
Cross purchase agreement
10
cards
Annuities
Types of annuities,
Fixed annuity,
Variable annuity
7
cards
Group Life and Disability Insurance
Group term life insurance,
Group whole life,
Dependent coverage
11
cards
Other Employee Benefits
Cafeteria plans,
Flexible spending account fsa,
Health fsa
10
cards
Investment Vehicles - Fixed Income
Cds,
Negotiable cd,
Non negotiable cd
34
cards
Investment Vehicles - Stocks, REITS, Investment Co
Capitalization,
Corporate reports,
Preferred stock
16
cards
Investment Vehicles- Characteristics, Use and Tax
Tax call options 9mo or less,
Futures contract,
Warrents
7
cards
Quantitative Investment Concepts
Systematic risk,
Purchasing power risk,
Reinvestment risk
18
cards
Measures of Investment Return
Geometric mean,
Time weighted return,
Dollar weighted return
13
cards
Bond and Stock Valuation
Bond duration,
Bond duration principles,
Immunization
14
cards
Income Tax Fundamentals
Types of tax authority,
Substance over form transaction,
Step transaction
12
cards
Income Tax Calculations
Filing status,
Tax calculation,
Exclusions from income
29
cards
Tax Accounting
Accounting periods,
Accounting methods,
Cash receipts and disbursements m...
10
cards
Taxation of Business Entities
Sole proprietorship,
Partnership,
Llc
15
cards
Tax Trusts and Estates
Filing requirements estate,
Filing requirement trust,
Distributions
9
cards
Basis/ Depreciation/ Cost Recovery
Original basis,
Adjusted basis,
Amortization
11
cards
Tax Consequences Like Kind Exchanges and Disposition Property
Reporting requirements,
Qualifying property,
Like kind
19
cards
AMT
Amt calculation,
Adjustments,
Preference items
7
cards
Passive Activity/ Tax Special Circumstances
Passive activity,
Real estate limited partnerships,
Master limited partnerships
17
cards
Charitable Contributions and Deductions
Public charities,
Private charities,
Deductions
10
cards
OASDI
Oasdi covered programs,
Paying in to system,
Not covered under oasdi
12
cards
Retirement Plans
Non qualified plans,
Qualified plans,
Defined contribution
18
cards
Qualified Plan Rules and Options
Age and service,
Coverage requirements,
Minimum participation
14
cards
More Qualified Plan Rules and Options
Deduction limits dc and db,
Defined contribution limits 415,
Defined benefit contribution limits
12
cards
Roth and Traditional
Traditional ira,
Spousal ira,
Distribution prior 59 1 2
11
cards
SEP, SIMPLE, 403B, 457 KEOGH,
Sep,
Sep requirements,
Sarsep
7
cards
Regulatory Considerations
Erisa,
Dol,
Fiduciary liability issues
7
cards
Plan Selection
Factors that influence plan selec...,
Establishing,
Simple
7
cards
Distribution Rules
Exception early withdrawal penalt...,
Sepp 72t,
Qualified optional survivor annuity
20
cards
Titling and Basics
Community property system,
Community property separate prope...,
Community property interest
24
cards
Estate Tax
Estate tax filing requirement,
Gross estate,
Adjusted gross estate
15
cards
Gifting
Gift,
Requirements for a valid gift,
Federal modifications gift tax re...
12
cards
Incapacity Planning
Durable power of attorney for hea...,
Non tax related powers,
Tax related powers
13
cards
Trusts
Corpus,
Grantor,
Trustee
20
cards
Trusts-Minors
Ugma,
Utma,
Utma ugma gross estate
9
cards
Estate Planning -Charity
Crat,
Crut,
Nimcrut
13
cards
EP- Life insurance/valuation/Strategies
Ilit,
Unfunded ilit,
Funded ilit
18
cards
Intra-Family Transfers and Business Transfers
Property owner needs income,
Property owner wants to gift asse...,
Buy sell agreements
15
cards
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CFP 3/17
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