CFP Certification Exam Flashcard Review Book: Estate Planning (2017 Edition) - Brossura

Brandeburg, Matthew

Brossura

ISBN 10: 0998805122 ISBN 13: 9780998805122

Casa editrice: Coventry House Publishing, 2017

Riassunto

2017 Edition CFP Certification Exam Flashcard Review Book: Estate Planning provides bound flashcards to help you prepare for the CFP Certification Exam. Inside this innovative flashcard book you will find exam topics featured on the front of each page, with detailed explanations and analysis located on the back. The convenient bound design means you no longer need to carry hundreds of loose, bulky flashcards that can be misplaced or destroyed. This fully indexed book serves as a portable reference for quick study, efficient review, and easy reference. Written by the author of "Your Guide to the CFP Certification Exam" and "CFP Certification Exam Practice Question Workbook" CFP Estate Planning Topics Include: - Estate planning documents - Forms of property ownership - Generation-skipping transfer tax (GSTT) - Gift and estate tax compliance - Gifting strategies - Incapacity planning - Postmortem estate planning - Powers of appointment - Sources of estate liquidity - Transferring property at death - Trusts

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Informazioni sull?autore

Matthew Brandeburg is a Certified Financial Planner in Columbus, Ohio. He serves as the Chief Operating Officer for a fee-only financial planning firm with over $500 million in assets under management and he's an active member of the National Association of Personal Financial Advisors (NAPFA). Matthew is the author of the books "Financial Planning For Your First Job," "Your Guide to the CFP Certification Exam," and "CFP Certification Exam Practice Question Workbook." In addition, he teaches the class "Financial Planning in your 20s and 30s" at Ohio State University.

Dettagli dell?edizione

• Editore: Coventry House Publishing
• Data di pubblicazione: 2017
• ISBN 10: 0998805122
• ISBN 13: 9780998805122
• Rilegatura: Copertina flessibile
• Lingua: Inglese
• Numero edizione: 6
• Numero di pagine: 108
• Contatto del produttore: non disponibile