CFP Certification Exam Flashcard Review Book: Estate Planning (2019 Edition): 7 (CFP Certification Exam Flashcard Review Books) - Softcover

Brandeburg, Matthew

Softcover

ISBN 10: 1733591192 ISBN 13: 9781733591195

Publisher: Coventry House Publishing, 2019

Synopsis

This book has been fully updated based on the Tax Cuts and Jobs Act of 2017.

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.

CFP Estate Planning Topics Include:
• Estate planning documents
• Forms of property ownerships
• 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

Written by the author of “Your Guide to the CFP Certification Exam” and “CFP Certification Exam Practice Question Workbook."

Edition details

• Publisher: Coventry House Publishing
• Publication date: 2019
• ISBN 10: 1733591192
• ISBN 13: 9781733591195
• Binding: Paperback
• Language: English
• Number of pages: 108