Cfp tax exam - Study guides, Class notes & Summaries
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20232024 COMPLETE EXAM FOR CFP 4 - CHAPTER 2 (INCOME TAX FUNDAMENTALS AND CALCULATIONS: DEDUCTIONS AND CREDITS)
- Exam (elaborations) • 7 pages • 2024
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20232024 COMPLETE EXAM FOR CFP 4 
- CHAPTER 2 (INCOME TAX 
FUNDAMENTALS AND CALCULATIONS: 
DEDUCTIONS AND CREDITS) 
Standard Deduction - CORRECT ANSWER-AGI is reduced by greater of Standard 
Deduction or Itemized Deduction 
Based on filing status and calendar year of filing 
Taxpayer 65 and older can take an additional deduction, another deduction available to 
those who are blind 
Itemized Deductions - CORRECT ANSWER-AGI is reduced by greater of Standard 
Deduction or Itemized Deduction 
Repo...
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CFP 2022/2023 Exam- Retirement Planning with Verified Questions and Answers
- Exam (elaborations) • 8 pages • 2023
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CFP 2022/2023 Exam- Retirement Planning 
with Verified Questions and Answers 
How many quarters of coverage do you have to have to be fully eligible for SS? - 
CORRECT ANSWER 40 
How are railroad employees covered for SS? - CORRECT ANSWER They arent, they 
have another retirement program 
What is the lump sum death benefit from SS? - CORRECT ANSWER $255 
How long is the waiting period for SS disability benefits? - CORRECT ANSWER 5 
months 
How long does someone have to be disabled for, and be ...
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Package deal for COMPLETE EXAM FOR FUNDAMENTALS OF TAXATION
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COMPLETE EXAM FOR FUNDAMENTALS OF TAXATION
FULL EXAM FOR TAX FUNDAMENTALS GRADED A 20232024
EXAM TEST FOR FUNDAMENTALS OF INCOME TAX CLASS
EXAM REVIEW FOR TOPIC 34 INCOME TAX FUNDAMENTALS AND CALCULATIONS
20232024 COMPLETE EXAM FOR CFP 4 - CHAPTER 2 (INCOME TAX FUNDAMENTALS AND CALCULATIONS: DEDUCTIONS AND CREDITS)
100% CORRECT QUESTION AND ANSWER
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CFP Exam Review(upgraded questions and answers)2023
- Exam (elaborations) • 7 pages • 2023
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CFP Exam Review(upgraded questions 
and answers)2023 
Topic 1: Financial Planning Process - CORRECT ANSWER-... 
6 step process: EGADIM - CORRECT ANSWER-1. Establish Relationship 
2. Gather Information 
3. Analyze data 
4. Develop plan 
5. Implement 
6. Monitor 
Step 1: Establish Relationship - CORRECT ANSWER-• Services that will be provided 
• compensation/billing 
• Responsibilities of both client/planner 
• Time frame of relationship 
Step 2: Gather quantitative and qualitative data -...
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CFP exam new update 2023 with complete solutions
- Exam (elaborations) • 7 pages • 2023
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CFP exam new update 2023 with complete 
solutions 
6 step process: EGADIM - CORRECT ANSWER 1. Establish Relationship 
2. Gather Information 
3. Analyze data 
4. Develop plan 
5. Implement 
6. Monitor 
Step 1: Establish Relationship - CORRECT ANSWER • Services that will be provided 
• compensation/billing 
• Responsibilities of both client/planner 
• Time frame of relationship 
Step 2: Gather quantitative and qualitative data - CORRECT ANSWER • It is important 
that goals be defined b...
Too much month left at the end of the money?
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EXAM REVIEW FOR TOPIC 34 INCOME TAX FUNDAMENTALS AND CALCULATIONS
- Exam (elaborations) • 8 pages • 2023
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EXAM REVIEW FOR TOPIC 34 INCOME 
TAX FUNDAMENTALS AND 
CALCULATIONS 
Andrew Wyman works at a graphic arts business, and his wife has a bookkeeping 
business. Andrew's employer has a profit- sharing plan for employees and contributes 
3% of compensation annually. The Wymans have provided the following information for 
income tax planning this year: 
Salary- $109,000 
Corp. dividends- $3,000 
Bookkeeping income- $12,000 
IRA contribution- $11,000 
Mortgage interest- $9,000 
Capital losses- ...
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CFP exam Study Guide
- Exam (elaborations) • 13 pages • 2024
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CFP exam Study Guide 
Topic 1: Financial Planning Process - Answer-... 
6 step process: EGADIM - Answer-1. Establish Relationship 
2. Gather Information 
3. Analyze data 
4. Develop plan 
5. Implement 
6. Monitor 
Step 1: Establish Relationship - Answer-• Services that will be provided 
• compensation/billing 
• Responsibilities of both client/planner 
• Time frame of relationship 
Step 2: Gather quantitative and qualitative data - Answer-• It is important that goals be 
defined before...
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CFP Exam Flash Cards with Correct and Updated Solutions 2022/2023
- Exam (elaborations) • 5 pages • 2023
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CFP Exam Flash Cards with Correct and 
Updated Solutions 2022/2023 
Savings Strategy: How much of your gross income should you save? - CORRECT 
ANSWER 5-8% 
Securities Act of 1933 - CORRECT ANSWER Purchasers of new issues must be 
provided with a detailed prospectus before transaction. 
Securities Act of 1934 - CORRECT ANSWER Regulates the secondary Market or 
trading of issued securities. This act created the SEC 
Investment Company Act of 1940 - CORRECT ANSWER SEC can regulate UITs, 
Mutu...
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20232024 COMPLETE EXAM FOR CFP 4 - CHAPTER 2 (INCOME TAX FUNDAMENTALS AND CALCULATIONS: DEDUCTIONS AND CREDITS)
- Exam (elaborations) • 7 pages • 2023
- Available in package deal
-
- $11.99
- + learn more
20232024 COMPLETE EXAM FOR CFP 4 
- CHAPTER 2 (INCOME TAX 
FUNDAMENTALS AND CALCULATIONS: 
DEDUCTIONS AND CREDITS) 
Standard Deduction - CORRECT ANSWER-AGI is reduced by greater of Standard 
Deduction or Itemized Deduction 
Based on filing status and calendar year of filing 
Taxpayer 65 and older can take an additional deduction, another deduction available to 
those who are blind 
Itemized Deductions - CORRECT ANSWER-AGI is reduced by greater of Standard 
Deduction or Itemized Deduction...
-
HS 300 Exam Review Questions With Correct Answers
- Exam (elaborations) • 5 pages • 2024
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HS 300 Exam Review Questions With 
Correct Answers 
For SEC registration purposes, which act sets the limit for assets under management? - 
answerThe Investment Advisors Act 
What is an appropriate investment for an emergency fund? - answerA money market mutual 
fund. 
What is the yield to maturity of a $1,000 face amount bond that currently sells for $875, pays 
$60 of interest at the end of each year, and matures in 10 years? - answer7.85% 
Keystrokes: 1000FV, 875+/-PV, 60PMT, 10N; I/yr 
Accor...
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