• My CFP Study Notes

  • 著者： chenran818
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My CFP Study Notes

著者： chenran818
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  • ”CFP Study Notes” delivers focused, exam-oriented content for aspiring Certified Financial Planners. Each episode deep dives into a single CFP exam topic, combining technical accuracy with real-world applications. Created by a CFP candidate for fellow candidates, this podcast transforms complex concepts into digestible insights. Whether you’re a seasoned financial professional or recent graduate, these study notes offer clear explanations, practical examples, and key exam takeaways. Perfect for learning during your commute or study breaks. Let’s master the CFP exam, one topic at a time.
    Copyright 2024 All rights reserved.
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あらすじ・解説

”CFP Study Notes” delivers focused, exam-oriented content for aspiring Certified Financial Planners. Each episode deep dives into a single CFP exam topic, combining technical accuracy with real-world applications. Created by a CFP candidate for fellow candidates, this podcast transforms complex concepts into digestible insights. Whether you’re a seasoned financial professional or recent graduate, these study notes offer clear explanations, practical examples, and key exam takeaways. Perfect for learning during your commute or study breaks. Let’s master the CFP exam, one topic at a time.
Copyright 2024 All rights reserved.
続きを読む 一部表示
エピソード
  • [S1E16] Annual Gift Tax Exclusions

    [S1E16] Annual Gift Tax Exclusions
    2024/11/25
    The annual exclusion allows tax-free gifting of present interests up to a set limit per recipient.
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    6 分
  • [S1E15] Splitting Gifts Between Spouses

    [S1E15] Splitting Gifts Between Spouses
    2024/11/25

    Spouses can double their annual gift exclusions by electing to split gifts, subject to specific rules.
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    6 分
  • [S1E14] Taxable Gift Calculations

    [S1E14] Taxable Gift Calculations
    2024/11/25

    Deductions like annual exclusions and marital or charitable deductions determine the taxable portion of gifts.
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    7 分

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