Certified Financial Planner (CFP) – Sample

A married couple would like to set up 529 Plan college education accounts for their two young grandchildren. For 2010, what is the maximum amount they could have contributed in total to both 529 plans without incurring gift tax?

According to the Internal Revenue Code, Section 170(C), which entity is not considered a Qualifying Organization for purposes of charitable contributions?

All of the following are true regarding an S Corporation except…

Which is not a characteristic of a recession?

Your clients, ages 70 and 72, are discussing their estate planning needs with you. They�ve been married only to each other and have no children. They would like to leave any remaining assets at the end of their lives to charity. Currently, their estate is worth about $500,000. What do you suggest?

Currently, unemployment is at a 10-year high and continues to increase, Businesses are operating at their lowest capacity levels. The current business cycle is best described as…

As a rule of thumb, it is best if consumer debt does not exceed:

Julie Christie has been dollar cost averaging in a mutual fund investing $2,200 at the beginning of every quarter for the past seven years. She has been earning an average annual return of 9% compounded quarterly on this investment. How much is the fund worth today?

In a situation where an employee has accepted workers compensation benefits, an employer is protected from the following:

Two fairly common defenses used against charges of negligence have been contributory negligence and: