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More About This Title Wiley Study Guide for 2018 CFP Exam Volume 2
English
About the Professors vii
Contributors viii
Welcome to CFP Exam Review ix
Investment Planning 1
Characteristics, Uses, and Taxation of Investment Vehicles 3
Types of Investment Risk 13
Quantitative Investment Concepts 17
Measures of Investment Returns 28
Asset Allocation and Portfolio Diversification 35
Bond and Stock Valuation Concepts 44
Portfolio Development and Analysis 60
Investment Strategies 68
Alternative Investments 78
Tax Planning 85
Fundamental Tax Law 87
Income Tax Fundamentals and Calculations 101
Characteristics and Income Taxation of Business Entities 125
Income Taxation of Trusts and Estates 136
Alternative Minimum Tax (AMT) 142
Tax Reduction/Management Techniques 147
Tax Consequences of Property Transactions 155
Passive Activity and At-Risk Rules 169
Tax Implications of Special Circumstances 174
Charitable/Philanthropic Contributions and Deductions 184
Retirement Savings and Income Planning 191
Retirement Needs Analysis 193
Social Security and Medicare 205
Medicaid 217
Types of Retirement Plans 221
Qualified Plan Rules and Options 240
Other Tax-Advantaged Retirement Plans 259
Regulatory Considerations 276
Key Factors Affecting Plan Selection for Businesses 294
Distribution Rules and Taxation 298
Retirement Income and Distribution Strategies 307
Business Succession Planning 313
Estate Planning 317
Characteristics and Consequences of Property Titling 319
Strategies to Transfer Property 326
Estate Planning Documents 331
Gift and Estate Tax Compliance and Tax Calculation 338
Sources of Estate Liquidity 358
Types, Features, and Taxation of Trusts 363
Marital Deduction 378
Intra-Family and Other Business-Transfer Techniques 382
Postmortem Estate Planning Techniques 389
Estate Planning for Nontraditional Relationships 396
