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A client with children may be interested in planning for their educational expenses. A component of the tax consideration is: a.The kiddie tax b.Who owns
A client with children may be interested in planning for their educational expenses. A component of the tax consideration is:
a.The kiddie tax
b.Who owns custodial accounts
c.Annual gift exclusion
d.The availability of a $65,000 single year contribution
The three core guiding documents the CFP Board has developed for use by planners do not include:
a.Financial Planning Practice Standards | ||
b.Code of Ethics | ||
c.Rules of Conduct | ||
d.Financial Planning Process |
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