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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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