Cfp fundamentals - Study guides, Class notes & Summaries
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BUNDLE - CFP EXAMS
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20232024 COMPLETE EXAM FOR CFP 4 - CHAPTER 2 (INCOME TAX FUNDAMENTALS AND CALCULATIONS: DEDUCTIONS AND CREDITS)
- Exam (elaborations) • 7 pages • 2024
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20232024 COMPLETE EXAM FOR CFP 4 
- CHAPTER 2 (INCOME TAX 
FUNDAMENTALS AND CALCULATIONS: 
DEDUCTIONS AND CREDITS) 
Standard Deduction - CORRECT ANSWER-AGI is reduced by greater of Standard 
Deduction or Itemized Deduction 
Based on filing status and calendar year of filing 
Taxpayer 65 and older can take an additional deduction, another deduction available to 
those who are blind 
Itemized Deductions - CORRECT ANSWER-AGI is reduced by greater of Standard 
Deduction or Itemized Deduction 
Repo...
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CFP 4 - Chapter 2 (Income Tax Fundamentals and Calculations: Deductions and Credits)
- Exam (elaborations) • 7 pages • 2024
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CFP 4 - Chapter 2 (Income 
Tax Fundamentals and 
Calculations: Deductions 
and Credits) 
Acquisition Indebtedness - correct answersInterest incurred in acquiring, constructing or 
improving a qualified residence of taxpayer (one other residence included) 
Debt must be secured by real property in amount to total $1,000,000 ($500,000 for 
married filing separately) 
Adoption Expense Credit - correct answersNonrefundable tax credit for qualified 
adoption expenses in 2016 - taken in year adop...
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CFP 4 - Chapter 2 (Income Tax Fundamentals and Calculations: Deductions and Credits)
- Exam (elaborations) • 7 pages • 2024
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CFP 4 - Chapter 2 (Income 
Tax Fundamentals and 
Calculations: Deductions 
and Credits) 
Acquisition Indebtedness - correct answersInterest incurred in acquiring, constructing or 
improving a qualified residence of taxpayer (one other residence included) 
Debt must be secured by real property in amount to total $1,000,000 ($500,000 for 
married filing separately) 
Adoption Expense Credit - correct answersNonrefundable tax credit for qualified 
adoption expenses in 2016 - taken in year adop...
-
20232024 COMPLETE EXAM FOR CFP 4 - CHAPTER 2 (INCOME TAX FUNDAMENTALS AND CALCULATIONS: DEDUCTIONS AND CREDITS)
- Exam (elaborations) • 7 pages • 2023
- Available in package deal
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- $11.99
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20232024 COMPLETE EXAM FOR CFP 4 
- CHAPTER 2 (INCOME TAX 
FUNDAMENTALS AND CALCULATIONS: 
DEDUCTIONS AND CREDITS) 
Standard Deduction - CORRECT ANSWER-AGI is reduced by greater of Standard 
Deduction or Itemized Deduction 
Based on filing status and calendar year of filing 
Taxpayer 65 and older can take an additional deduction, another deduction available to 
those who are blind 
Itemized Deductions - CORRECT ANSWER-AGI is reduced by greater of Standard 
Deduction or Itemized Deduction...
And that's how you make extra money
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EXAM REVIEW FOR TOPIC 34 INCOME TAX FUNDAMENTALS AND CALCULATIONS
- Exam (elaborations) • 8 pages • 2023
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EXAM REVIEW FOR TOPIC 34 INCOME 
TAX FUNDAMENTALS AND 
CALCULATIONS 
Andrew Wyman works at a graphic arts business, and his wife has a bookkeeping 
business. Andrew's employer has a profit- sharing plan for employees and contributes 
3% of compensation annually. The Wymans have provided the following information for 
income tax planning this year: 
Salary- $109,000 
Corp. dividends- $3,000 
Bookkeeping income- $12,000 
IRA contribution- $11,000 
Mortgage interest- $9,000 
Capital losses- ...
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Test bank for Fundamentals of Investing, 14th Edition by Scott B. Smart
- Exam (elaborations) • 514 pages • 2024
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Test bank for Fundamentals of Investing, 14th 
Edition by Scott B. Smart 
1 
Copyright © 2020 Pearson Education, Inc. 
Fundamentals of Investing, 14e (Smart/Zutter) 
Chapter 1 The Investment Environment 
1.1 Learning Goal 1 
1) A non-interest bearing checking account is still considered an investment. 
Answer: FALSE 
Learning Outcome: F-12 Discuss the implications of systematic risk in financial markets and its 
role in shaping investment choices 
AACSB: Analytical thinking 
Question Status:...
-
Test bank for Fundamentals of Investing, 14th Edition by Scott B. Smart
- Exam (elaborations) • 514 pages • 2024
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- $40.50
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Test bank for Fundamentals of Investing, 14th 
Edition by Scott B. Smart 
1 
Copyright © 2020 Pearson Education, Inc. 
Fundamentals of Investing, 14e (Smart/Zutter) 
Chapter 1 The Investment Environment 
1.1 Learning Goal 1 
1) A non-interest bearing checking account is still considered an investment. 
Answer: FALSE 
Learning Outcome: F-12 Discuss the implications of systematic risk in financial markets and its 
role in shaping investment choices 
AACSB: Analytical thinking 
Question Status:...
-
Test Bank & Solution Manual for Fundamentals of investing, 14th Edition by Scott B. Smart
- Exam (elaborations) • 849 pages • 2024
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- $42.47
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Test bank & Solution manual for 
Fundamentals of Investing, 14th Edition by 
Scott B. Smart 
 
1 
Copyright © 2020 Pearson Education, Inc. 
Fundamentals of Investing, 14e (Smart/Zutter) 
Chapter 1 The Investment Environment 
1.1 Learning Goal 1 
1) A non-interest bearing checking account is still considered an investment. 
Answer: FALSE 
Learning Outcome: F-12 Discuss the implications of systematic risk in financial markets and its 
role in shaping investment choices 
AACSB: Analytical thin...
-
Test bank for Fundamentals of Investing, 14th Edition by Scott B. Smart
- Exam (elaborations) • 514 pages • 2024
-
- $40.50
- + learn more
Test bank for Fundamentals of Investing, 14th 
Edition by Scott B. Smart 
1 
Copyright © 2020 Pearson Education, Inc. 
Fundamentals of Investing, 14e (Smart/Zutter) 
Chapter 1 The Investment Environment 
1.1 Learning Goal 1 
1) A non-interest bearing checking account is still considered an investment. 
Answer: FALSE 
Learning Outcome: F-12 Discuss the implications of systematic risk in financial markets and its 
role in shaping investment choices 
AACSB: Analytical thinking 
Question Status:...
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