Podcast
My CFP Study Notes
Hosted by chenran818 · EN
”CFP Study Notes” delivers focused, exam-oriented content for aspiring Certified Financial Planners. Each episode deep dives into a single CFP exam topic, combining technical accuracy with real-world applications. Created by a CFP candidate for fellow candidates, this podcast transforms complex concepts into digestible insights. Whether you’re a seasoned financial professional or recent graduate, these study notes offer clear explanations, practical examples, and key exam takeaways. Perfect for learning during your commute or study breaks. Let’s master the CFP exam, one topic at a time.
10episodes
Episodes
Newest firstAll episodes
[S1E19] Unlimited Marital and Charitable Deductions
Nov 28, 202400:05:30Tap to summarizeTransfers to spouses or charities are tax-deductible under specific rules, providing flexibility in estate plans.
Transcribe →[S1E18] The Crummey Provision
Nov 27, 202400:06:59Tap to summarizeThe Crummey provision creates a present interest in trust contributions, enabling annual exclusion benefits.
Transcribe →[S1E17] Gifts with Present and Future Interests
Nov 26, 202400:06:37Tap to summarizeGifts must be structured as present interests to qualify for annual exclusions, distinguishing them from future interests.
Transcribe →[S1E16] Annual Gift Tax Exclusions
Nov 25, 202400:05:52Tap to summarizeThe annual exclusion allows tax-free gifting of present interests up to a set limit per recipient.
Transcribe →[S1E15] Splitting Gifts Between Spouses
Nov 25, 202400:05:32Tap to summarizeSpouses can double their annual gift exclusions by electing to split gifts, subject to specific rules.
Transcribe →[S1E14] Taxable Gift Calculations
Nov 25, 202400:06:42Tap to summarizeDeductions like annual exclusions and marital or charitable deductions determine the taxable portion of gifts.
Transcribe →[S1E13] Gifting Basics
Nov 25, 202400:05:48Tap to summarizeGifts are subject to tax based on fair market value and can shift wealth out of the taxable estate.
Transcribe →[S1E12] Forms of Property Ownership
Nov 25, 202400:05:39Tap to summarizeOwnership types like joint tenancy, tenancy in common, and community property affect estate inclusion and probate requirements.
Transcribe →[S1E11] Avoiding Probate
Nov 25, 202400:06:52Tap to summarizeTitling assets and using trusts can help bypass probate, offering privacy and efficiency.
Transcribe →[S1E10] The Probate Process
Nov 24, 202400:07:02Tap to summarizeProbate establishes clear legal ownership of assets but involves costs, delays, and public disclosure.
Transcribe →