HS 319 Video: HS 319 Applications In Financial Planning II episodes:

• September 30, 20142-5 Ascertain and explain whether a transfer qualifies for the gift tax charitable deduction.

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• September 30, 20142-3 Determine whether a gift to a minor will qualify for the annual exclusion in several hypothetical situations.

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• September 30, 20142-4 Ascertain and explain whether a transfer qualifies for the unlimited marital deduction in various hypothetical situations.

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• September 30, 20142-1 Ascertain if a completed gift has been made.

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• September 30, 20142-2 Determine whether a donor is entitled to claim an annual exclusion.

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• September 26, 20145-3 Identify the five-step decision-making model.

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• September 26, 20148-5 Identify pension and retirement product participant behavior.

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• September 26, 20145-4 Understand the professional principles that should govern the behavior of financial professionals.

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• September 26, 20147-1 Identify the core concepts of traditional rational finance and economics at the market level.

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• September 26, 20148-4 Explain governmental policy obligations, opportunities and obstacles.

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