Open Exam Prep

By Ran Chen, EA, CFP®

Open Exam Prep: Mastering Financial Exams

The path to becoming a certified financial professional is known for its difficulty, and finding high-quality, accessible study material shouldn't be the har... more

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FAQs about Open Exam Prep:

How many episodes does Open Exam Prep have?

The podcast currently has 200 episodes available.

Open Exam Prep episodes:

December 20, 2024 [Estate Planning] 19, Installment Payments of Estate Tax
Sections 6166 & 6161 allow for extended payment periods for closely held business interests. Open Exam Prep Podcast. More Exam Prep Content Visit: https://open-exam-prep.com/
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5min
December 20, 2024 [Estate Planning] 18, Income in Respect of a Decedent (IRD)
Income a decedent was entitled to but not received before death, included in the gross estate without a step-up in basis.
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4min
December 20, 2024 [Estate Planning] 17, Generation Skipping Transfer Tax (GSTT)
Imposed on transfers to individuals two or more generations younger, with specific rules for direct skips and taxable terminations.
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Open Exam Prep Podcast. More Exam Prep Content Visit: https://open-exam-prep.com/
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4min
December 20, 2024 [Estate Planning] 16, Trusts in Estate Planning
Used for management, creditor protection, and tax avoidance. Types include revocable, irrevocable, and specific trusts like GRATs and QPRTs.
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Open Exam Prep Podcast. More Exam Prep Content Visit: https://open-exam-prep.com/
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4min
December 20, 2024 [Estate Planning] 20, Special Use Valuation
Section 2032A allows valuation of property based on current use rather than highest and best use, with specific conditions and limitations.
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Open Exam Prep Podcast. More Exam Prep Content Visit: https://open-exam-prep.com/
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4min
December 19, 2024 [Estate Planning] 12, Gifts and Gift Tax
Gifts are taxed based on FMV at the date of gift. Split gifts and annual exclusions affect tax liability. CFP Exam Prep Podcast.
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Open Exam Prep Podcast. More Exam Prep Content Visit: https://open-exam-prep.com/
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4min
December 19, 2024 [Estate Planning] 11, Types of Property Ownership
Sole ownership, tenants in common, JTWROS, tenants by the entirety, and community property have different probate and tax implications.
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5min
December 19, 2024 [Estate Planning] 15, Applicable Exclusion Amount
Lifetime credit against estate and gift taxes, with specific calculations for taxable amounts.
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Open Exam Prep Podcast. More Exam Prep Content Visit: https://open-exam-prep.com/
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4min
December 19, 2024 [Estate Planning] 14, Marital and Charitable Deductions
Unlimited deductions for transfers between spouses and to qualified charities.
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Open Exam Prep Podcast. More Exam Prep Content Visit: https://open-exam-prep.com/
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4min
December 19, 2024 [Estate Planning] 13, Crummey Provision
Allows trust contributions to qualify for annual exclusion by creating a present interest.
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Open Exam Prep Podcast. More Exam Prep Content Visit: https://open-exam-prep.com/
...more
4min

FAQs about Open Exam Prep:

How many episodes does Open Exam Prep have?

The podcast currently has 200 episodes available.

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