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Open Exam Prep episodes
- [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/
4 min - [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/
4 min - [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/
4 min - [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/
4 min - [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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Open Exam Prep Podcast. More Exam Prep Content Visit: https://open-exam-prep.com/
5 min - [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/
4 min - [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/
4 min - [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/
4 min - [Estate Planning] 10, Avoiding Probate
Achieved through state contract law, life insurance, annuities, and certain account types.
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Open Exam Prep Podcast. More Exam Prep Content Visit: https://open-exam-prep.com/
4 min - [Estate Planning] 9, Probate
Legal process of retitling assets, with advantages like clear title but disadvantages like cost and publicity.
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Open Exam Prep Podcast. More Exam Prep Content Visit: https://open-exam-prep.com/
4 min
About Open Exam Prep
From the publisher's feed
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 hardest part.
Created by Ran Chen—an AI application enthusiast, Financial Advisor, and holder of the EA (Tax), Life Insurance, Series 6/63/65, and CFP® designations—this podcast was born from personal experience. Having navigated these challenging exams himself, Ran realized the need for better resources and created Open Exam Prep as a free solution for aspiring professionals.
Each episode breaks down complex major exam topics into clear, digestible lessons, covering everything from tax planning and estate strategies to retirement solutions and investment principles. Whether you’re studying during your commute, workout, or downtime, we are here to guide you—one question, one topic, one victory at a time.
Visit for more content: https://open-exam-prep.com/
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