Sev Meneshian CFP®2022-02-09T05:25:44+00:00The 83b election could be tested on the CFP® exam. You'll need to have a good understanding of the different types of qualified and...
Sev Meneshian CFP®2022-02-09T04:49:15+00:00Incentive Stock Options (ISOs) will likely be tested on the CFP® exam. Understanding the key parts of ISOs and what it means to both...
Sev Meneshian CFP®2022-02-09T05:27:33+00:00CRATs and CRUTs could be tested on the CFP® exam. Understanding the fundamentals of CRATs & CRUTs will be important in answering these…
Sev Meneshian CFP®2021-06-12T08:54:13+00:00One of the many areas that trips up students on the CFP® exam is calculating things such as AGI and taxable income. The...
Sev Meneshian CFP®2021-06-14T02:16:18+00:00Deferred compensation (DC) plans are beneficial for employers and employees alike. From the perspective of an employer, DC plans are…
Sev Meneshian CFP®2021-06-14T02:24:55+00:00Incentive Stock Options: What You Need to Know for the CFP® Exam No time to read? Watch the video here. One of the...
Sev Meneshian CFP®2021-06-14T02:28:03+00:00Among the more difficult topics on the Certified Financial Planner™ exam is the transfer for value rules. Why is this topic so…
Sev Meneshian CFP®2021-06-14T02:30:25+00:00There’s a good chance that the CFP® Board will ask a few questions about the differences between a Registered Investment Advisor (RIA)…
Sev Meneshian CFP®2021-06-14T02:41:10+00:00The Certified Financial Planner™ exam is full of traps, curveballs and smokescreens. What seems to be an obvious answer in one question…
Sev Meneshian CFP®2021-06-14T02:45:17+00:00When it comes to CFP® exam prep, investments are one of the many areas that may give you some difficulty, particularly topics such as...