-
📢We want to hear from you! Why is financial literacy learned at the high school age so important?
As financial professionals, you already know the importance of financial literacy. Recently, at the VITA U conference, David Mannaioni (@DavidMannaioni_CFFP ) delivered a presentation specifically highlighting financial literacy among high school students and the importance of empowering the next generation. I was able to…
-
FINA565 Overview
In FINA565, you’ll dive into the rigorous world of investment analysis, focusing on both equity and fixed income valuation. Over the next eight weeks, you’ll develop the skills and knowledge essential for making sound investment decisions and performing thorough security analyses. What You’ll Learn Valuation Techniques:…
-
Are retirement loans double taxed?
The Answer is Yes and No Some say yes. The loan is paid back with after-tax dollars. That means the loan payments are taxed when going back into the plan. Then that money is taxed again when withdrawn in retirement. In other words, the loans do not reduce the person’s taxable income in the years the loan is repaid, and…
-
VITA U and the College for Financial Planning
What is VITA U, and why did CFFP attend this conference? Hi, Financial Planners! As I mentioned in last week's post, I had the opportunity to join @AmanSunder_CFFP, @AmyRell_CFFP & @DavidMannaioni_CFFP at the VITA U conference in Rio Grande, Puerto Rico 🇵🇷 last month, where I not only learned about the program but also…
-
What is VITA U and why did CFFP attend the conference in Rio Grande Puerto Rico?🇵🇷
Hi, my name is Kendra, and I am one of the Online Community Managers here at Kaplan Community. 😊 A few weeks ago, I got the opportunity to join Dr.@AmyRell_CFFP @DavidMannaioni_CFFP and Dr.@AmanSunder_CFFP at the VITA U conference in Rio Grande, Puerto Rico. I learned so much about the VITA U program and I also got to see…
-
📊 Which Designation Is Right for Your Next Step?
Are you trying to figure out which designation is right for you?👀 Use this guide to help you choose the professional designation that aligns with your goals. If you still have questions, we want to hear from you! Share them in the comments below.👇 🟢 Just Getting Started in the Industry? FPQP® – Foundations of financial…
-
🌞 Hello, June! Let’s Talk Summer Plans
Summer is officially here—and we’d love to hear what you’re looking forward to in the weeks ahead! ☀️ Are you planning to unplug and recharge? 📚 Starting a new course or studying for a designation? ✈️ Traveling somewhere fun—or enjoying a quiet staycation? I’m taking a two-day road trip vacation from Colorado to Michigan…
-
What to do when you receive a Letter from the IRS
So a client received a letter from the IRS informing them that they are subject to an IRS field audit. The letter indicates the IRS is especially concerned about their numerous rental activities. They have been asked to substantiate income and expenses for these activities over the past three tax years but they have not…
-
Memorial Day: A Time to Reflect and Honor
We pause to remember and honor the brave men and women who gave their lives in service to our country. Their sacrifice has helped shape the freedoms we enjoy every day, including the opportunity to pursue education, build our futures, and serve others with purpose. As we move through this day, may we each take a quiet…
-
The Tax Code Isn’t Just Math—It’s Psychology
In PFPL530: Income Tax Planning, you’ve spent the term exploring the mechanics of AGI, credits, deductions, and more. But here’s a bold idea to consider. What if tax planning is really behavior planning in disguise? That’s not just a metaphor. The tax code is built on assumptions about how people respond to incentives,…
