December 2019: End of Year Planning

Posted by Jerry Mee, CFP®

Dec 1, 2019

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In this episode Mike and Jerry welcome back Brendan Flaherty to cover end of year financial planning topics such as tax loss harvesting, wash sales and the gift tax. They also cover good financial planning practices to avoid mistakes that can arise from rushing decisions at year end.

Here is the Wash Sale Practice Question that Mike, Jerry and Brendan cover during the episode.

 

 

The BIF Bites podcast covers topics that are important to those seeking CFP® certification and really anyone that wants to better understand the financial services industry in general.

Jerry Mee is the Director of Student Support at the Boston Institute of Finance (BIF) and has nearly a decade’s worth of experience in the financial services industry.

Mike Long, CFP®, ChFC®, CLU® is the Director of Curriculum for the Boston Institute of Finance (BIF). He has made his career in financial services and financial services education over the past 38 years.

Brendan Flaherty, CFP®, CIMA®, is currently a Senior Vice President with Janney Montgomery Scott where he focuses on investment management and financial planning for his clients. He is also Bryant's CFP® Program Director for The Boston Institute of Finance.

The Boston Institute of Finance (BIF) seeks to provide the best possible educational experience for each and every one of its students. We are educators that specialize in building industry-leading online programs. Our CFP® curriculum was first to fully satisfy the CFP® Education requirement 100% online.

 

Topics: BIF Bites Podcast

ABOUT THE BOSTON INSTITUTE OF FINANCE

We strive to provide the best possible educational experience for each and every one of our students.

We are educators that specialize in building industry-leading online programs. Our CFP curriculum was first to fully satisfy the CFP Education requirement 100% online.
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Last updated: December 28, 2023

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Business Transactions

If the Company is involved in a merger, acquisition or asset sale, Your Personal Data may be transferred. We will provide notice before Your Personal Data is transferred and becomes subject to a different Privacy Policy.

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Contact Us

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Refund Policy

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We are confident that you will be satisfied with your learning experience. However, if you need to cancel your online course enrollment for any reason, we grant refunds within the first 15 days of purchase. The 15 day refund period begins on the date of your initial purchase.

Subsequent enrollments in courses of the same certification are not refundable. Re-enrollments, extensions and continuation packages are not refundable. The first payment of a payment plan is refundable if you are within 15 days, but subsequent payments are not refundable.

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No refunds will be granted after 15 days from the date of original purchase. No exceptions (including medical, financial, etc.) will be made. Refunds are granted to first-time students only.

Please remember, if you are having difficulties we will always endeavor to go above and beyond to help you. We want nothing more than for you to succeed.