Memory Tips and Mnemonic Tricks

Stressing about tax planning? Jerry, Kaylee, and Tiffany are breaking down the One Big Beautiful Bill tax updates and shaking up some standard taxpayer strategies. Watch it below!

In this episode of BIF Bites, the newest member of the BIF Crew, Kaylee Benting, sits down with Adam Scherer to talk about CFP^® Exam Study Groups. And yes, there is strength in numbers! You'll learn about the benefits of a multi-group strategy: having a 1:1 study partner, taking part in small groups, and even larger practice sessions. They also talk about time management tips during study group time, how to form effective groups, and how different study approaches can work together. 

The “One Big Beautiful Bill” is officially here, and there’s a lot in it that can affect your clients. Seriously, this is a massive piece of legislation, with the final version topping out over 1,000 pages. Instead of trying to sift through it all, we’re providing a closer look at the key elements you’ll need to know, how they can affect your clients and how to start planning.