Episode 11: Kiddie Tax and Earned/Unearned Income with Jerry Pecaro, CPA / Lead Tutor at Pro Exam Tutors
Description
In this podcast, Sev introduces Pro Exam Tutors' newest tutor Jerry Pecaro, CPA & Lead Tutor. Jerry provides valuable insight on Kiddie Taxes and Earned/Unearned Income.
About Jerry Pecaro, CPA
Jerry is presently tutoring for FAR and BEC (only).
Jerry Pecaro, CPA & Lead Tutor, is a Certified Public Accountant by profession and in that capacity, has worked as a consultant to the Association of International Certified Public Accountants (AICPA), writing & correcting exam questions in Jersey City, N.J., prior to their moving to the Carolinas.
More About Jerry:
https://bit.ly/proexamtutors-jerry-pecaro-cpa-lead-tutor
Book a CPA Exam Prep Session with Jerry:
https://bit.ly/proexamtutors-cpa-exam-prep-pricing
In this episode, Sev discusses the subject areas that you need to study and be aware of in the Retirement Savings and Income Planning module of the CFP® exam. Topics such as Social Security, qualified vs non-qualified ERISA plans, defined benefit vs defined contribution plans
and distributions...
Published 08/09/24
In this episode, Sev talks about many of the topics that could be test
on the CFP® exam. Topics such as adjustments, deduction and credits,
below market-rate loans, IRA deductibility, investment interest expense
and kiddie tax rules are just some things Sev will talk about....
Published 05/12/24