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Continuing Education credit — December 2023

As a subscriber to Financial-Planning.com, you can earn up to 12 hours of CE credit from the CFP Board and the Investments & Wealth Institute.

Please read the articles and answer the questions below. To find the related article, click on the hyperlinked title of the story – both online-only articles as well as stories published in the magazine.

You must answer 8 of the 10 questions correctly to qualify for CE credit.

Financial Planning does not email a certificate of completion. Please take a screenshot of the results screen, and keep the confirmation for your records. Financial Planning reports results to the CFP Board weekly. The board may take an additional two weeks to post results.

If you need assistance, please contact our Customer Success Team
1. For 2024, the IRS plans to require taxpayers who receive payments through third parties including eBay, Airbnb, PayPal, Venmo and Etsy to report them on 1099-K forms if they receive this much or more. *This question is required.
Related Content: IRS delays $600 1099-K threshold for another year
2. The qualified small business stock exemption in the tax code allows shareholders in certain C-corporations to exclude capital gains amounting to the greater of what amount or 10 times their investment from their income? *This question is required.
Related Content: How certain small business stock could supercharge tax savings
3. In order to take advantage of the small business stock exemption, individual shareholders must have held the stock for at least this many years? *This question is required.
Related Content: How certain small business stock could supercharge tax savings
4. Private foundations are only required to pay out 5% of their assets each year to charities. What percentage must donor-advised funds must pay out annually? *This question is required.
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5. Per the Tax Cuts and Jobs Act of 2017, what amount is allowed on tax forms for above-the-line charitable deductions for non-itemizers? *This question is required.
Related Content: Billionaires donating more to their own giving vehicles
6. For 2024, the standard deduction bump for spouses filing jointly is going up by how much compared to 2023? *This question is required.
Related Content: Planning for next year's tax brackets after the tweaks for inflation
7. If a client is enrolled in Medicare, what is the current limit they can pay into their Health Savings Account as an individual? *This question is required.
Related Content: 6 strategies to help clients fund long-term health care costs in retirement
8. What is the late enrollment penalty for a client who misses their initial enrollment period for Medicare Part B? *This question is required.
Related Content: The financial advisor's guide to Medicare
9. For 2024, what is the income threshold for the income-related monthly adjustment amount — a surcharge added to Part B and D premiums of Americans with high incomes — for a single tax filer? *This question is required.
Related Content: The financial advisor's guide to Medicare
10. Which of these bond ETFs has had the best one-year return? *This question is required.
Related Content: The top 20 bond ETFs of the decade
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