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Continuing Education credit — March 2024

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. Which of these business types would NOT qualify for the qualified business income deduction for pass-through entities if certain provisions of the Tax Cuts and Jobs Act of 2017 sunset next year? *This question is required.
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2. If a business owner files taxes as an individual and their type of business broadly qualifies for the pass-through deduction, they will no longer be eligible for the deduction in 2024 if their income hits this level.  *This question is required.
Related Content:  The QBI deduction's impact is as murky as its rules, report finds
3. The “Augusta” rule allows homeowners who do NOT use their home as a primary place of business to rent out their place without having to pay taxes on that rental income for up to how many days? *This question is required.
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4. If a self-employed client files an extension for taxes, what is the latest date in 2024 at which they can fund their SEP IRA? *This question is required.
Related Content:  16 tips about filing for an extension past Tax Day
5. If a client files a tax extension in 2024, by when do they have to actually make their tax payment? *This question is required.
Related Content:  16 tips about filing for an extension past Tax Day
6. As part of the Secure 2.0 legislation, the “Saver’s Match” will, beginning in 2027, enable the federal government to make direct payments of 50 cents for every dollar that people save in their retirement accounts — as long as the savers earn less than this amount. *This question is required.
Related Content: Secure 2.0's 'Saver's Match' could cover 22 million Americans
7. For 2024, an individual earning this much at minimum will be at the top income tax rate of 37%. *This question is required.
Related Content: The definition of 'rich' — and its impact on taxes
8. The SEC approved a new rule that would require many SEC-registered companies (particularly larger ones) to provide climate-related disclosures to investors. Which of these so-called scopes of emissions will NOT have to be disclosed by any businesses under this rule? *This question is required.
Related Content: SEC approves watered-down climate disclosure rule
9. Which of these dividend stocks had the worst one-year return as of March 8, 2024? *This question is required.
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10. Which of these dividend stocks has had the highest 10-year annualized return as of March 8? *This question is required.
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