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PITA Factor

1 Rating
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Score   3.6/5
1 Ratings
94 Views
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0 Revisions
Status: Ready

CPA/PFS

Certified Public Accountant designation granted by the American Institute of Certified Public Accountants after the completion of a comprehensive exam and educational requirements. PFS is a specialized
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Score   0.3/5
0 Ratings
100 Views
1 Related
1 Comments
1 Revisions
Status: Someone confirm this is accurate

A3 Personal Residence

A foundation block on the Pyramid comprised of the client’s personal residence(FMV, mortgage and equity)
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Score   0/5
0 Ratings
92 Views
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0 Comments
1 Revisions
Status: Ready

SEC

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Score   0/5
0 Ratings
67 Views
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0 Comments
1 Revisions
Status: Needs a little more detail

FPA

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Score   0/5
0 Ratings
52 Views
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0 Comments
0 Revisions
Status: Ready

Goals/Values Exercise

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Score   0/5
0 Ratings
63 Views
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1 Revisions
Status: Ready

Test term 1

Testing the difference between adding a word or phrase and requesting a definition.
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Score   0/5
0 Ratings
79 Views
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5 Revisions
Status: Ready

ACA

Alliance of Cambridge Advisors
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Score   0/5
0 Ratings
104 Views
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2 Revisions
Status: Ready

Virtual Classroom

A learning environment made up of conference calls and web conferences designed to supplement and reinforce the self-study programs
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Score   0/5
0 Ratings
63 Views
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1 Revisions
Status: Ready

IP

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Score   0/5
0 Ratings
49 Views
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0 Comments
0 Revisions
Status: Ready

C1 Nonproductive Property

A block on the Pyramid comprised of any real estate property that is not income producing (vacant land, vacation homes etc).
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Score   0/5
0 Ratings
101 Views
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1 Revisions
Status: Ready

RIA

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Score   0/5
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46 Views
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0 Revisions
Status: Ready

A1 Cash on Hand

A foundation block on the Pyramid comprised of cash, checking accounts, savings and money market accounts that have no tax ramification.
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Score   0/5
0 Ratings
101 Views
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1 Revisions
Status: Ready

B3 Domestic MF

A block on the Pyramid comprised of domestic mutual funds (large, mid and smallcapitalization)
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Score   0/5
0 Ratings
98 Views
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2 Revisions
Status: Ready

C2 Business/Collectibles

A block on the Pyramid comprised of the value of private businesses, antiques and/or collectibles.
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Score   0/5
0 Ratings
87 Views
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1 Revisions
Status: Ready

A5 Personal Items

A foundation block on the Pyramid comprised of the discounted value of itemssuch as furniture, appliances, clothing and cars (do no include collectiblesor antiques).
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Score   0/5
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99 Views
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1 Revisions
Status: Ready

AdobeConnect

Web conferencing tool used by ACA support team and PATs/Committees. Allows for desktop sharing, whiteboarding, and presentations. Sessions can be recorded with integrated audio for online, on-demand a
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Score   0/5
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103 Views
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1 Revisions
Status: Ready

10 Factors Affecting Our ...

1.  How much you earn (singles most important factor)
2.  Wise shopping and spending
3.  How much you save in permanent savings (not "in and out" savings)
4.  Your tax burden
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Score   0/5
0 Ratings
117 Views
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0 Revisions
Status: Ready

D1 General Partnership

A block on the Pyramid comprised of general partnerships other than a real estate investment partnerships.
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Score   0/5
0 Ratings
59 Views
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1 Revisions
Status: Ready

Pyramid

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Score   0/5
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78 Views
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0 Revisions
Status: Needs a little more detail
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