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educationMar 13, 20253:44pending

[Tax] 12, Worthless Securities

Open Exam Prep

About this episode

Loss deductible in the year securities become worthless; artificial sale date is last day of the year. --

The CFP Exam is known for its difficulty, and as I embark on this learning journey, I’ve found it to be quite challenging. I created this podcast to document my study notes, and I hope you find them helpful in your own preparation.

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[Tax] 12, Worthless Securities

Open Exam Prep

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