Archive for January, 2015

Fall 2014 Exam Files/ Notecards

January 25th, 2015

I have uploaded the documents containing the Fall 2014 exam questions. There are a few options that you can download:
>each study manual has been updated to include the Fall 2014 questions
>for those of you have already printed the material, I uploaded files to Additional Material containing ONLY the 2014 exam questions and also solutions (sorted by paper)
>also in Additional Material is a file with each question followed by the respective solution

Also, the Spring 2015 notecards are now available.


Creating DTA/ DTL when calculating unrealized capital losses/gains

January 24th, 2015

There has been much discussion on the TIA forum about creating a DTA/ DTL when there are unrealized losses/ gains in questions that do not mention taxes.

I have posted my thoughts in the following thread:


2 Reminders

January 20th, 2015

Hope the study is going well. 2 reminders:

-I’d appreciate if you can rate each video after you watch them. (1 star=”huh?”; 2 star=”kinda follow”‘; 3 star=”got it”). This gives me an indication of which concepts you are struggling with so I can create new and/or additional videos or material

-I’d strongly recommend making use of the TIA forum. There’s lots of good questions there which I believe will aid your understanding of the material (good for the BLOOMS questions), and also learn things about the readings that you may have previously overlooked. Reading the threads is obviously useful, but in addition to this, responding to threads is highly beneficial, as it gives you experience in essay type responses (not to mention I review all threads, and will let you know if there is a hole in your knowledge, ¬†or alternatively point out any factors that may cause you to lose credit if the response was an actual exam response)