CP Investments
Total cost in bps for Aperio Direct Indexing SMA?
10 bps
This section of the tax code allows for like-kind exchanges of real property and deferring capital gains to a later date.
Section 1031
This is a trust created through a will, that takes effect after death.
Testamentary Trust
This Roman numeral represents the number 1000
What is M?
The John A. Roebling Suspension Bridge, connecting Cincinnati to Covington, KY, was a prototype for what more famous bridge?
The Brooklyn Bridge
The current management fee and incentive fee for Apollo Infrastructure Company?
Itemized deductions such as medical expenses, state & local taxes, and charitable contributions would be found on the Schedule of the 1040?
Schedule A
This type of trust allows for gifts to qualify for the annual gift tax exclusion.
Crummey Trust
What is the capital of the country of Canada (soon to be the 51st state of the USA)?
Ottawa
This U.S. President, born in Cincinnati, served as the 27th President of the United States.
William Howard Taft
The target annual return for Carlyle AlpInvest Private Markets Fund?
12 to 15%
One would use this IRS Form to track their non-deductible IRA contributions.
Form 8606
Charitable Lead Trusts (CLT)
What is the name of the largest bird in the world?
Ostrich
The famous film director known for Jaws, ET, Jurassic Park and the Indiana Jones original trilogy was born in Cincinnati.
Steven Spielberg
60% Russell 1000, 15% Russell 2000, 25% ACWI Ex US
This is the deduction businesses can take for the depreciation of certain assets.
Section 179 deduction
An Irrevocable Trust created by one spouse for the benefit of the other, which removes assets from the grantor's taxable estate.
Spousal Lifetime Access Trust (SLAT)
A late 90s craze, this handheld digital pet was a huge craze, requiring constant care.
Tamagotchi
Before becoming a major city, Cincinnati was known as what settlement named after a military fort?
Fort Washington
What does CAIS stand for?
Capital Integration Systems LLC
One would file this form with the IRS before April 15th if they were to request an extension for filing their tax return.
Form 4868
This Irrevocable Trust allows the grantor to transfer appreciating securities to a trust while retaining an annuity stream for a period specified period. If assets appreciate beyond a set interest rate, the remaining assets pass to the beneficiary without gift or estate tax consequences.
Grantor Retained Annuity Trust (GRAT)
This is the periodic symbol for Gold
Au
This was the first reinforced concrete skyscraper ever built in the world in 1903 located on East 4th Street.
Ingalls Building