Know your Office
Who are the OMA Diamond advisors?
Kontz, Rutar, Pantano, Mazgaj
What will Trumps Hunger Games be called?
Patriot Games
How much can a single individual gift without incurring any gift tax?
$19,000
Gift Tax Exemption?
$15m
We buy mutual funds at what price?
NAV
Mason, Noah, Wyatt, Gage, Simon, Mike, Evan, Colby, Brad
How long was the government shut down? (within 3 days)
43
What is the 401k contribution limit?
$24,500
Divorced this year - file single or MFJ?
Single
True/False - Annuities get a step-up in basis at death.
False
What town did Rutar grow up in?
Pender, NE
What airline stopped letting passengers earn miles for flying basic economy?
American Airlines
What is the standard deduction? (Single & MFJ)
$32,200 MFJ, $16,100 Single
What is the name of a Living Trust?
Revocable Trust
What is the current Fed Funds Rate?
3.5% - 3.75%
Name each Sales Manager Omaha has had (Hint: 4)
Kontz, Pantano, Whiteing, Rickert
Trump executive order - what schedule will Marijuana be?
Schedule III
What is the HSA contribution max? (Single & MFJ)
$4,400 single; $8,750 MFJ
QCD Limit?
$115,000
8 - 4(4 - 2) + 3²
9
What are all of Ryan's kid's names?
Lainey, Macy, Everly
How much was the US arms package for Taiwan?
$11b
What are the Capital Gains for 0% bracket? (Single & MFJ)
$49,450 single; $98,900 MFJ
Unearned income Kiddie Tax - tax free amount?
$1,350
Investor who invests in risky start-ups; usually receive equity and expect high returns?
Angel Investor