Client Scenario #3- The Case of the Great Niece Gina is Single and… Client Scenario #3- The Case of the Great NieceGina is Single and works at the Gas

Client Scenario #3- The Case of the Great Niece Gina is Single and… Client Scenario #3- The Case of the Great NieceGina is Single and works at the Gas Company for the past 5 years as a Data Analyst. She current has a salary of $ 67,000 for the calendar year 2021. She does not contribute to her company’s 401 k account and any other retirement account. Gina has one bank account at the Gas Company Credit Union with $3,000 in the account. Gina is 28 years old and lives with her parents. She currently has $30,000 in student loan debt for completing her bachelor’s degree in business from CSU Fullerton.Most recently in 2020 her Aunt Becky passed away from cancer. According to Becky’s will she left all of her assets to Gina and not to her sister, Gina’s Mother Heather, because she saw a lot of herself in Gina and believed that Gina would be more responsible with the money and assets if it were left to her. In 2020 the assets of her estate were distributed to Gina as followsï‚· Non Taxable Life Insurance proceeds $ 220,000ï‚· 2010 Lexus LS FMV $ 8,000, Original Cost Basis $ 54,000ï‚· Bank of America Savings Account $ 25,000ï‚· Wells Fargo Checking Account $20,000ï‚· Fidelity Investment Accounts ( Stocks, Bonds, Mutual Funds) $70,000ï‚· 10 BlackRock Shares purchased via E Trade $ 953.24 per share FMV at Day of Death, Original Cost Basis $ 900. Gina was named beneficiary for each share.Gina has been referred to you for your work that you advised from the Stone family. Gina would like for you to outline a financial plan along with recommendations on what she should do next. Keep in mind that everyone knows that Gina has inherited a lot of money and a lot of family members would like to talk with her about her financial situation and are second guessing any recommendation and advice that Gina might be advised on.Send your recommendations Accounting Business Financial Accounting BUSA 71 Share QuestionEmailCopy link Comments (0)

About Type Writing

Typing refers to the process of writing or inputting text into a computer or other electronic device using a keyboard. It has become an essential skill for many people in today’s digital age, as most communication and documentation is done through electronic devices.
There are various typing methods, including touch typing, which involves placing the fingers on the home row of the keyboard and typing without looking at the keys, and hunt-and-peck typing, which involves typing using one or a few fingers and looking at the keys. Touch typing is considered the more efficient and faster method, while hunt-and-peck typing is more suitable for those who are just starting to learn how to type.
Typing skills can be improved through practice and using typing software, which can track a person’s speed and accuracy. In addition, many typing games and educational programs are available to help people improve their typing speed and accuracy.

In the workplace, typing skills are often a requirement for many jobs, such as administrative positions, data entry, and customer service. Good typing skills can increase a person’s efficiency and productivity, enabling them to complete tasks more quickly and accurately.
In conclusion, typing is a valuable skill that has become essential in today’sdigital world. Improving one’s typing skills through practice and education can lead to increased efficiency and productivity, as well as better job opportunities.

Client Scenario #3- The Case of the Great Niece Gina is Single and…          Client Scenario #3- The Case of the Great NieceGina is Single and works at the Gas Company for the past 5 years as a Data Analyst. She current has a salary of $ 67,000 for the calendar year 2021. She does not contribute to her company’s 401 k account and any other retirement account. Gina has one bank account at the Gas Company Credit Union with $3,000 in the account. Gina is 28 years old and lives with her parents. She currently has $30,000 in student loan debt for completing her bachelor’s degree in business from CSU Fullerton.Most recently in 2020 her Aunt Becky passed away from cancer. According to Becky’s will she left all of her assets to Gina and not to her sister, Gina’s Mother Heather, because she saw a lot of herself in Gina and believed that Gina would be more responsible with the money and assets if it were left to her. In 2020 the assets of her estate were distributed to Gina as followsï‚· Non Taxable Life Insurance proceeds $ 220,000ï‚· 2010 Lexus LS FMV $ 8,000, Original Cost Basis $ 54,000ï‚· Bank of America Savings Account $ 25,000ï‚· Wells Fargo Checking Account $20,000ï‚· Fidelity Investment Accounts ( Stocks, Bonds, Mutual Funds) $70,000ï‚· 10 BlackRock Shares purchased via E Trade $ 953.24 per share FMV at Day of Death, Original Cost Basis $ 900. Gina was named beneficiary for each share.Gina has been referred to you for your work that you advised from the Stone family. Gina would like for you to outline a financial plan along with recommendations on what she should do next. Keep in mind that everyone knows that Gina has inherited a lot of money and a lot of family members would like to talk with her about her financial situation and are second guessing any recommendation and advice that Gina might be advised on.Send your recommendations                                                            Accounting                                                Business                                                Financial Accounting                            BUSA  71                                                                      Share QuestionEmailCopy link                              Comments (0)

About Type Writing
Typing refers to the process of writing or inputting text into a computer or other electronic device using a keyboard. It has become an essential skill for many people in today’s digital age, as most communication and documentation is done through electronic devices.
There are various typing methods, including touch typing, which involves placing the fingers on the home row of the keyboard and typing without looking at the keys, and hunt-and-peck typing, which involves typing using one or a few fingers and looking at the keys. Touch typing is considered the more efficient and faster method, while hunt-and-peck typing is more suitable for those who are just starting to learn how to type.
Typing skills can be improved through practice and using typing software, which can track a person’s speed and accuracy. In addition, many typing games and educational programs are available to help people improve their typing speed and accuracy.

In the workplace, typing skills are often a requirement for many jobs, such as administrative positions, data entry, and customer service. Good typing skills can increase a person’s efficiency and productivity, enabling them to complete tasks more quickly and accurately.
In conclusion, typing is a valuable skill that has become essential in today’sdigital world. Improving one’s typing skills through practice and education can lead to increased efficiency and productivity, as well as better job opportunities.

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