Series 82: Inherited And Gifted Securities

Taken from our Series 82 Top-off Online Guide

Inherited and Gifted Securities

When someone inherits securities, the heir’s cost basis will be the fair market value (FMV) on the date of death. When the heir decides to sell the securities, any capital gain will be treated as a long-term capital gain, regardless of how long

+ Read More

More Series 82 Info

What are people saying?

Create an Account

Since you're reading about Series 82: Inherited And Gifted Securities, you might also be interested in:

Series 66 - 5.3 Education Savings Plans

Series 24 - 3.1.5.2. Objecting Beneficial Owner (OBO) vs. Non-Objecting Beneficial Owner (NOBO)

Series 82 - Introduction

Series 65 - Fraud and the 1933 and 1934 Acts

Series 52 - Exercise

Series 53 - Preliminary Official Statement

Series 63 - Rescission

Series 24 - Investment Adviser Registration

Series 63 - Suggested Notecards

Please Enable Javascript
to view this content!

Site Login

TESTIMONIALS

What are people saying?

I used Solomon to study for the Series 82. The material was spot on! More importantly, the practice tests and timed tests were much harder than the actual Series 82, which was very helpful in passing the test. Thanks!!

Rhett Grimes, Anchortree Capital. Nashville, TN

I found the (Series 82) material from Solomon superior to the other major providers of these types of study guides. The online testing was also quite good and I loved the range of options (half tests, half tests with answers, full tests, etc.). Starting with half test with answers and working my way to full tests without answers built my confidence. Also, their customer service is second to none. If I had a question about the test, my email was answered within the day, as opposed to most companies, which is never. Thanks so much!

Jackson Stith, SyndiGate Capital. Miami, FL

Your content was phenomenal. I could not have done it [pass the Series 82] without you. Thank you!

Jonathan Livi, Uber Capital Group, Great Neck, NY

I just passed the 82 on my first attempt. The study guide and unlimited practice study exams are priceless. I took full practice exams until I was scoring in the 90's and I'm glad I did. The questions on the actual exam were more difficult than any of my practice exams but I was able to think through them and apparently answer enough questions correctly. I truly wouldn't have passed this exam without all of the practice exams Solomon offered.

Adam Drewry, Parsonex Securities. Denver, CO

I took the Series 82 just four weeks after passing the SIE. I followed the study plan, took tons of the great practice tests, got great advice from Karen, and everything worked out well. It was literally the perfect test prep experience. The materials themselves were not overly long as with other groups, it was the exactly right amount, and the Exam Simulator is just awesome, best one of its kind I've ever used. 100% rating. Thank you, Solomon!

Jonathan Roth, DAK Capital/DAK Group, Rochelle Park, NJ

The online exam simulator was essential to helping me pass the Series 82 on my first attempt!! Have always used Kaplan for previous FINRA exams, so didn't know what to expect at first, but I was definitely prepared for this exam! Great job to everyone at Solomon, especially the exam writers !!

Luke Garcia, Capital Group, West Chester, PA