BIF Bites

The Tax Day Episode

On this episode, dive into One Big Beautiful Bill updates with Jerry, Kaylee, and Tiffany. Learn about the $40,000 SALT deduction, new charitable and medical rules, and avoiding failure-to-file penalties. This is absolutely essential listening for both tax planning and CFP® Exam prep. Speaking of CFP® Exam prep, check out The BIF Review [https://www.bostonifi.com/cfp/bif-review]! Our eight-week CFP® review course will get you exam ready with concept videos, textbooks, question breakdowns, question banks, and sooooo much more!

The EGG Episode (Video)

Welcome to our first video episode of BIF Bites! This week, Jerry, Kaylee, and Tiffany are celebrating Easterby talking about the EGG rule. Specifically, they’re explaining ISOs and NQSOs, their tax benefits, the EGG rule, and how stock options help businesses attract, retain, and reward employees. BIF Bites is a great way to supplement your studying for the CFP® Exam, but to truly get Exam Ready, check out The BIF Review [https://www.bostonifi.com/cfp/bif-review], our comprehensive CFP® Exam prep course.

The Real Worth of a Pot of Gold

In this St. Patrick's Day-themed episode, Jerry and Kaylee discuss the real-world worth of a Leprechaun's pot of gold and how economic policy in Japan has skyrocketed its value!

Part 2: Questionpalooza March 2026

Get ready for another round of Questionpalooza with Jerry, Kaylee, and Tiffany! In this episode, we're tackling your toughest questions on tax, retirement, and estate planning to get you prepped for the CFP® Exam. Tune in as we break down complex topics, including the new One Big Beautiful Bill updates. While BIF Bites is a great way to enhance your knowledge, get CFP Exam-ready with The BIF Review [https://www.bostonifi.com/cfp/bif-review] - a streamlined review course that walks you through exactly what you need to know!

Questionpalooza: March 2026

Jerry, Kaylee, and Tiffany are back with everyone's favorite CFP game show! Test your knowledge of financial aid, stock valuation, and more as the BIF Crew breaks down a new batch of questions with practical insights to help you ace the CFP Exam. Don't just rely on BIF Bites to pass the CFP® Exam! Try the BIF Review free for 30 days, and see how we've helped thousands of candidates pass the exam and earn their marks. https://www.bostonifi.com/cfp/bif-review#bif-demo [https://www.bostonifi.com/cfp/bif-review#bif-demo]