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  1. 1
    Paul G. Hoffman (1954).

    Paul G. Hoffman (1954).

    Published 1954
    Full text (Wentworth users only)
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  2. 2
    Managing Concentrated Stock Wealth : an Advisor's Guide to Building Customized Solutions.

    Managing Concentrated Stock Wealth : an Advisor's Guide to Building Customized Solutions. by Kochis, Tim

    Published 2015
    Table of Contents: “…Chapter Note -- Appendix -- PART II: GIFTS -- CHAPTER 7 Gifts to Family -- Transfer Taxes -- Income Tax Leverage -- Special Rules on Employer Stock -- Transfer Structures -- Gifts Under the Uniform Transfers to Minors Act -- Minorâ#x80;#x99;s Trust -- Intentionally Defective Grantor Trusts -- Family Limited Partnerships -- Gaining Psychic Distance -- CHAPTER 8 Nonqualified Stock Options: Gifts to Family -- Investment Leverage -- Tax Leverage -- Timing and Valuation -- CHAPTER 9 Gifts to Charity -- Tax Savings -- The Cost of Charitable Gifts -- Special Income Tax Considerations -- Loss Positions -- Short-Term Gains -- Seasoned Incentive Stock Option Stock -- Low-Basis Shares -- IRA Assets -- Tangible Personal Property -- Structures for Charitable Gifts -- Direct Gifts -- Donor-Advised Funds -- Private Foundations and Supporting Organizations -- A Word of Caution -- Appendix: Key Characteristics of Charitable Vehicles -- CHAPTER 10 Charitable Trusts -- The Charitable Remainder Trust -- Tax Requirements and Opportunities -- Tax Deferral -- Coordinating a CRT with the Clientâ#x80;#x99;s Financial Plan -- The Charitable Lead Trust -- CHAPTER 11 Nonqualified Stock Options: Gifts to Charity -- The Charitable Gift -- Mismatches of Valuation and Timing -- Why Bother? …”
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  3. 3
    Sen. Warren G. Magnuson (D-WA).

    Sen. Warren G. Magnuson (D-WA).

    Published 1953
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  4. 4
    T. Coleman Andrews (1955).

    T. Coleman Andrews (1955).

    Published 1955
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  5. 5
    Rep. James Roosevelt (D-NY).

    Rep. James Roosevelt (D-NY).

    Published 1955
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  6. 6
    War and empire : the American way of life / Paul L. Atwood.

    War and empire : the American way of life / Paul L. Atwood. by Atwood, Paul L.

    Published 2010
    Table of Contents: “…From Ashes to Empire --6. War with Spain, then Another and Another -- 7. World War I: Making the World Safe for American Capital Investment -- 8. …”
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