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Managing Concentrated Stock Wealth : an Advisor's Guide to Building Customized Solutions.
Published 2015Table 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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Governing America : the revival of political history / Julian E. Zelizer.
Published 2012Table of Contents: “…Paying for Government: Taxes, Money, and Fiscal Restraint.…”
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War and empire : the American way of life / Paul L. Atwood.
Published 2010Table 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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Breaking the sound barrier / Amy Goodman ; edited by Denis Moynihan.
Published 2009Table of Contents: “…The art of war and deception -- Resistance to war cannot be jailed -- Clinton to antiwar voters: bring 'em on -- Carlos Arredondo exploding into action -- Hang up on war: claim your telephone tax rebate -- War and censorship at Wilton High School -- The time is right for new Pentagon papers -- The uncounted casualties of war -- Winter soldier marches again -- Body of war -- Whistle-blower points to target list in U.S. attack on hotel -- Threats, lies, and audiotape -- Invasion of the sea-smurfs -- Obama's Afghan trap -- Obama's coalition of the unwilling -- Climate change. …”
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Give me liberty! : an American history / Eric Foner.
Published 2014Table of Contents: “…The American Revolution, 1763-1783 -- Taxing the colonies -- Taxation and representation -- Liberty and resistance -- The regulators -- The road to revolution -- The Townshend crisis -- The Boston massacre -- Wilkes and liberty -- The Tea Act -- The Intolerable Acts -- The coming of independence -- The Continental Congress -- The Continental Association -- The sweets of liberty -- The outbreak of war -- Independence? …”
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Forgotten Founder, Drunken Prophet : the Life of Luther Martin / Bill Kauffman.
Published 2014Full text (Wentworth users only)
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