Taxes and Tax Benefits Meridian Education Corporation.

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Taxes, Why Do We Pay Taxes? (Your World on Money, Season 1) / Singleton Foundation for Financial Literacy and Entrepreneurship.

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The personal finance guide for tech professionals : building, protecting, and transferring your wealth / Tom Taulli. by Taulli, Tom, 1968-

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

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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Digital wealth : an automatic way to invest successfully / Simon Moore. by Moore, Simon, 1978-

Table of Contents: “…Longer-Term Mean ReversionAssessing Tilts in a Portfolio Context; Notes; Chapter 15 Establishing a Tax-Efficient Portfolio; Tax Shelters; Tax Efficiency for Retirement; Tax Efficiency for College; Tax Efficiency for Giving; Tax-Efficient Asset Placement; Tax Loss Harvesting; Offsetting Gains with Losses; The Principal of Tax Deferral; How Tax Loss Harvesting Works; Challenges of Implementing Tax Loss Harvesting; Conclusion; Chapter 16 The Value of Rebalancing and Glidepaths; Rebalancing Keeps a Portfolio on Course; Tiered Rebalancing; Glidepaths; Notes; Chapter 17 How to Manage a Market Crash.…”
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Digital wealth : an automatic way to invest successfully / Simon Moore. by Moore, Simon, 1978-

Table of Contents: “…Longer-Term Mean ReversionAssessing Tilts in a Portfolio Context; Notes; Chapter 15 Establishing a Tax-Efficient Portfolio; Tax Shelters; Tax Efficiency for Retirement; Tax Efficiency for College; Tax Efficiency for Giving; Tax-Efficient Asset Placement; Tax Loss Harvesting; Offsetting Gains with Losses; The Principal of Tax Deferral; How Tax Loss Harvesting Works; Challenges of Implementing Tax Loss Harvesting; Conclusion; Chapter 16 The Value of Rebalancing and Glidepaths; Rebalancing Keeps a Portfolio on Course; Tiered Rebalancing; Glidepaths; Notes; Chapter 17 How to Manage a Market Crash.…”
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Your Money and Your Life : a Lifetime Approach to Money Management. by Aliber, Robert Z.

Table of Contents: “…Colleges Are the Best Bargains; 7. Minimizing the Bites of the Tax Collectors; 8. …”
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Personal Finance QuickStart Guide The Simplified Beginner's Guide to Eliminating Financial Stress, Building Wealth, and Achieving Financial Freedom. by Rochard, Morgen

Table of Contents: “…Permanent Life Insurance -- Annuities -- Disability Insurance -- Property and Casualty, Health, and Umbrella -- Long-Term Care Insurance -- Life Insurance Strategies -- | 11 | Taxes -- Tax Facts -- Retirement as a Source of Tax Savings -- Mortgage Interest Deduction -- Health Savings Accounts (HSAs) -- Capital Gains vs. …”
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The conceptual foundations of investing : a short book of need-to-know essentials / Bradford Cornell, Shaun Cornell, Andrew Cornell. by Cornell, Bradford, Cornell, Shaun, 1979-, Cornell, Andrew, 1981-

Table of Contents: “…Managed Investment Funds and FeesTaxes; Income Versus Capital Gains; Realized Versus Unrealized Gains and Losses; Conceptual Foundation 6; 7 Can History Be Trusted?…”
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The conceptual foundations of investing : a short book of need-to-know essentials / Bradford Cornell, Shaun Cornell, Andrew Cornell. by Cornell, Bradford, Cornell, Shaun, 1979-, Cornell, Andrew, 1981-

Table of Contents: “…Managed Investment Funds and FeesTaxes; Income Versus Capital Gains; Realized Versus Unrealized Gains and Losses; Conceptual Foundation 6; 7 Can History Be Trusted?…”
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Quick cash : a guide to raising money during life's planned and unplanned changes / Richard E. Schell. by Schell, Richard E.

Table of Contents: “…Odd Jobs and Jobs that are Odd -- Using Your Creativity and Talent -- Become a Landlord -- Chapter 7: Find It -- Judgments -- Unclaimed Property -- Buried Treasure -- Part Four: Making the Right Decision -- Chapter 8: Quick Cash Cautions -- Payday Loans -- Scams -- Car Title Loans -- Loan Sharks -- Bargain Sales of Real Estate and Collectibles -- Tax Refund Loans -- Glossary -- Appendix A: Quick Exercises -- Appendix B: Resources -- Appendix C: 50 Fast Ways to Raise Cash -- Appendix D: What Not to Do -- Appendix E: Collectible Checklist -- Index -- About the Author -- Ad Pages -- Back Cover.…”
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Managing Your Money Meridian Education Corporation.

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The value of debt in building wealth : creating your glide path to a healthy financial L.I.F.E. / Thomas J. Anderson. by Anderson, Thomas J. (Certified investment management analyst)

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The value of debt in building wealth : creating your glide path to a healthy financial L.I.F.E. / Thomas J. Anderson. by Anderson, Thomas J. (Certified investment management analyst)

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The value of debt in building wealth : creating your glide path to a healthy financial L.I.F.E. / Thomas J. Anderson. by Anderson, Thomas J. (Certified investment management analyst)

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The essential retirement guide : a contrarian's perspective / Fred Vettese. by Vettese, Frederick, 1953-

Table of Contents: “…; The verdict; The consequences of not insuring LTC -- Putting It All Together: New wealth targets; Buffers -- Picking a Savings Rate: Historical performance; Lessons learned; What the future holds; Generalizing the results -- Optimizing Your Savings Strategy: The goal; Strategy 1--Simple; Strategy 2--Simple Lifecycle approach; Strategy 3--Modified Lifecycle; Strategy 4--Variable contribution; Strategy 5--The SMART approach; The Third Lever; Methodology -- A Gentler Approach to Saving: Path 1--Pain now, gain later on; Path 2--Smooth and steady improvement; A comparison in dollar terms -- Rational Roulette: Call to action; Watch out for your children.…”
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The essential retirement guide : a contrarian's perspective / Fred Vettese. by Vettese, Frederick, 1953-

Table of Contents: “…; The verdict; The consequences of not insuring LTC -- Putting It All Together: New wealth targets; Buffers -- Picking a Savings Rate: Historical performance; Lessons learned; What the future holds; Generalizing the results -- Optimizing Your Savings Strategy: The goal; Strategy 1--Simple; Strategy 2--Simple Lifecycle approach; Strategy 3--Modified Lifecycle; Strategy 4--Variable contribution; Strategy 5--The SMART approach; The Third Lever; Methodology -- A Gentler Approach to Saving: Path 1--Pain now, gain later on; Path 2--Smooth and steady improvement; A comparison in dollar terms -- Rational Roulette: Call to action; Watch out for your children.…”
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Financial adulting : everything you need to know and do to be a financially confident and conscious adult / Ashley Feinstein Gerstley. by Feinstein Gerstley, Ashley

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CFP Board financial planning competency handbook / CFP Board.

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Understanding your employee stock options : employee stock options and other equity compensation.

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