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1
Tax-aware investment management : the essential guide / Douglas S. Rogers.
Published 2006Full text (Wentworth users only)
Electronic eBook -
2
The Effects of taxation on capital accumulation / edited by Martin Feldstein.
Published 1987Table of Contents: “…Consumer Spending and the After-Tax Real Interest Rate; 3. Capital Gains Rates, Realizations, and Revenues; 4. …”
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3
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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4
Digital wealth : an automatic way to invest successfully / Simon Moore.
Published 2016Table 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.…”
Full text (Wentworth users only)
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5
Digital wealth : an automatic way to invest successfully / Simon Moore.
Published 2016Table 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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6
An assessment of the investment climate in Kenya / Giuseppe Iarossi.
Published 2009Full text (Wentworth users only)
Electronic eBook -
7
Concise Encyclopedia of Investing.
Published 2012Table of Contents: “…REAL ESTATE INVESTMENT TRUST (REIT)REAL RATE OF RETURN; RETAINED EARNINGS; RETURN ON EQUITY (ROE); RISK; S; S&P/TSX COMPOSITE INDEX; SAVINGS AND LOANS (S&L) ASSOCIATION; SAVINGS BONDS; SECURITIES; SECURITIES AND EXCHANGE COMMISSION (SEC); SECURITIES INVESTOR PROTECTION CORPORATION (SIPC); SELLING; SHAREHOLDERS; SHORT-TERM INVESTMENTS; SPECULATOR; STATE REGULATORS; STOCK; STOCK INDEX; STRIPS; SYSTEMATIC RISK; T; TAX; TAX-DEFERRED RETIREMENT ACCOUNTS; TAX REFORM ACT OF 1986; TERM LIFE INSURANCE; TICKER TAPE; TREASURY BILLS (T-BILLS); TREASURY BONDS (T-BONDS)…”
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8
Taming the Global Casino Ethical Markets Media.
Published 2013Streaming video (Wentworth users only)
Electronic Video -
9
The conceptual foundations of investing : a short book of need-to-know essentials / Bradford Cornell, Shaun Cornell, Andrew Cornell.
Published 2018Table 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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10
The conceptual foundations of investing : a short book of need-to-know essentials / Bradford Cornell, Shaun Cornell, Andrew Cornell.
Published 2018Table 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?…”
Full text (Wentworth users only)
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11
Get Rich Slow : the Real Way to Build Wealth.
Published 2012Table of Contents: “…Volatility and riskStarting small; Dollar cost averaging; Ways to invest in shares; Chapter 9: Investing in property; Capital gains tax; Renovator's delight; Volatility and risk; Ways to invest in property; The only way is up; Chapter 10: Investing in you; Invest in knowledge; Ask for a pay increase; Review your pricing model; Start a business; Get a second job; Sell stuff; Follow your passion; What about tax?…”
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12
Collectible investments for the high net worth investor / Stephen Satchell [editor].
Published 2009Full text (Wentworth users only)
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13
The Stewardship of Wealth : Successful Private Wealth Management for Investors and Their Advisors + Website.
Published 2012Table of Contents: “…Seize the Means of Production!The Power to Tax Is the Power to Destroy-Societies; B̀̀orrowing ... the Disease Is Incurable''; Now What?…”
Full text (Wentworth users only)
Electronic eBook -
14
Steering Capital Toward Sustainability Ethical Markets Media.
Published 2011Streaming video (Wentworth users only)
Electronic Video -
15
Get Rich Slow : the Real Way to Build Wealth.
Published 2012Table of Contents: “…Volatility and riskStarting small; Dollar cost averaging; Ways to invest in shares; Chapter 9: Investing in property; Capital gains tax; Renovator's delight; Volatility and risk; Ways to invest in property; The only way is up; Chapter 10: Investing in you; Invest in knowledge; Ask for a pay increase; Review your pricing model; Start a business; Get a second job; Sell stuff; Follow your passion; What about tax?…”
Full text (Wentworth users only)
Electronic eBook -
16
Reforming Housing, Fannie Mae, and Freddie Mac Ethical Markets Media.
Published 2013Streaming video (Wentworth users only)
Electronic Video -
17
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18
Effective Product Control : Controlling for Trading Desks.
Published 2017Full text (Wentworth users only)
Electronic eBook -
19
Effective Product Control : Controlling for Trading Desks.
Published 2017Full text (Wentworth users only)
Electronic eBook -
20
High-Profit IPO Strategies : Finding Breakout IPOs for Investors and Traders.
Published 2012Table of Contents: “…BusinessManagement; Executive Compensation; Certain Relationships and Related-Person Transactions; Principal and Selling Stockholders; Description of Capital Stock; Shares Eligible for Future Sale; Index to Consolidated Financial Statements; Miscellaneous Sections; Conclusion; Chapter 6: Balance Sheet; Some Fundamentals; Historical Costs; Accrual Accounting; Balance Sheet Overview; The Assets; Cash and Cash Equivalents; Marketable Securities; Accounts Receivable; Allowance for Doubtful Accounts; Inventory; Taxes; Prepaid Expenses; Property and Equipment; Restricted Cash; Goodwill.…”
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