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

    Published 2016
    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-

    Published 2016
    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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    Financial Advice and Investment Decisions : a Manifesto for Change. by Wilcox, Jarrod W.

    Published 2013
    Table of Contents: “…; The Individual; Organizational Influences; The Rest of the Story; CHAPTER 2 The Evidence Is Compelling; Financial Planning; Your Most Important Investment Decision; Option Payoffs are Not Simple; After-Tax Payoffs are Not Simple; Our Primitive Brains and Monkey See, Monkey Do; Others' Agendas and the Perils of the Ivory Tower; CHAPTER 3 The Extended Balance Sheet Approach to Financial Planning; The Simplest Model.…”
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    Financial Advice and Investment Decisions : a Manifesto for Change. by Wilcox, Jarrod W.

    Published 2013
    Table of Contents: “…; The Individual; Organizational Influences; The Rest of the Story; CHAPTER 2 The Evidence Is Compelling; Financial Planning; Your Most Important Investment Decision; Option Payoffs are Not Simple; After-Tax Payoffs are Not Simple; Our Primitive Brains and Monkey See, Monkey Do; Others' Agendas and the Perils of the Ivory Tower; CHAPTER 3 The Extended Balance Sheet Approach to Financial Planning; The Simplest Model.…”
    Full text (Wentworth users only)
    Electronic eBook
  7. 7

    Effective Product Control : Controlling for Trading Desks. by Nash, Peter

    Published 2017
    Full text (Wentworth users only)
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    Effective Product Control : Controlling for Trading Desks. by Nash, Peter

    Published 2017
    Full text (Wentworth users only)
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