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? …”
Full text (Wentworth users only)

Tricks of the Rich Overy, Paul. by Overy, Paul

Full text (Wentworth users only)

The writer's legal guide an authors guild desk reference / Tad Crawford and Kay Murray. by Crawford, Tad, 1946-

Table of Contents: “…The business of writing -- Copyright : gaining and keeping protection -- Copyright : registration and deposit -- Copyright : works made for hire, joint works, and community property -- Copyright : infringement, fair use, and permissions -- Copyright : past and present -- Other rights of the writer -- The limitations on free expression -- The Freedom of Information Act -- Contracts : an introduction -- Negotiating a book contract -- Periodical and syndication contracts -- Film and television contracts and dramatic productions -- Electronic rights, e-books, and audio licenses -- Literary agents and agency agreements -- Collaboration agreements -- Book packagers -- The self-publishing option and subsidy presses -- Taxes : income and expenses -- Taxes : beyond schedule C -- The hobby loss rule -- Estate planning for professional authors -- How to avoid or resolve disputes.…”
Full text (Wentworth users only)

The Good Retirement Guide 2015, 29th Edition Kay, Frances. by Kay, Frances, Smith, Allan

Full text (Wentworth users only)

McCulloch v. Maryland WQED Multimedia.

Streaming video (Wentworth users only)

Reaching for a new deal : ambitious governance, economic meltdown, and polarized politics in Obama's first two years / Theda Skocpol and Lawrence R. Jacobs, editors.

Table of Contents: “…Layzer -- Paying America's way: the fraught politics of taxes, investments, and budgetary responsibility / Andrea Louise Campbell.…”
Full text (Wentworth users only)

The Mystery of Matter "Out of Thin Air."

Streaming video (Wentworth users only)

Owner and managing partner, Patterson, Prince + Associates PC / [produced by] CandidCareer.com.

Full text (Wentworth users only)

Marketing Strategy Case Studies: The Starbucks Experience.

Streaming video (Wentworth users only)

Data science + design thinking A perfect blend to achieve the best user experience / Radwin, Michael. by Radwin, Michael

Streaming video (Wentworth users only)

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.…”
Full text (Wentworth users only)

Macro-prudential policy in a Fisherian model of financial innovation / Javier Bianchi, Emine Boz, Enrique G. Mendoza. by Bianchi, Javier, Boz, Emine, Mendoza, Enrique G., 1963-

Table of Contents: “…Figure 11: Decomposition of Taxes on Debt: Gradual OptimismFigure 12: Dynamics in Asymmetric Priors Calibration; Figure 13: Taxes on Debt: Asymmetric Priors.…”
Full text (Wentworth users only)

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

Full text (Wentworth users only)

T. Coleman Andrews (1955).

Full text (Wentworth users only)

Offshore incorporated.

Streaming video (Wentworth users only)

Your Ancestors in the County Courthouse.

Streaming video (Wentworth users only)

Doing Business 2017 : Equal Opportunity for All. by Bank, World

Table of Contents: “…Cover; Title; Copyright; Contents; Foreword; Overview; About Doing Business; Reforming the Business Environment in 2015/16; Case studies; Getting Electricity Factors affecting the reliability of electricity supply; Getting Credit: Legal Rights Two approaches to developing an integrated secured transactions regime; Getting Credit: Credit Information Casting a wide net to expand financial inclusion; Protecting Minority Investors Achieving sound corporate governance; Paying Taxes Assessing postfiling processes; Trading Across Borders Technology gains in trade facilitation.…”
Full text (Wentworth users only)

Right Turn.

Streaming video (Wentworth users only)

The Personal Finance Guide for Tech Professionals Building, Protecting, and Transferring Your Wealth / by Tom Taulli. by Taulli, Tom

Full text (Wentworth users only)

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.…”
Full text (Wentworth users only)