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Making sense of the dollar [[electronic resource] ] : exposing dangerous myths about trade and foreign exchange / / Marc Chandler
| Making sense of the dollar [[electronic resource] ] : exposing dangerous myths about trade and foreign exchange / / Marc Chandler |
| Autore | Chandler Marc <1961-> |
| Edizione | [1st ed.] |
| Pubbl/distr/stampa | New York, : Bloomberg Press, 2009 |
| Descrizione fisica | 1 online resource (242 p.) |
| Disciplina |
332.4/560973
332.4560973 |
| Collana | Bloomberg |
| Soggetto topico |
Foreign exchange - United States
Dollar, American Balance of trade - United States |
| Soggetto genere / forma | Electronic books. |
| ISBN |
0-470-88538-6
1-119-20430-5 1-282-68738-7 9786612687389 0-470-88337-5 |
| Formato | Materiale a stampa  |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
Making Sense of the Dollar; Contents; Acknowledgments; Introduction; 1 Myth 1: The Trade Deficit Reflects U.S. Competitiveness; 2 Myth 2: The Current Account Deficit Drives the Dollar; 3 Myth 3: You Can't Have Too Much Money; 4 Myth 4: Labor Market Flexibility Is the Key to U.S. Economic Prowess; 5 Myth 5: There Is One Type of Capitalism; 6 Myth 6: The Dollar's Privileged Place in the World Is Lost; 7 Myth 7: Globalization Destroyed American Industry; 8 Myth 8: U.S. Capitalist Development Prevents Socialism; 9 Myth 9: The Weak U.S. Dollar Boosts Exports and Drives Stock Markets
10 Myth 10: The Foreign Exchange Market Is Strange and Speculative11 Summary and Some Thoughts on the Way Forward; Bibliography; Index |
| Record Nr. | UNINA-9910139203403321 |
Chandler Marc <1961->
|
||
| New York, : Bloomberg Press, 2009 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
Making sense of the dollar [[electronic resource] ] : exposing dangerous myths about trade and foreign exchange / / Marc Chandler
| Making sense of the dollar [[electronic resource] ] : exposing dangerous myths about trade and foreign exchange / / Marc Chandler |
| Autore | Chandler Marc <1961-> |
| Edizione | [1st ed.] |
| Pubbl/distr/stampa | New York, : Bloomberg Press, 2009 |
| Descrizione fisica | 1 online resource (242 p.) |
| Disciplina |
332.4/560973
332.4560973 |
| Collana | Bloomberg |
| Soggetto topico |
Foreign exchange - United States
Dollar, American Balance of trade - United States |
| ISBN |
0-470-88538-6
1-119-20430-5 1-282-68738-7 9786612687389 0-470-88337-5 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
Making Sense of the Dollar; Contents; Acknowledgments; Introduction; 1 Myth 1: The Trade Deficit Reflects U.S. Competitiveness; 2 Myth 2: The Current Account Deficit Drives the Dollar; 3 Myth 3: You Can't Have Too Much Money; 4 Myth 4: Labor Market Flexibility Is the Key to U.S. Economic Prowess; 5 Myth 5: There Is One Type of Capitalism; 6 Myth 6: The Dollar's Privileged Place in the World Is Lost; 7 Myth 7: Globalization Destroyed American Industry; 8 Myth 8: U.S. Capitalist Development Prevents Socialism; 9 Myth 9: The Weak U.S. Dollar Boosts Exports and Drives Stock Markets
10 Myth 10: The Foreign Exchange Market Is Strange and Speculative11 Summary and Some Thoughts on the Way Forward; Bibliography; Index |
| Record Nr. | UNINA-9910830710903321 |
|
Chandler Marc <1961->
|
||
| New York, : Bloomberg Press, 2009 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
Making sense of the dollar : exposing dangerous myths about trade and foreign exchange / / Marc Chandler
| Making sense of the dollar : exposing dangerous myths about trade and foreign exchange / / Marc Chandler |
| Autore | Chandler Marc <1961-> |
| Edizione | [1st ed.] |
| Pubbl/distr/stampa | New York, : Bloomberg Press, 2009 |
| Descrizione fisica | 1 online resource (242 p.) |
| Disciplina | 332.4/560973 |
| Collana | Bloomberg |
| Soggetto topico |
Foreign exchange - United States
Dollar, American Balance of trade - United States |
| ISBN |
0-470-88538-6
1-119-20430-5 1-282-68738-7 9786612687389 0-470-88337-5 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
Making Sense of the Dollar; Contents; Acknowledgments; Introduction; 1 Myth 1: The Trade Deficit Reflects U.S. Competitiveness; 2 Myth 2: The Current Account Deficit Drives the Dollar; 3 Myth 3: You Can't Have Too Much Money; 4 Myth 4: Labor Market Flexibility Is the Key to U.S. Economic Prowess; 5 Myth 5: There Is One Type of Capitalism; 6 Myth 6: The Dollar's Privileged Place in the World Is Lost; 7 Myth 7: Globalization Destroyed American Industry; 8 Myth 8: U.S. Capitalist Development Prevents Socialism; 9 Myth 9: The Weak U.S. Dollar Boosts Exports and Drives Stock Markets
10 Myth 10: The Foreign Exchange Market Is Strange and Speculative11 Summary and Some Thoughts on the Way Forward; Bibliography; Index |
| Record Nr. | UNINA-9910877542103321 |
|
Chandler Marc <1961->
|
||
| New York, : Bloomberg Press, 2009 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
Managed futures for institutional investors [[electronic resource] ] : analysis and portfolio construction / / Galen Burghardt, Brian Walls
| Managed futures for institutional investors [[electronic resource] ] : analysis and portfolio construction / / Galen Burghardt, Brian Walls |
| Autore | Burghardt Galen |
| Pubbl/distr/stampa | Hoboken, N.J., : Bloomberg Press, c2011 |
| Descrizione fisica | 1 online resource (367 p.) |
| Disciplina |
332.64/52
332.6452 |
| Altri autori (Persone) | WallsBrian |
| Collana | Bloomberg financial series |
| Soggetto topico |
Futures
Portfolio management Institutional investors |
| ISBN |
1-283-07218-1
1-118-53160-4 9786613072184 0-470-87922-X |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto | Pt. 1. A practical guide to the industry -- pt. 2. Building blocks -- pt. 3. Portfolio construction. |
| Record Nr. | UNINA-9910141149203321 |
|
Burghardt Galen
|
||
| Hoboken, N.J., : Bloomberg Press, c2011 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
Managed futures for institutional investors [[electronic resource] ] : analysis and portfolio construction / / Galen Burghardt, Brian Walls
| Managed futures for institutional investors [[electronic resource] ] : analysis and portfolio construction / / Galen Burghardt, Brian Walls |
| Autore | Burghardt Galen |
| Pubbl/distr/stampa | Hoboken, N.J., : Bloomberg Press, c2011 |
| Descrizione fisica | 1 online resource (367 p.) |
| Disciplina |
332.64/52
332.6452 |
| Altri autori (Persone) | WallsBrian |
| Collana | Bloomberg financial series |
| Soggetto topico |
Futures
Portfolio management Institutional investors |
| ISBN |
1-283-07218-1
1-118-53160-4 9786613072184 0-470-87922-X |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto | Pt. 1. A practical guide to the industry -- pt. 2. Building blocks -- pt. 3. Portfolio construction. |
| Record Nr. | UNISA-996206468003316 |
|
Burghardt Galen
|
||
| Hoboken, N.J., : Bloomberg Press, c2011 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. di Salerno | ||
| ||
Managed futures for institutional investors : analysis and portfolio construction / / Galen Burghardt, Brian Walls
| Managed futures for institutional investors : analysis and portfolio construction / / Galen Burghardt, Brian Walls |
| Autore | Burghardt Galen |
| Pubbl/distr/stampa | Hoboken, N.J., : Bloomberg Press, c2011 |
| Descrizione fisica | 1 online resource (367 p.) |
| Disciplina | 332.64/52 |
| Altri autori (Persone) | WallsBrian |
| Collana | Bloomberg financial series |
| Soggetto topico |
Futures
Portfolio management Institutional investors |
| ISBN |
1-283-07218-1
1-118-53160-4 9786613072184 0-470-87922-X |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto | Pt. 1. A practical guide to the industry -- pt. 2. Building blocks -- pt. 3. Portfolio construction. |
| Record Nr. | UNINA-9910810082703321 |
|
Burghardt Galen
|
||
| Hoboken, N.J., : Bloomberg Press, c2011 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
Managing concentrated stock wealth : an advisor's guide to building customized solutions / / Tim Kochis with Michael J. Lewis
| Managing concentrated stock wealth : an advisor's guide to building customized solutions / / Tim Kochis with Michael J. Lewis |
| Autore | Kochis Tim |
| Edizione | [Second edition.] |
| Pubbl/distr/stampa | [New York] : , : Bloomberg Press, , [2016] |
| Descrizione fisica | 1 online resource (232 pages) : illustrations |
| Disciplina | 332.6322 |
| Collana | Bloomberg financial series |
| Soggetto topico |
Portfolio management
Stocks Investments Finance, Personal |
| Soggetto genere / forma | Electronic books. |
| ISBN |
1-119-13386-6
1-119-13384-X |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
Intro -- MANAGING CONCENTRATED STOCK WEALTH -- Contents -- Foreword -- Acknowledgments -- Introduction -- Getting the Priorities Straight -- Knowing the Client -- Chapter Note -- PART I: SALES -- CHAPTER 1 Constraints on Managing Concentration Risk -- Taxes -- Pre-IPO Illiquidity -- Post-IPO Lockups and Other Market Considerations -- SEC Constraints, the Sarbanes-Oxley Act, and Dodd-Frank -- Notice and Reporting -- Controlled Sales of "Founder Stock" -- No Trading on Material, Nonpublic Information -- No "Short-Swing" Profits for Corporate Insiders -- No Favorable Financing for Senior Executives -- Employment/Career Constraints -- Psychological Barriers -- Chapter Notes -- CHAPTER 2 Sale and Diversification -- Overcoming the Tax Constraint -- Overcoming Psychological Barriers -- ESOP Sales -- Pre-IPO Considerations -- Let's Just Sell It -- CHAPTER 3 Coordinating Long Shares with Stock Options -- Employee Stock Options -- Taxes on Options -- Exercise Strategies -- Swapping -- Option Leverage -- Long Shares: No Leverage -- Ordering Rule -- Chapter Note -- CHAPTER 4 Diversification Sales and Deferred-Compensation Plans -- Deferred Compensation: Then and Now -- Sweetening the Pot -- Risks and Returns -- The Rabbi Trust -- Investment Options -- The Benefits of Deferral -- The Coin's Two Sides -- CHAPTER 5 An Out for Insiders -- SEC Rule 10b5-1 Plans -- Third-Party Discretion -- Formula Plans -- Short-Swing Constraints -- Sales During Retirement-Plan Blackout Periods -- Plan Logistics -- Prearranged Plans: Often a Corporate Requirement -- Appendix XYZ Co. Nondiscretionary Rule 10b5-1 Sales Plan -- CHAPTER 6 Restricted Stock: Tackling Temptation -- Managing the Section 83(b) Election -- All That Glitters -- Risk of Forfeiture -- Opportunity Cost -- A Second-Best Strategy -- Seeing the Light -- Complications for Insider -- The Right Fit -- 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 -- Minor'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 Client'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? -- Charities Close to Home -- The Wealth Effect -- PART III: RETENTION -- CHAPTER 12 Margin: An Acquired Taste -- Margined Diversification -- Logistics -- Margin and Liquidity -- Reduced Risk -- Enhanced Return -- The Unexpected -- Margin Calls -- Chapter Notes -- CHAPTER 13 Managing Concentration Through an Index Proxy -- Tax Management -- The Index-Proxy Account -- Managing Concentration Risk -- Limitations and Drawbacks -- Asset-Class Limitations -- Tracking Error -- Higher Expenses -- Deferred Tax Liability -- CHAPTER 14 Exchange Funds -- By Invitation Only -- Costs and Benefits -- The Future of Exchange Funds. Stock Protection Funds -- Chapter Notes -- CHAPTER 15 Derivatives and Hedges: Buying Time -- The Versatile Hedge -- Selling Calls -- Changing a Mindset -- Buying Puts -- Collars -- The Put-Spread Collar -- Tax Consequences of Derivatives -- The Forward Contract -- A Competitive Market -- CHAPTER 16 Powers of Concentration -- Embracing Risk -- Corporate Stock-Holding Requirements -- Stock Options: The Decision to Hold -- The Golden-Parachute Constraint -- Capturing Dividends -- Change in Tax Rates -- Incentive Stock Options and the Alternative Minimum Tax -- Gifts of Options -- Charitable Lead Trust -- Company Stock in IRAs or Qualified Retirement Plans -- The Control Premium -- Chapter Note -- Afterword -- About the Author -- About the Contributing Author -- Index -- EULA. |
| Record Nr. | UNINA-9910460935403321 |
|
Kochis Tim
|
||
| [New York] : , : Bloomberg Press, , [2016] | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
Managing concentrated stock wealth : an advisor's guide to building customized solutions / / Tim Kochis with Michael J. Lewis
| Managing concentrated stock wealth : an advisor's guide to building customized solutions / / Tim Kochis with Michael J. Lewis |
| Autore | Kochis Tim |
| Edizione | [Second edition.] |
| Pubbl/distr/stampa | [New York] : , : Bloomberg Press, , [2016] |
| Descrizione fisica | 1 online resource (232 pages) : illustrations |
| Disciplina | 332.6322 |
| Collana | Bloomberg financial series |
| Soggetto topico |
Portfolio management
Stocks Investments Finance, Personal |
| ISBN |
1-119-13386-6
1-119-13384-X |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
Intro -- MANAGING CONCENTRATED STOCK WEALTH -- Contents -- Foreword -- Acknowledgments -- Introduction -- Getting the Priorities Straight -- Knowing the Client -- Chapter Note -- PART I: SALES -- CHAPTER 1 Constraints on Managing Concentration Risk -- Taxes -- Pre-IPO Illiquidity -- Post-IPO Lockups and Other Market Considerations -- SEC Constraints, the Sarbanes-Oxley Act, and Dodd-Frank -- Notice and Reporting -- Controlled Sales of "Founder Stock" -- No Trading on Material, Nonpublic Information -- No "Short-Swing" Profits for Corporate Insiders -- No Favorable Financing for Senior Executives -- Employment/Career Constraints -- Psychological Barriers -- Chapter Notes -- CHAPTER 2 Sale and Diversification -- Overcoming the Tax Constraint -- Overcoming Psychological Barriers -- ESOP Sales -- Pre-IPO Considerations -- Let's Just Sell It -- CHAPTER 3 Coordinating Long Shares with Stock Options -- Employee Stock Options -- Taxes on Options -- Exercise Strategies -- Swapping -- Option Leverage -- Long Shares: No Leverage -- Ordering Rule -- Chapter Note -- CHAPTER 4 Diversification Sales and Deferred-Compensation Plans -- Deferred Compensation: Then and Now -- Sweetening the Pot -- Risks and Returns -- The Rabbi Trust -- Investment Options -- The Benefits of Deferral -- The Coin's Two Sides -- CHAPTER 5 An Out for Insiders -- SEC Rule 10b5-1 Plans -- Third-Party Discretion -- Formula Plans -- Short-Swing Constraints -- Sales During Retirement-Plan Blackout Periods -- Plan Logistics -- Prearranged Plans: Often a Corporate Requirement -- Appendix XYZ Co. Nondiscretionary Rule 10b5-1 Sales Plan -- CHAPTER 6 Restricted Stock: Tackling Temptation -- Managing the Section 83(b) Election -- All That Glitters -- Risk of Forfeiture -- Opportunity Cost -- A Second-Best Strategy -- Seeing the Light -- Complications for Insider -- The Right Fit -- 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 -- Minor'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 Client'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? -- Charities Close to Home -- The Wealth Effect -- PART III: RETENTION -- CHAPTER 12 Margin: An Acquired Taste -- Margined Diversification -- Logistics -- Margin and Liquidity -- Reduced Risk -- Enhanced Return -- The Unexpected -- Margin Calls -- Chapter Notes -- CHAPTER 13 Managing Concentration Through an Index Proxy -- Tax Management -- The Index-Proxy Account -- Managing Concentration Risk -- Limitations and Drawbacks -- Asset-Class Limitations -- Tracking Error -- Higher Expenses -- Deferred Tax Liability -- CHAPTER 14 Exchange Funds -- By Invitation Only -- Costs and Benefits -- The Future of Exchange Funds. Stock Protection Funds -- Chapter Notes -- CHAPTER 15 Derivatives and Hedges: Buying Time -- The Versatile Hedge -- Selling Calls -- Changing a Mindset -- Buying Puts -- Collars -- The Put-Spread Collar -- Tax Consequences of Derivatives -- The Forward Contract -- A Competitive Market -- CHAPTER 16 Powers of Concentration -- Embracing Risk -- Corporate Stock-Holding Requirements -- Stock Options: The Decision to Hold -- The Golden-Parachute Constraint -- Capturing Dividends -- Change in Tax Rates -- Incentive Stock Options and the Alternative Minimum Tax -- Gifts of Options -- Charitable Lead Trust -- Company Stock in IRAs or Qualified Retirement Plans -- The Control Premium -- Chapter Note -- Afterword -- About the Author -- About the Contributing Author -- Index -- EULA. |
| Record Nr. | UNINA-9910797957603321 |
|
Kochis Tim
|
||
| [New York] : , : Bloomberg Press, , [2016] | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
Managing concentrated stock wealth : an advisor's guide to building customized solutions / / Tim Kochis with Michael J. Lewis
| Managing concentrated stock wealth : an advisor's guide to building customized solutions / / Tim Kochis with Michael J. Lewis |
| Autore | Kochis Tim |
| Edizione | [Second edition.] |
| Pubbl/distr/stampa | [New York] : , : Bloomberg Press, , [2016] |
| Descrizione fisica | 1 online resource (232 pages) : illustrations |
| Disciplina | 332.6322 |
| Collana | Bloomberg financial series |
| Soggetto topico |
Portfolio management
Stocks Investments Finance, Personal |
| ISBN |
1-119-13386-6
1-119-13384-X |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
Intro -- MANAGING CONCENTRATED STOCK WEALTH -- Contents -- Foreword -- Acknowledgments -- Introduction -- Getting the Priorities Straight -- Knowing the Client -- Chapter Note -- PART I: SALES -- CHAPTER 1 Constraints on Managing Concentration Risk -- Taxes -- Pre-IPO Illiquidity -- Post-IPO Lockups and Other Market Considerations -- SEC Constraints, the Sarbanes-Oxley Act, and Dodd-Frank -- Notice and Reporting -- Controlled Sales of "Founder Stock" -- No Trading on Material, Nonpublic Information -- No "Short-Swing" Profits for Corporate Insiders -- No Favorable Financing for Senior Executives -- Employment/Career Constraints -- Psychological Barriers -- Chapter Notes -- CHAPTER 2 Sale and Diversification -- Overcoming the Tax Constraint -- Overcoming Psychological Barriers -- ESOP Sales -- Pre-IPO Considerations -- Let's Just Sell It -- CHAPTER 3 Coordinating Long Shares with Stock Options -- Employee Stock Options -- Taxes on Options -- Exercise Strategies -- Swapping -- Option Leverage -- Long Shares: No Leverage -- Ordering Rule -- Chapter Note -- CHAPTER 4 Diversification Sales and Deferred-Compensation Plans -- Deferred Compensation: Then and Now -- Sweetening the Pot -- Risks and Returns -- The Rabbi Trust -- Investment Options -- The Benefits of Deferral -- The Coin's Two Sides -- CHAPTER 5 An Out for Insiders -- SEC Rule 10b5-1 Plans -- Third-Party Discretion -- Formula Plans -- Short-Swing Constraints -- Sales During Retirement-Plan Blackout Periods -- Plan Logistics -- Prearranged Plans: Often a Corporate Requirement -- Appendix XYZ Co. Nondiscretionary Rule 10b5-1 Sales Plan -- CHAPTER 6 Restricted Stock: Tackling Temptation -- Managing the Section 83(b) Election -- All That Glitters -- Risk of Forfeiture -- Opportunity Cost -- A Second-Best Strategy -- Seeing the Light -- Complications for Insider -- The Right Fit -- 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 -- Minor'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 Client'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? -- Charities Close to Home -- The Wealth Effect -- PART III: RETENTION -- CHAPTER 12 Margin: An Acquired Taste -- Margined Diversification -- Logistics -- Margin and Liquidity -- Reduced Risk -- Enhanced Return -- The Unexpected -- Margin Calls -- Chapter Notes -- CHAPTER 13 Managing Concentration Through an Index Proxy -- Tax Management -- The Index-Proxy Account -- Managing Concentration Risk -- Limitations and Drawbacks -- Asset-Class Limitations -- Tracking Error -- Higher Expenses -- Deferred Tax Liability -- CHAPTER 14 Exchange Funds -- By Invitation Only -- Costs and Benefits -- The Future of Exchange Funds. Stock Protection Funds -- Chapter Notes -- CHAPTER 15 Derivatives and Hedges: Buying Time -- The Versatile Hedge -- Selling Calls -- Changing a Mindset -- Buying Puts -- Collars -- The Put-Spread Collar -- Tax Consequences of Derivatives -- The Forward Contract -- A Competitive Market -- CHAPTER 16 Powers of Concentration -- Embracing Risk -- Corporate Stock-Holding Requirements -- Stock Options: The Decision to Hold -- The Golden-Parachute Constraint -- Capturing Dividends -- Change in Tax Rates -- Incentive Stock Options and the Alternative Minimum Tax -- Gifts of Options -- Charitable Lead Trust -- Company Stock in IRAs or Qualified Retirement Plans -- The Control Premium -- Chapter Note -- Afterword -- About the Author -- About the Contributing Author -- Index -- EULA. |
| Record Nr. | UNINA-9910821606703321 |
|
Kochis Tim
|
||
| [New York] : , : Bloomberg Press, , [2016] | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
Managing foundations and charitable trusts [[electronic resource] ] : essential knowledge, tools, and techniques for donors and advisors / / Roger D. Silk, James W. Lintott
| Managing foundations and charitable trusts [[electronic resource] ] : essential knowledge, tools, and techniques for donors and advisors / / Roger D. Silk, James W. Lintott |
| Autore | Silk Roger D |
| Edizione | [2nd ed.] |
| Pubbl/distr/stampa | Hoboken, N.J., : Bloomberg Press, 2011 |
| Descrizione fisica | 1 online resource (284 p.) |
| Disciplina | 658/.048 |
| Altri autori (Persone) | LintottJames W |
| Collana | Bloomberg financial series |
| Soggetto topico |
Nonprofit organizations - Management
Charitable uses, trusts, and foundations - Management |
| ISBN |
1-118-09349-6
1-283-17659-9 1-118-53161-2 9786613176592 1-118-09351-8 |
| Classificazione | BUS036000 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
MANAGINGFOUNDATIONS ANDCHARITABLE TRUSTS; Contents; Preface; Acknowledgments; CHAPTER 1 The Basics of Charitable Giving; CHAPTER 2 Tax Incentives and Limitations; CHAPTER 3 Charitable Planning and Taxes; CHAPTER 4 Planning with Charitable Lead Trusts and Charitable Remainder Trusts; CHAPTER 5 Foundations and Children; CHAPTER 6 Benefits of Giving While You're Still Alive; CHAPTER 7 Effective Foundations: The Business of Philanthropy; CHAPTER 8 The Road to Hell: Beware of Unintended Consequences; CHAPTER 9 Developing an Appropriate Foundation Investment Policy
CHAPTER 10 Developing and Implementing a Foundation Asset Allocation PolicyCHAPTER 11 Main Themes in Legal Compliance; CHAPTER 12 Fraud, Inflation, and Market Risk; CHAPTER 13 Other Planned Giving Vehicles; CHAPTER 14 Donor-Advised Funds; CHAPTER 15 Building Assets with Charitable Planning; CHAPTER 16 How to Select a Foundation Manager; CHAPTER 17 What Can You Donate to Charity?; CHAPTER 18 When the Shoe No Longer Fits; Conclusion; Selected Resources; About the Authors; Index |
| Record Nr. | UNISA-996211785003316 |
|
Silk Roger D
|
||
| Hoboken, N.J., : Bloomberg Press, 2011 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. di Salerno | ||
| ||
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