Wealth Planning with Hedge Fund and Private Equity Fund Interests and Related Section 2701 Issues PDF Download
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Author: N. Todd Angkatavanich
Publisher:
ISBN: 9781633591615
Category : Estate planning
Languages : en
Pages :
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Book Description
" ... offers an overview of the fundamentals of estate planning with carried interests and a discussion of cutting-edge issues in this area. The Portfolio first provides the reader with a general overview on private equity funds, hedge funds, carried interests, fund structures, and securities law. The Portfolio explores the various estate planning reasons for making transfers of carried interests, and the tax consequences that could result from such transfers. Specifically, the Portfolio closely examines potential pitfalls that could arise under [section] 2701, and details planning approaches to avoid [section] 2701 tax consequences. The Portfolio discusses other transfer tax issues and describes general estate planning techniques in the context of these funds, as well. Finally, the Portfolio addresses special topics in the context of funds, including: buy-sell agreements, deferred compensation planning, international planning considerations, and income tax considerations"--P. (iii).
Author: N. Todd Angkatavanich
Publisher:
ISBN: 9781633591615
Category : Estate planning
Languages : en
Pages :
Get Book
Book Description
" ... offers an overview of the fundamentals of estate planning with carried interests and a discussion of cutting-edge issues in this area. The Portfolio first provides the reader with a general overview on private equity funds, hedge funds, carried interests, fund structures, and securities law. The Portfolio explores the various estate planning reasons for making transfers of carried interests, and the tax consequences that could result from such transfers. Specifically, the Portfolio closely examines potential pitfalls that could arise under [section] 2701, and details planning approaches to avoid [section] 2701 tax consequences. The Portfolio discusses other transfer tax issues and describes general estate planning techniques in the context of these funds, as well. Finally, the Portfolio addresses special topics in the context of funds, including: buy-sell agreements, deferred compensation planning, international planning considerations, and income tax considerations"--P. (iii).
Author: New York University. Institute on Federal Taxation
Publisher:
ISBN:
Category : Income tax
Languages : en
Pages : 1008
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Book Description
Author:
Publisher:
ISBN:
Category : Estate planning
Languages : en
Pages : 778
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Book Description
Author:
Publisher:
ISBN:
Category : Estate planning
Languages : en
Pages : 934
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Book Description
Author: Dow Jones & Co.
Publisher:
ISBN: 9781934391143
Category :
Languages : en
Pages :
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Book Description
Author: G. Victor Hallman
Publisher: McGraw Hill Professional
ISBN: 0071544224
Category : Business & Economics
Languages : en
Pages : 769
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Book Description
The last 30 years have witnessed stock market booms and busts, economic prosperity and downturns, various presidential administrations, and technological revolutions. Through it all, Victor Hallman and Jerry Rosenbloom's classic guidebook, which previously was titled Personal Financial Planning in its first through seventh edition, has retained its status as the most accurate and up-to-date resource to help Americans protect their futures by investing wisely, insuring their families, and planning for their estates and retirements. Now, with Private Wealth Management, Eighth Edition, money managers and personal investors once again have a reliable resource of personal financial management guidance that is complete with essential new material addressing the latest trends in financial planning. These historic economic times call for new guidance. Hallman and Rosenbloom deliver with new chapters on asset protection planning, cash flow analysis, and interest accumulation concepts, as well as increased coverage of common stock investments and alternative investments. Additionally, in-depth and up-to-date attention is given to the Tax Relief Act of 2004 and the Pension Protection Act of 2006. This proven wealth-building tool features cutting-edge financial thinking and highreturn/ low-risk strategies in virtually every applicable area, including Index funds Value investing Dollar-cost averaging Fixed-income investing Profit-sharing plans Stock bonus plans 401(k) plans Simplified employee pension plans Estate planning Gift taxes Generation-skipping transfer taxes Income and capital gains tax planning Health insurance plans including HMOs Personal risk management From setting financial objectives and understanding the planning process to investing in equities and fixed-income securities, Private Wealth Management offers an effective, coordinated process that shows readers how to plan a prosperous financial future in today’s no-guarantee financial environment.
Author:
Publisher:
ISBN:
Category : Law
Languages : en
Pages : 1642
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Book Description
Author: Ana Paula Matias Gama
Publisher: Springer
ISBN: 981103009X
Category : Business & Economics
Languages : en
Pages : 167
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Book Description
Building upon Feltham and Ohlson models, this book examines positive loss-earnings within the context of the dot.com bubble during the boom years of the late 1990s bull market. The strong demand for equity financing captured the imagination of investors from Europe and U.S. like never before. With a focus on U.S. Internet companies, the book explores both the birth and the death of the new economy, and how negative earnings and losses still garnered large investments and successful IPOs (Initial Public Offerings). As Internet based ventures and the digital economy keep attracting large amounts of equity financing, this book explains that there is something unique in the valuation and pricing of tech companies. The book was written for corporate financiers, capital market professionals, and academics to further their understanding of equity valuation and the effects of equity trading.
Author: United States. Congress. Senate. Judiciary
Publisher:
ISBN:
Category :
Languages : en
Pages : 408
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Book Description
Author: United States. Congress. Senate. Committee on the Judiciary. Subcommittee on Separation of Powers
Publisher:
ISBN:
Category : Civil rights
Languages : en
Pages : 344
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Book Description
