Book Description
Effective management of taxable accounts and portfolios rarely gets the attention it deserves from investment managers and advisers, often leaving investors with a larger-than-necessary tax bite. Tax-Aware Investment Management details new research, new analytic tools, and new thinking that can change that. This book punctures received wisdom and dispels misconceptions about how to account for tax effects; how to allocate assets; how and when to buy, sell, and rebalance; and how to communicate with clients and with other professionals involved in managing their assets. Douglas Rogers, widely considered the authority in this growing field, details the trading strategies and fund evaluation criteria essential to the task and presents critical considerations for investment managers. He also covers the expanding area of separate accounts.
Customer Reviews:
Tax Aware Investing doesn't need to be an oxymoron.......2007-07-10
I have yet to meet a prudent investor that thinks the government would do a better job of spending the money that the investor has accumulated, than they would do spending it themselves.
Doug Rogers' Tax-Aware Investment Management guide is timely. Doug gives you questions to ask your advisor. He provides a historical prospective while injecting humor. Doug even synthesizes the implications of taxation on investment results in a readable fashion.
Wall Street serves institutions (they live in world of relative "better than the benchmark or at least awfully darn close to it so they can keep their job" performance evaluation.
Private clients are often sold what institutions bought 5 or 10 years ago. The individual investor's best interests would be better served by thinking about this topic before, during and after they invest. You can only spend what you have after tax, after fee. I suggest you invest some time in thinking about the wisdom that Doug shares.
Importance of Tax Aware Investing Brought to the Forefront.......2006-03-08
This book could/should be used as a handbook for investment professionals considering tax aware investing. Doug has compiled years of research, insight and practice into a concise "manual" to shed some light on this complicated,and ever-changing aspect of investment management. Billions of dollars are needlessly lost each year from investors' portfolios because investment professionals fail to consider the impact of taxes when constructing and managing investment portfolios.
The book is very well written and organized. Hopefully, more people will realize the importance of taxes on portfolio performance and be drawn to firm's who can add value by having the knowledge and the ability to "play the game". This is especially true in a low return environment where the tax burden can have a meaningful impact in overall returns.
Average customer rating:
- Excellent resource for small business owners
- Great book
- Great book to add to your library
- The monetary basics every business owner has to know
- One of my 'Top Ten Books' for entrepreneurial women.
|
Minding Her Own Business: The Self-Employed Woman's Essential Guide to Taxes and Financial Records
Jan Zobel
Manufacturer: Sphinx Publishing
ProductGroup: Book
Binding: Paperback
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Self-employed Tax Solutions: Quick, Simple, Money-Saving, Audit-Proof Tax and Recordkeeping Basics for the Independent Professional
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Small Business Taxes Made Easy: How to Increase Your Deductions, Reduce What You Owe, and Boost Your Profits
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Small Time Operator: How to Start Your Own Business, Keep Your Books, Pay Your Taxes, and Stay Out of Trouble! (Small Time Operator)
ASIN: 1572484551 |
Book Description
This easy-to-read and understand book is invaluable for women (and men) who are already in business or just starting to be self-employed, and who are trying to learn exactly what tax responsibilities they have.
Not just a tax-season book, but a year round guide, Minding Her Own Business provides complete tax and recordkeeping information for self-employed people and independent contractors. Readers will learn about the different business entities (sole-proprietor, LLC, corporation, partnership), what the tax differences are between being an employee and a self-employed person, which business expenses are deductible and what proof the IRS expects to see, how to reduce your chances of being audited, whether you need to make quarterly estimated tax payments (and how to calculate the amount to send), how to deduct a home office (or should you?), whether you can deduct your business vehicle (and what records you need), how to choose a tax preparer or a bookkeeper, what taxes self-employed people pay, which tax forms are filed by sole proprietors, whether it's a good idea to prepare your own return using a tax preparation program, how to set up a simple record keeping system, and much much more.
This recently published 4th edition of Minding Her Own Business contains the general information you'll need to prepare your own 2004 tax return (or to get ready your materials for your preparer) and also for doing your 2005 tax planning.
Unlike some tax books, Minding Her Own Business is not an academic book. It is not written in legal language. It was written by a tax preparer (enrolled agent) who has been preparing tax returns for self employed people for more than 25 years. She has prepared over 8,000 tax returns and currently has 400 tax clients with whom she uses this information every day! The author has also been teaching small business tax seminars throughout the country for more than 20 years so she has a very good idea of what questions self-employed people have about taxes. You'll find those questions (and the answers) inside Minding Her Own Business.
Terry Savage in the Chicago Sun-Times wrote about Minding Her Own Business, 'If you have your own business or are thinking about starting one, you need this book.'
Paul Tulenko in The Atlanta Business Chronicle wrote: 'Clearly written and superbly easy to use. One of the best I've seen on the essentials of keeping books and paying taxes.'
Anna Marks, publisher of Bay Area BusinessWoman wrote "Women business owners should not be without this book. It's like having a tax professional by your side at all times."
Small business columnist Jane Applegate wrote, "Minding Her Own Business is a great addition to anyone's business library. Zobel has the ability to explain financial issues in a clear and understandable manner."
Customer Reviews:
Excellent resource for small business owners.......2007-07-13
This book is the best I have read when it comes to breaking down financial information needed to run your own business. I used this book in every step of my business setup.
Great book.......2007-03-15
Highly recommended. Everything is described very simple and clear. And oh, boy, when it comes to taxes, there is a reason we hire someone to prepare the documents. Now I know so much, I am going to do it myself this year.
Great book to add to your library.......2005-09-30
I found this book easy to read and understand. Each of the topics were described in just enough detail - enough to give you the essentials needed to keep your books, yet not so much that you got lost in irrelevant details. I read it in one day. Sure to be referenced for years to come.
The monetary basics every business owner has to know.......2005-04-06
Now in an updated fourth edition, Minding Her Own Business is a guide to taxes and financial records written especially for self-employed women, but highly recommended for entrepreneurs everywhere regardless of gender. Written in plain and simple terms, Minding Her Own Business covers licenses and permits, bank accounts and credit cards, records the IRS expects one to have, ledger books and recordkeeping systems, 1099 Forms, identifying deductible expenses, filling tax forms and much more. A thorough overview of the monetary basics every business owner has to know.
One of my 'Top Ten Books' for entrepreneurial women........2005-03-15
One of my 'Top Ten Books' I list in the resources of all my books for self-employed and entrepreneurial women " Priscilla Y. Huff, 101 Best Home-Based Businesses for Women, 3rd. ed.
Book Description
The most respected and bestselling estate planning software is now available in an easy-to-use book format! No one wants to hire expensive lawyers to make a will and other important documents â€" so turn your readers to Quicken WillMaker, the most complete estate planning title available on the market. Quicken WillMaker is Nolo's "all in one" estate planning book, covering everything from the basics of wills to the latest information on living wills to sophisticated tax-saving strategies,. It provides readers straightforward explanations of every significant option available, so they can make the best decisions for their families. Best of all, your readers won't just understand wills, living trusts or financial power of attorney â€" they'll create them, quickly and easily. The interactive CD-ROM lets them make: -legal will -living trusts, including an AB (bypass) trust -living will (health care directive) -financial powers of attorney -documents for your executor -authorizations and agreements -child and elder care forms -promissory notes -credit repair documents -and more !
Need to know more? Here are in-depth details about what you can do with Quicken WillMaker Plus:
Your Will Provide for family, friends and charities. Name a personal guardian to care for young children. Specify the executor (or "personal representative") of your estate. Select a trusted person to manage property left to young people. Revise and update your will whenever you like.
Your Living Trust Make a basic trust, whether you're married or single. If married, you can create a AB trust (or bypass trust) and spare your heirs from potentially heavy estate taxes. Create subtrusts for minor children and young adults. Name custodians for property left to children. Change or revoke your trust at any time.
Your Living Will (Health Care Directive) Outline medical procedures that you want provided or withheld, if you can't speak for yourself. Specify whether or not you want your life prolonged through artificial means. Appoint someone to make sure your wishes are carried out.
Your Financial Power of Attorney Name someone to make your financial decisions, in case you are medically incapacitated -- and appoint an alternate in case that person cannot serve. Don't worry, you can grant as much authority as you wish.
Your Final Arrangements Plan a funeral or other ceremony. Clarify whether you want a cremation or burial. Select someone to oversee your final arrangements -- and more! Documents for Your Executor Make sure your executor ("personal representative" in some states) has all the forms and instructions he or she needs to do the job: Checklists, letters, notices, claim forms -- and more.
Personal Finance Documents Over a dozen forms that let you handle financial situations you might face on any given day, such as disputing a credit card charge, lending or borrowing money to friends or family, creating bills of sale -- and more!
Home & Family Documents Whether you need to authorize someone to travel with your child to another country, want to lend your car to a friend, or create an agreement with a trusted person to take care of your elderly parent, Quicken WillMaker Plus can handle all these family situations -- and many more!
Estate planning documents not valid in Louisiana.
List of Forms All forms are completed through a step-by-step interview, which customizes the form based on your answers. Completed forms can be printed directly, or exported to an RTF form which can be opened in any word processor.
Wills and Living Trusts Will Self-Proving Affidavit (for Will) Letter to Executor Individual Living Trust Shared Living Trust AB Trust (aka Bypass Trust) Certification of Trust Assignment of Property (to Trust) Reverse Assignment of Property (from Trust) Revocation of Living Trust Amendment to Living Trust
Leaving Others in Charge Living Will (aka Health Care Directive) Durable Power of Attorney for Finances Information for the Attorney-in-Fact Physician's Determination of Incapacity Delegation Form for Attorney-in-Fact Resignation Form for Attorney-in-Fact Revocation Form for Recorded Durable Power of Attorney for Finances Revocation Form for Unrecorded Durable Power of Attorney for Finances Revocation of Health Care Directive Final Arrangements Letter
Documents for Your Executor Affidavit of Domicile Employee Death Benefits Letter Executor's Checklist Executor's Letter to Financial Institution General Notice of Death Notice to Creditor of Death Notice to Social Security Administration After Death Notice to Homeowners' Insurance Company of Death Notice to Vehicle Insurance Company of Death Request for Life Insurance Claim Form Request for Life Insurance Proceeds
Personal Finance and Consumer Documents General Bill of Sale Special (Limited) Power of Attorney for Finances Revocation of Power of Attorney Dispute Credit Card Charge Request for Credit Report Request Correction of Credit Report Request Correction of Credit Report: Follow-Up Request Correction of Creditor's Records Creditor Verification Letter Promissory Note (Amortized Monthly Payments) Promissory Note (Balloon Payment) Promissory Note (Payments of Interest Only) Promissory Note (One Lump Sum Payment) Security Agreement for Borrowing Money Notice to Terminate Joint Credit Card Account Notice to Put Name on Do Not Call List Cancel Membership or Subscription
Documents for Home and Family Child Care Agreement Child Care Instructions Authorization for Minor's Medical Treatment Authorization for Foreign Travel With Minor Temporary Guardianship Authorization for Care of Minor Elder Care Agreement Pet Care Agreement Housekeeping Services Agreement Housesitting Instructions Authorization to Drive a Motor Vehicle
Estate planning documents not valid in Louisiana.
Customer Reviews:
Updates with latest laws mean always up-to-date legal documents........2006-08-26
Great software. Simple to use. The legal team at Quicken/NOLO appear to constantly be surveying the legal findings in the courts and automaticly push the implications into the software as updates. The best part is that as the laws change, the software alerts you when you need to reprint and resign your legal documents so that they comply with the latest laws. It is the perfect balance of accurate legal advice at a very fair price.
Incredible Guide for Peace of Mind.......2006-06-15
This book & CD set are all you need to do proper, professional looking Wills, Durable Powers of Attorney for Health Care & Finance, and related documents. Peace of mind at a fraction of the price for an attorney's clerk to do exactly the same things you can do with WillMaker Plus.
Book and software.......2006-04-05
This "book" is basically a printed user's guide to the Quicken Willmaker Plus 2006 software, which is included on the accompanying CD-ROM. That is, you get the software itself and a thick printed guide, not a bad deal at all. The guide is actually more than just a manual; instead it gives you a lot of background information on property rights, wills, living wills, living trusts, estate planning, etc. I think this is a better bundle than the software itself which doesn't even come with a printed manual.
Average customer rating:
- Everything You Wanted to Know about Wills
|
Quicken Willmaker Plus 2005 Edition: Estate Planning Essentials (Quicken Willmaker)
Editors of NOLO
Manufacturer: NOLO
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Plan Your Estate (Plan Your Estate National Edition)
ASIN: 1413300766 |
Book Description
America's No. 1 estate planning software helps you make a living will!
No one wants to hire expensive lawyers to make a will and other important documents - so turn to Quicken WillMaker, the most complete estate planning title on the market. Quicken WillMaker is Nolo's "all in one" estate planning book, providing you with a straightforward path through the legal complexities of planning for your families' future.
Best of all, you won't just understand wills, living trusts and financial powers of attorney - you'll create them, quickly and easily. The interactive CD-ROM helps you to quickly and easily make your own:
· legal wills · living trusts · living wills (health care directives) · powers of attorney · final arrangements documents · forms for executors · promissory notes · credit repair forms · authorizations and agreements · and more
Many companies publish books about estate planning, but Nolo is the only publisher to provide a complete solution to your needs!
In-depth details about what you can do with Quicken WillMaker Plus:
Your Will Provide for family, friends and charities. Name a personal guardian to care for young children. Specify the executor (or "personal representative") of your estate. Select a trusted person to manage property left to young people. Revise and update your will whenever you like.
Your Living Trust Make a basic trust, whether you're married or single. If married, you can use an AB (bypass) trust and spare your heirs from potentially heavy estate taxes. Create subtrusts for minor children and young adults. Name custodians for property left to children. Change or revoke your trust at any time.
Your Financial Power of Attorney Name someone to make your financial decisions, in case you are medically incapacitated -- and appoint an alternate in case that person cannot serve. Don't worry, you can grant as much authority as you wish.
Your Health Care Directive (Living Will) Outline medical procedures that you want provided or withheld, if you can't speak for yourself. Specify whether or not you want your life prolonged through artificial means. Appoint someone to make sure your wishes are carried out.
Your Final Arrangements Plan a funeral or other ceremony. Clarify whether you want a cremation or burial. Select someone to oversee your final arrangements -- and more!
Documents for Your Executor Make sure your executor ("personal representative" in some states) has all the forms and instructions she needs to carry out her duties: Checklists, letters, notices, claim forms -- and more.
Personal Finance Documents Over a dozen forms that let you handle financial situations you might face on any given day, such as disputing a credit card charge, lending or borrowing money to friends or family, creating bills of sale -- and more!
Home & Family Documents Whether you need to authorize someone to travel with your child to another country, want to lend your car to a friend, or create an agreement with someone to take care of your elderly parent, Quicken WillMaker Plus can handle all these family situations -- and many more!
Estate planning documents not valid in Louisiana.
List of Forms All forms are completed through a step-by-step interview, which customizes the form based on your answers. Completed forms can be printed directly, or exported to an RTF form which can be opened in any word processor.
Wills and Living Trusts Will Self-Proving Affidavit (for Will) Letter to Executor Individual Living Trust Shared Living Trust AB Trust (aka Bypass Trust) Certification of Trust Assignment of Property (to Trust) Reverse Assignment of Property (from Trust) Revocation of Living Trust Amendment to Living Trust
Leaving Others in Charge Living Will (aka Health Care Directive) Durable Power of Attorney for Finances Information for the Attorney-in-Fact Physician's Determination of Incapacity Delegation Form for Attorney-in-Fact Resignation Form for Attorney-in-Fact Revocation Form for Recorded Durable Power of Attorney for Finances Revocation Form for Unrecorded Durable Power of Attorney for Finances Revocation of Health Care Directive Final Arrangements Letter
Documents for Your Executor Affidavit of Domicile Employee Death Benefits Letter Executor's Checklist Executor's Letter to Financial Institution General Notice of Death Notice to Creditor of Death Notice to Social Security Administration After Death Notice to Homeowners' Insurance Company of Death Notice to Vehicle Insurance Company of Death Request for Life Insurance Claim Form Request for Life Insurance Proceeds
Personal Finance and Consumer Documents General Bill of Sale Special (Limited) Power of Attorney for Finances Revocation of Power of Attorney Dispute Credit Card Charge Request for Credit Report Request Correction of Credit Report Request Correction of Credit Report: Follow-Up Request Correction of Creditor's Records Creditor Verification Letter Promissory Note (Amortized Monthly Payments) Promissory Note (Balloon Payment) Promissory Note (Payments of Interest Only) Promissory Note (One Lump Sum Payment) Security Agreement for Borrowing Money Notice to Terminate Joint Credit Card Account Notice to Put Name on Do Not Call List Cancel Membership or Subscription
Documents for Home and Family Child Care Agreement Child Care Instructions Authorization for Minor's Medical Treatment Authorization for Foreign Travel With Minor Temporary Guardianship Authorization for Care of Minor Elder Care Agreement Pet Care Agreement Housekeeping Services Agreement Housesitting Instructions Authorization to Drive a Motor Vehicle
Customer Reviews:
Everything You Wanted to Know about Wills.......2004-11-22
When I've gone to lawyers to have paperwork done such as wills, I've had the idea that they have a standard form in their word processing system. First they talk to you (at $100+ per hour) and ask you a bunch of questions. I think your answers are used to fill in the blanks in their word processing system.
Now there are computer programs like this one that take a particular area of the law and produce the forms you need. This one is obviously oriented to wills (duh, look at the name), it includes legal wills, living trusts, health care directives (living wills) powers of attorney, final arrangements documents, and forms for executors. Because it is a commercial product, it has been produced to the highest possible standards (for fear of law suits).
Note: Do not use this product in Louisiana which bases its legal system on the Napoleanic code rather than English Common Law.
Average customer rating:
- Helpful guide
- Minimal study guide for CLEP, but useful
- Just enough to pass my CLEP
|
The Essentials of Business Law I
William D. Keller
Manufacturer: Research & Education Association
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Business Law (Barron's Business Review Series)
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Review fo the CLEP Introductory Business Law Examination
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Marketing (Business Review Series)
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Review for the CLEP Principles of Management
-
Review for the CLEP Introductory Business Law
ASIN: 0878916903 |
Book Description
Covers law and business, common law, constitutional law, the U.S. court systems, administrative law, criminal law, torts, contracts, agency, and sales.
Customer Reviews:
Helpful guide.......2005-08-02
This book provides a condense version of legal terms that a beginner law student will find useful.
Minimal study guide for CLEP, but useful.......2001-12-15
This tiny book is a study guide, in grouped/outline format. Students taking an introductory business law class, or those preparing for the CLEP Business Law I exam can use it.
It compresses the highpoints presented in a semester long college course into 234 half-sized pages. As a result, you won't get a great deal of in-depth material, but it might just be enough to cram before the CLEP examination.
Just enough to pass my CLEP.......2000-08-24
However I enjoyed Mr. Keller's style of breaking the subject matter into groupings. That way I found out if I mastered said subject area, BEFORE I moved on. The price of the book, compared to the 3 college credits hours, is without comparision....Mr. Keller, when are you going to produce Business Law II?! Thank-you.
Book Description
For anyone who buys and sells stocks, mutual funds or stock options, this book makes it easy to understand the tax rules — and the best strategies for minimizing taxes. The 2004 edition covers all tax changes through December 2003. It is written in plain language but backed by solid research that makes it the most authoritative book on the subject.
For stock investors it provides complete coverage of the relevant tax provisions, including the capital loss limitation, how to identify shares, the wash sale rule, and the special tax rate for qualified dividends. Mutual fund investors will learn how and when to use the averaging rules for sales of mutual fund shares and how to handle all the categories of mutual fund dividends. Advanced investors will find a clear explanation of tax rules for short sales, stock options and "straddles." The book also explains how buying and selling activity may qualify you as a trader — and if so, how that will affect your taxes.
This isn't an all-purpose book on taxation of investments. You won't learn about Roth IRAs or variable annuities or even the rules for reporting interest from government bonds. The goal is to do one thing well: explain how people who buy and sell stocks, mutual funds and stock options can minimize the tax cost of those investments.
Customer Reviews:
good book, but needs further improvement.......2002-06-05
It is very clear and accurate in explaining the rules. It is not vey clear in certain chapters like Alternative Minimum Tax, or quantifying, even approximately, who can pass the trading activity test.
It would have been very useful to give a definition of each rule, in a few lines, so the reader does not have to go back and read an entire chapter just to refresh his/her memory about a rule.
Great Book for Learning About the Taxation of Investments.......2001-07-13
In clear and simple language, "Capital Gains, Minimal Taxes" explains most investment-tax-related topics investors need to understand, ranging from calculating your basis on stocks and mutual funds to maximizing the allowed tax deduction for a capital loss.
Because taxes consume a substantial chunk of ordinary income, many knowledgeable investors wish to maximize their investment in things which are taxed at the more favorable capital gain tax rates (currently 10% for investors within the 15% income tax bracket and 20% for investors whose entire income falls above the 15% income tax bracket).
Thomas begins by working several examples to show investors how to calculate their tax burden given their tax bracket and the amount of their short-term and long-term capital gains and losses from stocks and mutual funds. Thomas devotes a chapter each to the special rules which apply to the taxation of individual stocks and mutual funds.
Thomas shows that, sometimes, we can lower the capital gains tax paid by identifying the specific shares of individual stock being sold. For example, suppose we buy 100 shares in Company XYZ at $10 per share on July 1, 1999. We buy 100 more shares of XYZ at $20 per share on July 9, 2000. We then sell 100 shares of XYZ on July 19, 2001 for $30 per share.
Unless we specified otherwise at the time of the sale, Thomas tells us that from a tax standpoint the shares sold will be treated on the first-in-first-out basis (FIFO). We will be taxed on a net long-term capital gain of $20 per share. However, had we identified the shares sold as those purchased on July 9, 2000, we would be taxed on only a net capital gain of $10 per share. Thomas explains the two things that must happen to ensure that the identification of shares will be deemed valid by the IRS.
Calculating your adjusted basis in a stock or mutual fund and properly determining your holding period is covered in detail with numerous examples. He also explains how mutual fund dividends and capital gain distributions are taxed.
Thomas gives us his opinion of the Alternative Minimum Tax (AMT). Thomas writes: "The basic idea behind the alternative minimum tax is a good one: people with very high levels of income shouldn't be able to completely avoid paying income tax while the rest of us pony up each year. The AMT is a poor reflection of that idea, however. Many high-income individuals escape its reach-and every year it ensnares more and more people who were never intended to be affected."
Employees who had massive gains followed by equally massive losses on their employee stock options are one example of people who would have benefited by knowing the tax laws better. As you've probably read in the news, some individuals have gone from being wealthy to not having enough total wealth to pay their current tax liability, compliments of the AMT not playing nicely with employee stock options.
While Thomas briefly touches upon the topic of employee stock options in Capital Gains, Minimal Taxes, he doesn't go into detail. Another bestselling book by Thomas, "Consider Your Options: Get the Most from Your Equity Compensation," addresses employee stock options.
Thomas writes, "It's worth noting that you can end up with a gain that's greater than the amount of money you realize in a sale. That's one reason to plan carefully when you use debt to acquire investment assets. You may have to come up with money from other sources to pay the tax on your gain ...There's only one thing worse than having to report gain that's greater than your net sale proceeds, and that's having the tax itself be greater than the net sale proceeds."
Other topics discussed in "Capital Gains, Minimal Taxes" include:
-- Tax rules for gifts
-- Dividend reinvestment plans
-- Wash Sale Rule
-- Capital loss carryovers
-- Taxation of stock acquired from a spouse
-- Separation, divorce, and who gets custody of the basis
-- Stock dividends and splits
-- Taxation of mergers and spin-offs
-- Stock that has become worthless
-- Qualified small business stock
-- Planning for lower taxes
-- Making estimated tax payments
-- Custodial accounts for minors and special issues affecting child investors
-- Tax deductibility of Investment Expenses and Investment Interest
Throughout "Capital Gains, Minimal Taxes," Thomas gives us tips for not inadvertently losing valuable tax deductions. And, he shows us ways investors could potentially save thousands of dollars through a little tax planning.
For example, upon inheriting stock, we learn that the basis of the stock is changed to its fair market value on the date of the giver's death. So, by holding a greatly appreciated stock and passing it on to heirs, we can eliminate taxes on all the capital gain that occurs between the original purchase and the end of our lives. While stock basis can "step up," Thomas explains that the reverse can also occur.
Suppose we had originally purchased stock for $20,000, but today the stock is only worth $2,000. If we die and the stock is inherited, the basis steps down to its market value of $2,000. No one gets to take the tax deduction for the $18,000 capital loss. Thomas notes that investors tend to sell their winners too early and their losers too late.
I consider myself a fairly knowledgeable investor, and I learned a great deal about the taxation of investments by reading "Capital Gains, Minimal Taxes." This book belongs in every serious investor's library. Remember, each dollar saved in taxes adds directly to your wealth. Peter Hupalo
Ideal for those new to investment portfolio management.......2001-04-25
Kaye Thomas' Capital Gains, Minimal Taxes: The Essential Guide For Investors And Traders is a "plain language" guide to stocks, mutual funds, options, and tax strategies for maximizing returns and minimizing tax liabilities. Complete, authoritative, practical, "user friendly", this guide is ideal for those new to investment portfolio management and will prove both practical and invaluable in creating a personal financial investment plan with allied strategies. Indeed, Capital Gains, Minimal Taxes has much of value to offer even experienced investors with respect to tax rules for short sales, stock options, and "straddles". Highly recommended reading for sensible small investor strategic financial and investment planning.
The best book out there for taxes on stocks and mutual funds.......2001-01-23
This is probably the best book out there for the tax treatment of the following investment topics: stocks, options, short sales, wash sales, mutual funds, and dividends. I keep this book next to my computer and refer to it often. It has many examples. It even covers more advanced topics such as constructive sales and straddles. It has sections on the taxation of traders, gifts, accounts for minors, and AMT. It covers all of these topics accurately and thoroughly, while still being very readable for the non-tax professional. The author points out any grey areas of the tax law. This book isn't perfect (for example, in the section on estimated taxes, it doesn't mention form 2210 or what to do if unexpected income comes late in the year), but it is still very good.
The best guide out there for taxes on stocks & mutual funds.......2001-01-22
This book is the most complete, accurate, and easy to understand guide out there. I keep this book next to my computer and refer to it often. It covers in detail capital gains on stocks and options, short sales, wash sales, mutual funds, and dividends. It even covers more complicated strategies such as constructive sales and straddles. It has many examples. It has sections on taxation for traders, tax rules for gifts and minors, and AMT. It is accurate and thorough, yet explains things in a way that non-tax professionals can understand.
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Essentials of Corporate Taxation (Essentials)
Mark Segal
Manufacturer: Research & Education Association
ProductGroup: Book
Binding: Paperback
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ASIN: 0878918922 |
Book Description
Covers principles in business taxation, corporate taxation, taxation of capital gains, compensation, and corporate reorganizations.
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Essentials of Income Taxation (Essentials)
Mark A. Segal
Manufacturer: Research & Education Association
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Binding: Paperback
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ASIN: 0878918809 |
Book Description
Topics include basic principles, filing status and exemptions, exclusions from gross income, inclusions in gross income, gains and losses, nonrecognition, capital gains and losses, deductions toward adjusted gross income, itemized deductions, depreciation, amortization, depletion, special loss rules, credits, alternative minimum tax, and tax accounting.
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Cut local taxes: Without reducing essential services
Robert W Poole
Manufacturer: Reason Press
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Binding: Unknown Binding
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ASIN: B0006WDEAA |
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- Technical Analysis of the Financial Markets: A Comprehensive Guide to Trading Methods and Applications (New York Institute of Finance)
- The Complete Idiot's Guide to Finance and Accounting (The Complete Idiot's Guide)
- The Fair Tax Book: Saying Goodbye to the Income Tax and the IRS
- The Fair Tax Book: Saying Goodbye to the Income Tax and the IRS
- The Feelings Book: The Care & Keeping of Your Emotions (American Girl)
- The Greatest Story Ever Sold: The Decline and Fall of Truth from 9/11 to Katrina
- The Handbook of Employee Benefits
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