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001436225 001__ 1436225
001436225 003__ OCoLC
001436225 005__ 20230309004015.0
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001436225 008__ 210503s2021\\\\sz\a\\\\o\\\\\001\0\eng\d
001436225 019__ $$a1249015820$$a1253579740
001436225 020__ $$a9783030654009$$q(electronic bk.)
001436225 020__ $$a3030654001$$q(electronic bk.)
001436225 020__ $$z9783030653996
001436225 020__ $$z3030653994
001436225 0247_ $$a10.1007/978-3-030-65400-9$$2doi
001436225 035__ $$aSP(OCoLC)1249442477
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001436225 049__ $$aISEA
001436225 050_4 $$aHG179
001436225 08204 $$a332.024002465$$223
001436225 1001_ $$aNathanson, Michael J.,$$eauthor.
001436225 24510 $$aPersonal financial planning for executives and entrepreneurs :$$bthe path to financial peace of mind /$$cMichael J. Nathanson, Jeffrey T. Craig, Jennifer A. Geoghegan, Nadine Gordon Lee, Michael A. Haber, Max B. Haspel, Seth P. Hieken, Matthew C. Ilteris, D. Scott McDonald, Joseph A. Salvati, Stephen R. Stelljes.
001436225 250__ $$a2nd ed. 2021.
001436225 264_1 $$aCham, Switzerland :$$bPalgrave Macmillan,$$c[2021]
001436225 300__ $$a1 online resource (xxxiv, 253 pages) :$$bcolor illustrations
001436225 336__ $$atext$$btxt$$2rdacontent
001436225 337__ $$acomputer$$bc$$2rdamedia
001436225 338__ $$aonline resource$$bcr$$2rdacarrier
001436225 347__ $$atext file
001436225 347__ $$bPDF
001436225 500__ $$aIncludes index.
001436225 5050_ $$aChapter 1. The Story of David and Goliath, and Abby and Samson: A Journey with No Direction -- Chapter 2. The Goals of Executive Financial Planning: Peace of Mind and the Five Pillars -- Chapter 3. Understanding and Negotiating Executive Employment Agreements for Success -- Chapter 4. The ABCs (and ESPPs, RSUs, SARs, ISOs, and NSOs) of Equity-Based Compensation -- Chapter 5. The Story of David and Goliath, And Abby and Samson: The Aftermath -- Chapter 6. Achieving Financial Independence: Goals-Based Planning -- Chapter 7. Investment Planning in Five Steps -- Chapter 8. Tax Planning and the Ten Commandments -- Chapter 9. Estate Planning and Why It's Really So Important -- Chapter 10. Planning for Philanthrophy and What It Can Do for Everyone -- Chapter 11 Too Much of a Good Thing: Managing Concentrated Holdings -- Chapter 12. Managing Some of Life's Great Risks Through Insurance -- Chapter 13. Five-Pillared Planning for Exits and Other Liquidity Events -- Chapter 14. Finding the Right Advisors -- Chapter 15. The Alternative Story of Delilah, Redemption, and the Promised Land.
001436225 506__ $$aAccess limited to authorized users.
001436225 520__ $$aEffective financial planning for executives and entrepreneurs is complex, dense, and impossible to reduce to a single, easy-to-understand formula. Designed to emphasize the importance of successful, targeted financial planning, this book begins by telling a story about a fictional, but plausible, power couple and their family who (spoiler alert!) do pretty much everything wrong in securing their financial future. In most cases, they don't do the things needed because they don't know what they are. Using this story as a case study of an executive and an entrepreneur, the book breaks down the case into chapters and offers practical discussions of all the key financial planning components--investment planning, tax planning, estate planning, philanthropic planning, risk management, and equity-based compensation to name a few--with the tools needed to tailor a plan for virtually every circumstance and need. While there is no single plan that works for everybody, this book provides a guide, with technical information alongside general themes, focused on how to build an effective financial plan. In addition to all the benefits of the first edition, this second edition provides significant new content and insights for the entrepreneur who is planning for a future liquidity event such as a sale. It also provides detail on how to manage concentrated ownership positions and on ESG investment strategies, a rapidly growing investment theme. Finally, the second edition includes tax, estate planning, regulatory, and other updates to reflect changes since the first edition was published.
001436225 588__ $$aOnline resource; title from PDF title page (SpringerLink, viewed May 3, 2021).
001436225 650_0 $$aFinance, Personal.
001436225 650_0 $$aExecutives$$xFinance, Personal.
001436225 650_0 $$aBusinesspeople$$xFinance, Personal.
001436225 650_6 $$aGens d'affaires$$xFinances personnelles.
001436225 655_0 $$aElectronic books.
001436225 7001_ $$aCraig, Jeffrey T.,$$eauthor.
001436225 7001_ $$aGeoghegan, Jennifer A.,$$eauthor.
001436225 7001_ $$aLee, Nadine Gordon.,$$eauthor.
001436225 7001_ $$aHaber, Michael A.,$$eauthor.
001436225 7001_ $$aHaspel, Max B.,$$eauthor.
001436225 7001_ $$aHieken, Seth P.,$$eauthor.
001436225 7001_ $$aIlteris, Matthew C.,$$eauthor.
001436225 7001_ $$aMcDonald, D. Scott.,$$eauthor.
001436225 7001_ $$aSalvati, Joseph A.,$$eauthor.
001436225 7001_ $$aStelljes, Stephen R.,$$eauthor.
001436225 77608 $$iPrint version:$$z9783030653996
001436225 852__ $$bebk
001436225 85640 $$3Springer Nature$$uhttps://univsouthin.idm.oclc.org/login?url=https://link.springer.com/10.1007/978-3-030-65400-9$$zOnline Access$$91397441.1
001436225 909CO $$ooai:library.usi.edu:1436225$$pGLOBAL_SET
001436225 980__ $$aBIB
001436225 980__ $$aEBOOK
001436225 982__ $$aEbook
001436225 983__ $$aOnline
001436225 994__ $$a92$$bISE