000856594 000__ 06161cam\a2200589M\\4500 000856594 001__ 856594 000856594 005__ 20230306145144.0 000856594 006__ m\\\\\o\\d\\\\\\\\ 000856594 007__ cr\un\nnnunnun 000856594 008__ 181127s2018\\\\sz\\\\\\o\\\\\000\0\eng\d 000856594 019__ $$a1076263482$$a1078780939 000856594 020__ $$a9783319984162$$q(electronic book) 000856594 020__ $$a3319984160$$q(electronic book) 000856594 020__ $$z3319984152 000856594 020__ $$z9783319984155 000856594 035__ $$aSP(OCoLC)on1076257227 000856594 035__ $$aSP(OCoLC)1076257227$$z(OCoLC)1076263482$$z(OCoLC)1078780939 000856594 040__ $$aEBLCP$$beng$$erda$$epn$$cEBLCP$$dN$T$$dOCLCQ$$dFIE$$dYDX$$dUAB$$dOH1$$dMERER$$dOCLCF$$dUKMGB$$dYDXIT 000856594 049__ $$aISEA 000856594 050_4 $$aHG179$$b.N38 2018 000856594 1001_ $$aNathanson, Michael J.,$$eauthor. 000856594 24510 $$aPersonal financial planning for executives and entrepreneurs :$$bthe path to financial peace of mind /$$cMichael J. Nathanson [and nine others]. 000856594 264_1 $$aCham, Switzerland :$$bPalgrave Macmillan,$$c[2018] 000856594 300__ $$a1 online resource (205 pages) 000856594 336__ $$atext$$btxt$$2rdacontent 000856594 337__ $$acomputer$$bc$$2rdamedia 000856594 338__ $$aonline resource$$bcr$$2rdacarrier 000856594 5050_ $$aIntro; Acknowledgments; Introduction; They Are Leaders Who Set High Goals and Worry About Achieving Them; They Are Paid More Than Other Employees; They May Be Employed Under a Formal Contract of Employment; Their Compensation Is Likely to Be Tied, in Part, to Specific Performance Goals and Standards; They Are, or Will Be, Owners of Equity or Equity-Based Rights; Their Financial Fortunes Are Correlated to the Company's Overall Performance; They Have Complex, Sometimes Extensive Benefits Packages. 000856594 5058_ $$aThey May Be Subject to Legal Risks, Obligations, and Liabilities Associated with the Positions They HoldContents; About the Authors; List of Figures; List of Tables; Chapter 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; Maximizing the Rewards of Working as an Executive; Achieving Financial Independence; Planning for and Minimizing Taxes; Planning for Others; Managing Risk; The Five Pillars of Peace of Mind. 000856594 5058_ $$aChapter 3: Understanding and Negotiating Executive Employment Agreements for SuccessScope and Nature of the Relationship; Title; Duties and Responsibilities; Reporting Structure; Exclusivity; Base and Variable Compensation; Base Compensation; Short-Term Incentive Plans; Long-Term Incentive Plans; Equity Incentives and Participation; Nature of Grants; Amount of Grants; Vesting Schedule; Impact of Death, Disability, Changes of Control, Termination, and Other Events; Employee Benefits; Term, Termination, and Severance; Assignment and Changes of Control; Restrictive Covenants. 000856594 5058_ $$aReimbursement of ExpensesRestrictions on Liability; Ownership of Intellectual and Other Property; Applicable Law and Dispute Resolution; Chapter 4: The ABCs (and ESPPs, RSUs, SARs, ISOs, and NSOs) of Equity-Based Compensation; Directly Owned Company Stock; Shares Held in Individual Retirement Accounts; Highly Appreciated Shares in a 401(k) Plan; Shares Held in Taxable Accounts; Employee Stock Purchase Plans; Shares in Qualified Plans; Units in Deferred Compensation Plans; Restricted Stock; Restricted Stock Units; Stock Appreciation Rights; Incentive Stock Options; Financing Hints. 000856594 5058_ $$aNon-qualified Stock Options (NSOs)Early Exercise Versus Delayed Exercise with Immediate Sale; The Turbo Charge; Financing Hints; Putting It All Together; How Much of My Net Worth Is Directly Tied to the Company Stock Today?; How Secure Is the Company?; Am I in This for the Long Term, or Could There Be a Shorter Window?; Am I Comfortable with the Risks?; What Will I Do About It?; Special Situations, Hedging, and Rules for Insiders; Techniques for Large Positions of Highly Appreciated Securities; Trading Plans; Chapter 5: The Story of David and Goliath, And Abby and Samson: The Aftermath; Chapter 6: Achieving Financial Independence: Goals-Based Planning. 000856594 506__ $$aAccess limited to authorized users. 000856594 520__ $$aEffective financial planning for executives and entrepreneurs is complex, dense, and impossible to reduce to a single, easy-to-understand formula. Designed to emphasize the importance of effective, targeted financial planning, this book begins by telling a story about a fictional, but plausible, power couple and their family who (spoiler alert!) do pretty much everything wrong in securing their financial future. In most cases, they don't do the things needed because they don't know what they are. Using this story as a case study of executives and entrepreneurs, the book breaks down the case into chapters and offers practical discussions of all the key financial planning pillars--investment planning, tax planning, estate planning, philanthropic planning, risk management, and equity-based compensation to name a few--with the tools needed to tailor a plan for virtually every circumstance and need. While there is no single plan that works for everybody, this book will provide a guide with complicated, technical information alongside specific guidance on how to build an effective financial plan.--$$cProvided by publisher. 000856594 588__ $$aDescription based on online resource; title from digital title page (viewed on January 22, 2019). 000856594 650_0 $$aFinance, Personal. 000856594 650_0 $$aExecutives$$xFinance, Personal. 000856594 650_0 $$aBusinesspeople$$xFinance, Personal. 000856594 7001_ $$aCraig, Jeffrey T.,$$eauthor. 000856594 7001_ $$aGeoghegan, Jennifer A.,$$eauthor. 000856594 7001_ $$aLee, Nadine Gordon,$$eauthor. 000856594 7001_ $$aHaber, Michael A.,$$eauthor. 000856594 7001_ $$aHieken, Seth P.,$$eauthor. 000856594 7001_ $$aIlteris, Matthew C.,$$eauthor. 000856594 7001_ $$aMcDonald, D. Scott,$$eauthor. 000856594 7001_ $$aSalvati, Joseph A.,$$eauthor. 000856594 7001_ $$aStelljes, Stephen R.,$$eauthor. 000856594 77608 $$iPrint version:$$z9783319984155$$w(OCoLC)1064670193 000856594 85280 $$bebk$$hSpringerLink 000856594 85640 $$3SpringerLink$$uhttps://univsouthin.idm.oclc.org/login?url=http://link.springer.com/10.1007/978-3-319-98416-2$$zOnline Access$$91397441.1 000856594 909CO $$ooai:library.usi.edu:856594$$pGLOBAL_SET 000856594 980__ $$aEBOOK 000856594 980__ $$aBIB 000856594 982__ $$aEbook 000856594 983__ $$aOnline 000856594 994__ $$a92$$bISE