Personal Financial Planning for Executives and Entrepreneurs
  1. English
  2. ePUB (mobile friendly)
  3. Available on iOS & Android
eBook - ePub

About this book

Showcases a theoretical case study of an executive and entrepreneur and walks through the key pillars of an effective, targeted financial plan

Provides a guide on building an effective financial plan for each circumstance and situation

Covers the most up-to-date investment planning, tax planning, estate planning, asset allocation, and risk management based on the latest regulatory and tax changes

Includes significant content and insights for the entrepreneur who is in the pre-liquidity phase of a transaction ?

Information

Year
2021
Print ISBN
9783030653996
Edition
2
eBook ISBN
9783030654009
Subtopic
Finance

Table of contents

  1. Cover
  2. Front Matter
  3. 1.Ā The Story of David and Goliath, and Abby and Samson: A Journey with No Direction
  4. 2.Ā The Goals of Executive Financial Planning: Peace of Mind and the Five Pillars
  5. 3.Ā Understanding and Negotiating Executive Employment Agreements for Success
  6. 4.Ā The ABCs (and ESPPs, RSUs, SARs, ISOs, and NSOs) of Equity-Based Compensation
  7. 5.Ā The Story of David and Goliath, And Abby and Samson: The Aftermath
  8. 6.Ā Achieving Financial Independence: Goals-Based Planning
  9. 7.Ā Investment Planning in Five Steps
  10. 8.Ā Tax Planning and the Ten Commandments
  11. 9.Ā Estate Planning and Why It’s Really So Important
  12. 10.Ā Planning for Philanthropy and What It Can Do for Everyone
  13. 11.Ā Too Much of a Good Thing: Managing Concentrated Holdings
  14. 12.Ā Managing Some of Life’s Great Risks Through Insurance
  15. 13.Ā Five-Pillared Planning for Exits and Other Liquidity Events
  16. 14.Ā Finding the Right Advisors
  17. 15.Ā The Alternative Story of Delilah, Redemption, and the Promised Land
  18. Back Matter

Trusted byĀ 375,005 students

Access to over 1.5 million titles for a fair monthly price.

Study more efficiently using our study tools.

Frequently asked questions

Yes, you can cancel anytime from the Subscription tab in your account settings on the Perlego website. Your subscription will stay active until the end of your current billing period. Learn how to cancel your subscription
No, books cannot be downloaded as external files, such as PDFs, for use outside of Perlego. However, you can download books within the Perlego app for offline reading on mobile or tablet. Learn how to download books offline
Perlego offers two plans: Essential and Complete
  • Essential is ideal for learners and professionals who enjoy exploring a wide range of subjects. Access the Essential Library with 800,000+ trusted titles and best-sellers across business, personal growth, and the humanities. Includes unlimited reading time and Standard Read Aloud voice.
  • Complete: Perfect for advanced learners and researchers needing full, unrestricted access. Unlock 1.5M+ books across hundreds of subjects, including academic and specialized titles. The Complete Plan also includes advanced features like Premium Read Aloud and Research Assistant.
Both plans are available with monthly, semester, or annual billing cycles.
We are an online textbook subscription service, where you can get access to an entire online library for less than the price of a single book per month. With over 1.5 million books across 990+ topics, we’ve got you covered! Learn about our mission
Look out for the read-aloud symbol on your next book to see if you can listen to it. The read-aloud tool reads text aloud for you, highlighting the text as it is being read. You can pause it, speed it up and slow it down. Learn more about Read Aloud
Yes! You can use the Perlego app on both iOS and Android devices to read anytime, anywhere — even offline. Perfect for commutes or when you’re on the go.
Please note we cannot support devices running on iOS 13 and Android 7 or earlier. Learn more about using the app
Yes, you can access Personal Financial Planning for Executives and Entrepreneurs by Michael 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 in PDF and/or ePUB format, as well as other popular books in Business & Finance. We have over 1.5 million books available in our catalogue for you to explore.