The Resource Taxes, estate planning, and asset protection, Vernon K. Jacobs, (eaudio)

Taxes, estate planning, and asset protection, Vernon K. Jacobs, (eaudio)

Label
Taxes, estate planning, and asset protection
Title
Taxes, estate planning, and asset protection
Statement of responsibility
Vernon K. Jacobs
Creator
Contributor
Subject
Genre
Language
eng
Summary
To accumulate wealth, you must do more than invest well. You also must protect yourself (and your estate) against losses stemming from poor tax planning, vulnerability to lawsuits, property forfeiture laws, and probate. In the U.S., the first income tax was imposed from 1862 to 1870, to pay for the expenses of the Civil War. In 1894 another income tax was imposed, but was declared unconstitutional in 1895. After the Sixteenth Amendment was ratifies in 1913, income taxes were here to stay, and legal tax avoidance eventually becomes a concern of Americans of virtually all incomes. Tax avoidance techniques, or devices include tax havens, tax shelters, tax exempt bonds, life insurance, tax deferred annuities, retirement savings accounts, tax-deferred growth stocks, trusts, corporation, and transferring income to lower-bracket family members. Legal tax avoidance becomes illegal tax evasion if the taxpayer a (goes beyond the bounds of the law, and b) does so with the intent to evade taxes. While you are alive, other important threats to your assets include lawsuits (which increasingly make wealth vulnerable to aggressive litigants), and U.S. forfeiture laws (which can make property vulnerable to government agencies, even if you are not charged with a crime). Asset protection essentially involves planning the manner in which you hold title to assets, and in which you structure your business affairs. Asset protection typically is an adjunct to estate planning, a complicated matter usually requiring the advice of an attorney an/or professional estate planner. Probate, the legal process for settling an estate, can be very expensive; the techniques for avoiding probate include revocable living trusts; Joint Tenancy with Rights of Survivorship (JWTROS); payable-on-death accounts (a.k.a. Totten Trusts); naming a beneficiary on pensions and retirement accounts; giving away property while still alive; life insurance planning; and others
Accompanying matter
technical information on music
Cataloging source
Midwest
http://library.link/vocab/creatorName
Jacobs, Vernon K.
Form of composition
not applicable
Format of music
not applicable
PerformerNote
Read by Louis Rukeyser
http://library.link/vocab/relatedWorkOrContributorName
  • Rukeyser, Louis
  • hoopla digital
http://library.link/vocab/subjectName
  • Estate planning
  • Investments
  • Tax planning
Target audience
adult
Label
Taxes, estate planning, and asset protection, Vernon K. Jacobs, (eaudio)
Link
Instantiates
Publication
Note
hoopla date: 12/20/2012, 12/20/2012 to 12/31/9999
Antecedent source
unknown
Capture and storage technique
digital storage
Color
not applicable
Configuration of playback channels
unknown
Dimensions
  • not applicable
  • unknown
Edition
Unabridged.
Extent
1 online resource (1 audio file (2hr., 30 min.))
File format
unknown
Form of item
  • online
  • electronic
Governing access note
Digital content provided by hoopla
Groove width / pitch
not applicable
Isbn
9781433239038
Isbn Type
(sound recording : hoopla Audio Book)
Kind of cutting
not applicable
Kind of disc cylinder or tape
not applicable
Kind of material
unknown
Level of compression
unknown
Other physical details
digital.
Publisher number
MWT10027323
Quality assurance targets
unknown
Reformatting quality
access
Sound
sound
Special playback characteristics
digital recording
Specific material designation
  • other
  • remote
Speed
other
Stock number
10027323
System control number
MWT10027323
System details
Mode of access: World Wide Web
Tape configuration
not applicable
Tape width
not applicable
Label
Taxes, estate planning, and asset protection, Vernon K. Jacobs, (eaudio)
Link
Publication
Note
hoopla date: 12/20/2012, 12/20/2012 to 12/31/9999
Antecedent source
unknown
Capture and storage technique
digital storage
Color
not applicable
Configuration of playback channels
unknown
Dimensions
  • not applicable
  • unknown
Edition
Unabridged.
Extent
1 online resource (1 audio file (2hr., 30 min.))
File format
unknown
Form of item
  • online
  • electronic
Governing access note
Digital content provided by hoopla
Groove width / pitch
not applicable
Isbn
9781433239038
Isbn Type
(sound recording : hoopla Audio Book)
Kind of cutting
not applicable
Kind of disc cylinder or tape
not applicable
Kind of material
unknown
Level of compression
unknown
Other physical details
digital.
Publisher number
MWT10027323
Quality assurance targets
unknown
Reformatting quality
access
Sound
sound
Special playback characteristics
digital recording
Specific material designation
  • other
  • remote
Speed
other
Stock number
10027323
System control number
MWT10027323
System details
Mode of access: World Wide Web
Tape configuration
not applicable
Tape width
not applicable

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