HOLDING THE GOVERNMENT AT BAY: WEALTH PRESERVATION AND CONTROL

Sarkis Joseph Khoury, Poorna Pal, Chunsheng Zhou and John Karayan
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Sarkis Joseph Khoury: University of California, Riverside, USA
Poorna Pal: Glendale Community College, USA
Chunsheng Zhou: Peking University, China
John Karayan: California State Polytechnic University, USA

Chapter 10 in Wealth Forever:The Analytics of Stock Markets, 2003, pp 499-559 from World Scientific Publishing Co. Pte. Ltd.

Abstract: AbstractThe following sections are included:IntroductionThe “Less Intrusive Alternative” Model® of Wealth PreservationKey Types and Uses for TrustsTax Planning for InvestmentsInvesting Through Mutual Funds and Other Pass Through EntitiesTaxability of Traded Stock OptionsWealth Preservation StrategiesThe Goal of Wealth Preservation StrategiesA Classic Approach for Investor ControlConclusionEndnotes

Keywords: Investment Analysis; Stock Prices Performance; History of Stock Prices in the World; Fundamentals of Stock Investing (search for similar items in EconPapers)
Date: 2003
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