Tim Kochis's Books

Managing Concentrated Stock Wealth

An Advisor's Guide to Building Customized Solutions

By: Tim Kochis,Michael J. Lewis

Write a review Read reviews Take a Quiz Solve Book Puzzle

Managing Concentrated Stock Wealth

An Advisor's Guide to Building Customized Solutions

By: Tim Kochis,Michael J. Lewis

The Methodical Compendium of Concentrated Portfolio Options Managing Concentrated Stock Wealth, Second Edition is the adviser's guide to skillfully managing the risk and opportunity presented by concentrated stock holdings. Written by Tim Kochis, a recognized leader in financial planning, this book walks you through twenty strategies for managing concentrated stock wealth. Each strategy equips you with the tools and information you need to preserve and grow your clients' wealth. Supported with examples from the author's forty years of experience, this practical resource shows you the available options, the best order for clients to review those options, and the reasons why some options are better than others. Kochis addresses common obstacles—such as securities law, taxes, and psychological resistance—and shows you the strategies and execution to prevail. This new second edition includes: Updated references, calculations, and illustrations regarding the latest tax laws Revised coverage of derivatives strategies and more examples of potential blind spots Tactics to convince some clients to diversify their portfolios and optimize their wealth Techniques to exploit concentration in pursuance of greater wealth They say that you should never put all of your eggs in one basket, but compensation packages, inheritances, IPOs, buyouts, and other situations leave many investors holding a significant portion of their wealth in one stock—often leaving their portfolios in a dangerous position. Managing Concentrated Stock Wealth, Second Edition shows you how to manage the risks and turn a precarious position into an advantage.

Average ratings

N/A

Write a review

Solve jigsaw puzzle

Age

Page Count

240

Publisher

John Wiley & Sons

Published Date

ISBN 10

1119131588

ISBN 13

9781119131588

Success and Succession

Unlocking Value, Power, and Potential in the Professional Services and Advisory Space

By: Eric Hehman,Jay Hummel,Tim Kochis

Write a review Read reviews Take a Quiz Solve Book Puzzle

Success and Succession

Unlocking Value, Power, and Potential in the Professional Services and Advisory Space

By: Eric Hehman,Jay Hummel,Tim Kochis

An insightful look at leadership transition from the successor's perspective Success and Succession examines the leadership transition process from the successor's point of view, and outlines the considerations and strategies that lead to a better future for the business. With a focus on practical planning and execution, this insightful guide provides insight into the strategies that smooth the transition and help the new leadership make better business decisions. You'll learn when and how to start planning, who you need on your team, and the obstacles you should anticipate along the way. You'll learn to navigate the uncertainty the process entails, and how to identify opportunities for reciprocal understanding and adopt workable approaches for successful resolution of a multitude of transition issues. Interviews with those at various stages of transition highlight the real-world application of these ideas, and give you an inside look at what worked, what didn't, and what they wish they had thought of. The transition of leadership in an independent, non-public professional service business can be emotional and difficult for everyone. This book gives you a framework for smoothing the process and driving the best possible future of the business. Consider the complexities of succession and transition Balance conflicting dynamics of outgoing and incoming leadership Plan for operational, financial, and emotional obstacles Develop and execute a winning strategy for long term success The transition from founder to successor is far from an academic exercise, and is not linear. Answers are hard to find, and the ebb and flow of the process requires patience, creativity, and willingness to try again. Success and Succession provides a unique strategy for success, from the perspective of incoming leadership.

Average ratings

N/A

Write a review

Solve jigsaw puzzle

Age

Page Count

245

Publisher

John Wiley & Sons

Published Date

ISBN 10

111905852X

ISBN 13

9781119058526

Managing Concentrated Stock Wealth

An Advisor's Guide to Building Customized Solutions

By: Tim Kochis,Michael J. Lewis

Write a review Read reviews Take a Quiz Solve Book Puzzle

Managing Concentrated Stock Wealth

An Advisor's Guide to Building Customized Solutions

By: Tim Kochis,Michael J. Lewis

Average ratings

N/A

Write a review

Solve jigsaw puzzle

Age

Page Count

240

Publisher

John Wiley & Sons

Published Date

ISBN 10

1119131588

ISBN 13

9781119131588

Travels, Explorations and Empires, 1770-1835, Part I Vol 3

Travel Writings on North America, the Far East, North and South Poles and the Middle East

By: Tim Fulford,Peter J Kitson,Tim Youngs

Write a review Read reviews Take a Quiz Solve Book Puzzle

Travels, Explorations and Empires, 1770-1835, Part I Vol 3

Travel Writings on North America, the Far East, North and South Poles and the Middle East

By: Tim Fulford,Peter J Kitson,Tim Youngs

A collection of work that attempts to reflect the diversity of travel literature from the late 18th and early 19th centuries. This literature often reveals something of the cultural and gender difference of the travellers, as well as ideas on colonialism, anthropology and slavery.

Average ratings

N/A

Write a review

Solve jigsaw puzzle

Age

Page Count

255

Publisher

Routledge

Published Date

ISBN 10

1000559882

ISBN 13

9781000559880

Success and Succession

Unlocking Value, Power, and Potential in the Professional Services and Advisory Space

By: Eric Hehman,Jay Hummel,Tim Kochis

Write a review Read reviews Take a Quiz Solve Book Puzzle

Success and Succession

Unlocking Value, Power, and Potential in the Professional Services and Advisory Space

By: Eric Hehman,Jay Hummel,Tim Kochis

Average ratings

N/A

Write a review

Solve jigsaw puzzle

Age

Page Count

245

Publisher

John Wiley & Sons

Published Date

ISBN 10

1119071356

ISBN 13

9781119071358

Book's by Tim Kochis

Managing Concentrated Stock Wealth

Managing Concentrated Stock Wealth

Success and Succession

Success and Succession

Managing Concentrated Stock Wealth

Managing Concentrated Stock Wealth

Travels, Explorations and Empires, 1770-1835, Part I Vol 3

Travels, Explorations and Empires, 1770-1835, Part I Vol 3

Success and Succession

Success and Succession

Username

Password

Username

Password

Password again

Birthday

Email