Chapter 1: Stock and Bonds.- Chapter 2: Mutual Funds and ETFs.- Chapter 3: Alternative Investments.- Chapter 4: Hedge Funds.- Chapter 5: Private Equity.- Chapter 6: Crypto.- Chapter 7: Hard Assets.- Part 2: Protecting your wealth.- Chapter 8: Asset Allocation.- Chapter 9: Benefits.- Chapter 10: Equity Compensation.- Chapter 11: Estate Planning.
Tom Taulli, a published author and a software developer, is also
an Enrolled Agent, the highest certification with the IRS that
allows him to represent taxpayers before the agency. He is
also the owner and co-founder of Pathway Tax, which he started over
20 years ago. The focus is on helping clients with tax
preparation, planning and resolution.
Tom has also written columns for online publications such as
BusinessWeek.com, TechWeb.com, and Bloomberg.com. You can reach Tom
on Twitter (@ttaulli) or through his website (Taulli.com).
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