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Tax–Aware Investment Management – The Essential Guide

DS Rogers
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      Investment returns are uncertain, especially in today's economic environment. But taxes are a sure thing. That's one reason why tax-aware investment management is essential for building and maintaining wealth. In this comprehensive, groundbreaking book, Douglas S. Rogers, CFA, explains why many accepted investment strategies and techniques developed for tax-exempt institutional investors don't work for individuals who are subject to taxes. They will end up with substantially lower after-tax returns simply because their portfolios are not structured or managed with tax obligations in mind. This book shows: How to measure and compare the tax-efficiency of mutual funds, hedge funds, and individual investment managersHow the widely used style-box matrix can prove detrimental to after-tax investment returnsHow to minimize taxes on stock-and-bond portfolios and employ sophisticated strategies for offsetting gains against lossesHow to decide which asset categories should be placed in tax-deferred accounts such as IRAs and which should be placed in regular taxable accountsHow to incorporate tax-aware techniques and insights into all facets of investment planning, portfolio management, and estate planning
      Format: CONTRIBUTORS: DS Rogers EAN: 9780470883761 COUNTRY: United States PAGES: WEIGHT: 666 g HEIGHT: 250 cm
      PUBLISHED BY: John Wiley & Sons Inc DATE PUBLISHED: 2015-10-24 CITY: GENRE: BUSINESS & ECONOMICS / Investments & Securities / General WIDTH: 150 cm SPINE:

      Book Themes:

      Investment and securities

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      Douglas S. Rogers, CFA, is a nationally known authority on tax-aware investment management. He is a managing director and senior consultant at CTC Consulting Inc., a subsidiary of U.S. Trust Corporation, where he serves ultra-high-net-worth families. Rogers is currently chair of the CFA Institute (formerly AIMR) Subcommittee for After-Tax Return Reporting. He is a former chief investment officer and director of manager research for nationally known investment advisory firms and holds an MBA in finance from Southern Methodist University. A chartered financial analyst (CFA), Rogers is a frequent speaker on tax-aware investment management and after-tax reporting standards at industry conferences.
      Investment returns are uncertain, especially in today's economic environment. But taxes are a sure thing. That's one reason why tax-aware investment management is essential for building and maintaining wealth. In this comprehensive, groundbreaking book, Douglas S. Rogers, CFA, explains why many accepted investment strategies and techniques developed for tax-exempt institutional investors don't work for individuals who are subject to taxes. They will end up with substantially lower after-tax returns simply because their portfolios are not structured or managed with tax obligations in mind. This book shows: How to measure and compare the tax-efficiency of mutual funds, hedge funds, and individual investment managersHow the widely used style-box matrix can prove detrimental to after-tax investment returnsHow to minimize taxes on stock-and-bond portfolios and employ sophisticated strategies for offsetting gains against lossesHow to decide which asset categories should be placed in tax-deferred accounts such as IRAs and which should be placed in regular taxable accountsHow to incorporate tax-aware techniques and insights into all facets of investment planning, portfolio management, and estate planning
      Format: CONTRIBUTORS: DS Rogers EAN: 9780470883761 COUNTRY: United States PAGES: WEIGHT: 666 g HEIGHT: 250 cm
      PUBLISHED BY: John Wiley & Sons Inc DATE PUBLISHED: 2015-10-24 CITY: GENRE: BUSINESS & ECONOMICS / Investments & Securities / General WIDTH: 150 cm SPINE:

      Book Themes:

      Investment and securities

      Customer Reviews

      Be the first to write a review
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      Douglas S. Rogers, CFA, is a nationally known authority on tax-aware investment management. He is a managing director and senior consultant at CTC Consulting Inc., a subsidiary of U.S. Trust Corporation, where he serves ultra-high-net-worth families. Rogers is currently chair of the CFA Institute (formerly AIMR) Subcommittee for After-Tax Return Reporting. He is a former chief investment officer and director of manager research for nationally known investment advisory firms and holds an MBA in finance from Southern Methodist University. A chartered financial analyst (CFA), Rogers is a frequent speaker on tax-aware investment management and after-tax reporting standards at industry conferences.

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