Tax-Aware Investment Management: The Essential Guide
Editorial Reviews
Book Description
Effective management of taxable accounts and portfolios rarely gets the attention it deserves from investment managers and advisers, often leaving investors with a larger-than-necessary tax bite. Tax-Aware Investment Management details new research, new analytic tools, and new thinking that can change that. This book punctures received wisdom and dispels misconceptions about how to account for tax effects; how to allocate assets; how and when to buy, sell, and rebalance; and how to communicate with clients and with other professionals involved in managing their assets. Douglas Rogers, widely considered the authority in this growing field, details the trading strategies and fund evaluation criteria essential to the task and presents critical considerations for investment managers. He also covers the expanding area of separate accounts.
From the Publisher
"If you've ever tried playing two games of chess simultaneously and then, to your horror, realized that a move on one board was actually impacting your other game, you can understand how private investors feel about investments and taxes. Until Doug Rogers tackled this complex and confounding topic, professionals and investors alike had few resources to guide them. From being a voice in the wilderness in the 1990s to being a most-respected guru in the field, Doug Rogers contributes mightily to the wealth management industry with Tax-Aware Investment Management." - Charlotte B. Beyer Founder & CEO, Institute for Private Investors
"If you believe it's not what you make but what you keep, this is must reading. Practical, pragmatic and professional, Doug Rogers brings a wealth of knowledge and common sense to tax-aware investment management. Planning, measuring and implementing, product and process-it's all here." - Harold Evensky Chairman, Evensky & Katz Author, Wealth Management
"Finally! A to-do manual on how best to keep the money our investments make! Most investors-and most investment managers-invest as though taxes can't be managed (or worse, don't exist). Doug Rogers has studied these issues as much as almost anyone in the finance world and has assembled a commonsense guide to help navigate our investment choices with an eye on the tax man's take." - Robert D. Arnott Chairman, Research Affiliates, LLC Editor, Financial Analysts Journal
"Doug Rogers combines his many years of experience with a high degree of technical knowledge to create an innovative guide with a fresh perspective on tax-aware strategies. In my opinion it is an essential tool for private investors and wealth management professionals to manage portfolios holistically and effectively." - Ralph C. Rittenour Jr. Chairman and Chief Executive Officer, CTC Consulting, Inc.
"This is the definitive work on this complex and rapidly evolving subject. Doug Rogers covers an array of topics-including security analysis, portfolio construction methodologies, the manager search process, asset allocation, and technology developments-in a way that everyone can immediately apply to more effectively manage wealth from an after-tax perspective. Whether you are an investor, portfolio manager, investment consultant, private banker, financial adviser, accountant, or estate attorney, Tax-Aware Investment Management will give you the knowledge to allow you to differentiate yourself in today's competitive environment." - Thomas J. Boczar, CFA, Esq. Chairman, Private Wealth Management Committee, New York Society of Security Analysts (NYSSA)
Tax-Aware Investment Management: The Essential Guide
Tax-Aware Investment Management: The Essential Guide,Douglas S Rogers,Bloomberg Press,1576601803,Business & Economics,Business / Economics / Finance,Business/Economics,Corporate Finance,Finance,Handbooks, manuals, etc,Investments,Investments & Securities - General,Portfolio management,Taxation,Taxation - Corporate,United States,Business & Economics / Corporate Finance,Business & Economics/Investments & Securities - General,Business & Economics/Taxation - Corporate
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