{"product_id":"9781576601808","title":"Tax-Aware Investment Management The Essential Guide","description":"\u003ch3\u003eBloomberg Financial\u003c\/h3\u003e\u003ch1\u003eTax-Aware Investment Management\u003c\/h1\u003e\u003ch2\u003eThe Essential Guide\u003c\/h2\u003e\u003ch3\u003eDouglas S. Rogers\u003c\/h3\u003e\u003cdiv\u003e\u003cb\u003eBusiness \u0026amp; Economics \/ Investments \u0026amp; Securities \/ General\u003c\/b\u003e\u003c\/div\u003e\u003cbr\u003e\u003cdiv\u003e\n\u003cb\u003eInvestment returns are uncertain,\u003c\/b\u003e \u003cb\u003eespecially in today’s economic environment. But taxes are a sure thing.\u003c\/b\u003e  \u003cp\u003eThat's one reason why tax-aware investment management is essential for building and maintaining wealth.\u003c\/p\u003e \u003cp\u003eIn 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.\u003c\/p\u003e \u003cp\u003e\u003cb\u003eThis book shows:\u003c\/b\u003e\u003c\/p\u003e \u003cul\u003e \u003cli\u003eHow to measure and compare the tax-efficiency of mutual funds, hedge funds, and individual investment managers\u003c\/li\u003e \u003cli\u003eHow the widely used style-box matrix can prove detrimental to after-tax investment returns\u003c\/li\u003e \u003cli\u003eHow to minimize taxes on stock-and-bond portfolios and employ sophisticated strategies for offsetting gains against losses\u003c\/li\u003e \u003cli\u003eHow to decide which asset categories should be placed in tax-deferred accounts such as IRAs and which should be placed in regular taxable accounts\u003c\/li\u003e \u003cli\u003eHow to incorporate tax-aware techniques and insights into all facets of investment planning, portfolio management, and estate planning\u003c\/li\u003e \u003c\/ul\u003e\n\u003c\/div\u003e\u003cdiv\u003e \u003cp\u003e\u003cb\u003eD\u003csmall\u003eOUGLAS\u003c\/small\u003e S. R\u003csmall\u003eOGERS\u003c\/small\u003e, CFA,\u003c\/b\u003e 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. Mr. 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 a nationally known investment advisory firm and holds an MBA in finance from Southern Methodist University. A Chartered Financial Analyst (CFA), he is a frequent speaker on tax-aware investment management and after-tax reporting standards at industry conferences.\u003c\/p\u003e \u003c\/div\u003e\u003cbr\u003e\u003ctable\u003e\n\u003ctr\u003e\n\u003ctd\u003ePublication Date: \u003c\/td\u003e\n\u003ctd\u003e01 January 2006\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003ePublisher: \u003c\/td\u003e\n\u003ctd\u003eWiley\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eImprint: \u003c\/td\u003e\n\u003ctd\u003eBloomberg Press\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eISBN-13: \u003c\/td\u003e\n\u003ctd\u003e9781576601808\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eFormat: \u003c\/td\u003e\n\u003ctd\u003eHardback\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003ePage Count: \u003c\/td\u003e\n\u003ctd\u003e320\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eWeight (oz): \u003c\/td\u003e\n\u003ctd\u003e24.96\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003c\/table\u003e","brand":"Wiley","offers":[{"title":"Default Title","offer_id":44379121844364,"sku":"9781576601808","price":90.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0710\/9545\/1788\/files\/9781576601808.jpg?v=1780207607","url":"https:\/\/lateknightbooks.com\/products\/9781576601808","provider":"Late Knight Books and Services, LLC","version":"1.0","type":"link"}