Investment Counseling for Private Clients
ISBN-13:
9780935015379
ISBN-10:
093501537X
Author:
Meir Statman, James M. Poterba, Joanne M. Hill, Jean L. P. Brunel, Maureen Busby Oster, Philip Penaloza, Nancy L. Jacob, Christopher G. Luck, R.B. Davidson III, William R. Levy
Publication date:
1999
Publisher:
AIMR (CFA Institute)
Format:
Paperback
112 pages
FREE US shipping
Book details
ISBN-13:
9780935015379
ISBN-10:
093501537X
Author:
Meir Statman, James M. Poterba, Joanne M. Hill, Jean L. P. Brunel, Maureen Busby Oster, Philip Penaloza, Nancy L. Jacob, Christopher G. Luck, R.B. Davidson III, William R. Levy
Publication date:
1999
Publisher:
AIMR (CFA Institute)
Format:
Paperback
112 pages
Summary
Investment Counseling for Private Clients (ISBN-13: 9780935015379 and ISBN-10: 093501537X), written by authors
Meir Statman, James M. Poterba, Joanne M. Hill, Jean L. P. Brunel, Maureen Busby Oster, Philip Penaloza, Nancy L. Jacob, Christopher G. Luck, R.B. Davidson III, William R. Levy, was published by AIMR (CFA Institute) in 1999.
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Description
Taxable accounts present some of the greatest challenges for managers. In developing portfolio policy and strategy, managers must take into account tax, legal, and (sometimes unique) client considerations, must integrate tax and estate planning with investment strategy, and often, must work with third parties to accomplish client goals. The authors in this proceedings tackles the complex issues that are specific to managing taxable portfolios with expertise and thoroughness. Proceedings of the November 1998 AIMR seminar "Investment Counseling for Taxable Investor."
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