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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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Book Description AIMR (CFA Institute). Condition: New. book. Seller Inventory # M093501537X
Book Description AIMR (CFA Institute). Condition: New. Paperback. Worldwide shipping. FREE fast shipping inside USA (express 2-3 day delivery also available). Tracking service included. Ships from United States of America. Seller Inventory # 093501537X
Book Description AIMR (CFA Institute), 1999. Paperback. Condition: New. Never used!. Seller Inventory # P11093501537X
Book Description CFA Institute, 1999. Paperback. Condition: Brand New. 112 pages. 10.60x8.30x0.40 inches. In Stock. Seller Inventory # 093501537X