Designed for financial advisors, Investments and Taxes describes the tax issues associated with different investment vehicles and explains how an advisor can maximize a client's after-tax returns.
Specific topics covered in the book include:
-- Tax strategies with stocks, bonds, real estate, mutual funds, annuities, and derivatives
-- Using charitable contributions, college funding, retirement funding, and estate planning to lower taxes.
-- Asset allocation and taxation
-- Balancing tax-deferred and taxable accounts
Seth Hammer is a professor of accounting at Towson University. He has published extensively in professional journals and is a frequent speaker at accounting and investment seminars. He served as a professional tax advisor to Baltimore Ravens'players in an NFL-sponsored financial education program.