|
Showing 1 - 2 of
2 matches in All Departments
The Taxable Investor's Manifesto: Wealth Management Strategies to
Last a Lifetime is written for every investor with taxable wealth
and every advisor who serves them. The Taxable Investor's Manifesto
guides readers through a series of related topics, bringing clarity
to complexity with an economy of words, while providing valuable
and actionable advice at every turn. This remarkable book combines
the deep industry knowledge of a seasoned practitioner with the
communication skills of a leading educator. Author Stuart E. Lucas
is the founder and Chief Investment Officer of Wealth Strategist
Partners, a firm that advises complex family enterprises, including
his own. He also co-founded the University of Chicago's Private
Wealth Management program, now in its fourteenth year. Most
investment books only address pre-tax headline returns, but
individuals pay taxes. The incentives and disincentives of our tax
system can have a dramatic impact on actual investment time
horizons and returns. The Manifesto sensibly folds tax incentives
into investment strategy in ways that can add profound value over a
lifetime to actual results. It includes guidance on: How to keep a
greater percentage of your profits with a higher probability of
success and less effort Why it's important to manage the
intersection of investment, tax and estate planning How to compete
for better long-term investment returns against tax-exempt
investors. Whether you're a young professional or entrepreneur, a
mid-career manager, a senior business executive, or a retiree this
book will give you tools to enhance your net worth considerably. If
you are an advisor, studying and implementing Lucas's advice will
strengthen your business and make your clients happier.
|
Arisen (Paperback)
Kathryn Briggs; S. E Lucas
bundle available
|
R419
Discovery Miles 4 190
|
Ships in 10 - 15 working days
|
|
|
Email address subscribed successfully.
A activation email has been sent to you.
Please click the link in that email to activate your subscription.