||1 of 1 people found the following review helpful.| An essential resource for a professional advisor|By Eric E. Haas|This is one of the most useful books I've ever read.
Some of the numerical details are a bit out of date due to subsequent tax law changes, but the principles still apply. Among the important things I've gotten out of this book:
1) The importance of doing asset-allocation on a post-tax bas|From the Inside Flap|Traditionally, investment advice has simply ignored taxes. However, taxes are a key factor when managing individual investors’ portfolios, and recent legislation has greatly enhanced the opportunities to save in tax-favored vehicles.
Add Value to any Client's Portfolio With Tax-Saving Strategies
"Bill Reichenstein and William Jennings are two of the industry's very few true pioneers. This book should be on the short list of anyone interested in private wealth management, whether expressed in thousands or millions of dollars." -Jean L. P. Brunel, CFA, Editor of the Journal of Wealth Management and author of Integrated Wealth Management
"Reichenstein and Jennings tackle...
[PDF.yu68] J.K. Lasser Pro Integrating Investments and the Tax Code: Using the Tax Code to Enhance Returns and Add Value (J.K. Lasser Pro.) Rating: 3.62 (403 Votes)
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You can specify the type of files you want, for your gadget.J.K. Lasser Pro Integrating Investments and the Tax Code: Using the Tax Code to Enhance Returns and Add Value (J.K. Lasser Pro.) | William Reichenstein, William W. Jennings.Not only was the story interesting, engaging and relatable, it also teaches lessons.
