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 Это и многое другое вы найдете в книге Investments and Taxes: A Practical Guide for Financial Advisors (Seth Hammer)