IMPORTANT COVID-19 UPDATES
9781119692034

The Taxable Investor's Manifesto

  • ISBN 13:

    9781119692034

  • ISBN 10:

    1119692032

  • Format: Hardcover
  • Copyright: 04/14/2020
  • Publisher: John Wiley & Sons Inc

Note: Not guaranteed to come with supplemental materials (access cards, study guides, lab manuals, CDs, etc.)

Extend Your Rental at Any Time

Need to keep your rental past your due date? At any time before your due date you can extend or purchase your rental through your account.

Rental Options

List Price $27.95 Save

Free Shipping Free Shipping On Every Order
Usually Ships in 3-4 Business Days

Summary

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.

Author Biography

Read more

Table of Contents

Read more

Write a Review