Bob Gordon, a Wall Street veteran, shares the sage strategies of an insider to demonstrate how readers can take advantage of tax law instead of letting taxes take advantage of them.
Bob Gordon, a Wall Street veteran, shares the sage strategies of an insider to demonstrate how readers can take advantage of tax law instead of letting taxes take advantage of them.Hinweis: Dieser Artikel kann nur an eine deutsche Lieferadresse ausgeliefert werden.
ROBERT N. GORDON is the president and owner of Twenty-First Securities Corporation, which provides investment advice and financial management for corporate, institutional, and individual clients. He was formerly a partner at Oppenheimer & Company and chairman of the Securities Industry Association's Tax Policy Committee. He is also an adjunct professor at New York University's Graduate School of Business and is a much sought-after speaker at industry conferences. JAN M. ROSEN, a long-time editor and former tax columnist in the financial news department of The New York Times, has been responsible for that newspaper's annual tax section for many years. In addition, she is a contributor to Tax Hotline and other newsletters published by Boardroom, Inc. Rosen holds a master's degree from Columbia University in New York, where she attended the Graduate School of Journalism.
Inhaltsangabe
Table of Contents viii List of Illustrations xv Preface xvi Overview 1 Part 1: Taxable Investments and Strategies for Protecting Their Value 1 Choosing your Investment Tools Carefully 13 2 The How and When of Harvesting Your Losses 27 3 Techniques for Utilizing your Losses 39 4 Smart Choices for Fixed-Income Holdings 47 5 Hedging to Avoid Capital Gains Tax 55 6 The Quest for Tax Efficiency in Mutual Funds 75 Part 2: Tax-Advantaged Investment Opportunities 7 Structuring Your Retirement Portfolio 95 8 Savvy Ways to Save for College 113 9 The Double Life of Life Insurance 129 Part 3: Special Situations 10 Making Prudent Elections 143 11 Managing Your Employee Stock Options 157 12 Avoiding Tax Traps for Closely Held Businesses 167 13 Planning for Often-Overlooked State Taxes 177 Part 4 Your Annual Opportunity 14 Year-End Planning Strategies 201 Appendix 1: Historical Tax Rates 217 Appendix 2: Key Points for Investors from the 2001 Tax Act 221 Notes 227 Glossary 229 Index 250
Table of Contents viii List of Illustrations xv Preface xvi Overview 1 Part 1: Taxable Investments and Strategies for Protecting Their Value 1 Choosing your Investment Tools Carefully 13 2 The How and When of Harvesting Your Losses 27 3 Techniques for Utilizing your Losses 39 4 Smart Choices for Fixed-Income Holdings 47 5 Hedging to Avoid Capital Gains Tax 55 6 The Quest for Tax Efficiency in Mutual Funds 75 Part 2: Tax-Advantaged Investment Opportunities 7 Structuring Your Retirement Portfolio 95 8 Savvy Ways to Save for College 113 9 The Double Life of Life Insurance 129 Part 3: Special Situations 10 Making Prudent Elections 143 11 Managing Your Employee Stock Options 157 12 Avoiding Tax Traps for Closely Held Businesses 167 13 Planning for Often-Overlooked State Taxes 177 Part 4 Your Annual Opportunity 14 Year-End Planning Strategies 201 Appendix 1: Historical Tax Rates 217 Appendix 2: Key Points for Investors from the 2001 Tax Act 221 Notes 227 Glossary 229 Index 250
Rezensionen
"Bob Gordon and Jan Rosen know that it's what you keeprather than how much you earn that really counts. This bookprovides an easy-to-read-and-remember menu of tax-minimizingtechniques and strategies. Every taxpayer should have a copy asa guide in the never-ending joust with the revenuecodes." --Robert H. Stovall, CFA Senior Vice President and Market Strategist, PrudentialFinancial
"Understanding the growing range of tax-efficientinvesting alternatives is no longer anoption--it's a critical element of soundfinancial planning. This book is an essential tool for graspingand maximizing today's rapidly expanding menu of innovativeinvestment choices." --Peter Quick President, American Stock Exchange
"If you hate taxes, you'll love this book!Authors Robert Gordon and Jan Rosen reveal a catalogue oftax-cutting strategies for taxpayers and investors." --Ed Slott, CPA Editor, Ed Slotty's IRA Advisor
"A book every investor should have on his desk--avery valuable guide to minimizing tax on all kinds ofinvestments, from retirement plans to college savings to swapcontracts." --Martin Edelston Publisher, Bottom Line/Personal
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