Robert N Gordon

Wall Street Secrets for Tax-Efficient Investing

From Tax Pain to Investment Gain

• Gebundenes Buch

Produktbeschreibung

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.

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Produktdetails

• Verlag: Wiley
• Seitenzahl: 288
• Erscheinungstermin: 1. November 2001
• Englisch
• Abmessung: 235mm x 157mm x 22mm
• Gewicht: 638g
• ISBN-13: 9781576600887
• ISBN-10: 1576600882
• Artikelnr.: 21643098

Autorenporträt

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

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