The Taxable Investor’s Manifesto: Wealth Management Strategies to Last a Lifetime

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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 effortWhy it’s important to manage the intersection of investment, tax and estate planningHow 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.

Publisher ‏ : ‎ Wiley
Publication date ‏ : ‎ May 12, 2020
Edition ‏ : ‎ 1st
Language ‏ : ‎ English
Print length ‏ : ‎ 176 pages
ISBN-10 ‏ : ‎ 1119692032
ISBN-13 ‏ : ‎ 978-1119692034
Item Weight ‏ : ‎ 2.31 pounds
Dimensions ‏ : ‎ 5.6 x 0.7 x 8.5 inches
Best Sellers Rank: #305,918 in Books (See Top 100 in Books) #119 in Business Investments #322 in Wealth Management (Books) #666 in Introduction to Investing
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