In /ITax-Smart Investing/N, you'll find an invaluable ally to help your guide your clients through the minefield of tax consequences of a wide range of investment vehicles. Investment professional Andrew Westhem and Stewart Weissman reveal the tax traps that can snare the unwary - and describe the sophisticated tactics they have developed to elude those traps. Drawing on over fifty years' combined experience advising high-income, high-net worth clients, Westhem and Weissman offer proven strategies for minimizing the tax burden of investment earnings. Written in a clear, straightforward style and packed with practical examples, /ITax-Smart Investing/N is an indispensable guide for investment advisors, financial planners, accountants, and attorneys.
The books moves from the basics to the more complex. It would be a great book for new advisors.The authors do a great job of explaining a concept and then giving an example to drive the points home.
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