Taxable accounts present some of the greatest challenges for managers. In developing portfolio policy and strategy, managers must take into account tax, legal, and (sometimes unique) client considerations, must integrate tax and estate planning with investment strategy, and often, must work with third parties to accomplish client goals. The authors in this proceedings tackles the complex issues that are specific to managing taxable portfolios with expertise and thoroughness. Proceedings of the November 1998 AIMR seminar "Investment Counseling for Taxable Investor."

Investment Counseling for Private Clients

Meir Statman

Joanne M. Hill

Maureen Busby Oster

Philip Penaloza

Nancy L. Jacob

Jean L.P. Brunel

Christopher G. Luck

R.B. Davidson III

William R. Levy

James M. Poterba

AIMR (CFA Institute)

Investment Counseling for Private Clients II

Education & Teaching

Dorothy C. Kelly

Leslie S. Kiefer

David M. Stein

Ivan Rudolph-Shabinsky

Joel M. Dickson

Gregory R. Friedman

Karen W. Spero

Studying & Workbooks

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Books by James M. Poterba