Tax Management Portfolios

Tax Management Portfolios PDF Author:
Publisher:
ISBN:
Category : Tax planning
Languages : en
Pages : 146

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Book Description

Tax Management Portfolios

Tax Management Portfolios PDF Author:
Publisher:
ISBN:
Category : Tax planning
Languages : en
Pages : 146

Get Book

Book Description


Tax Planning for Portfolio Investment Into the United States by Foreign Individuals

Tax Planning for Portfolio Investment Into the United States by Foreign Individuals PDF Author: Thomas St. G. Bissell
Publisher:
ISBN: 9781633593275
Category : Aliens
Languages : en
Pages :

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Tax Management Multistate Tax Portfolios

Tax Management Multistate Tax Portfolios PDF Author:
Publisher:
ISBN:
Category : Income tax
Languages : en
Pages : 106

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Tax-aware Investment Management

Tax-aware Investment Management PDF Author: Douglas S. Rogers
Publisher:
ISBN: 9780470883761
Category : Investments
Languages : en
Pages : 301

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Book Description
"Illustrates how investment strategies for tax-exempt accounts don't work for individuals subject to taxes. Offers techniques for comparing tax-efficiency of mutual funds, hedge funds, and investment managers, and presents more-sophisticated strategies for offsetting gains against losses in wealth planning, portfolio management, and estate planning. Includes results of historical research, 100 tables and charts"--Provided by publisher.

Quantitative Equity Portfolio Management

Quantitative Equity Portfolio Management PDF Author: Ludwig B Chincarini
Publisher: McGraw Hill Professional
ISBN: 9780071492386
Category : Business & Economics
Languages : en
Pages : 658

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Book Description
Quantitative Equity Portfolio Management brings the orderly structure of fundamental asset management to the often-chaotic world of active equity management. Straightforward and accessible, it provides you with nuts-and-bolts details for selecting and aggregating factors, building a risk model, and much more.

Strategic Project Portfolio Management

Strategic Project Portfolio Management PDF Author: Simon Moore
Publisher: John Wiley & Sons
ISBN: 0470481951
Category : Business & Economics
Languages : en
Pages : 196

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Book Description
Lead change through strategic alignment of project and process performance Practical and filled with expert advice, Strategic Project Portfolio Management: Enabling a Productive Organization presents a clear framework for your organization to complete impactful strategic projects. Providing executive-level guidance to build a powerful and efficient process from initial adoption to portfolio alignment, this essential resource contains case studies from small to global multinational organizations, arming you with the insights to ensure your strategic projects are given the resources they need to deliver business impact. This important guide Shows executives how to align their projects and processes with their business strategy for compelling competitive advantage Provides cases from best in class organizations, showing how they were able to achieve results by using processes outlined in the book Reveals how technology is the key to developing new collaborative platforms and innovative work management environments that have not been possible until now Defines a framework for assessing project portfolio management competence within your organization and driving momentum for compelling improvements Explores how to go beyond project portfolio management to a holistic work management system Strategic Project Portfolio Management: Enabling a Productive Organization offers the practical recommendations, guidance, and real world insights you need to immediately begin driving better project management strategy.

Real Estate Transactions by Tax-exempt Entities

Real Estate Transactions by Tax-exempt Entities PDF Author: Bradley T. Borden
Publisher:
ISBN: 9781558716421
Category : Nonprofit organizations
Languages : en
Pages :

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Book Description
... analyzes the tax considerations pertinent to the investment by exempt entities, including pension trusts, in real estate.

Tax-advantaged Bonds

Tax-advantaged Bonds PDF Author: David J. Cholst
Publisher:
ISBN: 9781633593435
Category : Bonds
Languages : en
Pages :

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Book Description
"This Portfolio discusses the rules applicable to all types of tax-exempt bonds (and other tax-advantaged bonds), but details of specific rules applicable to tribal economic development bonds and certain private activity bonds such as those permitted for airports, docks and wharves, multi-family housing, student loans, and single-family mortgages, and practice tips specific to such bonds, are not included in this Portfolio" --Page (iv).

Section 409A Handbook

Section 409A Handbook PDF Author: Regina Olshan
Publisher: American Bar Association
ISBN: 9781639050963
Category : Deferred compensation
Languages : en
Pages : 0

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Book Description
Fundamentally useful to both the executive compensation practitioner and the more general benefits practitioner, Section 409A Handbook, Third Edition is the how to guide for designing and modifying compensation arrangements to comply with Section 409A.

Performance Evaluation and Attribution of Security Portfolios

Performance Evaluation and Attribution of Security Portfolios PDF Author: Bernd R. Fischer
Publisher: Academic Press
ISBN: 0080926525
Category : Business & Economics
Languages : en
Pages : 724

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Book Description
Just how successful is that investment? Measuring portfolio performance requires evaluation (measuring portfolio results against benchmarks) and attribution (determining individual results of the portfolio's parts), In this book, a professor and an asset manager show readers how to use theories, applications, and real data to understand these tools. Unlike others, Fischer and Wermers teach readers how to pick the theories and applications that fit their specific needs. With material inspired by the recent financial crisis, Fischer and Wermers bring new clarity to defining investment success. Gives readers the theories and the empirical tools to handle their own data Features practice problems formerly from the CFA Program curriculum.