Integrating Investments and the Tax Code (a review)

The authors provide an essential reference tool for investment professionals who manage taxable accounts. The book contains comprehensive discussions, with case studies, of the issues important to maximizing after-tax ending wealth: how to analyze asset allocation and asset location (whether assets are kept in taxable or tax-deferred vehicles), choosing between low- and high-turnover investment vehicles, and choosing among investments that vary with respect to the proportion of expenses borne by investors.