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From the Publisher"If you've ever tried playing two games of chess simultaneouslyand then, to your horror, realized that a move on one board wasactually impacting your other game, you can understand how privateinvestors feel about investments and taxes. Until Doug Rogerstackled this complex and confounding topic, professionals andinvestors alike had few resources to guide them. From being a voicein the wilderness in the 1990s to being a most respected guru inthe field, Doug Rogers contributes mightily to the wealthmanagement industry with Tax-Aware InvestmentManagement."
—Charlotte B. Beyer
Founder and CEO, Institute for Private Investors
"If you believe it's not what you make but what you keep,this is must-reading. Practical, pragmatic and professional,Doug Rogers brings a wealth of knowledge and common sense totax-aware investment management. Planning, measuring andimplementing, product and process—it's all here."
Chairman, Evensky & Katz
Author, Wealth Management
"Finally! A to-do manual on how best to keep the moneyour investments make! Most investors—and mostinvestment managers—invest as though taxes can’t bemanaged (or worse, don't exist). Doug Rogers has studied theseissues as much as almost anyone in the finance world and hasassembled a commonsense guide to help navigate our investmentchoices with an eye on the tax man's take."
—Robert D. Arnott
Chairman, Research Affiliates, LLC
Editor, Financial Analysts Journal
"Doug Rogers combines his many years of experience with a highdegree of technical knowledge to create an innovative guide with afresh perspective on tax-aware strategies. In my opinion, itis an essential tool for private investors and wealth managementprofessionals to manage portfolios holistically andeffectively."
—Ralph C. Rittenour Jr.
Chairman and Chief Executive Officer, CTC Consulting, Inc.
"This is the definitive work on this complex and rapidlyevolving subject. Doug Rogers covers an array oftopics—including security analysis, portfolio constructionmethodologies, the manager search process, asset allocation, andtechnology developments—in a way that everyone canimmediately apply to more effectively manage wealth from anafter-tax perspective. Whether you are an investor, portfoliomanager, investment consultant, private banker, financial adviser,accountant, or estate attorney, Tax-Aware InvestmentManagement will give you the knowledge to allow you todifferentiate yourself in today's competitiveenvironment."
—Thomas J. Boczar, CFA, Esq.
Chairman, Private Wealth Management Committee,
New York Society of Security Analysts (NYSSA)