l3 11 taxes and private wealth management in a global context

This class was created by Brainscape user Steven Popovic. Visit their profile to learn more about the creator.

Decks in this class (9)

a compare basic global taxation regimes as they relate to the taxation of dividend income, interest income, realized capital gains, and unrealized capital gains;
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b determine the effects of different types of taxes and tax regimes on future wealth accumulation;
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c calculate accrual equivalent tax rates and after- tax returns;
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d explain how investment return and investment horizon affect the tax impact associated with an investment;
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e discuss the tax profiles of different types of investment accounts and explain their impact on after- tax returns and future accumulations;
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f explain how taxes affect investment risk;
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g discuss the relation between after- tax returns and different types of investor trading behavior;
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h explain the benefits of tax loss harvesting and highest- in/first- out (HIFO) tax lot accounting;
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i demonstrate how taxes and asset location relate to mean–variance optimization.
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l3 11 taxes and private wealth management in a global context

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