Overview

The Taxable Investor's Manifesto: Wealth Management Strategies to Last a Lifetime is written for every investor with taxable wealth and every advisor who serves them. The Taxable Investor's Manifesto guides listeners through a series of related topics, bringing clarity to complexity with an economy of words, while providing valuable and actionable advice at every turn. This remarkable book combines the deep industry knowledge of a seasoned practitioner with the communication skills of a leading educator. Author Stuart E. Lucas is the founder and chief investment officer of Wealth Strategist Partners, a firm that advises complex family enterprises, including his own. Most investment books only address pre-tax headline returns, but individuals pay taxes. The incentives and disincentives of our tax system can have a dramatic impact on actual investment time horizons and returns. The Manifesto sensibly folds tax incentives into investment strategy in ways that can add profound value over a lifetime to actual results. It includes guidance on: how to keep a greater percentage of your profits with a higher probability of success and less effort; why it's important to manage the intersection of investment, tax, and estate planning; and how to compete for better long-term investment returns against tax-exempt investors.

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Stuart E. Lucas is the founder and chief investment officer of Wealth Strategist Partners, a firm that advises complex family enterprises, including his own. He cofounded the University of Chicago's Private Wealth Management program, now in its fourteenth year, and is the author of the bestselling Wealth: Grow It and Protect It and numerous articles on investing and wealth management. Lucas is chairman of the Investment Committee of National Public Radio and formerly senior managing director of the Ultra-High-Net-Worth Group within Private Client Services at Bank One, now JPMorgan Chase. He holds an MBA from Harvard Business School and is a Chartered Financial Analyst. Peter Lerman is a narrator from the heart of New York City: Brooklyn born and raised. Manhattan and Brooklyn were suffused with the flavors and sounds of the entire world. He tasted it all and heard it all. When you come of age in NYC, nothing is foreign. When you hear a low grumble in his voice on occasion, it is authentic. His first wife told him that he loved her not nearly as much as he loved the sound of his own voice. This made him wonder if other people might love the sound of his voice as well. And so, a narrator was born. Also, an amateur thespian, a trade show presenter, a lecturer, an off-key cabaret singer, and an inveterate teller of jokes one does not tell in mixed company. Peter has been a professional photographer in New York City, owned a model and talent management company, and knocked around from Brooklyn to Manhattan and back again only to wind up in Connecticut. His breath control is fabulous because he is also a board certified respiratory therapist. He has appeared onstage as Horace Vandergelder in Hello Dolly, Gangster #2 in Kiss Me Kate, Bobby Gould in Speed-the-Plow, the Governor of Texas in Best Little Whorehouse . . ., Jonathan Brewster in Arsenic and Old Lace, and Lenny in Rumors. The voice is deep and resonant. Sometimes formal, sometimes not. Never stale. Always eminently listenable.

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