CHAPTER 27ETF TAX STRATEGIES: ROBERT GORDON, CEO, TWENTY-FIRST SECURITIES

As with any financial investments, paying attention to the tax implications of various investments is critical. Most financial literature and analysis is devoted to security selection such as picking the right stocks or bonds, where the results are inherently uncertain. An area that is more directly in the investor’s control is managing transaction and tax costs. This can have a significant impact on the investor’s final return and is an area where informed investors can gain an advantage.

In this chapter we describe specific strategies and insights as practiced by Robert Gordon, the CEO of Twenty-First Securities and one of the leading tax law experts on Wall Street. The ...

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