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Multi-Period After-Tax Reporting: A Practical Solution

Nathan Sosner, Rodney Sullivan and Liliana Urrutia
The Journal of Wealth Management Winter 2018, 21 (3) 11-25; DOI: https://doi.org/10.3905/jwm.2018.21.3.011
Nathan Sosner
is a managing director at AQR Capital Management in Greenwich, CT
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Rodney Sullivan
is a vice president at AQR Capital Management in Greenwich, CT
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Liliana Urrutia
is an associate at AQR Capital Management in Greenwich, CT
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Abstract

After-tax performance reporting is critical for taxable investors but is unfortunately often overlooked due, in part, to its complexity and lack of offerings in the space. Instead, most performance reporting models available today provide only pre-tax reporting, ignoring the after-tax aspects so relevant for taxable investors. In this article, the authors seek to resolve this issue by proposing an effective and workable after-tax performance report aimed at enhancing wealth preservation and accumulation for taxable investors. They also outline and offer justification for the various choices that are made in their report in the hope that others will not only adopt their proposed solution, but also review, comment, and improve on it.

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The Journal of Wealth Management: 21 (3)
The Journal of Wealth Management
Vol. 21, Issue 3
Winter 2018
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Multi-Period After-Tax Reporting: A Practical Solution
Nathan Sosner, Rodney Sullivan, Liliana Urrutia
The Journal of Wealth Management Oct 2018, 21 (3) 11-25; DOI: 10.3905/jwm.2018.21.3.011

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Multi-Period After-Tax Reporting: A Practical Solution
Nathan Sosner, Rodney Sullivan, Liliana Urrutia
The Journal of Wealth Management Oct 2018, 21 (3) 11-25; DOI: 10.3905/jwm.2018.21.3.011
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  • Article
    • Abstract
    • ILLUSTRATIVE AFTER-TAX PERFORMANCE REPORT
    • EIGHT NORMATIVE QUESTIONS ABOUT AFTER-TAX PERFORMANCE REPORTING
    • CONCLUSION
    • ACKNOWLEDGMENTS
    • APPENDIX A
    • APPENDIX B
    • APPENDIX C
    • ENDNOTES
    • REFERENCES
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