Integration of Income and Estate Tax Planning
Nathan Sosner, Joseph Liberman and Steven Liu
The Journal of Wealth Management Summer 2021, jwm.2021.1.134; DOI: https://doi.org/10.3905/jwm.2021.1.134
Nathan Sosner
is a principal at AQR Capital Management in Greenwich, CT
Joseph Liberman
is a vice president at AQR Capital Management in Greenwich, CT
Steven Liu
is an analyst at AQR Capital Management in Greenwich, CT
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In this issue
The Journal of Wealth Management
Vol. 25, Issue 1
Summer 2022
Integration of Income and Estate Tax Planning
Nathan Sosner, Joseph Liberman, Steven Liu
The Journal of Wealth Management Mar 2021, jwm.2021.1.134; DOI: 10.3905/jwm.2021.1.134
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- Article
- Abstract
- THE WEALTH PRESERVATION PROBLEM
- RELATIONSHIP TO PREVIOUS LITERATURE
- MODELING THE INTERACTION BETWEEN INCOME AND ESTATE TAX EFFICIENCY
- MAIN RESULT: STRIKINGLY LARGE BENEFITS OF INTEGRATED TAX PLANNING
- ROBUSTNESS TESTS
- CONCLUSION
- ACKNOWLEDGMENT
- APPENDIX A
- APPENDIX B
- APPENDIX C
- APPENDIX D
- ENDNOTES
- REFERENCES
- Info & Metrics
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