Wall Street Secrets for Tax-Efficient Investing: From Tax Pain to Investment Gain

ROBERT N. GORDON is the president and owner of Twenty-First Securities Corporation, which provides investment advice and financial management for corporate, institutional, and individual clients. He was formerly a partner at Oppenheimer & Company and chairman of the Securities Industry Association’s Tax Policy Committee. He is also an adjunct professor at New York University’s Graduate School of Business and is a much sought-after speaker at industry conferences.

JAN M. ROSEN, a long-time editor and former tax columnist in the financial news department of The New York Times, has been responsible for that newspaper’s annual tax section for many years. In addition, she is a contributor to Tax Hotline and other newsletters published by Boardroom, Inc. Rosen holds a master’s degree from Columbia University in New York, where she attended the Graduate School of Journalism.