RT Journal Article SR Electronic T1 Multi-Period After-Tax Reporting: A Practical Solution JF The Journal of Wealth Management FD Institutional Investor Journals SP 11 OP 25 DO 10.3905/jwm.2018.21.3.011 VO 21 IS 3 A1 Nathan Sosner A1 Rodney Sullivan A1 Liliana Urrutia YR 2018 UL https://pm-research.com/content/21/3/11.abstract AB 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.TOPICS: Wealth management, legal/regulatory/public policy, performance measurement