Daniel Yoo
Accountancy at Crestline Cir, Denver, CO
License number
Colorado 24929
Issued Date
Sep 8, 2006
Renew Date
Dec 1, 2015
Expiration Date
Nov 30, 2017
Type
Certified Public Accountant
Address
Address
18475 E Crestline Cir, Denver, CO 80015
Professional information
Daniel Yoo - Centennial, CO
Work:
Ira Brenner & Associates, P.C. - Greenwood Village, CO
Staff Accountant Holben Hay Lake Balzer CPAs LLC - Denver, CO
Tax Associate Stone Pine Accounting Services, LLC - Denver, CO
Staff Accountant The Seff Group, P.C - Denver, CO
Tax Associate
Staff Accountant Holben Hay Lake Balzer CPAs LLC - Denver, CO
Tax Associate Stone Pine Accounting Services, LLC - Denver, CO
Staff Accountant The Seff Group, P.C - Denver, CO
Tax Associate
Education:
Metro State College of Denver - Denver, CO
accounting University of Northern Colorado - Greeley, CO
M.S. in Statistics University of Colorado at Boulder - Boulder, CO
B.A. in Mathematics
accounting University of Northern Colorado - Greeley, CO
M.S. in Statistics University of Colorado at Boulder - Boulder, CO
B.A. in Mathematics
Method Of Ascertaining An Efficient Frontier For Tax-Sensitive Investors
US Patent:
2002014, Oct 3, 2002
Filed:
Nov 27, 2001
Appl. No.:
09/995178
Inventors:
Michael Bergmann - Bow Mar CO, US
Daniel Yoo - Aurora CO, US
Daniel Yoo - Aurora CO, US
International Classification:
G06F017/60
US Classification:
705/036000
Abstract:
There are computerized processes for financial planning for individuals and groups whose financial portfolio would be subject to tax on certain events. But these processes do not take into account these taxes when optimizing investment decisions, since taxes levied on investment outcomes, typically on income and realized capital gains, may have an important impact on net portfolio results. This invention is a method for transforming the usual pretax information for calculation of an efficient frontier, unique to an investor's portfolio, in such a manner that any portfolio on the calculated frontier is efficient after incorporating the effect of taxes on the risk and expected return of each asset class permitted in the investor's portfolio. This invention addresses how this may be done and how certain facets of the process may be incorporated into a computer program or system so as to provide convenience to the potential user.