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Your Client Ming Is a Complex Trust That Operates Exclusively

question 140

Essay

Your client Ming is a complex trust that operates exclusively in the United States. Make a list of five or more tax planning opportunities that you might suggest to Ming.


Definitions:

Dividend Yield

A financial ratio that indicates how much a company pays out in dividends each year relative to its stock price.

Dividend Income

Income received from owning shares in a corporation, usually in the form of cash payments made to investors out of the company's profits.

Shares

Equity stakes in a corporation, representing a portion of the ownership, which entitle the holder to a share of the company's profits and assets.

Capital Gains Yield

The rise in price of an investment or asset, represented as a percentage of the investment’s initial cost.

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