Your Client Ming Is a Complex Trust That Operates Exclusively

question 153

Essay

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

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Definitions:

Seasonal Effect

A pattern observed in time-series data where changes occur at regular intervals due to seasonal factors.

Delphi Method

A structured communication technique, originally developed as a systematic, interactive forecasting method which relies on a panel of experts.

Comparative Analysis

The process of comparing two or more items, such as data sets, statistical results, or models, to identify their similarities and differences.

Simple Exponential Smoothing Model

A forecasting technique that applies smoothing constants to previous observations, typically used for time series data without trend or seasonality.