Macroeconomics_Unit2_DB

Macroeconomics_Unit2_DB - Your managing director asks if...

Info iconThis preview shows pages 1–2. Sign up to view the full content.

View Full Document Right Arrow Icon
Your managing director asks if you can participate in a seminar that the firm is doing on tax efficient financial planning. He would like you to send him, in memo form, the various types of vehicles that can be used by clients to reduce the various kinds if taxation. Prepare a memo to the managing director that explains the different vehicles available that can be used for each of the following: Minimize income tax Minimize capital gains tax Minimize estate tax Concentrate on the vehicles, not the strategies because another of your colleagues will be summarizing those. Answer from teacher: …………………………………………………………………………………………………………………………………………… …………………………. We must consider the list financial assets: different types of retirement plans , financial assets, and accounts would include: Annuities, Tax-managed mutual funds, Separately managed accounts,, Individual securities versus funds. private bonds, private stocks,
Background image of page 1

Info iconThis preview has intentionally blurred sections. Sign up to view the full version.

View Full DocumentRight Arrow Icon
Image of page 2
This is the end of the preview. Sign up to access the rest of the document.

Page1 / 2

Macroeconomics_Unit2_DB - Your managing director asks if...

This preview shows document pages 1 - 2. Sign up to view the full document.

View Full Document Right Arrow Icon
Ask a homework question - tutors are online