Tax Planning Case

Abstract: A 4 page paper discussing the retirement plans of an executive with a small company. Mr. Burton owns 58,000 of the 100,000 outstanding shares of Mirkwood stock and wants to redeem only as many shares as the federal government will see as a sale instead of a dividend distribution. He seeks a sale that meets the requirements of a substantially disproportionate redemption. The paper calculates how many shares the company will need to redeem. Bibliography lists 2 sources.

Filename: KSacctTaxPlan.rtf

Pages: 4

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Catagory: Money & Banking / Corporate Finance

Subcatagory: Accounting & Personal Finance

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