Audit Complex Trusts & Partnerships -- 2
Budget: $15 – $25 USD
Need someone to Audit complex practices and transactions, audit trustees, board of trustees and committees transactions as they come available. Candidate must fully know and understand the following:
1. Must know rule when including Capital Gains in DNI (especially with trusts and partnerships):
*Capital gains (profits from selling investments) can be taxed heavily if kept within a trust. To include them in DNI (Distributable Net Income), so they are passed to beneficiaries and taxed at their lower tax rates
2. Candidate must also know:
*Distributions, Disbursements and redirect allocable gains: The trust document allows, the trustee can add the capital gains to the income distributed to beneficiaries so trust doesn’t pay the high taxes on the gains.
OBJECTIVES ARE:
I need proven skilled expert who knows workings of disbursements and private sales, qualified dividends, in-kind, notes, or certificates/units, etc. I put my real estate transactions together i need someone to work with me to structure faster. Several of the structures are two-tier, and a few extend to a full three-tier arrangement, which must comply strictly with IFRS.
i need skill set which knows GP and Trust combinations. Must know: 1) real estate transactions, M&A's, etc using seller financing strategies and multi-tier trusts and/or mixed multi-tier GP and trust combos reserving pass through status. Also structures or combos which may be or include foreign trust and private foundations PF-990, etc.
MOST IMPORTANTLY, I already have trusts agreements, all forms, contracts, workflows, etc. I need proven skilled expert who knows workings of qualified dividends, disbursements (in-kind, notes, or certificates/units), etc. Person avail to work with & skilled as i put my real estate transactions together i need someone to work with me to structure faster, and work around according to expected outcomes. Work with me to complete 1099-NEC, 1099-B (in lieu of 1099_S), f8949, Schedule D, and disbursement of CG in DNI.
1. Must know rule when including Capital Gains in DNI (especially with trusts and partnerships):
*Capital gains (profits from selling investments) can be taxed heavily if kept within a trust. To include them in DNI (Distributable Net Income), so they are passed to beneficiaries and taxed at their lower tax rates
2. Candidate must also know:
*Distributions, Disbursements and redirect allocable gains: The trust document allows, the trustee can add the capital gains to the income distributed to beneficiaries so trust doesn’t pay the high taxes on the gains.
OBJECTIVES ARE:
I need proven skilled expert who knows workings of disbursements and private sales, qualified dividends, in-kind, notes, or certificates/units, etc. I put my real estate transactions together i need someone to work with me to structure faster. Several of the structures are two-tier, and a few extend to a full three-tier arrangement, which must comply strictly with IFRS.
i need skill set which knows GP and Trust combinations. Must know: 1) real estate transactions, M&A's, etc using seller financing strategies and multi-tier trusts and/or mixed multi-tier GP and trust combos reserving pass through status. Also structures or combos which may be or include foreign trust and private foundations PF-990, etc.
MOST IMPORTANTLY, I already have trusts agreements, all forms, contracts, workflows, etc. I need proven skilled expert who knows workings of qualified dividends, disbursements (in-kind, notes, or certificates/units), etc. Person avail to work with & skilled as i put my real estate transactions together i need someone to work with me to structure faster, and work around according to expected outcomes. Work with me to complete 1099-NEC, 1099-B (in lieu of 1099_S), f8949, Schedule D, and disbursement of CG in DNI.
Related categories:
Accounting
Finance
Tax
Tax Law
Financial Analysis
Tax Compliance
Tax Preparation
Financial Consulting