Taxation Case Studies

Times Mirror Co (TMC) have a significant block of Netscape common stock acquired before the IPO of Netscape, with which it has significant unrealized gains. TMC restricted from selling shares public offering and why Morgan Stanley is considering a proposal to issue equity premium Participation Securities (PD) to monetize its stake Netscape. These PEPS will […]

This article describes the nature of trust and how the trusts and their beneficiaries tax-free. In addition, the note discusses the tax issues that arise when a taxpayer dies. “Hide Darroch A. Robertson on 9 pages. Publication date: 07 May 1996. Prod. #: 996B32-PDF-ENG

Provides an overview of the taxation of corporate securities, and shows how inconsistent taxation functionally similar securities may permit financial engineers to bear the tax risks to earn a positive return. Designed for use with Times Mirror Co. Review Proposal PEPS, so that students can understand and calculate the tax managed sources of value in […]

This technical note begins with an assessment of cash flows, and then enters the technique of discounted cash flows of the accumulated value of the first solution, and then the calculation of the current values. The note also addresses the net present value, internal rate of return, acceptable and effective interest rate compared to the […]

Changes in newspaper publishing, in particular, the introduction of new technologies and the parallel changes in tax policy, which led to the consolidation of the industry are described. Also describes the transformation of family firms in the state corporations in response to these changes and incentives for growth. “Hide by Louis B. Barnes, Peter Botticelli […]