Epstein File EFTA01377849: Ted Lieu and Lieu (DS10)

Epstein Index›Documents›EFTA01377849

⚡IMPACT LEVEL 3 — NOTEWORTHY

Epstein File EFTA01377849: Ted Lieu and Lieu (DS10)

Financial RecordDate unavailableEFTA013778492 keyword hits

1

views

0

shares

0

reactions

1

persons

1

keywords

3

excerpts

Financial document discussing rehypothecation and tax treatment of payments in lieu of dividends. The document explains that payments in lieu of dividends are taxed at ordinary income tax rates rather than reduced dividend rates and includes client agreements regarding account management and tax consultation recommendations.

👤 Named in This Document

Ted Lieu

🔑 Evidence Keywords

client

📋 Key Excerpts3

PersonKeyword

Excerpt 1

Rehypothecation and Tax Treatment of Payments in **Lieu** of Dividends.

Excerpt 2

Payments in **lieu** of dividends are not eligible for the reduced rate of tax for dividends and are taxed at ordinary income tax rates.

Excerpt 3

Client also agrees to consult with Client's tax adviser if Client has any questions relating to payments in **lieu** of dividends. 13. Additional Risks.