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Re: rainbow1111 post# 285084

Thursday, 04/14/2011 3:31:11 PM

Thursday, April 14, 2011 3:31:11 PM

Post# of 735067
EDITed: Rainbow, if remember, you are an accountant/CPA.

Question/Strategy:

Set up a trust and apply for a TIN.

Transfer securities (or a portion thereof) in to the trust.

Submit the TIN of the trust on the W9.

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If you leave a portion of the securities in your person taxable account, you can vote with that and have the majority of the securities in your trust and not vote.

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W9 = tax withholding, how does that apply to you IRA since they are nontaxable/deffer-ed.

I know not everybody can do this because of the cost to set up a trust, but some of us it is a viable option.

Thanks in advance.
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