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Leaving S corporation shares in trust takes more than naming the beneficiaries. The wrong ownership structure or a missed election can put the company's S…

Leaving S corporation shares in trust takes more than naming the beneficiaries. The wrong ownership structure or a missed election can put the company's S status at risk.

Choose the trust structure and plan its income distributions, tax cost and filing deadlines before the shares move.

S corporation trust ownership is today's Daily Tax Planning Strategy.

#Tax #TaxPlanning #FamilyOffice

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