Epstein File EFTA01448557: Ted Lieu and Lieu (DS10)

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⚡IMPACT LEVEL 3 — NOTEWORTHY

Epstein File EFTA01448557: Ted Lieu and Lieu (DS10)

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Document discussing tax treatment of payments in lieu of dividends, noting that such payments are not eligible for reduced dividend tax rates and are taxed at ordinary income rates. The document includes client agreement language regarding tax consultation and additional investment risks.

👤 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.