Epstein File EFTA01448737: Ted Lieu, Lieu and Client (DS10)

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⚡IMPACT LEVEL 3 — NOTEWORTHY

Epstein File EFTA01448737: Ted Lieu, Lieu and Client (DS10)

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This document is a financial advisory or client agreement discussing rehypothecation and tax treatment of payments in lieu of dividends. The document explains that such payments are taxed at ordinary income rates rather than reduced dividend rates and advises clients to consult tax advisers.

👤 Named in This Document

Ted Lieu

🔑 Evidence Keywords

client

📋 Key Excerpts6

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.