Trading Shell Corporation for Taxation Purposes (35% vs 39.6%)

Discussion in 'Taxes and Accounting' started by MRBRETTONWOODS, Nov 21, 2013.

  1. newwurldmn

    newwurldmn

    But eventually you will want to.
     
    #21     Nov 21, 2013
  2. Of course, but the point is that you won't generally need to pull the money out, as the bulk of your assets will be held and managed inside the corp, thus saving most of the 4.6%.
     
    #22     Nov 21, 2013
  3. There is no edge here and in fact there is every chance that you will end up with a bunch of money tied up in the corporation and subject to another round of taxation to get it out.
     
    #23     Nov 21, 2013
  4. But how often would you need to get it out when most of your net worth will be tied up in assets anyway?
     
    #24     Nov 21, 2013
  5. newwurldmn

    newwurldmn

    It seems like for your account size, expected returns, and cash needs this format will work for you.

    For me, it does not.
     
    #25     Nov 21, 2013
  6. Well, for 300k per annum, for example, it may not work, but for even another application such as carried interest with higher numbers, you can still pass it through to a personal shell corp and save the 4.6%.
     
    #26     Nov 21, 2013
  7. Occam

    Occam

    What about the additional 3.8% Obamacare tax? I think that's individuals only (not C corps). So that makes it more like 43.4% for individuals, vs. whatever the corp rate is, correct?
     
    #27     Nov 21, 2013
  8. Obamacare doesn't apply to businesses with less than 50 employees.

    http://obamacarefacts.com/obamacare-smallbusiness.php
     
    #28     Nov 21, 2013
  9. It's outrageous when you think about it. The Canadian Capital Gains Tax Rate in comparison is 22% for both short-term and long-term capital gains. Meanwhile, with obamacare the us long-term capital gains rate for individuals will be higher than even the short-term canadian capital gains rate at 23.8% vs 22% and canada actually has a real single-payer system, to add to the irony. Another incentive to keep your assets in a corporation.
     
    #29     Nov 21, 2013
  10. If that's the case, why don't you fast-track into qualified retirement accounts and wait until you're 60/62/65 to pull it out?

    Why are you solely looking at a C-corp vs LLC argument. Why not both like the professionals do:

    C-corp as the management firm that derives it's income from the LLC, the investment vehicle.

    For the LLC to qualify as a partnership, get 2 or more "persons" as investors - you, the management corp, and anybody else you desire, preferably family, friends, or business acquaintances all living in the same state.

    Structure properly, and you'd don't have any corporate tax (i.e income = expenses = $0 taxes), just employment taxes. The partnership income is passed through to your personal return.

    And if you trade futures, then you get the benefits of the 60/40 blended tax rate, instead of messing with the muddle of "trader status", short term cap gain taxed as personal income, long-term gain, wash sales, $3,000 limit per year on losses, self-employment taxes if you actively manage the LLC, and all the other annoying tax issues...
     
    #30     Nov 21, 2013