Buch, Englisch, 288 Seiten, Format (B × H): 155 mm x 225 mm, Gewicht: 376 g
Buch, Englisch, 288 Seiten, Format (B × H): 155 mm x 225 mm, Gewicht: 376 g
ISBN: 978-0-470-83495-4
Verlag: John Wiley & Sons
Autoren/Hrsg.
Weitere Infos & Material
Acknowledgements.
Introduction.
Chapter One: What are Income Trusts Anyway?
Today's Income Trust Landscape.
The Basics: What is a Trust?
The History of Trusts.
The Players in a Trust: Which one is the Investor?
Reasons for Setting up a Trust.
Tax Mitigation.
A Possible Downfall: Liability.
The Basic Structure of an Income Trust.
Setting up a Trust Structure.
Other Structures.
The Economic Climate: Fuel for the Recent Boom.
Chapter Two: The Different Types of Income Trusts.
How Does an Income Trust Differ from a Regular Public Company?
The Types of Income Trusts.
Business Trusts.
Trademark Royalty Trusts.
Oil and Gas Royalty Trusts.
Real Estate Investment Trusts (REITs).
Funds of Income Funds.
Risks.
Chapter Three: Tax Matters.
Introduction.
Debt and Equity.
Financial Leverage.
Internal Leverage.
The Tax Benefits of Leverage to the Investor.
Return of Capital and Other Tax Nuances.
Is There an Effect on Overall Government Tax Revenues?
IDSs, IPSs, and Other Products.
Chapter Four: How to Choose an Income Trust.
First and Foremost: Due Diligence.
The Stages of Your Investment Life.
Graduation.
Getting Married.
Kid(s) Arrive(s).
Kid(s) Leave(s) Home.
Retirement.
Some Economic Conditions to Consider.
Today's Interest Rate Climate.
Equity Market Outlook.
Exchange Rate Considerations.
Commodity Price Outlook for Oil and Gas.
Understanding the Underlying Business.
Stability of Distributions.
Growth Possibilities.
Management Experience and Reputation.
Liquidity.
Funds of Funds - Management and Fees.
When to Sell.
Need Some Cash? ...
