NO.PZ202109080300000402
问题如下：
With
most of Omo’s personal net worth tied up in his software company, he is asset
rich but cash poor. Jing suggests three possible strategies that Omo could use to
generate liquidity from the software company:
Strategy 1: Personal loan secured by Omo’s
company’s shares without a put arrangement
Strategy 2: Leveraged recapitalization
Strategy 3: Leveraged ESOP (employee stock
ownership plan)
Omo tells Jing that his goals are to avoid
an immediate taxable event for him or his company and to maintain his ownership
and control of his company.
11 Determine the most appropriate strategy
that can generate liquidity and accomplish Omo’s goals. Justify your response.
选项：
解释：
我的回答如下，烦请老师看看是否可以？我没有回答利息抵税的优势。
I recommend strategy 1, personal loan secured by Omo’s company’s shares without a put arrangement.
Because no put arrangement, it will not cause an immediate taxable event and personal loan secured by Omo’s company’s shares will maintain ownership and control of the company with more cash on hand. Using this method, Omo will get liquidation without cause an immediate taxable even and maintain ownership and control of the company, which is corresponding with Omo’s goals.
