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yebrook · 2021年11月21日

cost basis是什么 问一道题:NO.PZ2018091705000059 [ CFA III ]

问题如下图:

这里边说的cost basis near zero是什么意思,是说买股票没有费用,所以资本利得会很多么

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已采纳答案

JR · 2021年11月21日

那个B,说明是从1现在的价格开始算

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NO.PZ2018091705000059 John Hill, sole owner of JEquipment Leasing Co. (JCH), is evaluating a future sale of his company anapproaches Mary Keller, a wealth aiser, for aice. Hill refers his frien RicharMorrison, the former CEO of Masury Brie anIron (MBI), to Keller to scuss his wealth goals. Keller meets with Morrison angathers the following information: • RicharMorrison is 50 years olanhis spouse, Mereth, is 49 years ol Both are healthy anboth expeto live least aition40 years. • The Morrisons have a 20-year-olson anwoullike to transfer 5% of their wealth to him ring their lifetime. • RicharMorrison retiretwo years ago aninten to spenhis time serving on philanthropic boar; Mereth es not work. • The Morrisons own 2 million shares of MBI, currently value$50 million, representing approximately 90% of their wealth. • Mis a large, publicly tracompany, anthe Morrisons’ position equals approximately 1% of the totmarket capitalization. • The Morrison family pen on vin from Mfor their y-to-y living expenses. • The cost basis of their Mshares is close to zero, anthe capitgains trate is 15%. • RicharMorrison is loyto MBI, follows the stoclosely, believes he knows the company better thother investors, anexpects the company to continue to a gooinvestment in the future just like it hbeen in the past. • The Morrisons’ key objective is to maintain their current stanrof living ring retirement. State anscuss two constraints on the Morrisons’ ability to achieve their primary objectives using outright sale of Mshares. Two constraints thminhibit the Morrisons from achieving their primary objective are the tconsequences of a sale anthe attachment of Mr. Morrison to his company investment. With a cost basis of nearly zero, outright sale in the current yewoulresult in the Morrisons incurring a capitgains tof approximately $7.5 million. Hi, is it ok to answer in the following way? if it is ok , cI score all marks. if not, whis missing? thanks a lot~ Morizons pen on vin from Mfor normliving expense Sale of the Mshares woulhave no vinstributeto them Morixon expects the company to continuously gooin the future Sale of Mshares woulloss the upsi potentiin the future

2021-10-14 15:03 6 · 回答

NO.PZ2018091705000059 John Hill, sole owner of JEquipment Leasing Co. (JCH), is evaluating a future sale of his company anapproaches Mary Keller, a wealth aiser, for aice. Hill refers his frien RicharMorrison, the former CEO of Masury Brie anIron (MBI), to Keller to scuss his wealth goals. Keller meets with Morrison angathers the following information: • RicharMorrison is 50 years olanhis spouse, Mereth, is 49 years ol Both are healthy anboth expeto live least aition40 years. • The Morrisons have a 20-year-olson anwoullike to transfer 5% of their wealth to him ring their lifetime. • RicharMorrison retiretwo years ago aninten to spenhis time serving on philanthropic boar; Mereth es not work. • The Morrisons own 2 million shares of MBI, currently value$50 million, representing approximately 90% of their wealth. • Mis a large, publicly tracompany, anthe Morrisons’ position equals approximately 1% of the totmarket capitalization. • The Morrison family pen on vin from Mfor their y-to-y living expenses. • The cost basis of their Mshares is close to zero, anthe capitgains trate is 15%. • RicharMorrison is loyto MBI, follows the stoclosely, believes he knows the company better thother investors, anexpects the company to continue to a gooinvestment in the future just like it hbeen in the past. • The Morrisons’ key objective is to maintain their current stanrof living ring retirement. State anscuss two constraints on the Morrisons’ ability to achieve their primary objectives using outright sale of Mshares. Two constraints thminhibit the Morrisons from achieving their primary objective are the tconsequences of a sale anthe attachment of Mr. Morrison to his company investment. With a cost basis of nearly zero, outright sale in the current yewoulresult in the Morrisons incurring a capitgains tof approximately $7.5 million. attachment of Mr. Morrison to his company investment 不是willingness吗,也可以算ability?

2021-05-05 10:24 1 · 回答

John Hill, sole owner of JEquipment Leasing Co. (JCH), is evaluating a future sale of his company anapproaches Mary Keller, a wealth aiser, for aice. Hill refers his frien RicharMorrison, the former CEO of Masury Brie anIron (MBI), to Keller to scuss his wealth goals. Keller meets with Morrison angathers the following information: • RicharMorrison is 50 years olanhis spouse, Mereth, is 49 years ol Both are healthy anboth expeto live least aition40 years. • The Morrisons have a 20-year-olson anwoullike to transfer 5% of their wealth to him ring their lifetime. • RicharMorrison retiretwo years ago aninten to spenhis time serving on philanthropic boar; Mereth es not work. • The Morrisons own 2 million shares of MBI, currently value$50 million, representing approximately 90% of their wealth. • Mis a large, publicly tracompany, anthe Morrisons’ position equals approximately 1% of the totmarket capitalization. • The Morrison family pen on vin from Mfor their y-to-y living expenses. • The cost basis of their Mshares is close to zero, anthe capitgains trate is 15%. • RicharMorrison is loyto MBI, follows the stoclosely, believes he knows the company better thother investors, anexpects the company to continue to a gooinvestment in the future just like it hbeen in the past. • The Morrisons’ key objective is to maintain their current stanrof living ring retirement. State anscuss two constraints on the Morrisons’ ability to achieve their primary objectives using outright sale of Mshares. Two constraints thminhibit the Morrisons from achieving their primary objective are the tconsequences of a sale anthe attachment of Mr. Morrison to his company investment. With a cost basis of nearly zero, outright sale in the current yewoulresult in the Morrisons incurring a capitgains tof approximately $7.5 million. 第二个因素我写的是psychologicconsirations,可以吗?因为老师讲的时候就是税收和这个心理偏差,还是一定要按照答案这样描写,出到类似题该如何回答?

2020-02-16 22:12 1 · 回答

John Hill, sole owner of JEquipment Leasing Co. (JCH), is evaluating a future sale of his company anapproaches Mary Keller, a wealth aiser, for aice. Hill refers his frien RicharMorrison, the former CEO of Masury Brie anIron (MBI), to Keller to scuss his wealth goals. Keller meets with Morrison angathers the following information: • RicharMorrison is 50 years olanhis spouse, Mereth, is 49 years ol Both are healthy anboth expeto live least aition40 years. • The Morrisons have a 20-year-olson anwoullike to transfer 5% of their wealth to him ring their lifetime. • RicharMorrison retiretwo years ago aninten to spenhis time serving on philanthropic boar; Mereth es not work. • The Morrisons own 2 million shares of MBI, currently value$50 million, representing approximately 90% of their wealth. • Mis a large, publicly tracompany, anthe Morrisons’ position equals approximately 1% of the totmarket capitalization. • The Morrison family pen on vin from Mfor their y-to-y living expenses. • The cost basis of their Mshares is close to zero, anthe capitgains trate is 15%. • RicharMorrison is loyto MBI, follows the stoclosely, believes he knows the company better thother investors, anexpects the company to continue to a gooinvestment in the future just like it hbeen in the past. • The Morrisons’ key objective is to maintain their current stanrof living ring retirement. State anscuss two constraints on the Morrisons’ ability to achieve their primary objectives using outright sale of Mshares. Two constraints thminhibit the Morrisons from achieving their primary objective are the tconsequences of a sale anthe attachment of Mr. Morrison to his company investment. With a cost basis of nearly zero, outright sale in the current yewoulresult in the Morrisons incurring a capitgains tof approximately $7.5 million. 老师你好,这里的两个限制是1、卖资产的资本利得税 2、对股票的情感因素吗?

2019-12-25 09:21 1 · 回答