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  • Finaltask FAR330012023

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    luffy monkey
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    The document shows financial transactions over time. It starts with an original investment of $300K that generated $500K in returns. Additional transactions were made in January, July, and December that involved cash, stock purchases (SP), and tax shelter (TS) transactions. By the end, the total issued in tax shelters was $110K with $4K outstanding and $106K in other shares, for a grand total of around $212K.

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    finaltaskFAR330012023

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    The document shows financial transactions over time. It starts with an original investment of $300K that generated $500K in returns. Additional transactions were made in January, July, and December that involved cash, stock purchases (SP), and tax shelter (TS) transactions. By the end, the total issued in tax shelters was $110K with $4K outstanding and $106K in other shares, for a grand total of around $212K.

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    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
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    6 views4 pages

    Finaltask FAR330012023

    Uploaded by

    luffy monkey
    The document shows financial transactions over time. It starts with an original investment of $300K that generated $500K in returns. Additional transactions were made in January, July, and December that involved cash, stock purchases (SP), and tax shelter (TS) transactions. By the end, the total issued in tax shelters was $110K with $4K outstanding and $106K in other shares, for a grand total of around $212K.

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    © All Rights Reserved
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    of 4

    SC 1M

    SP -ORIG 300K
    RE 500K
    TS 1.8M

    jan 05 JULY 14
    CASH 300K dec 27
    TS 85K CASH 100K
    SC 200 CASH 85K
    SP 100K TS 85K
    SP 15K

    CASH 3000*25 75000


    TS 6000*18 108K TS 3000 *18 54000
    CASH 108K SP 21000
    ISSUED TS OS
    100K 5K 95K
    (1K) +1K
    10K 10K
    110K 4K 106K
    220 212K

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