Câu 15: AFP: Applied Financial Planning

Wendy, age 60, has a holding company whose sole asset is a commercial property. The property appreciated considerably in value over the last 10 years, and she expects the property value will continue to grow. Wendy is concerned about the tax implications this may have when she dies and leaves the property to her children. What strategy should Wendy's financial planner recommend to her?

1. A. Sell the property to her children below market value.
2. B. Gift common shares to her children and retain majority ownership.
3. C. Transfer the common shares of the company into joint name with her children.
4. D. Conduct an estate freeze. — đáp án hiện tại