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Hi TMFPMarti,

Thanks for the pointer about the 15% qualified dividend extending to both regular and minimum taxes.

Every time I've asked a tax question on the Motley boards I steel myself for these kinds of inevitable responses that tell me I'm either 'obsessing' about tax dodges or that I can't really be dumb enough to try doing this in real life with the IRS.

I'm just looking into the general legalities of what's allowable and what isn't so I can ask intelligent directed questions to my accountant. Since there are ways to structure things to minimize taxes, I figured I'd ask if what I was thinking of was both legal and didn't repeat costs via in-state and out of state filings.

As far as being a pigeon for online scam artists or misleading tax-haven state's laws, I research the various claims and wouldn't act on any of them without consulting my accountant and family lawyer first. It seems wise to get multiple sources of insight before committing finances and writing up any contracts that your state may tell you are invalid a few years down the road. Posting these questions online was one more way of gathering ideas to pose to my accountant.

If I can think of anything tax related in the future that I can't confirm online I'll be posting it as a question for the boards. Since, I'm not a CPA, some of my questions might sound wrong-headed or reckless to more seasoned investors, but the only way to determine if non-obvious ideas will work in real life... is to resolve to ask them.

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