Personal Holding Company

The personal holding company (PHC) tax penalizes taxpayers who enter into tax-motivated transactions
designed to shelter passive income of closely held corporations from higher individual tax rates. Suppose

you represent a professional athlete who is the majority owner of a corporation. The corporation has

several personal service contracts with advertising agencies and endorsements for your client in addition

to passive income. Propose a plan in which you mitigate the potential for the PHC tax on the client’s

corporation.research.

Sample Solution