The Motley Fool

JANUARY 23, 2025

Apple: if you invested $1,000 when we doubled down in 2008, youd have $42,390 !* Our fourth quarter adjusted effective tax rate was 25.4%, compared to 22.3% For the year, our adjusted tax rate was 20.5%, a decrease of 150 basis points from 2023, driven by a greater level of discrete tax benefits than in the prior year.

Financing 223

Financing Finance Taxes Capital 223

The Motley Fool

FEBRUARY 12, 2025

Apple: if you invested $1,000 when we doubled down in 2008, youd have $44,103 !* I wanted to dig in a little bit on the increase in your tax rate, if I could, into 2025. I don't think any of them have really talked about quite the increase in tax that you're about to experience. So just wanted to get a little bit of color there.

Taxes 130

Taxes Leveraging Liabilities Returns 130

The Motley Fool

OCTOBER 9, 2024

Buffett alluded to the threat of a higher capital gains tax rate, which seemed to have faded since earlier this year, and selling Apple does help to clear the deck for Berkshire's tax liability. Susquehanna has also owned Apple stock for a long time, first buying it in the third quarter of 2008. million shares.

Hedge Funds 130

Hedge Funds Conglomerates Stakes Taxes 130

The Motley Fool

MAY 8, 2024

Low-cost index investing has witnessed a surge in popularity since the 2008 financial crisis. The primary driver behind this trend is the exceptionally low fees and tax-friendly nature of these funds. Actively managed funds generally charge hefty fees and can generate considerable tax liabilities.

Taxes 130

Taxes Liabilities Prospects Funds 130

Cobalt

DECEMBER 11, 2024

That was likely due to private markets expansion in the wake of the 2008 financial crisis. The information contained in this blog post is not legal, tax, or investment advice. Key Takeaways Looking at the pre-2018 window, there was a trend of overall upward growth in contribution rates across all geographies.

Funds 52

Funds Legal Liabilities Taxes 52

The Motley Fool

DECEMBER 9, 2024

Apple: if you invested $1,000 when we doubled down in 2008, youd have $45,990 !* million in capital expenditures and principal repayments of finance lease liabilities, free cash flow was $34.6 One is that the increasing cost and tax of supporting and managing these legacy apps are just going up enough. million in the quarter.

Education 242

Education Professional Services Leveraging Accounting 242

Walkner Condon Financial Advisors

NOVEMBER 11, 2022

We are on pace to post the first double-digit loss in the major US markets since 2008. Bear in mind that IRA accounts do have income restrictions so it is important to work with your financial advisor or tax preparer to determine if you are eligible to contribute in 2022. TAX AND ESTATE PLANNING. Tax Loss Harvesting.

Liabilities 98

Liabilities Taxes Accounting Assets 98

The Motley Fool

NOVEMBER 7, 2024

Apple: if you invested $1,000 when we doubled down in 2008, you’d have $42,133 !* Charges for property taxes and other obligations, net of recovery, and the donation of our former Steward-operated hospital in Hope, Arkansas to the local community rounded out the balance. The Motley Fool has no position in any of the stocks mentioned.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Assets Debt Prospects 130

The Motley Fool

FEBRUARY 5, 2025

Apple: if you invested $1,000 when we doubled down in 2008, youd have $44,088 !* tax authorities regarding cumulative assessments of approximately $100 million for unpaid VAT related to certain Clear Aligner sales made during the period of October 2019 through October 2023. tax authorities. compared to 30.1% sequentially and $0.25

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Financing Finance Taxes 130

The Motley Fool

NOVEMBER 7, 2024

Apple: if you invested $1,000 when we doubled down in 2008, you’d have $42,133 !* See 3 “Double Down” stocks » *Stock Advisor returns as of November 4, 2024 Consistent with previous reporting practices, adjusted production numbers cited in today's call are adjusted to exclude noncontrolling interest in Egypt and Egypt tax barrels.

Liabilities 130

Liabilities Taxes Prospects Assets 130

The Motley Fool

FEBRUARY 12, 2025

Apple: if you invested $1,000 when we doubled down in 2008, youd have $44,103 !* During the quarter, we executed a liability management transaction that included the issuance of $3 billion of subordinated debt securities and the retirement of approximately $2.6 We project our tax rate to be approximately 25.5%.

Leveraging 214

Leveraging Bidding Assets Shareholders 214

The Motley Fool

DECEMBER 2, 2024

Apple: if you invested $1,000 when we doubled down in 2008, you’d have $44,946 !* to $0.69, assuming a 23% tax rate and 163 million fully diluted shares. to $2.99, assuming a 23% tax rate and approximately 164 million fully diluted shares. Netflix: if you invested $1,000 when we doubled down in 2004, you’d have $478,249 !*

Leveraging 130

Leveraging Accounting Taxes Finance 130

The Motley Fool

FEBRUARY 28, 2025

Apple: if you invested $1,000 when we doubled down in 2008, youd have $44,990 !* NAV is defined as total assets minus total liabilities and is also reported on a per-share basis. Just on taxes, right? So, there's potential that capital gains taxes come down maybe this year, maybe next year. Robert, can you hear us?

Capital 130

Capital Asset Management Debt Leveraging 130

The Motley Fool

OCTOBER 22, 2024

Apple: if you invested $1,000 when we doubled down in 2008, you’d have $44,736 !* Both Marlboro and our overall global brands achieved their highest quarterly share since the 2008 spin-off with a corresponding positive impact on value share. On excise tax, at that stage, there is nothing really material I can report.

Legal 246

Legal Taxes Debt Finance 246

The Motley Fool

OCTOBER 25, 2024

Apple: if you invested $1,000 when we doubled down in 2008, you’d have $43,618 !* Note that our operating tax rate for the quarter was modestly elevated at 24.6%. And I'll provide an update on the tax rate we expect going forward when I cover our outlook in a few minutes. Taxes post-merger can be a little complicated.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Amortization Banks Taxes 130

The Motley Fool

AUGUST 3, 2023

The tax-efficient net unrealized gain on our equity portfolio now stands at $5.4 The most notable growth came from our personal lines, marine and energy, property and general liability product lines while we saw lower premium volume within our professional liability product lines. billion, compared to $4.2 billion a year ago.

Liabilities 100

Liabilities Asset Management Shareholders Capital 100

The Motley Fool

DECEMBER 5, 2024

Apple: if you invested $1,000 when we doubled down in 2008, youd have $46,022 !* million or 9% of net sales compared to last year's pre-tax loss of $1.2 Income tax benefit was $5,000, a near zero tax rate compared to a benefit of $0.3 million or 28% of pre-tax loss last year. Pretax loss was $12.9 million or 0.7%

Taxes 130

Taxes Leveraging Assets Liabilities 130

The Motley Fool

DECEMBER 4, 2024

Apple: if you invested $1,000 when we doubled down in 2008, you’d have $45,954 !* Our adjusted effective tax rate was 23.8%, compared to 21.8%, reflecting lower workers' opportunity tax credits in the current year. Netflix: if you invested $1,000 when we doubled down in 2004, you’d have $486,533 !* Your line is now live.

Depreciation 244

Depreciation Leveraging Liabilities Banks 244

The Motley Fool

FEBRUARY 27, 2025

Apple: if you invested $1,000 when we doubled down in 2008, youd have $45,570 !* We are projecting an effective tax rate applicable to adjusted net income in the range of 33% to 35%. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability.

Leveraging 130

Leveraging Capital Taxes Companies 130

The Motley Fool

FEBRUARY 27, 2025

Apple: if you invested $1,000 when we doubled down in 2008, youd have $45,570 !* We initially anticipated tax payments of $375 million pertaining to the proceeds from the digital banking sale last year. We have updated our estimates based on tax planning and have lowered the amount to $320 million, of which $20 million was paid in Q4.

Banks 130

Banks Leveraging Accounting Taxes 130

The Motley Fool

NOVEMBER 6, 2024

Apple: if you invested $1,000 when we doubled down in 2008, you’d have $42,271 !* This includes a one-time tax expense for a settlement with the Mexican tax authorities and an amendment of certain Argentine income tax filings, both of which relate to prior year's tax filings. Net earnings in Q3 were $57.1

Assets 130

Assets Taxes Consultants Consulting 130

The Motley Fool

NOVEMBER 7, 2024

Apple: if you invested $1,000 when we doubled down in 2008, you’d have $42,133 !* Our discontinued operations includes our non-hydro renewables business, including taxes and associated tax credits and $1.25 That's around tax attributes of those projects. We now expect Atlantica to close on December 12, 2024.

Debt 130

Debt Taxes Best Practices Depreciation 130

The Motley Fool

DECEMBER 3, 2024

Apple: if you invested $1,000 when we doubled down in 2008, you’d have $45,374 !* The comp last year was particularly soft as we came into a softer-than-expected tax refund season. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability. A lot of days ahead.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Leveraging Consultants Consulting 130

The Motley Fool

NOVEMBER 12, 2024

Apple: if you invested $1,000 when we doubled down in 2008, you’d have $42,465 !* We had a net income tax expense of $93 million in the third quarter of 2024 compared to net income tax expense of $62 million in the third quarter of 2023. Netflix: if you invested $1,000 when we doubled down in 2004, you’d have $434,367 !*

Financial Services 130

Financial Services Leveraging Finance Financing 130

The Motley Fool

OCTOBER 25, 2024

Apple: if you invested $1,000 when we doubled down in 2008, you’d have $43,618 !* Net income of $820 million for the third quarter of 2024 included recognition of $645 million on an after-tax basis for the increase in fair value of equity securities still held. The third-quarter pre-tax average yield of 4.8%

Taxes 130

Taxes Shareholders Prospects Banks 130

Tobias Financial

AUGUST 16, 2024

While fears of a recession are growing, Chad believes that even if a recession does occur, it won’t resemble the severe downturns of 2008 or the COVID-19 pandemic. “It opens up opportunities to purchase things when they’re lower and do what’s called tax-loss harvesting; that is to lock in some tax losses to offset your gains,” he added.

Taxes 52

Taxes Liabilities Stock Market Stock Market 52

The Motley Fool

MARCH 13, 2025

Apple: if you invested $1,000 when we doubled down in 2008, youd have $41,138 !* Our effective tax rate for the quarter was 16.2%, and compares to 20% in the fourth quarter last year. This lower rate is primarily due to the effect of certain rate-impacting items on lower earnings before taxes. billion to $1.4

Leveraging 130

Leveraging Depreciation Shareholders Capital 130

The Motley Fool

OCTOBER 28, 2024

Apple: if you invested $1,000 when we doubled down in 2008, you’d have $43,777 !* and that battery will leverage the IRA production tax credit. And to be specific on the cost, we really expect next year and the following years, a lot of progress in the production tax credit for our first-gen products.

Companies 130

Companies Shareholders Prospects Capital 130

The Motley Fool

FEBRUARY 11, 2025

Apple: if you invested $1,000 when we doubled down in 2008, youd have $43,160 !* While right now the margins are really strong on international sales, obviously because they don't have the excise tax on them, there will be price compression in international markets. That's just going to happen as more players are moving product there.

Taxes 130

Taxes Leveraging Capital Liabilities 130

The Motley Fool

AUGUST 17, 2023

million in 2008 and have never recovered since. Our adjusted tax rate for the quarter was approximately 19%, as compared to 19% in the prior year. Our effective tax rate is expected to be approximately 20% to 21%. Our effective tax rate for the third quarter is expected to be approximately 20% to 21%. million, or $2.12

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Debt Taxes Leveraging 246

Cobalt

MAY 20, 2024

The period from Q4 2002 to Q3 2008 is exemplary as the longest stretch of continued quarterly growth. The information contained in this blog post is not legal, tax, or investment advice. It was a transition period for the private capital industry, when discussing the size of the alternatives market jumped to trillions from billions.

Legal 52

Legal Liabilities Taxes Capital 52

Cobalt

MAY 3, 2023

W e investigated i nfrastructure fundraising in 2021 and have had a nagging curiosity about the lone peak in 2008 fundraising ever since. We see an inflection point in Q2 2008 when the near ly flat curve of total NAV begins to increase at a rate that is sustained throughout the next decade.

Legal 52

Legal Liabilities Taxes Assets 52

The Motley Fool

NOVEMBER 21, 2024

Apple: if you invested $1,000 when we doubled down in 2008, you’d have $43,369 !* Slide 14 concludes with our guidance for net income, effective tax rate, and operating cash flow. Next, our guidance incorporates an effective tax rate between 23% and 25%. billion, highlighting structural improvements over previous cycles.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Funds Investors Shareholders 130

The Motley Fool

NOVEMBER 7, 2024

Apple: if you invested $1,000 when we doubled down in 2008, you’d have $42,133 !* We continue to actively manage our share-based compensation and related payroll taxes, which were $19.5 Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability.

Capital 130

Capital Financial Services Accounting Leveraging 130

The Motley Fool

FEBRUARY 27, 2025

Apple: if you invested $1,000 when we doubled down in 2008, youd have $45,570 !* So again, most of these investments that you saw last year where we are investing in, say, a mortgage structure, it may have historic tax credits that we can't convert until we get outside the period or things of that nature.

Education 130

Education Debt Assets Capital 130

The Motley Fool

OCTOBER 30, 2024

Apple: if you invested $1,000 when we doubled down in 2008, you’d have $44,204 !* Consolidated return on equity was a very healthy 12.5%, and our before tax operating earnings and return on equity under core operations were well above the top end of our most recent outlook ranges. Then lastly, the tax rate in the quarter was 20.7%

Taxes 130

Taxes Capital Liabilities Assets 130

The Motley Fool

JANUARY 30, 2025

Apple: if you invested $1,000 when we doubled down in 2008, youd have $45,331 !* Global Financial and Professional liability rates were down 6%, while cyber decreased 7%. benefit from favorable discrete tax items and a $0.02 Our adjusted effective tax rate in the fourth quarter was 21.1% Operating income was $1.1

Companies 130

Companies Consultants Consulting Taxes 130