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

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

FEBRUARY 20, 2024

Key Takeaways While our data on pre-2010 cash flows is sparser, readers who remember the events of 2008 might recoil at the idea of an invulnerable real estate market. Now in 2024, we see the same curiosity play out as it did in 2008, but for different reasons. This blog post is for informational purposes only.

Legal 52

Legal Liabilities Taxes Investors 52

Cobalt

JANUARY 26, 2024

The trough and peak in North American private credit returns between Q2 2008 and Q3 2009 clearly align with the 2008 recession and accompanying sharp drop in the Federal Funds Rate. The information contained in this blog post is not legal, tax, or investment advice. This blog post is for informational purposes only.

Legal 52

Legal Liabilities Taxes Finance 52

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 Taxes Banks 130

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 Returns 52

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

NOVEMBER 12, 2024

Apple: if you invested $1,000 when we doubled down in 2008, you’d have $42,465 !* The largest contributor to the year-over-year increase in net income and adjusted net income was a change in income tax. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability.

Securities and Exchange Commission (SEC) 221

Securities and Exchange Commission (SEC) Taxes Leveraging Capital 221

Cobalt

JUNE 14, 2023

As a result, the significance of $2B excess contributions is much greater in 2008 when total contributions and distributions are around $3B. The result is the diminution of the liquidity ratios following the 2008 recession seen in the chart above. The information contained in this blog post is not legal, tax, or investment advice.

Buyout 52

Buyout Legal Liabilities Taxes 52

The Motley Fool

OCTOBER 30, 2024

Apple: if you invested $1,000 when we doubled down in 2008, you’d have $44,204 !* Our loss cost in North America, again, remained stable, no change, and in line with what we contemplate in our loss tax. Our corporate runoff portfolio had adverse development of $55 million, primarily environmental liability related.

Taxes 130

Taxes Assets Capital Liabilities 130

Cobalt

MARCH 18, 2024

The largest exception in the chart is from 2009 – 2011 during the financial crisis, when average commitments dropped rapidly (down nearly 50% from 2008). The information contained in this blog post is not legal, tax, or investment advice. This blog post is for informational purposes only.

Buyout 52

Buyout Venture Capital Legal Liabilities 52

Cobalt

OCTOBER 12, 2023

Then , we see positive progression again through the mid – 20 00s until a crash during the f inancial c risis of 2007-2008. The information contained in this blog post is not legal, tax, or investment advice. This blog post is for informational purposes only.

Buyout 52

Buyout Venture Capital Legal Liabilities 52

Cobalt

MARCH 8, 2023

Through two separate drawdowns from 1999-2008 , the average buyout fund held above a 1.5x While returns would quickly climb, the y remained suppressed going into the Great Financial Crisis (2007-2008). The information contained in this blog post is not legal, tax, or investment advice. return on its investment.

Buyout 52

Buyout Venture Capital Investment Horizon Legal 52

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

Cobalt

JULY 17, 2023

Additionally, this was the lowest third-quarter pace since 2008 to 2010, a stretch of time with sub-3.5% The information contained in this blog post is not legal, tax, or investment advice. This tracks with the downturn across public markets in the same quarter (3Q22); the S&P 500 saw a 6.3% decline from July 1 to September 30.

Legal 52

Legal Liabilities Taxes Banks 52

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

Cobalt

NOVEMBER 2, 2022

Only from 2008 onwards do we see significant distributions. The information contained in this blog post is not legal, tax, or investment advice. These trends begin to make sense as we look further back into the 2000’s in the region. This blog post is for informational purposes only.

Venture Capital 52

Venture Capital Legal Liabilities Taxes 52

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 Returns 130

The Big Picture

MAY 9, 2023

So how do you then go from tax and audit practice to finance and investing? And then I moved back to London at the end of 2008, which was a really interesting pivot. At the end of 2008, we owned a lot of illiquid assets. And there was a problem with 168 of them at the end of 2008. RITHOLTZ: Very precise, very specific.

Liabilities 117

Liabilities Assets Banks Hedge Funds 117

The Motley Fool

OCTOBER 18, 2023

Mercedes is accepting legal liability for when it's Level 3 autonomous driving system drive pilot is active. Is Tesla planning to accept legal liability for FSD? Elon Musk Well, there's a lot of people that assume we have legal liability judging by the lawsuits. And if so, when? So, that's why it's hardly just North America.

Liabilities 246

Liabilities Banks Legal Taxes 246

Blackstone

JULY 31, 2023

This scenario is in stark contrast to the previous tightening cycle from 2006 to 2008 when only 32% of owner-occupied houses were debt-free, and the popularity of interest-only loans and HELOCs exposed mortgage holders to greater interest rate risks. For instance, approximately 42% of owner-occupied houses had no mortgages at all as of 2021.

Leveraging 52

Leveraging Debt Taxes Assets 52

The Motley Fool

OCTOBER 30, 2024

Apple: if you invested $1,000 when we doubled down in 2008, you’d have $44,204 !* to incorporate the impact of the divestiture gain and a lower projected tax rate for the full year. The effective tax rate in the quarter of 14.9% was below our typical tax rate in the 24% to 25% range. from a range of $10.30 per share.

Leveraging 130

Leveraging Taxes Banks Capital 130

The Motley Fool

OCTOBER 23, 2024

Apple: if you invested $1,000 when we doubled down in 2008, you’d have $44,619 !* In summary, we produced a very solid quarter with pre-tax operating income of $246 million and operating ROTCE of 16.8%, which is at the upper end of our guidance. Netflix: if you invested $1,000 when we doubled down in 2004, you’d have $412,148 !*

Taxes 130

Taxes Leveraging Capital Amortization 130

The Motley Fool

OCTOBER 25, 2024

Apple: if you invested $1,000 when we doubled down in 2008, you’d have $43,618 !* Moving to interest, other income and taxes on Slide 11. And finally, the Q3 tax rate was 18%, with year-over-year increase driven by growth in higher tax geographies, the unfavorable impact of discrete items, and policy changes across the globe.

Taxes 130

Taxes Capital Debt Business Services 130

The Motley Fool

NOVEMBER 7, 2024

Apple: if you invested $1,000 when we doubled down in 2008, you’d have $42,133 !* Loss before income tax improved to $17.8 Loss before income tax from continuing operations was $17.8 Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Finance Financing Capital 130

The Motley Fool

NOVEMBER 6, 2024

Apple: if you invested $1,000 when we doubled down in 2008, you’d have $42,271 !* per share net of tax impact, reflecting the removal of the second‐line, nonsmall cell lung cancer indication. Our effective tax rate was approximately 18% as compared to 7% in the same period last year. billion, or $1.04 The remaining $1.8

Taxes 130

Taxes Buyout Education Portfolios 130

The Motley Fool

OCTOBER 15, 2024

Apple: if you invested $1,000 when we doubled down in 2008, you’d have $43,756 !* billion charge for valuation allowance on deferred tax assets. billion after-tax charge for opioid-related claims and lawsuits partly offset by a $1.7 billion after-tax gain on sale of Cencora and Option Care Health shares.

Assets 130

Assets Capital Debt Securities and Exchange Commission (SEC) 130

The Motley Fool

OCTOBER 31, 2024

Apple: if you invested $1,000 when we doubled down in 2008, you’d have $43,529 !* We estimate total pre-tax charges for the initial phases of approximately $100 million to $125 million. In October, we reached an agreement with the IRS regarding the tax treatment of the ordinary losses related to our former investment in June.

Legal 130

Legal Taxes Capital Shareholders 130

The Motley Fool

NOVEMBER 4, 2024

Apple: if you invested $1,000 when we doubled down in 2008, you’d have $42,169 !* Opex excluding gaming tax per day was $4.2 The opex excluding gaming tax was approximately $2.55 Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability.

Leveraging 130

Leveraging Capital Debt Shareholders 130

The Motley Fool

OCTOBER 16, 2024

Apple: if you invested $1,000 when we doubled down in 2008, you’d have $44,239 !* Lastly, our third quarter adjusted tax rate was 15%. What can Abbott to do to perhaps ring-fence liabilities related to these cases? Netflix: if you invested $1,000 when we doubled down in 2004, you’d have $380,729 !* Adjusted R&D was 6.5%

Liabilities 130

Liabilities Portfolios Leveraging Depreciation 130

Pension Pulse

NOVEMBER 20, 2023

Up until 2005, Canadian federal income tax legislation restricted foreign investment by Canadian pensions. From 1994 to 2008, global trade grew faster than global GDP. And this was now possible because the federal tax restrictions on foreign investment that were in place up until 2005 had been removed. in 2000 to USD $74.7B

Pension Funds 59

Pension Funds Investing Leveraging Assets 59

The Motley Fool

MARCH 7, 2024

I would now like to turn the presentation over to your host for today's conference, Julie Kerekes, treasurer and senior manager, director of global tax and investor relations. Julie Kerekes -- Treasurer and Senior Managing Director of Global Tax and Investor Relations Thank you, and good morning, everyone. Please proceed, Ms.

Taxes 130

Taxes Capital Leveraging Companies 130

The Motley Fool

OCTOBER 25, 2024

Apple: if you invested $1,000 when we doubled down in 2008, you’d have $43,618 !* Specific to the quarter, we are reporting third quarter adjusted diluted EPS of $1.62, a stronger result than our most recent expectation for the period with the upside, driven, in part, by anticipated tax items shifting forward into the third quarter.

Bidding 130

Bidding Taxes Banks Liabilities 130

The Motley Fool

NOVEMBER 5, 2024

Apple: if you invested $1,000 when we doubled down in 2008, you’d have $41,999 !* Additionally, we delivered a pre-tax net income margin of 14.1%, up 130 basis points sequentially and significantly higher than our pre-pandemic average of 12.8%. Our effective tax rate was 24.3%, compared to 25.1% last year and 12.8%

Capital 130

Capital Debt Banks Resale 130

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) Debt Assets Prospects 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 make progress on the remaining leases and expect to have entered settlement agreements with landlords for substantially all remaining lease liabilities by the end of the year. We have entered into settlement agreements on approximately $19.3

Legal 130

Legal Amortization Capital Taxes 130

The Motley Fool

OCTOBER 24, 2024

Apple: if you invested $1,000 when we doubled down in 2008, you’d have $43,654 !* Income tax expense was $124 million, and effective tax rate was 16.1%. Operating and free cash flows included payments of $418 million for the company's repatriation, tax installment along with IRS settlement payments.

Portfolios 230

Portfolios Taxes Capital Finance 230