The Motley Fool

OCTOBER 11, 2024

Although Buffett hinted during Berkshire's annual shareholder meeting in May that paring down his company's stake in Apple was done for tax purposes, it's quite possible valuation also came into play. When this investment was announced in August 2011, Bank of America was trading at less than 38% of its book value.

Banks 130

Banks Stakes Shareholders Legal 130

The Motley Fool

AUGUST 9, 2023

Free cash flow to the holding company remained strong, driven by Enact's return of capital and tax payments in 2023 from Enact and the U.S. We have since determined that how we account for the three long-term care insurance, or LTC, legal settlements under LDTI should be changed. Total pre-tax statutory income for the U.S.

Legal 100

Legal Liabilities Taxes Accounting 100

Sara Grillo

OCTOBER 21, 2022

Financial paraplanners can be recent college graduates with no work experience, or may also be career changers with an extensive background in other areas that can add more value to an RIA owner, such as tax professionals. This was in 2011 when remote work wasn’t yet popular, so he was limited to the city where he lived.

Consultants 98

Consultants Consulting Legal Taxes 98

Cobalt

FEBRUARY 14, 2025

European investments seem to swap between contribution and payoff periods with little transition, while American and (more recently) Asian investments gradually transition between the two as we see in two periods: 2010 – 2011 and 2018 – 2019. The information contained in this blog post is not legal, tax, or investment advice.

Legal 52

Legal Liabilities Taxes Funds 52

Cobalt

JUNE 14, 2023

The overall private market investment cycle is characterized by higher contributions during and following recessionary events (2000-2003, 2007-2010) and higher distributions immediately after the recovery (2004-2005, 2011-2018). The information contained in this blog post is not legal, tax, or investment advice.

Buyout 52

Buyout Legal Liabilities Taxes 52

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

The Motley Fool

AUGUST 8, 2023

Back in March, I said that if we adjusted for inflation since 2011, The year that music streaming was introduced in the U.S., Today, I'd like to point out that in 2011, the price of the standard Netflix plan was $7.99. where it was in 2011 to $19.37 I'd like to thank them all for taking this important step. should be $13.25.

Banks 188

Banks Debt Leveraging Companies 188

Walkner Condon Financial Advisors

JULY 27, 2023

Our Future Location Plans We opened Walkner Condon the last few days of December in 2011 on Monroe Street in Madison, WI. The Walkner Condon Team You should always consult a financial, tax, or legal professional familiar about your unique circumstances before making any financial decisions.

Education 52

Education Bidding Consultants Consulting 52

The Motley Fool

FEBRUARY 2, 2024

Our finance, accounting, legal, and real estate investment teams have had a busy year-end and beginning of 2024, closing over $1.2 Beginning in 2011 and through 2019, apartments had an average market share of 20% of household formations. And then maybe on the real estate tax guide. billion in refinancing of sales transactions.

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Debt Taxes Capital Assets 130

The Motley Fool

MARCH 9, 2024

I think one of the things that's fascinating about it too, is we're not legal scholars by any stretch, Matt. I'm sure most people know about and left a few questions out there but it seems like they've gotten back down brass tax, starting to win back the trust. In 2011, the sales fell by over 80%. They extended it to 2026.

Shareholders 130

Shareholders Legal Companies Taxes 130

Sara Grillo

AUGUST 14, 2023

The standard, however, is often used haphazardly, invoked as a sales tool by dual-registered advisors who want to virtue signal, only to be abandoned in a legal context by those same advisors who backpedal into being “just a salesperson.” Let’s talk about it. What does the law actually say about the fiduciary standard?

Legal 52

Legal Consulting Consultants Taxes 52

The Motley Fool

OCTOBER 4, 2023

Our performance in the first half of the year has us on track to deliver on our goal of low single-digit gross profit growth to lever SG&A for the full year, even when excluding the benefits from this year's legal settlements. And third, we have built guide to help customers evaluate potential tax credits and incentives for EVs.

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Depreciation Finance Financing Banks 130

The Motley Fool

AUGUST 12, 2024

We went through the same debate with the market in 2011 in the Randgold. But again, that's all in the optionality going forward and how we'll choose it but getting back to the actual legal basis on which we can manage this, I'll pass it to Graham. And the second question I had on tax. So, how do we build the company?

Assets 130

Assets Capital Liabilities Banks 130

The Big Picture

JANUARY 9, 2024

I published what’s called a comment, so like a very short one about this great tax law case with this guy who like won the lottery and then wanted to get his lottery winnings treated as capital gains. Barry Ritholtz : 00:06:24 So how do you, how do you shift from m and a legal work to structuring derivatives at Goldman?

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Mergers and Acquisitions Law Firms Hedge Funds Finance 52

The Big Picture

AUGUST 15, 2023

So for a taxable investor, hedge funds generally aren’t tax efficient. And when you look at the assets that are invested, the three trillion in hedge funds, I would guess that north of 90% of that are in institutions that don’t pay taxes. And then it’s actually hard to make a legal bet. RITHOLTZ: Right.

Hedge Funds 52

Hedge Funds Funds Capital Assets 52

The Big Picture

SEPTEMBER 19, 2023

In fact, state revenues were often at all time highs from taxes when this happened. And you have to get very, like my favorite class in business school is taxes. We also need traders, we need PMs, we need leaders, we need hr, need legal. Luckily it, it actually, as you probably know, the market turned around rather sharply.

Asset Management 59

Asset Management Assets Pension Funds Hedge Funds 59

The Motley Fool

JULY 25, 2024

Beyond our operational performance, let me also comment on the legal and contract charges we outlined in our press release this morning, and then Neil will provide a more detail in a bit. We're nearing completion of agreements with the Department of Justice, SEC and Department of State to resolve several legal matters. billion.

Mergers and Acquisitions 130

Mergers and Acquisitions Legal Taxes Banks 130

Pension Pulse

MAY 6, 2024

Mr. Stavros started experimenting with KKR’s industrial-sector firms around 2011, and he has rolled out employee equity plans at more than 30 portfolio companies. Once he'd reached the gleaming offices of KKR, he put the program into action, for the first time in 2011. But winning over the industry’s critics is another matter.

Capital 59

Capital Private Equity Firms Private Equity Firms Stakes 59

The Motley Fool

FEBRUARY 10, 2025

As the lone satellite-radio operator, Sirius XM's legal monopoly status should afford it strong subscription pricing power more often than not. Similar to Sirius XM, the Oracle of Omaha's fascination with VeriSign may have to with its legal monopoly ties. 3 holding might represent nothing more than benign tax-advantaged selling.

Securities and Exchange Commission (SEC) 221

Securities and Exchange Commission (SEC) Banks Legal Assets 221

The Motley Fool

DECEMBER 4, 2024

We also benefited from approximately $1 million of prior-year payroll tax adjustments in the quarter. FullCircl has integrations and data that continuously monitoring the health for the legality of the client makeup to make sure you keep that customer legally or do you warn them that you cannot do business with them because of that.

Banks 246

Banks Financial Institutions Professional Services Accounting 246

The Big Picture

MAY 16, 2023

If you were alive and writing checks in 2006 to 2011. LINDZON: Tries to meet Twitter’s quarter in 2011 comes home with like a 30 mil. How do I go about protecting this giant pool of capital and how do I not get killed tax wise? LINDZON: They have their own tax problems. RITHOLTZ: Hey, you could get tax-free munis now.

Hedge Funds 116

Hedge Funds Leveraging Venture Capital Finance 116

Pension Pulse

NOVEMBER 21, 2024

AIMCo’s chief people, culture and engagement officer, chief legal officer and chief of staff were also dismissed on Nov. Horner appointed the province’s most senior public servant, Ray Gilmour, as AIMCo’s interim CEO – another move that raised questions about how arm’s-length the pension fund manager will be from government. 30 this year.

Pension Funds 64

Pension Funds Finance Financing Consulting 64

The Motley Fool

FEBRUARY 19, 2025

And Motley Fool host Ricky Mulvey chats with Motley Fool analyst Nick Sciple for the investing angle on legalized sports betting and why parlays are the penny stocks of gambling. Ahead of the big game, my colleague Ricky Mulvey caught up with Motley Fool analyst Nick Sciple for the investors angle on legalized sports betting.

Legal 130

Legal Taxes Capital Stakes 130

The Motley Fool

JANUARY 1, 2025

S&P 500 stock buybacks will hit an all-time high The passage of Donald Trump's flagship Tax Cuts and Jobs Act (TCJA) lowered the peak corporate income tax rate from 35% to 21%, which is its lowest level since 1939. Since the TCJA became law, Wall Street's most-influential businesses have ramped up their share buyback programs.

Stock Market 246

Stock Market Stock Market Taxes Banks 246

The Big Picture

JANUARY 31, 2023

Like after I left Merrill and when I started at RenMac, if you couldn’t figure out by 2010 or 2011 that the sky is not always falling, you’ll never figure it out. I don’t see the Biden administration moving off of the Trump policies, limiting legal immigration. I mean, because we had so many things happen.

Banks 59

Banks Stock Market Stock Market Finance 59

The Big Picture

NOVEMBER 9, 2022

Markets Love Gridlock : Markets prefer 2 an environment where future revenue and earnings streams are relatively easy to project, taxes are relatively low, and the rule of law provides certainty over contract and private property rights. How did the Supreme Court’s decision to legalize abortion in 1973 hurt Democrats?

Legal 120

Legal Taxes Capital Companies 120