The Motley Fool

MAY 9, 2024

So, to put that into perspective, 40 million ounce increase is about the same as the total demand that you had for photovoltaics in 2013. And Indians actually have to pay more for their silver because of 12% duties and taxes that they have now. And our standards in many cases exceed the legal requirements.

Capital 130

Capital Assets Leveraging Legal 130

Sara Grillo

MARCH 13, 2023

Bak believes that if the market is down and there is an opportunity to tax loss harvest, there may be an exodus from SPY. Also, nothing in this podcast or blog can be interpreted as legal or compliance advice. For advise on such matters, contact a legal or compliance advisor. VOO is at $271, VTI is at $274, and IVV is at $300.

Exchange-Traded Funds 59

Exchange-Traded Funds Consulting Consultants Bidding 59

The Motley Fool

JULY 12, 2024

billion were up 12% year on year, largely driven by higher revenue-related compensation, legal expense, and volume-related noncompensation expense. billion, with pre-tax margin of 32%. I mean, when I asked Jamie at the 2013 Investor Day, you know, would it make sense to have 13.5% Security services revenue was -- of 1.3

Banks 130

Banks Capital Financing Finance 130

Sara Grillo

MAY 8, 2023

They go crazy and paint it with BS statements like: Tax-free guaranteed income Can’t lose money asset Upside potential with downside protection Privatized banking Be your own bank Remember that there is a floor to the crediting rate, but that doesn’t mean you can’t lose money. Here’s why that stinks.

Mutual Funds 59

Mutual Funds Collateral Taxes Leveraging 59

The Big Picture

MAY 9, 2023

So how do you then go from tax and audit practice to finance and investing? SALISBURY: So I led the European Special Situations Group from 2008 to 2013. If I’d moved to Hong Kong, I think it would have looked like a fairly self-serving tax trade. That background of being an accountant was just great bedrock training.

Liabilities 119

Liabilities Assets Banks Hedge Funds 119

The Motley Fool

FEBRUARY 1, 2024

Libby is one of our young all-stars who joined the company in 2013 and worked in commercial roles of increasing responsibility across several of our business units before joining the IR team in 2019. There's -- there's some discussion of -- of upcoming Haynesville gas pipelines possibly being delayed due to legal issues.

Capital 130

Capital Debt Assets Banks 130

The Big Picture

DECEMBER 6, 2022

I did in 2013 the largest banking transaction that the market had seen since the financial crisis, it was a $2.4 You have the liquidity, the tax efficiency, the transparency. But when you factor in, you know, legal costs, compliance, portfolio management, trading, there is a lot that goes into launching an ETF. billion deal.

Mutual Funds 64

Mutual Funds Assets Funds Asset Management 64

Pension Pulse

MAY 24, 2023

Other categories affecting our total cost profile include taxes and expenses associated with various forms of leverage. Our original investment was made in 2013. Closed a C$230 million investment in the term loans of Legal Search, a provider of property- and corporate-related search services in Australia, the U.K., and the U.S.

Investing 52

Investing Stakes Pension Funds Assets 52

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

Sara Grillo

SEPTEMBER 26, 2022

Return of organization exempt from income tax [Form 990]. 2013, March). The idea centered on the concepts of simplicity, keeping total investment costs and taxes extremely low and developing a custom investment plan for each client using low-cost asset class and index funds. Grillo: Next question. Public Disclosure Copy.

Securities and Exchange Commission (SEC) 59

Securities and Exchange Commission (SEC) Education Consulting Consultants 59

The Big Picture

APRIL 25, 2023

And so, as advisors look to leave these big enterprises and go independent, one of the biggest things we need to train them on is the distinction between compliance, legal, and risk. RITHOLTZ: Compliance, legal, and risk. So, it’s not a legally binding document, but it’s a goodwill problem, right? HAMBURGER: Exactly.

Legal 64

Legal Law Firms Consulting Consultants 64

The Motley Fool

FEBRUARY 3, 2025

Although Sirius XM is competing for listeners with traditional radio operators, it has the distinction of being a legal monopoly. It's generated well over $110 billion in trailing-12-month operating cash flow, and is closing in on $750 billion in cumulative share repurchases since the start of 2013. from the prior-year period.

Legal 147

Legal Stakes Taxes Shareholders 147

Sara Grillo

SEPTEMBER 12, 2022

Nothing in this podcast or blog can be interpreted as legal or compliance advice. For advise on such matters, contact a legal or compliance advisor. Return of organization exempt from income tax [Form 990]. 2013, March). There are no guarantees that any information presented in this article is accurate. www.cfp.net.

Securities and Exchange Commission (SEC) 80

Securities and Exchange Commission (SEC) Consulting Consultants Education 80

The Motley Fool

JANUARY 21, 2025

Included in the results for the fourth quarter, we're adjusting items related to Discover integration costs and a legal reserve bill. As a reminder, earlier this year, we flagged that changes in the level and timing of tax refunds due to tax law changes, we're probably changing seasonal credit patterns in our card business.

Capital 130

Capital Banks Mergers and Acquisitions Financing 130

The Motley Fool

MARCH 3, 2025

Also, if he itemizes deductions on his tax return, which I assume he does, Buffett can deduct the fair market value of the donation up to a limit. And they're not going to have to pay taxes on the huge capital gains embedded in those shares. My advice to the trustee could not be more simple.

Investors 130

Investors Enterprise Values Shareholders Debt 130

The Big Picture

NOVEMBER 21, 2023

’cause it’s a pretty wild ride, starting with, you’re working with Peter Legal of Forest River that’s later sold to, to Warren Buffet and, and Berkshire Hathaway’s, but you’re operating as his chief of staff. 00:03:23 And there was a, a gentleman I got introduced to named Pete Legal. So I had a job.

Hedge Funds 98

Hedge Funds Venture Capital Startups Capital 98

The Big Picture

JULY 31, 2023

HOFFMAN: I moved to New York in 2010, working for a legal trade pub, a competitor of “Bloomberg Law”, “Law 360”, where I was hired, you know, your career is just a series of lucky breaks. And then I don’t know what God smiled on me, but I got hired by the Wall Street Journal in 2013. I mean, it was really grim times in ’09.

Hedge Funds 52

Hedge Funds Startups Financing Finance 52

The Big Picture

DECEMBER 17, 2024

So you’ve been in BlackRock since 2013. And then the data, you’re feeding the data, and then you have all these data companies that have, let’s say, legal data, healthcare data, insurance, data. I want my taxes help, or I need, 00:31:56 [Speaker Changed] So I’m skeptical on really complex things.

Mutual Funds 52

Mutual Funds Financing Finance Investment Banks 52

The Big Picture

NOVEMBER 15, 2022

Hey, show me companies where the board has at least two women on it, or you could tilt towards value, or you could tilt towards small cap, or you can use it for tax loss harvesting or philanthropy. And the legal claim is the fact that you’ve got it and I don’t. And you kind of opened my eyes up. RITHOLTZ: Tell us why.

Mutual Funds 111

Mutual Funds Financing Finance Asset Management 111

The Big Picture

MAY 16, 2023

So in 2013, just like you said, VCs are not perfect. LINDZON: So at the time in 2013, you could look through the financial statements of Schwab and TD public statements, and they were spending $150 for a customer acquisition. How do I go about protecting this giant pool of capital and how do I not get killed tax wise?

Hedge Funds 116

Hedge Funds Leveraging Venture Capital Financing 116

The Big Picture

NOVEMBER 7, 2023

It was literally a decade ago, October, 2013 when Silk Road got busted when the founder Ross Albright got busted. I mean, which to be fair, they have, they were the victims of one of the biggest tax ever. The, the point of the series is this was legal. 01:19:49 [Speaker Changed] 4% Puerto Rican tax rate.

Securities and Exchange Commission (SEC) 64

Securities and Exchange Commission (SEC) Hedge Funds Banks Legal 64

Pension Pulse

DECEMBER 12, 2024

The government is required by law to take action as the Income Tax Act limits the amount of surplus a pension fund can have. The push for a single-tier pension PSAC has long lobbied for a reversal of Harper-era pension reforms that created a two-tier system: those who joined before 2013 can retire at 55 with 30 years of service.

Pension Funds 59

Pension Funds Legal Liabilities Funds 59

The Motley Fool

FEBRUARY 25, 2025

Our full-year diluted EPS, which included an after-tax impact of approximately $0.42 per share from the December sale of 2024 Section 45X tax credits, which was not included in our October guidance, came in below the low end of our guidance range at $12.02 Our record net sales of $4.2 Q4 earnings per diluted share were $3.65

Taxes 130

Taxes Financing Finance Depreciation 130

The Motley Fool

JANUARY 18, 2025

payroll tax on earned income (wages and salary, but not investment income) The interest income earned on its asset reserves. As long as workers continue to pay their taxes, the payroll tax ensures there will be money to disburse to eligible beneficiaries. Social Security generates income in three ways: The 12.4% birth rate.

Taxes 246

Taxes Assets Legal Funds 246

The Big Picture

JANUARY 31, 2023

I mean, by 2013, the household deleveraging was basically over, and the economy was gaining a lot of momentum. I don’t see the Biden administration moving off of the Trump policies, limiting legal immigration. And that’s pretty much what happened, right? RITHOLTZ: So how did you end up at RenMac? You were at Merrill.

Banks 59

Banks Stock Market Stock Market Financing 59

The Big Picture

JULY 22, 2024

So I left Morgan Stanley in 2013. Legal immigration. Legal 00:41:19 [Speaker Changed] Immigration and illegal probably as well. So what 00:46:54 [Speaker Changed] Would, what would that mean for inflation if we saw either a renewal of tax cuts or more tax cuts? 00:09:06 [Speaker Changed] Yeah, so I was fortunate.

Banks 59

Banks Leveraging Taxes Portfolios 59

The Big Picture

DECEMBER 24, 2024

When I started in 2013. Let’s talk about the state tax advantage. Bezos specifically picks Washington state because there’s so few shoppers in the state that by locating there and shipping to the rest of the country, he doesn’t believe he has to collect state sales tax because of an old Supreme Court case.

Taxes 52

Taxes Startups Companies Mergers and Acquisitions 52

The Motley Fool

JANUARY 11, 2025

birth rate; rising income inequality; and a more than halving of net legal migration into U.S. His post proclaimed, " Seniors should not pay tax on Social Security. " In addition to gradually increasing the payroll tax on earned income, as well as the full retirement age, it introduced the now-hated taxation of benefits.

Taxes 246

Taxes Assets Legal Funds 246