Sara Grillo

OCTOBER 31, 2022

A Form ADV, according to definition by the SEC , is a legal document that anyone who is holding him or herself out as a professional financial advisor in the United States must file with the SEC, whether they are state or Federally registered. Also, nothing in this podcast or blog can be interpreted as legal or compliance advice.

Securities and Exchange Commission (SEC) 110

Securities and Exchange Commission (SEC) Legal Consulting Assets 110

Cobalt

SEPTEMBER 12, 2023

We can see this reflected in the chart above as well; NAV briefly exceeds dry powder levels from 2010 to 2015 and then accelerated in 2020. However, between 2015 and 2020, there is a massive rise in NAVs as investors spent down dry powder amid a globally declining energy investment period and historic drops in oil prices.

Legal 52

Legal Liabilities Taxes Assets 52

Cobalt

AUGUST 11, 2023

We can see this reflected in the chart above as well; NAV briefly exceeds dry powder levels from 2010 to 2015 and then accelerated in 2020. However, between 2015 and 2020, there is a massive rise in NAVs as investors spent down dry powder amid a globally declining energy investment period and historic drops in oil prices.

Legal 52

Legal Liabilities Taxes Assets 52

Cobalt

OCTOBER 11, 2024

Key Takeaways To establish the list of elections we looked at Brazil (Q4 2018, 2022), Mexico (Q3 2018, 2024), Argentina (Q4 2015, 2019, 2023), and Colombia (Q2 2018, 2022). 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 Funds 52

Cobalt

SEPTEMBER 17, 2024

Key Takeaways To establish the list of elections we looked at Brazil (Q4 2018, 2022), Mexico (Q3 2018, 2024), Argentina (Q4 2015, 2019, 2023), and Colombia (Q2 2018, 2022). 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 Funds 52

Cobalt

MAY 3, 2023

T he return s are consistent and generally positive from 2006 to 2015. Looking Ahead While this chart analysis ends in 2015, it gives us insight into the potential direction of future investments. The information contained in this blog post is not legal, tax, or investment advice.

Legal 52

Legal Liabilities Taxes Assets 52

H.I.G. Growth Partners

AUGUST 14, 2023

Founded in 2015, Worksuite combines best-in-class features such as freelancer talent management, project management, automated compliance, tax forms, and payments. The Company enables its customers to recruit, onboard, manage and pay freelance workers in one centralized system.

Investing 52

Investing Legal Taxes Leveraging 52

The Motley Fool

OCTOBER 23, 2024

tax authorities in Q1 of '24 that requires a 20% VAT be applied to Clear Aligner sales in the U.K., million, due primarily to nonrecurring legal settlements, advertising and marketing, and employee compensation. The GAAP effective tax rate in the third quarter was 30.1% to offset a 2024 ruling by the U.K. million, down 5.4%

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Financing Finance Taxes 130

Cobalt

MARCH 18, 2024

Post-2015 buyouts greater than $2.5 The information contained in this blog post is not legal, tax, or investment advice. billion have become much more commonplace, with over 30 being raised each year. That offers LPs opportunities to invest more in the funds, potentially propping up the inflated averages so far in the 2020s.

Buyout 52

Buyout Venture Capital Legal Liabilities 52

The Motley Fool

APRIL 6, 2024

Their biggest online real estate portal right now is apartments.com, which they bought in 2015 and have built into the number 1 apartments website. This also includes so many different accounts, insurance policies, legal documents, but also the professionals you hire important passwords and combinations and just all your stuff.

Accounting 130

Accounting Liabilities Financing Finance 130

The Motley Fool

APRIL 11, 2024

from a lower tax rate, compared to a more normalized tax rate this quarter. For full-year FY '24, we strongly outperformed the target we set out at the beginning of the year of requiring low-single-digit gross profit growth to lever SG&A, even when excluding the benefits from this year's legal settlements. That's right.

Depreciation 130

Depreciation Financing Finance Leveraging 130

Walkner Condon Financial Advisors

JUNE 27, 2023

I know this feeling because I lost my job 2015. As a Financial Advisor I do not offer legal advice; it may make sense to hire an attorney to review a separation agreement before signing. There is no legal requirement for a company to provide a former employee with a severance package. Unemployment insurance. Revisit the budget.

Taxes 52

Taxes Legal Accounting Funds 52

Walkner Condon Financial Advisors

JUNE 27, 2023

I know this feeling because I lost my job 2015. As a Financial Advisor I do not offer legal advice; it may make sense to hire an attorney to review a separation agreement before signing. There is no legal requirement for a company to provide a former employee with a severance package. Unemployment insurance. Revisit the budget.

Taxes 52

Taxes Legal Accounting Funds 52

The Motley Fool

MARCH 5, 2024

We expect a 2-percentage-point increase in our effective tax rate relative to 2023 to be back at our typical rate of 27%. to $2.05, again weighed upon modestly by the accounting method change as well as the anticipated increase in our effective tax rate relative to 2023. We do expect there to be some legal challenges too, I suspect.

Leveraging 130

Leveraging Accounting Banks Legal 130

The Motley Fool

AUGUST 13, 2024

sports betting market legalized in 2018, Sportradar supported building up their online betting product. We have supplied data to FanDuel for multiple sports since 2015 when it was a fantasy sports business and data and streaming since its launch of sports betting in 2018, as well as other services since then. When the U.S.

Leveraging 130

Leveraging Capital Taxes Shareholders 130

The Motley Fool

OCTOBER 27, 2023

This quarter's results included two special items: a one-time tax benefit of $560 million in Nigeria and pension settlement costs of $40 million. Higher unfavorable discrete tax charges and exploration expenses were partly offset by lower DD&A, Venezuela cash recoveries and other favorable items.

Taxes 130

Taxes Shareholders Assets Capital 130

The Motley Fool

JULY 27, 2023

The impact of the previously disclosed legal settlement and restructuring and other charges. Corporate expense was $154 million excluding a non-recurring legal settlement charge, totaling $127 million corporate expense was $27 million. Net interest expense was $30 million and lastly, tax expense in the quarter was $43 million.

Securities and Exchange Commission (SEC) 100

Securities and Exchange Commission (SEC) Legal Shareholders Capital 100

The Big Picture

AUGUST 8, 2022

So, IMF, being led by French people, Dominique Strauss-Kahn and then later by Lagarde who had to deal with it later in 2015 when they were kind of adopting their room if you want to call it. ADMATI: And so, now, that’s my current interest, which is the corporation, as a legal person, they are not a set of assets owned by shareholders.

Banks 81

Banks Debt Financing Finance 81

SuperAngel.Fund

MARCH 24, 2023

I spent countless hours making investor intros, hosting pitch events, copy editing emails, providing deck feedback, introducing them to my top legal advisors, and more. Overseeing all the paperwork, legal, tax, and accounting docs required to make each investment and manage each SPV on an ongoing basis was time-consuming and onerous.

Angel Investors 59

Angel Investors Due Diligence Legal Startups 59

Pension Pulse

AUGUST 12, 2024

In 2015, the then prime minister, David Cameron, started to push local government pension scheme funds into larger pools, with the intention of cutting investment costs and allowing for collective investment in assets like infrastructure. Is this idea new? What is 'pooling'?

Pension Funds 59

Pension Funds Assets Funds Asset Management 59

The Motley Fool

MARCH 9, 2024

Musk famously helped found OpenAI in 2015 and Matt, his suit centers on the idea that OpenAI was originally founded to be a non-profit and mission oriented toward, ideally maybe AI help humanity. I think one of the things that's fascinating about it too, is we're not legal scholars by any stretch, Matt. They extended it to 2026.

Shareholders 130

Shareholders Legal Companies Taxes 130

The Motley Fool

JUNE 10, 2024

Robert Brokamp: I will just point out that our buy-and-hold strategy, if you own an individual stock for years, if not decades, and it's in a taxable brokerage account, does a very tax efficient way of investing. You bought and hold those shares for the long term, but you get a tax bill every year based on the capital gains distributions.

Investing 100

Investing Taxes Mutual Funds Debt 100

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.” In early 2015, Scott sold his ownership interest in the firm. Let’s talk about it.

Legal 52

Legal Consulting Consultants Taxes 52

Sara Grillo

DECEMBER 12, 2022

As a CPA, he has been preparing complex tax returns for high net-worth individuals and businesses for over ten years. And, as a PFS (Personal Financial Specialist), he is able to integrate his knowledge of investments and tax into your personal financial situation to help you reach your financial goals. Doug Twiddy.

Consulting 52

Consulting Consultants High Net Worth Individuals Taxes 52

The Motley Fool

FEBRUARY 20, 2024

Operating and maintenance expense in the fourth quarter was $569 million, which is slightly higher than our guidance, mainly due to certain customs duties, indirect taxes, and litigation costs incurred mostly in South America. This is below our guidance, primarily due to lower-than-anticipated professional fees and legal expenses.

Debt 130

Debt Shareholders Assets Liabilities 130

Fortune Financial

AUGUST 7, 2023

between 2015 and the end of 2021. trillion in 2015 to$13.32 The information contained herein is based on current tax laws, which may change in the future. The information provided in these materials does not constitute any legal, tax or accounting advice.

Hedge Funds 52

Hedge Funds Due Diligence Portfolios Leveraged Buyouts 52

Fortune Financial

AUGUST 7, 2023

between 2015 and the end of 2021. trillion in 2015 to$13.32 The information contained herein is based on current tax laws, which may change in the future. The information provided in these materials does not constitute any legal, tax or accounting advice.

Hedge Funds 52

Hedge Funds Due Diligence Portfolios Leveraged Buyouts 52

Sara Grillo

MAY 8, 2023

There was a great article in ThinkAdvisor in 2015 that provided an example of how the options written on IUL work. Source: Sara’s Grillo’s interpretation of knowledge imparted by ThinkAdvisor 2015 article, “How (and why) indexed universal life really works.” What’s this now – call options??

Mutual Funds 59

Mutual Funds Collateral Taxes Leveraging 59

The Motley Fool

AUGUST 7, 2024

It is our great quotes, Volume 19, the 19th, in this long-running series that dates back to 2015 for this podcast. As I started thinking in April of 2005, what will be my next stock pick for Motley Fool stock advisor, based on what was happening at the time, it was tax day of all days. A lot of fun to do last week. This is the 19th.

Investing 130

Investing Companies Stock Market Stock Market 130

Pension Pulse

MAY 8, 2023

Schwarzman recent donation to Oxford has drawn criticism : Almost a hundred University of Oxford faculty members, alumni and students signed a letter criticizing a major donation to the school from Stephen Schwarzman ’69, echoing a controversy at home when the business mogul endowed a student life hub in 2015.

Due Diligence 52

Due Diligence Pension Funds Education Mutual Funds 52

Pension Pulse

JULY 25, 2023

Since 2015, Pioneer Group has supported over 80 early-stage ventures which have raised in excess of £200 million. Liz Murphy , who has played a dual role of Senior Vice President of Finance at Oxford and Global Head of Tax at OMERS for almost five years, has been promoted to become Oxford’s CFO and join its Executive Committee.

Venture Capital 52

Venture Capital Education Legal Assets 52

Axial

MAY 4, 2023

Alongside transaction consideration, we understand that timing, tax issues, future involvement, legacy of the business, and other factors vary according to each client’s particular situation. We work closely with our client’s financial and legal advisors. Our fees are 100% performance based paid at close of transaction.”

Investment Banks 52

Investment Banks Investment Banking Banks Mergers and Acquisitions 52

The Motley Fool

AUGUST 12, 2024

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. You recognize the 137 million tax adjustment around proposed settlements in Chile? There's definitely a way to do it.

Assets 130

Assets Capital Liabilities Banks 130

Sara Grillo

NOVEMBER 14, 2022

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. In early 2015, Scott sold his ownership interest in the firm. He started Firstmetric a few years later.

Securities and Exchange Commission (SEC) 59

Securities and Exchange Commission (SEC) Consulting Consultants Education 59

The Big Picture

OCTOBER 24, 2022

But the career paths from there were either kind of the PhD route, or the legal routes. And I would say that there was a stretch from 2008 to call it 2015, where I was managing a ton of different types of mandates. And you could look around and find Munis running a tax equivalent — NORTON: That’s right.

Mutual Funds 52

Mutual Funds Assets Taxes Consulting 52

Sara Grillo

MAY 23, 2022

So I got married in 2015. But I think that really comes down to, again, you come back to planning and their goals and their objectives as a family is usually those things that you certainly… They’re gonna be related to the tax consequence or something like that. My wife and I were both working 80 to 5 full-time jobs plus.

Education 52

Education Consulting Consultants Assets 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. I think it was 2015.

Hedge Funds 52

Hedge Funds Funds Capital Assets 52