The Motley Fool

APRIL 1, 2025

21, 2016, and it rallied more than 6,100% to a record closing price of $139.51 From 2016 to 2024, its revenue grew at a compound annual growth rate (CAGR) of 36% as its adjusted earnings before interest, taxes, depreciation, and amortization ( EBITDA ) increased at a CAGR of 41%. million today.

Enterprise Values 130

Enterprise Values Amortization Depreciation Earnings Before Interest 130

The Motley Fool

OCTOBER 7, 2024

The investor first accumulated shares of the largest hotelier in the world in 2016, but it wasn't until 2018 that he had an opportunity to establish a significant position in the stock during the market downturn. He saw an opportunity for the chain to double its store count from approximately 2,200 at the end of 2016. He gobbled up 2.9

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The Motley Fool

MARCH 13, 2024

Many new and used EVs (and some plug-in hybrids) qualify for EV tax credits that can give you a significant discount at the dealership. Let's look at a few ways to maximize your EV tax credits and get a better price on buying a car in 2024. But many new EVs don't qualify for the full $7,500 EV tax credit.

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The Motley Fool

MAY 4, 2024

There seems to be something about living together as a couple, combining two incomes and other resources, and enjoying some unique tax benefits , that can make marriage a good way to build wealth. Married people can get some tax advantages It's not entirely accurate to say that "married couples get tax breaks."

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The Motley Fool

FEBRUARY 18, 2024

Berkshire's evolving Apple position Berkshire began acquiring Apple stock in 2016. Apple has become Berkshire's largest holding because the buying spree between 2016 and 2018 proved to be a genius move. Buffett defended it by saying some tax-related factors made the move advisable, but he still seemed to regret it.

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The Motley Fool

APRIL 24, 2024

In fact, between 2016 and 2023, Lamb Weston delivered a total return more than double that of the S&P 500 Index. On an adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) basis, this figure was an even lower 10% of the company's total EBITDA.

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The Motley Fool

NOVEMBER 26, 2024

By and large, the companies structured as master limited partnerships (MLPs) have also eliminated their IDRs (incentive distribution rights), which essentially acted as a tax paid to their general partners every time they increased their distributions. multiple that midstream MLPs traded at between 2011 and 2016.

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The Motley Fool

DECEMBER 8, 2023

This was the case for Kinder Morgan in 2016, when it cut its dividend by roughly 75%. For example, Enterprise Products Partners (NYSE: EPD) had a debt-to- EBITDA (earnings before interest, taxes, depreciation, and amortization) ratio notably below that of Kinder Morgan when Kinder Morgan's dividend was cut.

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The Motley Fool

MAY 24, 2024

So, in 2016, Buffett turned heads after revealing he took a sizable position in Apple stock. businesses via corporate tax payments. Buffett went on to say that the government can change the corporate tax rate in any given year, and that he thinks "higher taxes are quite likely." The reason? Image source: Getty Images.

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The Motley Fool

SEPTEMBER 25, 2024

2016 0% 2015 1.7% The wage cap is rising for 2025 You may not realize it, but not all earnings are taxed for Social Security. There's a cap beyond which earnings aren't taxed. This means that someone earning $168,600 and someone earning, say, $33,168,600, will pay the same amount in taxes to Social Security.

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The Motley Fool

SEPTEMBER 25, 2024

Apple Berkshire first took a stake in Apple during the first quarter of 2016, and it became the biggest position in the company's portfolio by the fourth quarter of 2017. federal government has run a historic deficit in recent years, and Buffett believes higher taxes will be used to remedy the situation at some point.

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The Motley Fool

SEPTEMBER 5, 2024

According to his comments at Berkshire's 2024 annual shareholders meeting, Buffett is worried about the capital gains tax rate increasing from its current 21% to 28%. As a result, Berkshire is trying to lock in gains at a lower tax rate while it can. Apple isn't the same company that Berkshire bought in early 2016.

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The Motley Fool

SEPTEMBER 27, 2023

Year Max Monthly Social Security Benefit 2014 $3,425 2015 $3,501 2016 $3,576 2017 $3,538 2018 $3,698 2019 $3,770 2020 $3,790 2021 $3,895 2022 $4,194 2023 $4,555 Data source: Social Security Administration. The chart below shows how the maximum Social Security benefit has changed over the last decade. But there is a caveat.

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The Motley Fool

OCTOBER 12, 2024

Each year, the Social Security Administration collects taxes on your wages. That's because Social Security caps the amount of wages you pay taxes on in any given year. If you don't pay taxes on the wages, they don't count toward your earnings history. For 2025, the earnings limit will be $176,100.

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Taxes 246

The Motley Fool

JULY 2, 2024

Unlike income tax , for 2024 the Social Security Administration stops taking out additional Social Security taxes once your earned income exceeds $168,600. Because taxing any degree of your income beyond that amount wouldn't make your monthly payments any bigger once you claim retirement benefits. There are limits, though.

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The Motley Fool

NOVEMBER 3, 2024

This is the maximum amount of your income subject to Social Security payroll taxes each year. Since you don't pay Social Security payroll taxes on any income above the wage base limit, those earnings are also not considered when calculating your monthly benefit.

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The Motley Fool

SEPTEMBER 16, 2024

For example, he put a lot of money into Apple (NASDAQ: AAPL) between 2016 and 2018, spending around $36 billion on that stock over the period. Buffett's stated reasoning for that move was that he wanted to take advantage of the current corporate tax rate. It wouldn't make sense to sell an asset well below its value to save on taxes.

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The Motley Fool

APRIL 6, 2024

The Trade Desk went public in September 2016. From 2016 to 2023, its revenue grew at a compound annual growth rate (CAGR) of 46%, its adjusted earnings before interest, taxes, depreciation, and amortization ( EBITDA ) increased at a CAGR of 51%, and its adjusted EBITDA margin expanded from 32% to 40%.

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Amortization Depreciation Earnings Before Interest Leveraging 243

The Motley Fool

AUGUST 25, 2024

payroll tax that primarily funds Social Security. The key point is that these decades spent in the workforce will generate precious payroll tax revenue that funds the bulk of Social Security payouts. to boost payroll tax collection and the worker-to-beneficiary ratio. These demographic changes include: A historically low U.S.

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The Motley Fool

SEPTEMBER 30, 2024

Buffett has said that the decision to sell portions of Berkshire's investments in stocks like Apple or Bank of America is based on the idea that corporate tax rates will rise when the current tax law expires at the end of next year. At this point, cash and Treasuries are approaching 50% of Berkshire Hathaway's investable assets.

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The Motley Fool

NOVEMBER 25, 2023

Step 2: Earn the maximum taxable amount each year If you want the maximum Social Security retirement benefit, you have to pay the maximum Social Security tax for at least 35 years. Social Security taxes only apply to applicable wages earned up to a certain value each year. Every year, that number is adjusted for inflation.

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Taxes Funds Investing 246

The Motley Fool

NOVEMBER 6, 2024

Here's the salary you need to get the maximum benefit Most people pay Social Security taxes on their entire paycheck during their career. But high earners might not pay the tax on every penny they earn. Any amount earned above that cap won't incur taxes, but it also won't count toward your earnings history.

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The Motley Fool

NOVEMBER 24, 2024

Over time, a greater percentage of earned income -- wages and salary, but not investment income -- has escaped the payroll tax. payroll tax on earned income. The payroll tax accounted for 91.3% This includes a historically low U.S. A majority of the legal immigrants that enter the U.S.

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The Motley Fool

OCTOBER 27, 2024

In 2016, Berkshire Hathaway stunned Wall Street when it purchased a position in the ultra-popular consumer electronics company Apple (NASDAQ: AAPL). Buffett attributed the decision to his belief that the government would raise the corporate tax rate in the future to get a handle on widening fiscal deficits.

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Taxes Stakes Financial Services Shareholders 244

The Motley Fool

OCTOBER 5, 2024

With the program's monthly payments being capped at $4,873, to avoid penalizing you by withholding benefits you'd otherwise be paying for, the Social Security Administration (SSA) also caps how much of your income it taxes. This year's maximum taxable income is $168,600.

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The Motley Fool

JULY 3, 2024

The answer is that only some income is subject to Social Security payroll tax, and only the same amount of income is considered when Social Security benefits are calculated. Income above that amount is not subject to Social Security payroll tax, nor is it included in the benefits formula.

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The Motley Fool

MAY 28, 2024

The company has consistently talked about this issue since at least the start of 2016. billion after-tax goodwill write-down of its VillageMD investment in an admission that it greatly overpaid for the business. During its most recent quarter, Walgreens took a $5.8 For a company with $8.8 For the quarter, the company's U.S.

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The Motley Fool

SEPTEMBER 1, 2024

During a shareholder conference back in May, Buffett strongly suggested that he thought changes to the tax code were on the horizon, which subsequently inspired some of his decision-making to take gains off the table. Berkshire Hathaway initially started buying Apple stock during the first quarter of 2016.

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The Motley Fool

JULY 7, 2024

The conglomerate has spent around $38 billion accumulating shares starting in 2016, and its position is now worth $177.6 billion -- even after it sold 13% of its stake (for tax reasons) earlier this year. Apple: 44.5% of Berkshire Hathaway's portfolio Apple (NASDAQ: AAPL) is Berkshire Hathaway's largest position by far.

Portfolios 246

Portfolios Conglomerates Initial Public Offering Investing 246

The Motley Fool

APRIL 20, 2024

For instance, in 2023 the maximum proportion of your wages taxed for Social Security purposes was $160,200. Thirty years ago the Social Security Administration stopped taking out Social Security taxes once your wages reached $60,600. This wasn't always the number, for the record. The year before that, it was $147,000.

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The Motley Fool

SEPTEMBER 8, 2024

The SSA caps your annual earnings during your career for the purpose of determining how much you pay in Social Security tax at the rate of 12.8% (with half that coming from employees and half from their employers). Since you're not getting taxed on anything above that amount, the SSA doesn't count it toward your earnings history, either.

Taxes 246

Taxes 246

The Motley Fool

MAY 11, 2024

Another reason for the sale was to take advantage of lower federal tax rates on corporate capital gains, which Buffett fears might increase if the government's fiscal policy changes. billion shares of Apple between 2016 and 2018 at a split-adjusted price ranging from just $22.58 1, 2016, which is hard to believe. Even at a 28.5

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Stakes Shareholders Taxes Capital 243

The Motley Fool

OCTOBER 20, 2024

Only two of the 10 years surpassed 2% during the decade, with deflation leading to no COLA being passed along in 2010, 2011, and 2016. During the 2010s, Social Security raises were minuscule. But over the last four years, the wallets of Social Security recipients have grown meaningfully.

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Taxes Assets 246

The Motley Fool

MAY 27, 2024

The number to aim for Every year, the Social Security Administration puts a cap on wages subject to the Social Security tax. Here's the salary you need to qualify for the maximum Social Security benefit. Image source: Getty Images. For 2024, the SSA set that wage limit at $168,600.

Taxes 246

Taxes Finance Financing Portfolios 246

The Motley Fool

NOVEMBER 18, 2024

Sub-5% mortgage rates were the norm during most of the 2010s, for example, and there were several periods during that decade where the average 30-year mortgage rate fell below 4%, including parts of 2012, 2015, and 2016. I certainly think we could see 4% rates come back in the not-too-distant future. But there's a caveat.

Taxes 246

Taxes 246

The Motley Fool

JUNE 21, 2023

Ending the first quarter at $27 million, earnings before interest, taxes, depreciation, and amortization ( EBITDA ) showed a $48 million gain over the prior-year period's $21 million EBITDA loss. CEO Dolf Berle highlighted how first-quarter results marked "all-time highs for Lindblad Expeditions in both revenue and EBITDA."

Amortization 246

Amortization Depreciation Earnings Before Interest Taxes 246

The Motley Fool

NOVEMBER 7, 2024

While taxes and succession make the list of potential reasons behind these sales, the sales also indicate perhaps another bigger fear. That's no doubt why Buffett bought the stock back in 2016. All told, Berkshire's cash pile swelled to a whopping $325.2 billion, up from $276.9 billion at the end of June. last quarter.

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