The Motley Fool

FEBRUARY 28, 2024

A tax credit is a dollar-for-dollar reduction of your tax liability. And when doing yours, you may be eager to claim all of the tax deductions you're entitled to. But first, let's do a quick refresher on tax deductions, since they're often confused with tax credits.

Taxes 246

Taxes Education Liabilities Debt 246

Cobalt

OCTOBER 11, 2024

Q4 2016 – Q1 2017 saw significant contributions, and Q1 2023 saw significant distributions. FactSet does not endorse or recommend any investments and assumes no liability for any consequence relating directly or indirectly to any action or inaction taken based on the information contained in this article.

Legal 52

Legal Liabilities Taxes Returns 52

Private Equity Insights

SEPTEMBER 27, 2023

Cinven, which acquired Eurovita in 2017, also launched a tender offer to buy back another 20m euros of bonds from investors including Italian financial institutions, so that only around 9 million remain outstanding, the source said. GIC and Eurovita had no comment.

Debt 147

Debt Private Equity Firms Private Equity Firms Financial Institutions 147

Private Equity Insights

SEPTEMBER 27, 2023

Cinven, which acquired Eurovita in 2017, also launched a tender offer to buy back another 20m euros of bonds from investors including Italian financial institutions, so that only around 9 million remain outstanding, the source said. GIC and Eurovita had no comment.

Debt 130

Debt Private Equity Firms Private Equity Firms Financial Institutions 130

Cobalt

SEPTEMBER 17, 2024

Q4 2016 – Q1 2017 saw significant contributions, and Q1 2023 saw significant distributions. FactSet does not endorse or recommend any investments and assumes no liability for any consequence relating directly or indirectly to any action or inaction taken based on the information contained in this article.

Legal 52

Legal Liabilities Taxes Returns 52

Mish Talk

NOVEMBER 28, 2022

Liabilities $1 to $10 billion. with the total amount of liabilities likely to be much larger. The firm, founded in 2017 by Zac Prince and Flori Marquez and backed by Thiel Capital spinout Valar Ventures, lends money to customers using their cryptocurrency assets as collateral. billion, according to its filings with the U.S.

Assets 85

Assets Collateral Liabilities Capital 85

The Motley Fool

SEPTEMBER 11, 2023

That's much more expensive than where the stock was in January, but looking at Roku since its initial public offering in late 2017, shares are extremely cheap on a historical basis. billion) than total liabilities ($1.6 And they are currently 83% below their all-time high. Roku presents the opportunity to do just that right now.

Initial Public Offering 130

Initial Public Offering Liabilities Shareholders Capital 130

Zajac Group

OCTOBER 17, 2024

Rather than the business or partnership being responsible for paying taxes as an entity, the tax liability is split among the partners or shareholders. The information provided on a K-1 form will be used to either increase your tax liability (if additional income is reported) or potentially reduce it (if losses or deductions are reported).

Taxes 52

Taxes Liabilities Shareholders Accredited Investors 52

BlueMind

NOVEMBER 24, 2022

Consequently, HNW clients usually have more than one wealth management advisor handling all of their financial concerns, be it handling their investment goals, personal liability insurance, estate taxes, or managing overseas assets. In fact, the 2017 U.S.

Liabilities 98

Liabilities Assets Taxes Consulting 98

The Motley Fool

AUGUST 3, 2023

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. This is primarily due to higher attritional loss ratios in our professional liability and general liability product lines.

Liabilities 100

Liabilities Asset Management Capital Shareholders 100

Cobalt

MARCH 18, 2024

Surprisingly, the largest LP commitment sizes by investment type swapped, with credit having the larger average for nearly a decade between 2007 and 2017. Altogether, the trends imply that average LP investment levels generally chart with the health of the market over time. This blog post is for informational purposes only.

Buyout 52

Buyout Venture Capital Legal Liabilities 52

Walkner Condon Financial Advisors

MAY 1, 2023

Based on how various forms of equity compensation are taxed, you might find yourself in a position where you owe a large tax liability out of pocket. The RSUs can be withheld and/or sold to cover some or all of the tax liability. If you have the cash set aside, good for you! With a publicly-traded company, no big deal!

Companies 98

Companies Taxes Liabilities Private Companies 98

The Motley Fool

AUGUST 11, 2023

That age, however, is also something of a liability. That's down from 2017's figure of 31%, but leaves another 18% of the nation's current cash-based commerce up for grabs. That makes it one of the market's older fintech names. Aggressive growth investors often want something new rather than something proven. were made with cash.

Liabilities 130

Liabilities Banks Investors Companies 130

Pension Pulse

SEPTEMBER 3, 2024

During that decade, the investor also scooped up Goldman Sachs’ former headquarters at 85 Broad Street in the Financial District, which the company bought for $650 million in 2017. Assets and liabilities Ivanhoé Cambridge got its start in the 1950s when Montreal grocer Sam Steinberg started buying up local shopping centers.

Pension Funds 59

Pension Funds Liabilities Stakes Debt 59

The Motley Fool

APRIL 24, 2024

At quarter end, our 30-plus frequency rate was 4.74%, compared to 3.81% in the prior year and 18 basis points above our average for the first quarter of 2017 to 2019. Our 90-plus delinquency rate was 2.42% versus 1.87% last year and 14 basis points above our average for the first quarter of 2017 to 2019. Operator Thank you.

Liabilities 130

Liabilities Capital Banks Financing 130

Tucker Advisors

SEPTEMBER 27, 2021

As an added protection for policyholders, a failing insurance company cannot access federal bankruptcy laws to escape liability for its debts. Below are 10 stories that present a trend of corporations transferring the liabilities of their pension plans into the safety of indexed annuities with insurance companies. 4, 2017 [link].

Companies 52

Companies Liabilities Legal Banks 52

Lakehouse Capital

OCTOBER 4, 2022

750k in 2017), whilst hours streamed totalled 22.8bn in 2021 (vs 6.5bn in 2017) – E-sports professional gaming had an estimated 532m viewers in 2022 and is projected to reach 640m in 2025. Now more than ever, having the skills to identify these companies is essential to success.

Investment Horizon 52

Investment Horizon Liabilities Assets Capital 52

Pension Pulse

AUGUST 1, 2024

to 75.9%) since 2017. Funded status refers to the ratio of CalSTRS assets to its total liabilities. of the assets to cover future liabilities. The CalSTRS funded status was 75.9% as of June 30, 2023, the sixth consecutive year the funded status has increased. It has grown more than 13% (from 62.6%

Pension Funds 59

Pension Funds Education Assets Liabilities 59

Fortune Financial

FEBRUARY 4, 2024

In contrast, the average liability is 3 percent for the top quintile, 16.4 The share of non-retirees who thought their retirement saving was on track was also below the shares who thought their saving was on track in 2017 through 2020.” For the lowest four quintiles, taxes are negligible – ranging from 0 percent to 1.9

Taxes 59

Taxes Consulting Consultants Education 59

Pension Pulse

JULY 4, 2023

While the consortium that has owned Thames since 2017 has yet to take a dividend out of it, its predecessor – the Australian bank Macquarie – has been widely criticised for its stewardship of the water company between 2006 and 2017. Macquarie part-owned Kemble Water, which in turn owned Thames Water, between 2006 and 2017.

Pension Funds 52

Pension Funds Debt Shareholders Stakes 52

The Motley Fool

SEPTEMBER 7, 2024

Image source: Getty Images In 2017, Congress passed the Tax Cuts and Job Act (TCJA), which introduced sweeping changes to the tax code, including a tax cut called the Qualified Business Income deduction. The Qualified Business Income (QBI) deduction is a tax benefit introduced by the Tax Cuts and Job Act of 2017.

Taxes 246

Taxes Liabilities Investing 246

The Motley Fool

DECEMBER 22, 2023

Itemize your tax return, which is when you add up the individual tax deductions you qualify for and subtract them from your overall tax liability. But for most people, the standard deduction produces the most savings, especially since the Tax Cuts and Jobs Act (TCJA) of 2017 substantially increased the standard deduction.

Taxes 246

Taxes Exchange-Traded Funds Mutual Funds Consulting 246

The Motley Fool

JANUARY 23, 2024

The decrease largely reflected higher interest-bearing liability costs, which increased 169 basis points to 4.55% and reduced net interest margin by 138 basis points. Our delinquency ratios finished the year slightly above average levels from 2017 to 2019 prior to the pandemic. Moving to reserves. billion to $18.5

Liabilities 130

Liabilities Banks Capital Financing 130

Pension Pulse

SEPTEMBER 13, 2023

A report by the Asia Pacific Foundation of Canada found that between 2003 and 2017, Canadian pension funds invested $25 billion in the region. AIMCo is lagging behind many other Canadian institutional investors when it comes to establishing a foothold in Asia.

Pension Funds 59

Pension Funds Investment Horizon Assets Asset Management 59

The Motley Fool

DECEMBER 30, 2023

But he's been in the CEO seat since 2017. Ricky Mulvey: Right now the company is in a little bit of an interesting spot especially as a asset management business, a collection of businesses because the price is trading below its book value, which is just the accounting value of its assets minus its liabilities.

Buyout 246

Buyout Asset Management Assets Capital 246

The Motley Fool

DECEMBER 6, 2023

Con Edison, a C3 customer since 2017, continues to expand its use of the C3.ai We have these problems with LLM cause data exfiltration, LLM cause cyberthreats and IP liability, OK? Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability.

Professional Services 130

Professional Services Liabilities Leveraging Accounting 130

The Motley Fool

JULY 26, 2024

I think you said it was basically a buying opportunity, saying that that was that's a little bit weird for this massive of a bank, book value being basically assets minus liabilities for a bank. The bank has gone on and run since then now trading well above its book value. They don't reset for a while. Now, the market rent is 50% higher.

Banks 130

Banks Portfolios Investment Banks Investment Banking 130

The Motley Fool

DECEMBER 5, 2023

The intimation is that the replacement of these cables, along with potential health-related liabilities, could be quite costly for telecom companies. It also fails to consider that any liability costs (if there are any) would be determined in the U.S. court system, and that would likely be a long process.

Debt 246

Debt Liabilities Capital Assets 246

The Motley Fool

MAY 16, 2024

With so much debt already on their balance sheets, the last thing telecom companies need is a potential multibillion-dollar liability. Further, liability claims are typically handled in the U.S. Not surprisingly, shares have fallen by 42% since peaking in 2017. court system.

Liabilities 130

Liabilities Debt Exchange-Traded Funds Buyout 130

The Motley Fool

FEBRUARY 23, 2024

Since our water strategy began in 2017, we've grown through more than 30 acquisitions. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability. This would be Northwest Natural's third RNG facility investment and the first facility located in the Pacific Northwest.

Depreciation 130

Depreciation Amortization Capital Debt 130

Pension Pulse

AUGUST 1, 2023

No politician questioned this false narrative: the perpetual cut-off-date changing ended in 2004 , when the city and state truly got serious about pension underfunding, and only resumed in 2017, with the same individual, Robert Martwick of Chicago, pushing that change.

Pension Funds 52

Pension Funds Taxes Funds Hedge Funds 52

The Motley Fool

SEPTEMBER 4, 2024

of EPS that wasn't in our June outlook, was related to general liability claims. Predicting these claims is complex and we again increased our accrual for general liability this quarter after observing higher-than-expected costs to resolve certain claims. was attributable to the general liability adjustment, while the remaining $0.08

Liabilities 130

Liabilities Depreciation Shareholders Portfolios 130

The Motley Fool

AUGUST 29, 2024

Finally, we are undertaking the first full-scale refresh of our sorting process within our distribution centers since the launch of our Fast Track initiative in 2017. The last time we actually did that was in 2017. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability.

Leveraging 130

Leveraging Capital Shareholders Taxes 130

Pension Pulse

AUGUST 28, 2023

In fact, as average atmospheric temperatures have risen from 1970 to 2017, Canadian forest fires have declined sharply in number and show little obvious trend in areas burnt. That’s according to a 2020 study in the journal Progress in Disaster Science where authors Tymstra et al.

Pension Funds 59

Pension Funds Investing Stakes Funds 59

The Motley Fool

SEPTEMBER 4, 2024

We began our partnership with Con Ed in 2017, initially focusing on the advanced metering infrastructure project. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability. These applications, we expect to be all scaled out across multiple assets.

Professional Services 130

Professional Services Enterprise Values Assets Companies 130

Pension Pulse

NOVEMBER 20, 2023

The US withdrew from the TransPacific Partnership in 2017. For example, the federal government recently announced it would stop issuing real return bonds – an important liability matching asset for many defined benefit pensions in Canada. Over the course of 2018 to 2022, the US imposed significant tariffs on Chinese exports to the US.

Pension Funds 59

Pension Funds Investing Leveraging Assets 59

Pension Pulse

JULY 26, 2023

The Future of the Corporation programme was launched in 2017 and concluded its main phase of activity in 2021. Well, from a pension perspective, pension plan managers have a fiduciary responsibility to meet their future liabilities taking into account all risks, including the risk of climate change.

Asset Management 52

Asset Management Assets Capital Finance 52