Zajac Group

NOVEMBER 7, 2024

One of the most important aspects of developing a thorough estate plan is tax planning, as this has the potential to diminish the impact of your gifts and your loved ones’ inheritances. Let’s take a look at the tax impact and other considerations of each. million before triggering federal estate taxes).

Liabilities 52

Liabilities Taxes Legal Assets 52

The Big Picture

OCTOBER 23, 2023

Instead, we now have massive amounts of liabilities. Your grandchildren will blame the toxic combination of incompetency and ideology for the massively increased carrying costs of unfunded spending and tax cuts. Some of it was merely incompetency but a lot of it was purposeful. just decades later at a much greater cost.

Debt 133

Debt Taxes Liabilities Finance 133

Cobalt

OCTOBER 11, 2024

Q4 2016 – Q1 2017 saw significant contributions, and Q1 2023 saw significant distributions. The information contained in this blog post is not legal, tax, or investment advice. As the four largest economies in Latin America, they comprise the majority of private investment interest within our dataset.

Legal 52

Legal Liabilities Taxes Returns 52

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

Cobalt

SEPTEMBER 17, 2024

Q4 2016 – Q1 2017 saw significant contributions, and Q1 2023 saw significant distributions. The information contained in this blog post is not legal, tax, or investment advice. As the four largest economies in Latin America, they comprise the majority of private investment interest within our dataset.

Legal 52

Legal Liabilities Taxes Returns 52

Walkner Condon Financial Advisors

MAY 1, 2023

ISOs and NQSOs differ in how they are treated from a tax perspective at exercise and upon the disposal (sale) of the stock. RSUs are taxed as compensation income upon vesting (with one exception of deferring the taxation using an 83(i) election , if eligible to do so). Reminder: RSU is taxed as compensation income at vesting.

Companies 98

Companies Taxes Liabilities Private Companies 98

The Motley Fool

AUGUST 8, 2023

As a result, American Tower raised its full-year outlook for total property revenue; adjusted earnings before interest, taxes, depreciation, and amortization ( EBITDA ); and adjusted funds from operations (AFFO) per share. per share (which equated to a tiny annual yield of 0.14% at the time) a "good place to start."

Earnings Before Interest 130

Earnings Before Interest Amortization Depreciation Debt 130

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

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. 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

Fortune Financial

FEBRUARY 4, 2024

Will you end up paying too much in ordinary income taxes for company stock in your 401(k) plan? With our deep expertise and qualifications in NUA strategies, our experts are adept at navigating the complexities of tax-efficient retirement planning. This appreciation becomes critical when considering tax implications upon withdrawal.

Taxes 59

Taxes Consulting Consultants Education 59

The Motley Fool

AUGUST 3, 2023

The tax-efficient net unrealized gain on our equity portfolio now stands at $5.4 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. billion, compared to $4.2 billion a year ago.

Liabilities 100

Liabilities Asset Management Shareholders Capital 100

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

APRIL 26, 2024

Net income of $755 million for the first quarter of 2024 included recognition of $484 million on an after-tax basis were the increase in fair value of equity securities still held, representing about three quarters of the increase in net income. Strong operating results generated the rest of the increase. points for catastrophe losses.

Liabilities 130

Liabilities Taxes Banks Shareholders 130

The Motley Fool

JULY 26, 2024

Net income of $312 million for the second-quarter of 2024 included recognition of $112 million on an after-tax basis for the increase in fair value of equity securities still held. The second-quarter pre-tax average yield of 4.64% for the fixed maturity portfolio was up 30 basis points compared with last year. Please go ahead.

Taxes 130

Taxes Banks Accounting Liabilities 130

The Motley Fool

JANUARY 25, 2024

Book value is the value of a company's total assets minus its total liabilities. Up next, Robert Brokamp and Alison Southwick are going to tackle some of those questions that you sent in about saving for kids, taxes and trading, and a little known savings account. Which shares you should sell will depend on your current tax bracket.

Investors 130

Investors Taxes Banks Education 130

The Motley Fool

OCTOBER 30, 2024

to incorporate the impact of the divestiture gain and a lower projected tax rate for the full year. Over the past few years, we've made progress on expanding our revenue from CBI from less than 1% in 2017 to approximately 2% today. The effective tax rate in the quarter of 14.9% points, and that's going all the way back to 2017.

Leveraging 130

Leveraging Taxes Banks Capital 130

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. year tangible book value earn back.

Liabilities 130

Liabilities Banks Capital Finance 130

The Motley Fool

APRIL 24, 2024

Excluding the $802 million after-tax gain from the sale of our Pets Best business, we generated $491 million in net earnings or $1.18 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. We generated $1.3 per diluted share.

Liabilities 130

Liabilities Capital Banks Finance 130

The Motley Fool

OCTOBER 18, 2023

Mercedes is accepting legal liability for when it's Level 3 autonomous driving system drive pilot is active. Is Tesla planning to accept legal liability for FSD? Elon Musk Well, there's a lot of people that assume we have legal liability judging by the lawsuits. And in 2017 through '19 were not a picnic either.

Liabilities 246

Liabilities Banks Legal Taxes 246

The Motley Fool

AUGUST 29, 2024

million in restructuring charges and a onetime sales tax contingency of $2.4 million estimated sales tax expense for prior fiscal years. Excluding the onetime sales tax expense, adjusted SG&A increased by 1.3% million estimated sales tax expense recorded in SG&A. Our reported EPS loss is $0.11 million at 7.5%

Leveraging 130

Leveraging Taxes Depreciation Portfolios 130

The Motley Fool

OCTOBER 31, 2024

Finally, we expect a non-GAAP tax rate of approximately 17% for Q4 based on the current geographic mix of our business. A further comment on tax, there's now more clarity on the potential impact of the Pillar Two global minimum tax rules as more countries continue to enact these rules. This is up to a 20% lift that we see.

Banks 130

Banks Taxes Portfolios Accounting 130

Pension Pulse

AUGUST 1, 2023

And in terms of the overall percent of the budget, the city spends 20% of its operating budget on pensions plus 80% of the property tax revenue it receives as a separate line-item. What that means, in practice, appears to be a matter of finding new tax revenues, for example, according to the reporting at WTTW.

Pension Funds 52

Pension Funds Taxes Hedge Funds Funds 52

The Motley Fool

FEBRUARY 23, 2024

The components of the revenue requirement increase are fairly straightforward: roughly 45% related to investments in the system, higher property taxes, and an updated depreciation study resulting in new depreciation rates; 35% due to operations and maintenance expenses; with the remainder related to cost of capital and income taxes.

Depreciation 130

Depreciation Amortization Debt Capital 130

The Motley Fool

NOVEMBER 5, 2024

Additionally, we delivered a pre-tax net income margin of 14.1%, up 130 basis points sequentially and significantly higher than our pre-pandemic average of 12.8%. Our effective tax rate was 24.3%, compared to 25.1% Given our performance to date, we expect our full-year tax rate will be approximately 24.5%. last year and 12.8%

Capital 130

Capital Debt Banks Resale 130

The Motley Fool

OCTOBER 11, 2024

increased 5%, reflecting a higher tax rate compared to a year ago. Our as-adjusted tax rate for the third quarter was 26%. The prior-year quarter included $215 million of discrete tax benefits, while the third quarter of 2024 was impacted by $22 million of discrete expense. Earnings per share of $11.46

Assets 130

Assets Leveraging Mergers and Acquisitions Capital 130

The Motley Fool

NOVEMBER 4, 2024

Since 2017, Pizza Hut has been strategically lowering its ticket average to drive traffic and enhance its mass market appeal. Our effective tax rate was 27.3% For Pizza Hut pricing strategy, we are very clear from 2017 onward. KCOFFEE cafe potential is exciting. Turning to Pizza Hut. The brand is making solid progress.

Shareholders 246

Shareholders Capital Returns Investors 246

The Motley Fool

NOVEMBER 7, 2024

Income tax expense was $33 million for the third quarter driven primarily by our pre-tax profitability and nondeductible stock-based compensation. So, I love that you know about it because we weren't very public about the gold standard back in 2017, but we certainly talked to SSPs and at exchanges about it.

Capital 245

Capital Companies Taxes Bidding 245

The Motley Fool

MARCH 14, 2024

Our effective tax rate for the quarter was 20% and compares to 23.2% This lower rate is primarily due to the effect of certain rate-impacting items such as federal tax credits on lower earnings before taxes as well as lower state effective rate resulting from increased recognition of state tax credits. billion to $1.4

Capital 130

Capital Taxes Depreciation Shareholders 130

Pension Pulse

NOVEMBER 20, 2023

Up until 2005, Canadian federal income tax legislation restricted foreign investment by Canadian pensions. And this was now possible because the federal tax restrictions on foreign investment that were in place up until 2005 had been removed. The US withdrew from the TransPacific Partnership in 2017. China and Russia).

Pension Funds 59

Pension Funds Investing Leveraging Assets 59

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. Our effective tax rate for the quarter was 22.3% This guidance now assumes an effective tax rate of approximately 23%. and compares to 22.9% billion to $1.4

Leveraging 130

Leveraging Capital Shareholders Taxes 130

The Motley Fool

AUGUST 1, 2024

The primary exclusion in Mobileye's non-GAAP numbers is amortization of intangible assets, which is mainly related to Intel's acquisition of Mobileye in 2017. Lastly, in terms of tax rate, we assume a non-GAAP effective tax rate of between 17% and 19% for 2024 in comparison to our prior expectation of 15% to 17%.

Leveraging 130

Leveraging Taxes Capital Investors 130

The Motley Fool

JULY 28, 2023

And I think it also helps us to create and deliver the analytics that have historically driven our reinsurance business over to the large corporate clients who have a more acute need today to understand their risk and property exposure to climate change, as well as to cyber liability exposures. So, that's on the risk capital side.

Capital 100

Capital Business Services Debt Liabilities 100

The Motley Fool

AUGUST 6, 2024

million pre-tax unfavorable impact is driven by the use of cash to fund the NuVasive line of credit paydown at merger close, share repurchases related to our buyback plan, and interest expense from the senior convertible note, which was assumed from NuVasive at merger close. The gap tax rate for the second quarter was 33.2%

Mergers and Acquisitions 130

Mergers and Acquisitions Securities and Exchange Commission (SEC) Capital Taxes 130

The Motley Fool

AUGUST 5, 2024

Our effective tax rate was 25.2% We expect our full year effective tax rate to be in the high 20s. For Pizza Hut, TA come down by design since 2017. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability. a year ago.

Shareholders 246

Shareholders Capital Leveraging Returns 246

The Motley Fool

FEBRUARY 7, 2024

Same-store sales growth of 6% was driven by strong traffic growth of 15% and ticket average decrease of 8% is by design and consistent with our revitalization strategy since 2017. Our effective tax rate was 24.2% We have been very consistent with the Pizza Hut strategy since 2017 when we embarked on the Pizza Turnaround.

Shareholders 130

Shareholders Depreciation Leveraging Taxes 130

The Motley Fool

JULY 14, 2023

Embedded in these results are after-tax divestiture-related impacts of approximately $92 million. Our effective tax rate this quarter was 27%, primarily driven by the geographic mix of our pre-tax earnings in the quarter. Excluding current quarter divestiture-related impacts, our effective tax rate was 26%. and non-U.S.

Banks 130

Banks Capital Investment Banks Investment Banking 130

The Big Picture

AUGUST 8, 2022

So, you kind of trace the business models and you step back and ask, well, how is that working out for us, and the surveillance capitalism, what Zuboff calls, et cetera, was beginning to not work very well already in 2017, 2018. In this country, we subsidize homeownership only if you borrow through taxes. RITHOLTZ: Billions.

Banks 80

Banks Debt Finance Financing 80