The Motley Fool

JULY 9, 2023

And a 2020 report from AARP found that nearly 42 million Americans provide unpaid care to adults, mostly their parents. You should also be aware of your potential personal liability for your parents' expenses. Then, an accountant will be handy around issues of taxes, especially for people with complex portfolios and plans.

Financing 243

Financing Finance Liabilities Debt 243

The Motley Fool

JULY 24, 2023

The biggest priority bucket each month goes toward our next set of tax and insurance bills. June is the biggest month of the year for us on that front, with property taxes, homeowners insurance, car insurance, and liability insurance all due. Our cars are all safe and functional and don't have to be immediately replaced.

Funds 246

Funds Taxes Liabilities Stakes 246

The Motley Fool

DECEMBER 1, 2024

While these stocks have indeed been incredibly strong performers since the broad market hit a pandemic-prompted low in early 2020, this strength has been an exception to the norm rather than the norm. I have the option of converting some -- or even all -- of my regular IRA to a Roth IRA, after which any withdrawals will be tax-free.

Taxes 189

Taxes Accounting Liabilities Prospects 189

The Motley Fool

DECEMBER 10, 2024

It's not difficult to understand why shares of streaming television name fuboTV (NYSE: FUBO) have been upended since peaking in late 2020. The stock is trading down about 97% from its all-time high reached not long after it IPO'd in October 2020. fuboTV: The same, but different Don't misread the message. But first things first.

Buyout 228

Buyout Prospects Legal Liabilities 228

The Motley Fool

FEBRUARY 17, 2024

Buffett had plenty of good reasons for trimming some positions and exiting others entirely, but it's impossible to ignore the tax consequences of Buffett's sales. As of the end of September, Berkshire's deferred tax liability was about $85 billion. The sales were done purely for tax purposes. billion in realized gains.

Taxes 130

Taxes Liabilities Stakes Shareholders 130

The Motley Fool

APRIL 29, 2024

Here's how much prices for these three necessities have gone up since 2020 and how to deal with the rising costs. since 2020. Additionally, as house values have jumped over the past few years, some homeowners are appealing their home's assessed value to try to lower their tax liability. more expensive now.

Taxes 130

Taxes Liabilities Companies Financing 130

The Motley Fool

JANUARY 6, 2025

The result included a 264 million after-tax charge for litigation expense as a result of a verdict the company intends to appeal. In its complaint filed in the California courts in 2020, Pacific Steel Group claimed, among other things, various restraints on trade by CMC. million, or a loss of $1.54 per diluted share, on sales of 1.9

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Capital Banks Shareholders 246

Cobalt

DECEMBER 11, 2024

hovered slightly above 10% before 2020 but experienced higher volatility in the wake of the pandemic. The information contained in this blog post is not legal, tax, or investment advice. From 2018 onward, there was remarkable consistency in contributions among investors across geographies.

Funds 52

Funds Legal Liabilities Taxes 52

The Motley Fool

AUGUST 10, 2024

Buffett explained his rationale for that move during Berkshire's annual shareholder meeting -- citing that he believed changes to the tax code were on the horizon. Essentially, Buffett was looking to lock in some gains and avoid a higher tax liability should his prediction come to fruition. Image source: Getty Images.

Initial Public Offering 130

Initial Public Offering Stakes Taxes Liabilities 130

The Motley Fool

JUNE 25, 2024

Up until 2020, it was a slow-growth analytics software maker that seemed to be losing ground to its nimbler cloud-based competitors. MicroStrategy's valuation is tethered to Bitcoin's future MicroStrategy's revenue only increased at a compound annual growth rate (CAGR) of 1% from 2020 to 2023. Image source: Getty Images.

Enterprise Values 130

Enterprise Values Amortization Depreciation Earnings Before Interest 130

The Motley Fool

FEBRUARY 5, 2025

That's because the SSA caps the amount of income subject to Social Security tax each year. And if you don't pay any Social Security tax on those wages, it also won't go toward your earnings for the sake of calculating your retirement benefit. But high earners might not see all of their income show up on their Social Security statement.

Taxes 130

Taxes Liabilities Accounting Capital 130

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 Liabilities Taxes Financing 133

The Motley Fool

MARCH 27, 2025

In real estate, when I arrived at 3D Systems in the summer of 2020, our global footprint stood at roughly 50 locations, 5-0, as a result of a long history of acquisitions with little consolidation. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability.

Accounting 245

Accounting Liabilities Capital Leveraging 245

The Motley Fool

DECEMBER 24, 2023

Some expenses you could save on if you're donating your car: Auto insurance and tag fees: The average cost of insurance in a medium-cost state for a six-month, liability-only policy is $102 per month, according to Progressive. What about the tax deduction? Check with a tax adviser if you're considering a tax-deductible car donation.

Resale 130

Resale Taxes Liabilities Financing 130

The Motley Fool

MAY 13, 2024

You also have to account for added costs like property taxes, maintenance, repairs, and insurance. The average cost of homeowners insurance for a 12-month policy among insurers in Progressive's network ranges from $999 ($83 per month) to $1,655 ($138 per month) for policies effective on or after April 1, 2020.

Liabilities 130

Liabilities Prospects Taxes Accounting 130

The Motley Fool

NOVEMBER 7, 2024

Watsonville was forced into bankruptcy primarily because it was unable to access COVID funding, similar to most of the other hospitals in 2020. Charges for property taxes and other obligations, net of recovery, and the donation of our former Steward-operated hospital in Hope, Arkansas to the local community rounded out the balance.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Assets Debt Prospects 130

The Motley Fool

FEBRUARY 22, 2024

From 2016 through 2020, Maravai acquired companies, including TriLink BioTechnologies and Cygnus Technologies in 2016, Glen Research in 2017. As the pandemic hit in 2020, we entered a new phase. During this period, we decided to the company public in November of 2020. This was Maravai 1.0,

Taxes 130

Taxes Liabilities Banks Assets 130

The Motley Fool

FEBRUARY 1, 2024

Among other things, the unrealized gain on our equity portfolio now stands at over $6 billion free tax. The total size of our fixed income portfolio also grew in alignment with our growth in reserves given we generally match our insurance liabilities with highly rated fixed income securities of similar duration and currency.

Liabilities 130

Liabilities Portfolios Capital Shareholders 130

The Motley Fool

OCTOBER 25, 2023

The GAAP effective tax rate for the third quarter was 25.1% lower than the second quarter effective tax rate of 34.8% and lower than the third quarter effective tax rate of 40.7% taxes on foreign earnings in Q3. taxes on foreign earnings in Q3. of the prior year. Moving on to the balance sheet. million and up $160.9

Securities and Exchange Commission (SEC) 245

Securities and Exchange Commission (SEC) Taxes Banks Capital 245

The Motley Fool

APRIL 24, 2024

Turning to Originations, our team did a great job generating $32 million in pre-tax income while continuing to be an industry leader in retention. In 2020, we used Pyro to process 150 million pages of data. And today, we are running at well north of 600 million pages per year. How does Pyro help us? Good morning.

Leveraging 246

Leveraging Amortization Bidding Collateral 246

The Motley Fool

APRIL 29, 2024

Since 2020 we've invested $825 million of total cash on our balance sheet. The increase was primarily due to higher G&A expenses this quarter, which was specifically related to an increase in employer-paid payroll taxes in connection with employee stock option exercises in the first quarter. Cash flows from software operations.

Leveraging 246

Leveraging Debt Assets Shareholders 246

The Motley Fool

APRIL 16, 2024

billion after tax and EPS of $0.76. Let's turn our focus to NII performance using Slide 9, where you can see on a fully tax equivalent basis, NII was $14.2 As we look forward for Q2, we expect some modest impact of lower deposits in wealth management as clients make their seasonal income tax payments.

Banks 246

Banks Taxes Investment Banks Investment Banking 246

The Motley Fool

MARCH 6, 2025

The performance of our new clubs continues to be strong with clubs open since 2020, contributing to comp sales at a rate of over two times the chain. Adjusted earnings per share for the quarter was $0.93, including an effective tax rate of 26.3%, driven by unplanned tax windfall. Hey, Chuck.

Leveraging 130

Leveraging Taxes Legal Shareholders 130

The Motley Fool

NOVEMBER 7, 2024

See 3 “Double Down” stocks » *Stock Advisor returns as of November 4, 2024 Consistent with previous reporting practices, adjusted production numbers cited in today's call are adjusted to exclude noncontrolling interest in Egypt and Egypt tax barrels. In the US, since 2020, we have executed more than $5 billion of acquisitions and over $2.5

Liabilities 130

Liabilities Taxes Prospects Assets 130

The Motley Fool

JULY 24, 2024

billion of operating pre-tax income, and $2.43 Our 4% revenue growth at constant currency combined with greater than 200 basis points of operating pre-tax margin expansion drove 17% operating pre-tax income growth and 11% operating diluted earnings-per-share growth, highlighting our strong execution. billion in revenue, $2.8

Consulting 243

Consulting Consultants Leveraging Taxes 243

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. I mean, more so than the 2020 accident year COVID-related. points for catastrophe losses.

Liabilities 130

Liabilities Taxes Banks Shareholders 130

The Motley Fool

NOVEMBER 21, 2024

Slide 14 concludes with our guidance for net income, effective tax rate, and operating cash flow. Next, our guidance incorporates an effective tax rate between 23% and 25%. Notably, our margins in 2024 exceeded 18%, reflecting nearly 700 bips of improvement from 2020, which was the last time we were at this point in the cycle.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Funds Investors Shareholders 130

The Motley Fool

FEBRUARY 28, 2025

NAV is defined as total assets minus total liabilities and is also reported on a per-share basis. As a result, on a cumulative basis, since our initial investment in April 2020 and taking the realized gain and dividends into consideration, we realized an annual internal rate of return of 69% and 7.7 Just on taxes, right?

Capital 130

Capital Asset Management Debt Leveraging 130

The Motley Fool

OCTOBER 27, 2023

The net loss of $99 million for the third quarter of 2023 included recognition of $362 million on an after-tax basis for the reduction of fair value of equity securities still held. The third quarter pre-tax average yield of 4.44% for the fixed maturity portfolio rose 36 basis points compared with last year.

Prospects 130

Prospects Taxes Banks Liabilities 130

The Motley Fool

FEBRUARY 8, 2024

Next, a change in profit before income tax for nine months and compared to the same period last fiscal year. Profit before income taxes, despite a decrease in equity method profit mainly from China due to an increase in operating profit, interest income, and other profits was increased by JPY 405.1 The change factors are as follows.

Taxes 245

Taxes Financing Finance Capital 245

Axial

APRIL 3, 2025

Using EBITDA Multiples to Understand Your Valuation EBITDA represents your earnings before interest, taxes, depreciation, and amortization. This metric offers potential buyers a clear snapshot of your businesss core profitability, free from the effects of taxes, financing, and non-operational factors.

Private Equity Firms 52

Private Equity Firms Private Equity Firms Financing Finance 52

The Motley Fool

FEBRUARY 27, 2025

Please note that during the discussion today, the company will present both GAAP and non-GAAP financial measures, including adjusted EBITDA, adjusted EBITDA margin, segment income margin, tax rate applicable to net income, adjusted net income, adjusted EPS, net leverage ratio, and free cash flow as well as constant currency comparisons.

Leveraging 130

Leveraging Capital Taxes Companies 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.

Taxes 130

Taxes Banks Accounting Liabilities 130

The Motley Fool

SEPTEMBER 13, 2023

Another $180 million positive contribution from accrued expenses and other liabilities. Once in the first half of 2000, something happening there, once in 2008 and into the Q1 of 2009, again, something happening there in the broader world and then March 2020. Plus treasuries are free of state and local income taxes.

Taxes 130

Taxes Banks Funds New York Stock Exchange 130

The Motley Fool

OCTOBER 10, 2024

Since 2020, when we began our financial and operating transformation, the results and comparisons have been rather dramatic and are worthy of some reflection. Since 2020, when we began this journey, we have reduced our year supply of land owned from three years supply to an expected 1.1 billion in dividends since 2020.

Assets 246

Assets Capital Debt Shareholders 246

The Motley Fool

FEBRUARY 21, 2024

Second, we have firmly demonstrated our capabilities deploying capital, having invested $9 billion or more including public M&A in each of the last three years since exiting the pandemic year of 2020. So I have one on income taxes. Can you provide some more color on what is driving that large increase in income taxes?

Mergers and Acquisitions 246

Mergers and Acquisitions Debt Assets Financing 246

The Motley Fool

FEBRUARY 6, 2024

Since August 2020, we've invested $726 million of total cash on our balance sheet in Bitcoin. For the fourth quarter, we reported GAAP net income of $89 million, which included $150 million tax benefit, primarily due to changes in the valuation allowance on our deferred tax asset directly related to our Bitcoin holdings.

Leveraging 130

Leveraging Debt Assets Shareholders 130