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

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 Earnings Before Interest Amortization Depreciation 130

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.

Finance 243

Finance Financing 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 Prospects 246

Cobalt

OCTOBER 11, 2024

Q1 2023 also does not coincide with any election, and therefore may instead reflect the eventual distribution of funds invested in 2020 given how three years of the highly profitable deep-value investments of 2020 may have begun to pay off. The information contained in this blog post is not legal, tax, or investment advice.

Legal 52

Legal Liabilities Taxes Returns 52

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 Finance 130

Cobalt

SEPTEMBER 17, 2024

Q1 2023 also does not coincide with any election, and therefore may instead reflect the eventual distribution of funds invested in 2020 given how three years of the highly profitable deep-value investments of 2020 may have begun to pay off. The information contained in this blog post is not legal, tax, or investment advice.

Legal 52

Legal Liabilities Taxes Returns 52

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

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 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

JUNE 24, 2024

Key Takeaways While the relatively small size of the sub-Saharan private market means there will be lower volumes of cash flows to measure, we see a pattern of fairly low but consistent contributions from 2010 to 2020. After 2020, the contributions largely drop off except for a return to form in 2023.

Startups 52

Startups Legal Liabilities Taxes 52

Cobalt

AUGUST 6, 2024

This trend continued to an even larger extent into 2020, with only 7.6% The information contained in this blog post is not legal, tax, or investment advice. This reinforces that Natural Resource saw decreasing fortunes through the decade, even as many other industries thrived. pacing throughout the year, the lowest since 2009.

Investment Horizon 52

Investment Horizon Investing Legal Liabilities 52

Cobalt

MAY 20, 2024

Key Takeaways Though presented in a different manner, our quarterly NAV growth chart tells a similar story to our Cobalt base analytics, with the negative downturns of the early and late 2000s and 2020 prominently displayed. The information contained in this blog post is not legal, tax, or investment advice.

Legal 52

Legal Liabilities Taxes Capital 52

The Motley Fool

AUGUST 9, 2023

Free cash flow to the holding company remained strong, driven by Enact's return of capital and tax payments in 2023 from Enact and the U.S. Total pre-tax statutory income for the U.S. LDTI requires us to remeasure LTC liabilities each quarter and compare actual performance against best estimate assumptions. GAAP tax rate.

Legal 100

Legal Liabilities Taxes Shareholders 100

Tobias Financial

JUNE 6, 2024

This rise can be attributed to the potential for future tax-free growth, as funds transferred from pretax or nondeductible individual retirement accounts to Roth IRAs grow tax-free. Marianela was recently quoted in a CNBC article emphasizing that the upfront tax bill is a critical consideration.

Taxes 40

Taxes Liabilities Accounting Assets 40

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

Cobalt

OCTOBER 14, 2024

The information contained in this blog post is not legal, tax, or investment advice. 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.

Venture Capital 52

Venture Capital Returns Capital Buyout 52

Cobalt

SEPTEMBER 12, 2023

The main market divergences between NAV and dry powder were in 2009 and 2020. 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. D espite the risks and the tribulations of 2020 , appetite for this investment style has persisted and strengthened.

Legal 52

Legal Liabilities Taxes Assets 52

Cobalt

AUGUST 11, 2023

The main market divergences between NAV and dry powder were in 2009 and 2020. 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. D espite the risks and the tribulations of 2020 , appetite for this investment style has persisted and strengthened.

Legal 52

Legal Liabilities Taxes Assets 52

Cobalt

JANUARY 26, 2024

We surmise that existing funds were gutted by portfolio company defaults, while new funds were used to acquire the distressed assets that became available. Looking ahead, we see a smaller version of this event in 2020 that coincides with the COVID-19 pandemic drawdown. This blog post is for informational purposes only.

Legal 52

Legal Liabilities Taxes Finance 52

Cobalt

APRIL 4, 2023

Key Takeaways The most striking aspect of the above chart is the dramatic rise in both NAVs and dry powder between mid-2020 and the end of 2021. Tech and quick growth, the main beneficiaries of the post-March 2020 period, are the focus of most of the space. The instability in banking in both large institutions (e.g.,

Venture Capital 52

Venture Capital Legal Liabilities Banks 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

Cobalt

FEBRUARY 20, 2024

This tepidity quickly waned, however, and the market was progressively built up with more investor interest and steady contributions through 2020. The information contained in this blog post is not legal, tax, or investment advice. Now in 2024, we see the same curiosity play out as it did in 2008, but for different reasons.

Legal 52

Legal Liabilities Taxes Investors 52

Cobalt

FEBRUARY 9, 2023

This is lower than the distribution pace in 2020 and the lowest since 2010 when recovery from the Global Financial Crisis began. distribution pace, while lower than the first half 2022 average of 11.5%, is higher than the H1 pace in both 2019 and 2020. The information contained in this blog post is not legal, tax, or investment advice.

Legal 52

Legal Liabilities Taxes Assets 52

Cobalt

NOVEMBER 14, 2023

This spike can most likely be attributed to the timing of the chart, with a 3-year horizon starting in March 2020 (the bottom of the markets during the pandemic). 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

Cobalt

MARCH 18, 2024

In the new decade (for years with complete data 2020 – 2022), the average has jumped to 2.6. That offers LPs opportunities to invest more in the funds, potentially propping up the inflated averages so far in the 2020s. The information contained in this blog post is not legal, tax, or investment advice.

Buyout 52

Buyout Venture Capital Legal Liabilities 52

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 Shareholders Banks 130

Cobalt

NOVEMBER 2, 2022

This high value trend continued every quarter since Q1 2020, much in line with the rest of the economy’s upward trajectory after the initial COVID-19 shutdown in March 2020. The information contained in this blog post is not legal, tax, or investment advice. Key Takeaways: Total Value in MENA hit an all-time high of $6.8

Venture Capital 52

Venture Capital Legal Liabilities Taxes 52

Cobalt

DECEMBER 6, 2022

However, we see the monumental rise in NAV since 2020 has more than doubled the total invested value in previous years. The information contained in this blog post is not legal, tax, or investment advice.

Venture Capital 52

Venture Capital Hedge Funds Legal Liabilities 52

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

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

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

Cobalt

JANUARY 10, 2023

The average ticket size grew from $36 million in 2000 to $84 million in 2020, compared to $50 million to $85 million for traditional styles in the same periods, respectively. The information contained in this blog post is not legal, tax, or investment advice. Alternative investment strategies experienced more accelerated growth.

Buyout 52

Buyout Legal Liabilities Taxes 52

The Motley Fool

OCTOBER 29, 2024

Horton team produced solid results to finish the year, highlighted by consolidated pre-tax income of $1.7 billion on revenues of $10 billion, with a pre-tax profit margin of 17.1%. For the year, earnings per diluted share increased 4% to $14.34, and our consolidated pre-tax income was $6.3 billion on revenues of $36.8

Resale 130

Resale Securities and Exchange Commission (SEC) Taxes Leveraging 130

The Motley Fool

OCTOBER 24, 2024

We should remember that millions of consumers who would have charged off under normal circumstances in 2020, 2021, and 2022, avoided defaulting thanks to unprecedented stimulus and forbearance. So, we tightened our underwriting back in 2020 and '21 when credit was the best we've ever seen.

Capital 130

Capital Mergers and Acquisitions Banks Finance 130