The Motley Fool

APRIL 20, 2024

Amid recent struggles involving a one-time tax liability, growth in lower-margin first-party sales, and falling shipping revenue, the stock grew by only 8% over the last year. As MercadoLibre moves on from the tax liability and continues to capitalize on synergies in its home region, the stock is likely to continue moving higher.

Conglomerates 246

Conglomerates Liabilities Taxes Public Companies 246

The Motley Fool

JANUARY 22, 2024

But along with forming an LLC, filing annual reports for a corporation, or filing business tax returns, now there's a new one called "BOI." 1, 2024, as part of an act of Congress called the Corporate Transparency Act of 2021. Have you heard about BOI reporting for small businesses?

Legal 246

Legal Taxes Liabilities Banks 246

The Motley Fool

SEPTEMBER 20, 2024

In its pre-merger presentation in 2020, it claimed it could ship 600 battery-powered electric trucks (BEVs) in 2021, ship 1,200 BEVs in 2022, and ship 3,500 BEVs in 2023. But in reality, Nikola didn't ship a single BEV in 2021. Metric 2021 2022 2023 Revenue $0 $50.8 million in total liabilities. million $35.8 It had $256.3

Mergers and Acquisitions 246

Mergers and Acquisitions Earnings Before Interest Amortization Depreciation 246

The Motley Fool

OCTOBER 12, 2024

Although this represents the lowest "raise" since 2021 for the program's more than 68 million beneficiaries, it's modestly above the 2.3% payroll tax on earned income (wages and salary, but not investment income). and $168,600 was subject to the payroll tax , with earnings above this level exempt. On Thursday, Oct.

Taxes 246

Taxes Liabilities Assets Funds 246

Private Equity Insights

OCTOBER 11, 2023

Bain said in January it would explore re-listing Virgin, which it bought for $2.45bn including liabilities in 2020 after it was placed in voluntary administration, the closest Australian equivalent to Chapter 11 bankruptcy. Source: Reuters Can’t stop reading?

Initial Public Offering 241

Initial Public Offering Capital Private Equity Firms Private Equity Firms 241

Ballast Advisors

NOVEMBER 21, 2022

What are appropriate checklists for year-end tax planning? Tax planners often develop checklists to guide taxpayers toward year-end strategies that might help reduce taxes. Certain tax benefits may be available if you can claim an individual as a dependent. Family tax planning. Filing status and dependents.

Taxes 52

Taxes Education Depreciation Legal 52

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

MAY 6, 2024

over the last 12 months and has been positive every year since going public in 2021. With minimal cash on the balance sheet and over $600 million in debt and tax receivable liabilities with its old private equity owners, the stock has an enterprise value of approximately $1.5 Its consolidated operating margin was 7.6%

Enterprise Values 246

Enterprise Values Initial Public Offering Debt Taxes 246

The Motley Fool

MAY 15, 2024

It's important to note that Berkshire was a net seller of Apple stock last quarter, but Buffett has suggested that the sale was partially due to tax considerations. In 2021 alone, it repurchased $27 billion in stock. This snippet suggests that Buffett is conscious of tax liabilities when it comes to calculating total returns.

Taxes 130

Taxes Liabilities Stakes Shareholders 130

The Motley Fool

SEPTEMBER 19, 2023

A Zillow and Thumbtack survey published earlier this year showed that everyday expenses -- including utility bills, homeowners insurance , property taxes, and maintenance -- cost the average homeowner a staggering $14,155 annually. increase in 2021, according to real estate research firm ATTOM Data Solutions.

Taxes 130

Taxes Liabilities Accounting Companies 130

The Motley Fool

AUGUST 1, 2024

Our LTC segment reported an adjusted operating loss of $29 million in the second quarter, driven by a liability remeasurement loss. Life Insurance companies had a very strong quarter with pre-tax income estimated at $171 million, driven primarily by benefits from LTC rate force actions. On the statutory accounting basis, the U.S.

Liabilities 130

Liabilities Legal Shareholders Debt 130

The Motley Fool

OCTOBER 13, 2023

ChargePoint (NYSE: CHPT) became the world's first publicly traded electric vehicle (EV) charging network company after it merged with a special purpose acquisition company (SPAC) on March 1, 2021. ChargePoint closed at $30.11 on its first day but now trades at about $3. However, its high debt-to-equity ratio of 2.9

Enterprise Values 246

Enterprise Values Leveraging Earnings Before Interest Amortization 246

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. We now carry an after-tax present value liability of $1.2

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

The Motley Fool

JULY 28, 2023

When a company shows a negative D/E ratio, its liabilities exceed its assets -- a sign of potential problems. The company has maintained excellent double-digit revenue growth since it went public in March 2021, as seen in the chart below. This ratio measures a company's financial leverage. On the one hand, the company has high debt.

Debt 245

Debt Earnings Before Interest Shareholders Amortization 245

The Motley Fool

SEPTEMBER 5, 2024

Although our comparable net sales remained negative, this was our best quarterly comp sales result since the end of fiscal 2021. Pretax loss was $73,000 or breakeven as a percentage of net sales compared to last year's pre-tax loss of $1.5 Income tax benefit was $4,000 or 6.2% of pre-tax loss compared to a benefit of $0.3

Taxes 130

Taxes Assets Liabilities Returns 130

The Motley Fool

FEBRUARY 15, 2024

Its shares are down more than 21% since 2021. A decrease in income tax expense was the main reason the company's earnings of $1.3 billion of long-term debt on its books and current liabilities as of the end of last year topped $3.2 Investors appear to have given up on the company as a potential growth investment.

Prospects 130

Prospects Debt Liabilities Taxes 130

The Motley Fool

JUNE 25, 2024

But the impairment costs from those purchases caused it to turn unprofitable on a generally accepted accounting principles ( GAAP ) basis in 2020, 2021, and 2022. Its total liabilities also more than quadrupled from $913 million at the end of 2020 to $3.95 billion in the first quarter of 2024.

Enterprise Values 130

Enterprise Values Earnings Before Interest Amortization Depreciation 130

The Motley Fool

JANUARY 3, 2024

That's $836 million in pre-tax income -- 41% of the company's pre-tax income in the third quarter -- that can be traced back to unsustainable sources. Although Elon Musk is a big reason Tesla has been such a success since going public in 2010, he's also a genuine liability for shareholders.

Shareholders 235

Shareholders Taxes Stock Exchanges Liabilities 235

The Motley Fool

FEBRUARY 3, 2024

The shares have dropped more than 90% from their peak in 2021. Novavax last year launched a plan to improve its cost base, and it's made progress, cutting current liabilities by $1 billion since September. I'm talking about Novavax (NASDAQ: NVAX) and Teladoc Health (NYSE: TDOC). Which makes the better recovery-story buy right now?

Earnings Before Interest 130

Earnings Before Interest Amortization Depreciation Liabilities 130

The Motley Fool

JULY 21, 2023

That spinoff, along with its divestment of DirecTV in August 2021, finally ended the telecom giant's ill-conceived plans to become a pay-TV and media superpower. It had already broken its 36-year streak of annual dividend increases in 2021. Discovery (NASDAQ: WBD). AT&T was also still shouldering $134.7

Investing 130

Investing Debt Earnings Before Interest Amortization 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

Tobias Financial

AUGUST 7, 2024

If an account owner fails to withdraw the full amount of the RMD by the due date, the owner is subject to an excise tax equal to 25% of the amount not withdrawn. However, there is a silver lining: the IRS will not require retroactive RMDs for the years 2021-2024, offering relief to those who may have missed distributions during this period.

Accounting 52

Accounting Consulting Consultants Taxes 52

Cobalt

AUGUST 6, 2024

As COVID greatly impacted all markets earlier in that year, Natural Resources continued to struggle in the latter half as well with each individual quarter all returning < 2.5%. The span of 2021 – 2022 proved to be a strong bounce-back period, with 2022 returning a high of 32.8% in the timeframe.

Investment Horizon 52

Investment Horizon Investing Legal Liabilities 52

The Motley Fool

MAY 10, 2024

Shares of the company are down 30% year-to-date and sit 57% below the company's all-time high, which was set in 2021. However, Tesla brought in 51% of its pre-tax income in the March-ended quarter from unsustained sources that include the sale of regulatory tax credits to other automakers and interest income earned on its cash.

Conglomerates 130

Conglomerates Taxes Liabilities Capital 130

The Motley Fool

SEPTEMBER 22, 2023

Over the past year, it's consistently grown revenue at double-digit and triple-digit rates, while narrowing its losses on an adjusted earnings before interest, taxes, depreciation, and amortization ( EBITDA ) basis. It also ended its latest quarter with $948 million in total liabilities and just $255 million in cash and equivalents.

Mergers and Acquisitions 130

Mergers and Acquisitions Enterprise Values Earnings Before Interest Amortization 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. The advantages of or preferring an RIA are many.

Liabilities 98

Liabilities Assets Taxes Consulting 98

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

APRIL 19, 2024

Looking to Q3 2021 , we see a rapid increase in investment level, with no clear new mean level of support. The information contained in this blog post is not legal, tax, or investment advice. This changes as we move forward in the chart. This blog post is for informational purposes only.

Legal 52

Legal Liabilities Leveraging Taxes 52

Cobalt

FEBRUARY 20, 2024

The confidence appears to have paid off, with distributions peaking in late 2021 alongside a peak in new contributions. The information contained in this blog post is not legal, tax, or investment advice. This cannot be blamed on low data volume, but instead a perseverance of investor interest throughout the economic shock.

Legal 52

Legal Liabilities Taxes Investors 52

The Motley Fool

FEBRUARY 17, 2024

Not counting corporate-level write-downs, more than 80% of last year's pre-tax income came from the automobile industry, with more than two-thirds of it being driven by auto financing alone. That was an incredibly fortunate business mix in 2021 and then again in 2023, when demand for new cars was huge. That's big. It may prevent U.S.

Banks 130

Banks Capital Liabilities Business Development Companies 130

Cobalt

MARCH 8, 2023

Ambition and Caution: A Comparison of Buyout and Venture Returns from 1998-2021 Given the wild drawdown in 2022 , we analyze d where seasick institutional investor s could bolster the stability of their portfolio s. The information contained in this blog post is not legal, tax, or investment advice. return on its investment.

Buyout 52

Buyout Venture Capital Investment Horizon Legal 52

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. I wasn't clear.

Taxes 130

Taxes Banks Accounting Liabilities 130

The Motley Fool

JANUARY 19, 2024

Tax actions in 2023 also added 100 million of capital. Our effective tax rate during the quarter was negative 20% on a GAAP basis. Excluding the impact of lending, the tax rate was around 10%, which was better than expected as we saw strong EV volume during the quarter. We'll see the full $80 million benefit in 2024.

Finance 130

Finance Financing Taxes Banks 130

The Motley Fool

OCTOBER 30, 2024

Consolidated return on equity was a very healthy 12.5%, and our before tax operating earnings and return on equity under core operations were well above the top end of our most recent outlook ranges. In total, after tax adjusted operating earnings of $398 million increased 4.3% Then lastly, the tax rate in the quarter was 20.7%

Taxes 130

Taxes Capital Liabilities Returns 130

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. The information contained in this blog post is not legal, tax, or investment advice. This blog post is for informational purposes only.

Venture Capital 52

Venture Capital Legal Liabilities Banks 52

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. percentage points.

Prospects 130

Prospects Taxes Banks Liabilities 130