The Motley Fool

MARCH 25, 2024

The company claimed it could deliver a compound annual growth rate (CAGR) of 40%, taking revenue from $140 million in 2020 to $388 million in 2023 while expanding its gross margin from 30% to 50% and keeping its adjusted earnings before interest, taxes, depreciation, and amortization ( EBITDA ) margins in the high teens. on April 6, 2022.

Mergers and Acquisitions 242

Mergers and Acquisitions Investing Enterprise Values Amortization 242

The Motley Fool

FEBRUARY 10, 2024

Tax season is here, and for many people, that means tax refunds. While it can be tempting to splurge on a big expense or use the money to travel, you may want to consider putting your tax refund into your savings. In the two years prior to that, the average was $3,012 (2021) and $2,865 (2020). 45 10 $67,175.87

Taxes 245

Taxes Exchange-Traded Funds Investing Funds 245

Private Equity Insights

APRIL 3, 2025

Palamon acquired the company from Carlyle in 2021. The sale process, led by Morgan Stanley, is expected to value the business at approximately 800m900m. MyDentist, which operates from around 600 locations across the UK, is currently owned by Palamon Capital Partners.

Private Equity Firms 162

Private Equity Firms Private Equity Firms Bidding Taxes 162

The Motley Fool

NOVEMBER 16, 2024

But at its current price of about $71 and enterprise value of $153 billion, Uber's stock still looks reasonably valued at 31 times forward earnings and 17 times next year's adjusted earnings before interest, taxes, depreciation, and amortization ( EBITDA ). That might be why some billionaires have been loading up on Uber's stock.

Enterprise Values 245

Enterprise Values Stakes Amortization Depreciation 245

The Motley Fool

FEBRUARY 21, 2025

The company went public in 2021, but its shares remain 81% below their all-time highs. DLocal is far from a "broken" IPO DLocal solves numerous payment pain points for merchants, such as cross-border and localized payments, foreign exchange settlements, and tax management and compliance.

Initial Public Offering 233

Initial Public Offering Shareholders Prospects Taxes 233

The Motley Fool

AUGUST 10, 2024

For instance, Social Security benefits will get a cost-of-living increase in 2025, and some workers will pay more taxes into the program. It would be the smallest raise for retired workers since 2021 and fall below the 10-year average of 2.75%. Read on to learn more. Image source: Getty Images. That misconception is understandable.

Taxes 245

Taxes Accounting Funds 245

The Motley Fool

DECEMBER 15, 2024

More income will be subject to Social Security taxes in 2025 Most U.S. workers spend their careers paying Social Security payroll taxes. Social Security tax, paying 6.2% This means more income of some workers will be subject to Social Security payroll taxes. Below are the past 10 COLAs: Year COLA 2015 1.7% 2016 0% 2017 0.3%

Taxes 246

Taxes 246

Private Equity Wire

JANUARY 9, 2025

The stake is being purchased from New Mountain Capital, which originally acquired Citrin Cooperman in late 2021 for an enterprise value of about $500m, and marks the first time a major accounting firm has changed private equity hands twice, signalling a rising trend in valuations across the sector.

Stakes 98

Stakes Accounting Mergers and Acquisitions Enterprise Values 98

Private Equity Wire

JANUARY 20, 2025

International hedge funds and private equity firms are increasingly investing in Lloyds of Londons tax-exempt investment vehicle, as the 300-year-old UK institution expands its efforts to attract global investors, according to a report by the Financial Times.

Private Equity Firms 97

Private Equity Firms Private Equity Firms Hedge Funds Pension Funds 97

The Motley Fool

OCTOBER 28, 2024

The wage base limit doesn't get nearly as much attention as the COLA, but it has tax and potential benefit implications that make it worth paying attention to. workers pay Social Security payroll taxes all through their careers. The current tax is 12.4%, typically split in half between workers and employers at 6.2% 2021 60,575.07

Taxes 244

Taxes 244

Private Equity Wire

NOVEMBER 1, 2024

Rutherford has served extensively as a resource to portfolio companies on accounting, tax, and financing matters.

Private Equity Firms 98

Private Equity Firms Private Equity Firms Taxes Finance 98

The Motley Fool

DECEMBER 10, 2024

Cash outflows from benefit payments have been growing more quickly than inflows from taxes for nearly two decades. The program has run a deficit since 2021, and the trustees expect that trend to continue indefinitely without Congressional intervention. Raise the Social Security payroll tax rate to 6.5%

Taxes 246

Taxes Consulting Consultants Finance 246

The Motley Fool

JUNE 25, 2024

raise retirees got in 2021. The maximum taxable income is increasing The last change involves the maximum Social Security taxes you'll pay. See, there's a cap on the amount of income taxed by Social Security. Right now, you're taxed on income up to $168,600. That's the lowest COLA since the 1.3%

Taxes 246

Taxes Finance Financing Accounting 246

The Motley Fool

OCTOBER 6, 2024

Social Security is a decade away from insolvency Social Security has been spending more money than it has taken in every year since 2021, and this trend is expected to continue. Increasing the Social Security payroll tax: This is the tax all workers pay on their income up to an inflation-adjusted ceiling ($168,600 in 2024).

Taxes 246

Taxes Funds Investing 246

The Motley Fool

AUGUST 10, 2024

That said, inflation has slowed considerably from the high inflation we saw starting in 2021. Some workers will pay more in Social Security taxes Most people pay into Social Security with a tax of 6.2% Employers will match that tax rate, making your total contribution to the program about 12.4% on their wages.

Taxes 246

Taxes 246

The Motley Fool

AUGUST 24, 2024

The federal government encourages retirement savings by offering a tax break for anyone who contributes to certain retirement accounts like a 401(k) or IRA. If you save money in a traditional tax-deferred retirement account, you can deduct the amount you put in on your tax return this year.

Taxes 246

Taxes Accounting Liabilities Funds 246

The Motley Fool

OCTOBER 31, 2024

The cost of paying benefits is rising faster than revenue from taxes and trust fund interest as the baby-boom generation enters retirement. Consequently, the program has operated at a deficit in each year since 2021, and the trustees expect the problem to persist indefinitely until Congress intervenes. trillion over the next 75 years.

Taxes 246

Taxes Consulting Consultants Funds 246

The Motley Fool

NOVEMBER 3, 2024

One of the biggest benefits of saving in traditional retirement accounts like a 401(k) or IRA is the upfront tax break you receive. You won't owe any income taxes on contributions in the year you make them. But you can't defer those income taxes forever. That can give you extra cash now, enabling you to save more for retirement.

Taxes 246

Taxes Accounting Funds Investors 246

The Motley Fool

APRIL 19, 2024

Image source: Upsplash/The Motley Fool Electric cars are the future, so I signed on to finance my 2021 Toyota Corolla Hybrid last month. My 2021 model gives me 500 to 600 miles of runway per $50 to $60 top-up at the gas station. True, EV tax credits can help buyers recoup the cost of buying some EVs. They're perfect.

Investing 246

Investing Taxes Finance Financing 246

Private Equity Wire

JANUARY 14, 2025

Blackstone aims to secure a valuation for Liftoff of more than 10 times the company’s 12-month earnings before interest, taxes, depreciation, and amortization (EBITDA) of $350m. Liftoff currently generates around $650m in annual revenue.

Exit Strategy 96

Exit Strategy Initial Public Offering Amortization Depreciation 96

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

SEPTEMBER 2, 2024

Social Security's taxable earnings limit will increase, so some workers will pay more taxes on their income in 2025 The 2024 Social Security Survey from Nationwide Retirement Institute identified a knowledge gap concerning payroll taxes. Social Security's payroll tax rate is 6.2% That misunderstanding is sensible.

Taxes 246

Taxes Accounting Funds 246

The Motley Fool

APRIL 30, 2024

It's largely a tax issue. But perhaps the most onerous headwind that will be reversed by rescheduling is that (state) legal cannabis companies will no longer be subject to Section 280e of the IRS tax code. This section says that no company trafficking in the sale of a Schedule I drug can deduct any operating expenses for tax purposes.

Companies 246

Companies Legal Stock Exchanges Taxes 246

The Motley Fool

OCTOBER 25, 2024

The COLA beginning in 2025 will be 2.5%, the lowest since 2021 and below the 3.75% average since COLAs became an annual occurrence in 1975. There are two main types of IRAs -- traditional and Roth -- and each has a unique benefit and tax break.

Taxes 243

Taxes Accounting Finance Financing 243

The Motley Fool

MARCH 6, 2025

Shares of restaurant chain Cracker Barrel (NASDAQ: CBRL) have been steadily sliding downwards since early 2021. Cracker Barrel also said it expects to earn adjusted earnings before interest, taxes, depreciation, and amortization ( EBITDA ) of $210 million to $220 million, up from a previous guidance range of $200 million to $215 million.

Enterprise Values 130

Enterprise Values Amortization Depreciation Earnings Before Interest 130

The Motley Fool

JUNE 27, 2024

Money in your 401(k) account grows in a tax-advantaged way. If it's a traditional IRA, you'll get an upfront tax break, as you can deduct your contribution each year from your taxable income. The table below shows the returns of various asset classes between 1802 and 2021, per Wharton Business School professor Jeremy Siegel.

Mutual Funds 246

Mutual Funds Taxes Accounting Assets 246

The Motley Fool

MAY 12, 2024

In a word: taxes. Buffett thinks paying taxes now on the massive capital gain for Berkshire's Apple shares is a smart move. "We I would say with the present fiscal policies, I think that something has to give, and I think that higher taxes are quite likely." Buffett also sold shares of Apple in 2019 and 2020 for tax purposes.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Taxes Stakes Shareholders 246

The Motley Fool

JULY 14, 2024

SentinelOne went public via a traditional initial public offering (IPO) at $35 a share on June 30, 2021 but now trades at less than $20. It cut costs to stabilize its adjusted earnings before interest, taxes, depreciation, and amortization ( EBITDA ) and cash flow. Its stock opened at $9.84 per share but now trades at about $1.50.

Mergers and Acquisitions 246

Mergers and Acquisitions Enterprise Values Initial Public Offering Amortization 246

The Motley Fool

FEBRUARY 25, 2024

What makes a Roth different than a traditional IRA is that your contributions are not tax-deductible, but you won't be taxed on your withdrawals. In other words, your money grows tax-free. That allows you to give as much time for your portfolio to compound and grow (again, tax-free) as you want.

Taxes 246

Taxes Education Consulting Consultants 246

The Motley Fool

APRIL 27, 2024

You can't get electric vehicle tax credits" There's been a lot of media headlines about electric vehicle tax credits of up to $7,500 for the purchase of a new EV. But did you know: some hybrid cars can also qualify for EV tax credits? Here are a few, according to the U.S.

Taxes 237

Taxes Funds Companies 237

The Motley Fool

JULY 14, 2024

Roblox (NYSE: RBLX) went public via a direct listing on March 10, 2021, and its stock opened at $64.50. That approach made it popular with tween players during the apex of the pandemic in 2020 and 2021. Investors were initially impressed by the gaming platform's rapid growth, and its stock hit an all-time high of $134.72

Enterprise Values 244

Enterprise Values Amortization Depreciation Earnings Before Interest 244

The Motley Fool

APRIL 16, 2024

If you're worried about home battery charging and suffer from range anxiety, there are ways to get a good deal on a car in 2024 -- and even qualify for EV tax credits -- without committing to a fully electric vehicle. Used Toyotas of this model will qualify for used EV tax credits of up to $4,000.

Taxes 246

Taxes Finance Financing Companies 246

The Motley Fool

SEPTEMBER 11, 2024

As a result, Docusign stock soared from $80 to $310 between March 2020 and September 2021. million was attributable to a one-off tax benefit, but even if we exclude that, the company generated $71.9 Its platform was a hit during the pandemic because it helped businesses close deals even though their employees couldn't physically meet.

Taxes 241

Taxes Portfolios Returns Companies 241

The Motley Fool

MARCH 13, 2025

That setback initially stunned PayPal's investors, but its robust growth during the pandemic in 2020 and 2021 -- driven by more online orders and peer-to-peer payments -- cushioned that blow. That's why its revenue surged 245% in 2020 and 89% in 2021. as its preferred payments provider by 2023.

Amortization 130

Amortization Depreciation Earnings Before Interest Accounting 130

The Motley Fool

JULY 29, 2024

That would be the smallest COLA since 2021. The wage base limit is the maximum amount of income subject to Social Security taxes each year. Any amount earned over that will be free from Social Security taxes. In 2024, the wage base limit is $168,600, up from last year's $160,200 limit.

Taxes 242

Taxes Finance Financing Accounting 242

The Motley Fool

NOVEMBER 12, 2024

Pre-2021 service does not count when considering your eligibility. You can also choose whether you want to defer taxes until retirement with a traditional IRA or pay taxes upfront with a Roth IRA so you can enjoy tax-free distributions in retirement. Medical withdrawals are also tax-free at any age.

Taxes 244

Taxes Accounting Debt Funds 244

The Motley Fool

JULY 9, 2023

This statistical supplement also looks back at retired-worker claims over the previous year (in this instance, 2021) to show what age retired workers are taking their benefits. In 2021, nearly 3.2 of claimants took their benefit prior to reaching their full retirement age in 2021. Age 63: 7.4% Age 64: 8% Age 65: 12.7%

Taxes 299

Taxes Accounting Companies 299