The Big Picture
DECEMBER 4, 2024
Would you like to diversify but also defer paying big capital gains taxes? I’m Barry Ritholtz and on today’s edition of at the money we’re going to discuss how to manage concentrated equity positions with an eye towards diversification and managing big capital gains taxes. None of these solutions are optimal.
The Motley Fool
NOVEMBER 22, 2024
However, management is forecasting a profit on an adjusted earnings before interest, taxes, depreciation, and amortization ( EBITDA ) basis by the end of 2025. Assuming it continues to see growing adoption across multiple markets and turns a profit in the next year or so, investors could earn tremendous returns in the coming years.
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The Motley Fool
OCTOBER 19, 2024
The trust was created in 2013 and initially offered solely to institutional and accredited investors before it began trading over the counter in 2015. The United States government has continually run at a deficit, meaning it's spending more than it generates in tax revenue. Enter the Grayscale Bitcoin Trust ETF (NYSEMKT: GBTC).
Zajac Group
OCTOBER 17, 2024
For most people, tax time can be a headache—though for earners with traditional compensation packages, it can at least be fairly predictable (W-2 wages, withheld taxes, 401(k) contribution deductions, etc.). Each taxpayer receives a copy of their K-1, which they then use to complete their own tax return.
The Motley Fool
FEBRUARY 3, 2024
It also works by paying down your loan and there's tax benefits and to each investor they're going to value those benefits differently. So you're paying full taxes on it. If you're an accredited investor, those are available to people. Like on one example, you could flip a house, that's basically a full-time job.
SEI
SEPTEMBER 6, 2022
The space is still relatively nascent, terminology is still enigmatic at times, and there remains a large degree of uncertainly and opaqueness with regulatory and tax compliance, which hinders broader institutional adoption. .
The Big Picture
FEBRUARY 28, 2023
I was talking to one of our founders, he said, look, a lot of people think we’re in Zug for tax reasons. RITHOLTZ: And are there that much tax advantages to be in Switzerland if you’re operating throughout Europe? The assumption is, hey, these are big, sophisticated investors, making big investments into companies.
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