The Motley Fool

JULY 6, 2024

Step 2: Establish your legal framework (Cost: $0 - $20) Think about what type of business structure will work best for you. Unlike a sole proprietorship, an LLC draws a legal line between you and your business. This separation not only protects your personal assets from business liabilities, but can also offer potential tax benefits.

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Legal Startups Banks Taxes 245

The Motley Fool

MARCH 26, 2025

billion in assets under management (AUM), making it the second-biggest fund geared specifically toward dividend investing. Several factors contributed to the cut, including legal liabilities and the spinoff of its former healthcare unit to create Solventum. The Schwab U.S. The fund has over $77.5 The Schwab U.S.

Exchange-Traded Funds 242

Exchange-Traded Funds Conglomerates Legal Liabilities 242

The Motley Fool

MAY 3, 2024

When you are officially ready to launch your small business, it's important to make it "official" by forming a legal entity for your business. This can include forming a limited liability company (LLC) or incorporating your business as an S Corporation or C Corporation.

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The Motley Fool

AUGUST 8, 2023

They accomplish this (legally) by using some of the most effective tax breaks available in the U.S. Here are eight ways the wealthiest Americans reduce their tax liability -- or even avoid paying taxes altogether. Instead, their wealth is tied up in stock and other assets. And he isn't alone.

Taxes 245

Taxes Depreciation Legal Liabilities 245

The Motley Fool

NOVEMBER 8, 2024

Two additional key performance indicators that management will be discussing on this call are net asset value, or NAV, and return on equity, or ROE. NAV is defined as total assets minus total liabilities and is also reported on a per share basis. We've also continued to produce positive results for our asset management business.

Capital 130

Capital Asset Management Due Diligence Securities and Exchange Commission (SEC) 130

Zajac Group

NOVEMBER 7, 2024

In the chart below, you’ll see how much tax liability your estate may incur if it exceeds the federal exemption limit. Note that there is both a base tax charge and a marginal tax rate, which combined create your estate’s total tax liability. What About State Estate Taxes? Every year, you are given an annual gifting exclusion.

Liabilities 52

Liabilities Taxes Legal Assets 52

The Motley Fool

DECEMBER 7, 2023

Morgan Asset Management, the wealth management division of JPMorgan Chase , found that companies initiating and growing their dividends delivered a 9.5% Even if Verizon were to eventually face some form of monetary liability, this would be determined by the U.S. were to legalize cannabis at the federal level. It invested $1.8

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The Motley Fool

JUNE 22, 2023

The first -- its potential legal liabilities from manufacturing and using per- and polyfluoroalkyl substances (PFAS), and its sale of allegedly faulty combat arms earplugs -- gets most of the mainstream media attention. That said, there's only so much management can do about those liabilities now. Data source: 3M presentations.

Legal 130

Legal Liabilities Shareholders Asset Management 130

The Motley Fool

SEPTEMBER 14, 2023

Unfortunately, concerns about the legal liabilities of its talc products aren't going away despite the company's efforts to bankrupt a subsidiary that manages the talc segment and limit its exposure. Last year, it also completed a $16.6 And as long as that risk remains, investors will be hesitant to buy the stock.

Legal 242

Legal Liabilities Portfolios Assets 242

The Motley Fool

JANUARY 21, 2024

While Walgreens was able to cover that shortfall by selling assets, including nearly $1.8 The main factor causing concern is the company's legal issues. On the one hand, the settlements provided clarity on its future liabilities. Is 3M in a similar predicament? 3M's high-yielding payout suggests it's also at risk of a reduction.

Legal 130

Legal Liabilities Debt Public Companies 130

The Motley Fool

DECEMBER 2, 2023

In fact, depending on the state, drivers may be able to get away with having just $15,000 per person and $30,000 per incident in bodily injury liability coverage. Read more: check out our picks for the best car insurance companies Because of the risk to personal assets, having only the minimum auto insurance coverage is a huge risk.

Liabilities 130

Liabilities Legal Assets Banks 130

The Motley Fool

SEPTEMBER 7, 2024

The electric utility was hit late last year by the tragic wildfires of August 2023, which mired the company in a legal mess. 2, the parties agreed to a $4 billion settlement, with Hawaiian's liability being about $2 billion, pretax. But while the stock trades below the value of its net assets, there is quite a lot of uncertainty.

Legal 130

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The Motley Fool

APRIL 11, 2024

For example, limited liability companies (LLCs) and S-corporations both provide protection from liability, and an S-corp gives you more flexibility with your taxes. Maintaining corporate formalities means you actually treat your business like a separate legal entity. And that means it needs its own bank account.

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Banks Accounting Liabilities Taxes 130

The Motley Fool

JANUARY 4, 2024

Numerous issues have led to this decline, but the really big ones involve legal issues. The other headwind for the stock has been legal. The company faces product liability and environmental lawsuits, both having already resulted in billions of dollars in costs and settlements. Image source: 3M.

Legal 130

Legal Liabilities Accounting Shareholders 130

The Motley Fool

SEPTEMBER 23, 2024

If you're an XRP (CRYPTO: XRP) investor, the good news is that Ripple Labs (the company behind the XRP token) is finally starting to put its legal and regulatory issues in the rearview mirror. Legal and regulatory risk The best answer is that Ripple may not be as free and clear of regulatory issues as people would like to think.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Legal Exchange-Traded Funds Liabilities 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. We also expect a liability remeasurement loss from actual-to-expected experience for the full year. On the statutory accounting basis, the U.S. As we have said before, GAAP results continue to be volatile.

Liabilities 130

Liabilities Legal Shareholders Debt 130

The Motley Fool

SEPTEMBER 9, 2023

These are some of the biggest advantages of incorporation Here are some of the biggest benefits of choosing to organize your business as a corporation: You get liability protection. When you have incorporated your company, it becomes its own separate legal entity. You should check the rules with your state's Department of Revenue.

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Taxes Liabilities Legal Stakes 130

The Motley Fool

DECEMBER 30, 2023

But there's probably a very good legal reason why Apple has to go take a strident defense here. For our listeners that are legal experts, podcast@fool.com is where you can send those legal takes. Dylan Lewis: Tim, our final story moves us away from digital goods and assets and over to the physical world. Last minute.

Legal 246

Legal Liabilities Investors Assets 246

The Motley Fool

MAY 2, 2024

life insurance companies had a very strong quarter, with pre-tax income estimated at $258 million, driven primarily by benefits from LTC in-force rate actions, including the impact of legal settlements. We continue to significantly reduce tail risk through our multiyear rate action plan, or MYRAP, and legal settlements.

Legal 130

Legal Liabilities Shareholders Taxes 130

The Motley Fool

JULY 10, 2024

Decide on a legal structure There are several types of business structures, and the format you choose will depend on the state in which you operate, whether you have business partners, and the overall risk of your business. Finally, an LLC, or limited liability company, creates a separate legal entity for your business.

Legal 130

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The Motley Fool

JUNE 27, 2024

The biggest obstacle for the stock remains its ongoing legal battle There's no doubt that Johnson & Johnson has a strong, diverse business. The company expects to have more than 10 assets with the potential to generate at least $5 billion in peak annual sales. Is now a good time to buy this top healthcare stock ?

Legal 130

Legal Liabilities Assets Investors 130

American Investment Council

MAY 17, 2024

Yet she trumpets legal defeats as victories and keeps grinning like she’s winning.” The editorial criticized the FTC’s novel legal theory that any asset manager could be sued for a company’s alleged anticompetitive conduct if it holds shares. Yet she trumpets legal defeats as victories and keeps grinning like she’s winning.

Legal 52

Legal Mergers and Acquisitions Private Equity Firms Private Equity Firms 52

The Motley Fool

JANUARY 23, 2024

The company has been bogged down with operational issues that have caused it to miss earnings expectations , and was also navigating multiple extended lawsuits and massive settlements related to product liability claims. The bull case for 3M revolves around its impressive collection of industrial assets. per share and $9.75

Legal 130

Legal Conglomerates Liabilities Asset Management 130

The Motley Fool

SEPTEMBER 27, 2024

Unlike personal credit, business credit can help you secure business loans and credit cards, negotiate better terms with suppliers, and protect your personal assets. Choose the right business structure Establishing separate business credit begins with selecting the proper legal structure. And did you know that 99.9%

Legal 130

Legal Banks Liabilities Accounting 130

The Motley Fool

DECEMBER 31, 2023

So when the crypto winter set in last year, the lack of diversification became a liability, causing the company to post a net loss of $1 billion in the second quarter of 2022. The recognition of cryptocurrencies as a distinct asset class that is separate from any specific governing body seems to be gaining momentum.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Legal Investing Liabilities 130

The Big Picture

AUGUST 26, 2022

Our previous discussions (debates really) were over the traditional model of brokerage I push back against versus the fee-based fiduciary asset management I embrace. This made me chuckle, as we had discussed this level of unsuitable and inappropriate asset management for years, with me offering an endless parade of examples.

Asset Management 141

Asset Management Assets Legal Liabilities 141

The Motley Fool

JUNE 3, 2024

But space isn't the only asset you can rent out. Here are some interesting rental trends: Cars and other forms of transport Power tools IT equipment Storage space Make sure the equipment you're renting is in good condition, and be aware of any legal or liability issues. If you have space to rent, that can be an excellent plan.

Legal 130

Legal Liabilities Assets Accounting 130

The Motley Fool

AUGUST 11, 2024

If a stock is trading at or below its book value -- its total assets minus its liabilities -- that can mean that there's good value there for investors. A business's assets may be overvalued and thus, the book value may not be all that relevant. legalizes marijuana, there's no certainty that will happen anytime soon.

Legal 130

Legal Liabilities Prospects Assets 130

The Motley Fool

MARCH 3, 2025

Executing on this plan required making difficult, but necessary decisions, including divesting sites and assets to improve our profitability. We strategically divested assets and streamlined our site network while meeting internal product delivery commitments for customers and significant improvement operating margins. We have U.S.

Debt 130

Debt Assets Leveraging Portfolios 130

The Motley Fool

FEBRUARY 22, 2024

We continue to significantly reduce the tail risk on our legacy LTC block with progress on our multiyear rate action plan, or MYRAP, and legal settlements. In addition to the MYRAP, recent legal settlements have further reduced risk associated with our legacy LTC book. Turning to long-term care insurance, starting on Slide 8.

Liabilities 130

Liabilities Legal Taxes Debt 130

The Motley Fool

MAY 27, 2024

A 13F is a required filing for institutions with at least $100 million in assets under management (AUM). Although the prize of this purchase was General Re's reinsurance operations, General Re also owned a specialty investment company -- New England Asset Management (NEAM). In 1998, Berkshire acquired General Re in a $22 billion deal.

Portfolios 130

Portfolios Banks Liabilities Exchange-Traded Funds 130

The Motley Fool

JULY 17, 2024

The company historically focused on improving workflows for the IT industry, but has expanded into customer service, sales, legal, and other sectors. Total assets were $17.5 Total liabilities were $9.4 ServiceNow is also growing its international revenue. billion of its $2.6 billion in Q1. In Q1, its free cash flow hit $1.2

Legal 130

Legal Liabilities Accounting Assets 130

The Motley Fool

AUGUST 9, 2023

We have since determined that how we account for the three long-term care insurance, or LTC, legal settlements under LDTI should be changed. As previously disclosed, the legal settlements are expected to have a net favorable impact to Genworth because of the significant reduction in tail risk. life insurance businesses.

Legal 100

Legal Liabilities Taxes Accounting 100

The Motley Fool

APRIL 30, 2024

The three biggest sellers included (total shares sold in parentheses): Israel Englander of Millennium Management (1,689,322 shares) Jeff Yass of Susquehanna International (1,170,611 shares) Steven Cohen of Point72 Asset Management (1,088,821 shares) History provides a key reason for these highly successful billionaires to be skeptical of Nvidia.

Liabilities 130

Liabilities Asset Management Legal Assets 130

The Motley Fool

JULY 8, 2024

And at less than four times this years adjusted earnings guidance, Walgreens is still profitable, at least on an adjusted basis outside of write-downs and one-time legal expenses. The company has costs it can trim and assets it can sell : On that call, management also outlined a specific turnaround plan.

Debt 130

Debt Stakes Assets Legal 130

The Big Picture

FEBRUARY 11, 2023

ZD Net ) but see also AI Tech Enables Industrial-Scale Intellectual-Property Theft, Say Critics : Are ChatGPT, Stability AI and GitHub Copilot the next big breakthroughs, huge legal and regulatory liabilities, or something else entirely? Here’s what you need to know. ( How hard could it be? Rieder helps to manage $2.5

Legal 113

Legal Liabilities Assets Investing 113

Blackstone News

FEBRUARY 27, 2024

Wilson Sonsini Goodrich & Rosati, Professional Corporation acted as legal counsel to Rover. Evercore acted as lead financial advisor and Moelis & Company LLC also acted as a financial advisor to Blackstone, and Kirkland & Ellis LLP acted as legal counsel to Blackstone. About Rover Group, Inc.

Securities and Exchange Commission (SEC) 98

Securities and Exchange Commission (SEC) Mergers and Acquisitions Legal Hedge Funds 98