Indigo Marketing Agency

MARCH 6, 2023

The Disney Institute helps train professionals, teams, and organizations worldwide based on the insights and best practices of Disney Parks and Resorts. It should not be construed as providing investment, legal, and/or tax advice. This article represents the opinion of Mitlin Financial Inc.

Prospects 52

Prospects Best Practices Consultants Consulting 52

The Motley Fool

NOVEMBER 6, 2024

The effective tax rate for the quarter was 21%, which was in line with our guidance, driven by the recognition of net discrete tax benefits of $44 million in the quarter. Corporate expenses were $172 million, which included pre-tax losses of $15 million or $0.09 million, a decrease of 4%. businesses. Now, moving below the line.

Leveraging 130

Leveraging Taxes Capital Assets 130

Axial

JULY 13, 2023

Normally, an LOI comes after one to three meetings with a prospective buyer. If you are running a structured sale process soliciting bids from multiple buyers, it’s likely that you will have narrowed the pool to less than five prospective buyers for these more in-depth discussions.

Due Diligence 52

Due Diligence Bidding Prospects Best Practices 52

Sara Grillo

JULY 8, 2022

My Portfolio Manager and I have a standing hour set aside each week to identify tax loss harvesting opportunities or households that might need rebalancing. Last year I also had 68 meetings with 41 prospective clients. hours / 50% client or prospect meeting & client prep 1.5

Prospects 59

Prospects Consultants Consulting Best Practices 59

Zajac Group

FEBRUARY 7, 2023

Even if you’re familiar with the concept of a 10b5-1 plan, you may benefit from some of our best-practice insights. Implementing the plan on a portion of your shares can offer flexibility on shares not in the plan and may help to better signal your belief in the long-term prospects of your company. Avoid hedging against a plan.

Securities and Exchange Commission (SEC) 52

Securities and Exchange Commission (SEC) Liabilities Best Practices Education 52

Axial

OCTOBER 24, 2023

Whether it’s ensuring that a strong management team is in place, the customer base is sufficiently diversified, or financial statements and accounting practices are in proper order, good advisors should be able to help with “diagnostics” to understand any issues prospective buyers may find.

Due Diligence 52

Due Diligence Fee Structure Legal Best Practices 52

The Motley Fool

NOVEMBER 3, 2023

That includes the upfront recognition of unregulated solar investment tax credits and certain gains from asset sales. billion of after-tax proceeds to reducing debt. Staying with the topic of governance and consistent with corporate best practice, we've maintained a regular cadence of board refreshment. utility customer.

Financing 100

Financing Finance Taxes Shareholders 100

The Motley Fool

AUGUST 20, 2023

First, we expect our non-GAAP tax rate to remain at 22% for the first quarter and fiscal year 2024, subject to the outcome of future tax legislation. We also expect cash taxes in the range of $230 million to $280 million. This is an increase as compared to the $150 million in cash taxes in fiscal year 2023.

Leveraging 130

Leveraging Banks Taxes Capital 130

The Motley Fool

FEBRUARY 26, 2024

in the third quarter, attributable to the increase of income from operations and the recognition of noncash tax benefit for the release of valuation allowance on certain deferred tax assets. And we have collected all these best practices and lessons learned and put them into our system. billion, or $810.2

Banks 130

Banks Capital Taxes Best Practices 130

FMG

JANUARY 2, 2023

Rather, it is about providing value to current and prospective clients. Evergreen topics: Taxes, social security and medicare are reliable, evergreen topics for any time. Pro Tip: Don’t overdue post-webinar communication, so it’s best practice to choose one strategy to implement.

Best Practices 52

Best Practices Prospects Taxes Financial Services 52

The Motley Fool

AUGUST 16, 2023

And finally, the rollback of government efforts to support consumers during the pandemic, including stimulus payments, enhanced child care tax credits, and the suspension of student loan payments presents an ongoing headwind that consumers continue to manage. For the second quarter, our trailing 12-month after-tax ROIC was 13.7%.

Leveraging 130

Leveraging Assets Portfolios Best Practices 130

The Motley Fool

AUGUST 8, 2024

Our midstream business significantly outperformed in the second quarter with an adjusted pre-tax income more than $180 million higher than the guidance midpoint. Our combined teams have made great strides in the past several days getting to know each other and integrating CrownRock into Oxy's organization.

Assets 130

Assets Debt Capital Portfolios 130

Private Equity Wire

AUGUST 9, 2023

While in many ways funds are in the business of selling the future, the first thing any prospective investor will do is review the success that the team has had to date. Investor approaches – Can you convince prospective investors that you’re not bluffing and decipher their poker faces? Or so the legal disclaimers tell us.

Stakes 52

Stakes Prospects Legal Funds 52

The Motley Fool

MAY 22, 2024

Beyond product availability, our store teams continue to focus on retail fundamentals and operational excellence, ensuring we maintain best practices, particularly when it comes to the guest experience. Now, I'll close my commentary on the quarter by covering our after-tax return on invested capital. a year ago.

Leveraging 130

Leveraging Taxes Returns Portfolios 130

The Motley Fool

MAY 14, 2024

Income tax expense rose by 24% year on year to 14.1 billion renminbi, primarily driven by operating profit growth and higher provision for withholding tax. It's a truly global business, globally distributed, globally different practices. On a non-IFRS basis, share of profit was 5.5 billion renminbi versus loss of 0.1

Accounting 130

Accounting Business Services Portfolios Shareholders 130

The Motley Fool

AUGUST 7, 2023

By selectively applying industry best practices, we expect to build the operational foundation that will drive future revenue growth and margin expansion. Similar to Q1, the recent accounting change related to accruing bad debt on a prospective basis added an additional $1.4 And with nominal tax, the GAAP net loss was $0.19

Securities and Exchange Commission (SEC) 100

Securities and Exchange Commission (SEC) Consultants Consulting Depreciation 100

The Motley Fool

AUGUST 2, 2023

With the gig economy, healthy lifestyle trends and consumer preferences, we believe we are well positioned to evolve in this changing world, and we'll continue to leverage best practices around the globe. six-month true-up for an upward revision of our full year tax rate. Fourth, adjusted diluted EPS of $0.74

Leveraging 100

Leveraging Banks Taxes Debt 100

The Motley Fool

NOVEMBER 8, 2024

We have introduced a fully integrated software and payment solution to clients and prospects, and we are able to sell software payments or the integrated software and payment solution. Q3 includes an income tax benefit of approximately 8.3 We also saw integration progress following last quarter's acquisition of invoiced.

Education 130

Education Banks Shareholders Capital 130

The Motley Fool

AUGUST 14, 2024

We believe that these measures provide useful information about operating results, enhance the overall understanding of past financial performance and future prospects, and allow for greater transparency with respect to key metrics used by management in its financial and operating decision-making.

Amortization 130

Amortization Accounting Professional Services Best Practices 130

The Motley Fool

FEBRUARY 13, 2024

Besides the charges for inventory, earnings were negatively impacted by content impairments and higher royalty expense, partially offset by our cost savings program and a one-time tax benefit. Gina Goetter -- Chief Financial Officer The cash, I'm going to have to follow up with you on the cash tax in terms of the cost for restructuring.

Debt 130

Debt Capital Leveraging Banks 130

The Motley Fool

AUGUST 9, 2024

Lastly, for cash flow modeling purposes, on a go-forward basis, we are projecting annualized cash interest payments of 300 million to 310 million and annualized cash tax payments of 140 million to 150 million before further tax planning efforts. With that, I'd like to turn the call over to Richard. Second, the benefits of scale.

Portfolios 130

Portfolios Capital Leveraging Assets 130

The Motley Fool

AUGUST 8, 2024

Lastly, for cash flow modeling purposes, on a go-forward basis, we are projecting annualized cash interest payments of 300 million to 310 million and annualized cash tax payments of 140 million to 150 million before further tax planning efforts. With that, I'd like to turn the call over to Richard. Second, the benefits of scale.

Portfolios 130

Portfolios Capital Leveraging Assets 130

The Motley Fool

JULY 28, 2023

Bringing people and process together drives further efficiency and enables us to scale best practices. And then, also, on the prospects for growth in the back half of the year in reinsurance, we've seen some -- some news articles regarding kind of an above-average chunk of the facultative business being hired by a competitor.

Capital 100

Capital Business Services Debt Liabilities 100

The Motley Fool

MARCH 1, 2024

We see the Lindora acquisition as the foundation for our long-term, broader strategic expansion into health and wellness, and we're excited at the growth prospects in this market. During the event, over 2,000 attendees came together to celebrate achievements in 2023, share best practices, and set the strategy for 2024.

Liabilities 130

Liabilities Leveraging Capital Portfolios 130

Axial

FEBRUARY 27, 2024

From a financial perspective, CPS can be flexible with deal structure to meet unique tax or estate planning needs and/or allow for the owner to maintain equity in the business. Argonaut looks to partner with management teams to improve operations, implement best practices and generate shareholder value.

Private Equity Firms 59

Private Equity Firms Private Equity Firms Buyout Mergers and Acquisitions 59

The Motley Fool

FEBRUARY 13, 2024

And we shipped code-quality and security gate to enforce best practices, catch security vulnerabilities, and prevent flaky tests. We have recasted our fiscal 2022 and '23 non-GAAP net income to reflect this non-GAAP tax rate, and that is available in the tables in our earnings release as well as the financial supplemental.

Capital 100

Capital Taxes Companies Investors 100

The Motley Fool

MAY 2, 2024

Furthermore, it provides attractive diversification across 42 states and 14 countries, beneficial best practice sharing, and access to varied pockets of growth in under penetrated markets. million tax benefit primarily due to the release of valuation allowances in certain foreign jurisdictions.

Leveraging 130

Leveraging Capital Assets Accounting 130

The Motley Fool

JULY 12, 2024

Expenses increased 9%, largely driven by an Argentina-related transaction tax expense, a legal settlement expense, and continued investments in product innovation and technology. So, on the first part of the question, look, we all kind of have talked about in the past the prospect of FICO inflation back during the COVID period of time.

Banks 130

Banks Capital Leveraging Assets 130

The Motley Fool

MARCH 5, 2024

In total last year, our store teams rolled out new training on 25 separate best practices, and we've seen the benefit in our recent guest surveys. And finally, after tax return on invested capital expanded by well over 3 percentage points from 12.6% billion last year. in 2022 to 16.1% billion of value in total.

Leveraging 130

Leveraging Portfolios Assets Returns 130

Clearlake Capital Group

FEBRUARY 27, 2024

Combining the teams, their technologies and best practices, as well as their complementary geographical footprint, should compound constructively to the benefit of our shareholders.

Securities and Exchange Commission (SEC) 45

Securities and Exchange Commission (SEC) Mergers and Acquisitions Assets Legal 45

FMG

MARCH 25, 2025

Tax season isnt just about compliance. Savvy advisory firms turn tax planning into a marketing opportunity, using their websites to highlight their expertise, engage clients, and generate leads. Fortress Wealth Group: Using an FAQ Page to Rank in Search Results Clients often have tax-related questions.

Taxes 52

Taxes Consultants Consulting Prospects 52

Indigo Marketing Agency

FEBRUARY 1, 2025

Each core offeringsuch as investment management, financial planning, and tax strategieshas its own dedicated page. Why This Matters Niche pages not only build trust with prospects but also improve SEO by targeting specific keywords related to these audiences. How This Refresh Aligns With Marketing Best Practices 1.

High Net Worth Individuals 95

High Net Worth Individuals Prospects Consultants Consulting 95

Indigo Marketing Agency

MARCH 19, 2025

To win with marketing your financial advisor services, all you need is a simple list of best practices that help you connect with your audience and get them to take action. If you want to run ads that actually work, follow these three proven best practices. So they want you to be successful when you advertise with them.

High Net Worth Individuals 52

High Net Worth Individuals Best Practices Consultants Consulting 52

Indigo Marketing Agency

MARCH 24, 2025

AI-Driven Marketing Platforms Catchlight: Utilizes AI to analyze and enrich lead data, helping financial advisors focus on prospects with the highest conversion potential. It uses AI to match advisors with prospects based on specific criteria, streamlining the client acquisition process.

Taxes 52

Taxes Prospects Leveraging Best Practices 52

The Motley Fool

FEBRUARY 28, 2025

EOG holds more than 10 billion barrels of oil equivalent in resource potential that earns among the highest returns in our industry, averaging more than a 55% average direct after-tax rate of return, using our updated view on the bottom-cycle pricing of $45 oil and $2.50 We'll be evaluating a tight gas sand, gas exploration prospect.

Taxes 130

Taxes Shareholders Capital Debt 130

The Motley Fool

FEBRUARY 26, 2025

Agentforce is transforming how we do outbound prospecting, already engaging more than 50 leads per day, with personalized outreach and timely follow-ups, freeing up our teams to focus on high-value conversation. And that's inclusive of a predicted 10-point cash tax headwind. Where -- are they a best practice?

Leveraging 260

Leveraging Companies Investors Shareholders 260

Indigo Marketing Agency

MARCH 5, 2025

Events are one of the most effective ways for financial advisors to: Establish credibility Educate prospects Generate high-quality leads After all, youre inviting people to your event to sell them on your services and what makes you the best option. Prospects: Highlight key benefits and why your prospects should attend.

Education 52

Education Consultants Consulting Prospects 52