Private Equity Insights

OCTOBER 11, 2023

Bain Capital has put off its plans for an initial public offering of Virgin Australia airline to next year, a person with knowledge of the matter said on Tuesday. Bain Capital declined to comment. read more The post Bain Capital Postpones $700m Virgin Australia IPO Until Next Year appeared first on Private Equity Insights.

Initial Public Offering 241

Initial Public Offering Capital Private Equity Firms Private Equity Firms 241

The Motley Fool

OCTOBER 18, 2023

You could open a taxable brokerage account, or you could open a tax-advantaged brokerage account, such as a traditional IRA or a Roth IRA. You also will not pay taxes as your money in the account grows. So, when exactly do you have to pay taxes on the money in your brokerage account? Here's what you need to know.

Taxes 130

Taxes Accounting Liabilities Capital 130

The Motley Fool

OCTOBER 21, 2024

These funds typically boast lower turnover rates compared to actively managed alternatives, a characteristic that substantially reduces investors' tax liabilities. To put this into perspective, a $10,000 investment at the fund's launch, with dividends reinvested and assuming no tax liabilities, would have burgeoned to $69,250 today.

Liabilities 246

Liabilities Taxes Exchange-Traded Funds Stock Market 246

The Motley Fool

DECEMBER 16, 2023

Some Vanguard ETFs that pay dividends have demonstrated the rare ability to provide both steady income and capital growth without relying on reinvesting the dividends. These four funds would have delivered the following results for an initial capital outlay of $250,000 per fund invested 10 years ago.

Capital 245

Capital Portfolios Exchange-Traded Funds Taxes 245

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.

Taxes 52

Taxes Liabilities Shareholders Accredited Investors 52

The Motley Fool

AUGUST 24, 2024

There are several reasons for this -- first, it lets those sweet tax-deferred accounts to keep growing tax free. Pulling from your taxable accounts can also lower your current taxes, since withdrawals usually result in capital gains taxes that tend to be less than income tax.

Taxes 130

Taxes Liabilities Accounting Capital 130

The Motley Fool

OCTOBER 24, 2024

Capital One Financial (NYSE: COF) Q3 2024 Earnings Call Oct 24, 2024 , 5:00 p.m. Welcome to the Capital One Q3 2024 earnings call. We're webcasting live over the Internet as usual and to access the call on the Internet, please log on to Capital One's website at capitalone.com and follow the links from there. billion or $4.41

Capital 130

Capital Mergers and Acquisitions Banks Financing 130

Fortune Financial

JULY 28, 2022

When you transfer most assets to a taxable account, there will be income tax, but with company stock, you can take advantage of net unrealized appreciation (NUA). . However, the tax deferral benefit comes at a cost tradeoff. Almost every dollar distributed from a pretax retirement account will be taxed at ordinary income tax rates.

Taxes 98

Taxes Accounting Assets Capital 98

The Motley Fool

NOVEMBER 23, 2024

Stocks sold at a loss can be used to offset capital gains. So if you made money in your brokerage account this year, you've created a tax bill for yourself. If that applies to you, and you didn't pay estimated taxes on those earnings, then you may end up having to write the IRS a check this coming April. Get moving before Dec.

Accounting 130

Accounting Taxes Liabilities Banks 130

Ballast Advisors

SEPTEMBER 5, 2024

Navigating the complexities of estate planning can often feel like charting through uncharted waters, especially when it comes to handling assets, taxes, and ensuring one’s legacy is preserved according to their wishes. Inheritance Tax Planning Inheritance taxes, including estate and gift taxes, are pivotal in estate planning discussions.

Taxes 40

Taxes Legal Assets Education 40

The Motley Fool

APRIL 25, 2024

Capital One Financial (NYSE: COF) Q1 2024 Earnings Call Apr 25, 2024 , 5:00 p.m. Welcome to the Capital One Q1 2024 earnings call. To access the call on the internet, please log on to Capital One's website at capitalone.com and follow the links from there. Should you invest $1,000 in Capital One Financial right now?

Capital 130

Capital Taxes Banks Mergers and Acquisitions 130

The Motley Fool

SEPTEMBER 13, 2024

In this same vein, do know that the Invesco fund's regular quarterly rebalancing creates recurring tax liabilities for positions held outside of tax-deferring retirement accounts. The ETF's annual turnover is on the order of 20% (although its actual capital gains distributions tend to be very, very small).

Exchange-Traded Funds 245

Exchange-Traded Funds Liabilities Taxes Funds 245

The Motley Fool

JULY 23, 2024

Capital One Financial (NYSE: COF) Q2 2024 Earnings Call Jul 23, 2024 , 5:00 p.m. Welcome to the Capital One Q2 2024 earnings call. Jeff Norris -- Senior Vice President, Global Finance Thanks very much, Josh, and welcome, everyone, to Capital One's second quarter 2024 earnings conference call. Image source: The Motley Fool.

Capital 130

Capital Mergers and Acquisitions Banks Taxes 130

The Motley Fool

MAY 29, 2024

While investors can buy and sell stocks in their brokerage account at any given time, the opportunity cost is paying capital gains taxes. Retirement accounts such as an IRA offer tax advantages you won't find in a traditional brokerage account. The point is that at some point, the IRS is paid some taxes.

Taxes 245

Taxes Mutual Funds Passive Investors Accounting 245

Walkner Condon Financial Advisors

MARCH 16, 2023

As we are now within 30 days of the April 18 tax filing deadline (April 15 falls on a weekend and April 17 is a federal holiday), it is important to begin organizing your documents and creating a plan to file your taxes, if you have not done so already. Filing Late One of the most common mistakes is filing your tax return late.

Taxes 52

Taxes Education Consulting Consultants 52

Hedgestone

JULY 11, 2023

As a business owner, you may be wondering if you can sell your business if you owe taxes. The answer is yes, but it is essential to understand the implications of selling a business that owes taxes. Taxes can be a significant factor in determining the value of your business, and they can also complicate the sales process.

Taxes 40

Taxes Liabilities Amortization Depreciation 40

The Motley Fool

DECEMBER 1, 2024

That doesn't mean I'm giving up altogether on capital appreciation. For most people most of the time, ordinary IRA contributions are deducted from taxable income; the Internal Revenue Service taxes this money like income when it's removed from these retirement accounts. I may decide to own none. But first things first.

Taxes 100

Taxes Accounting Liabilities Prospects 100

The Motley Fool

JULY 29, 2024

CD interest is taxable income Interest on banking products is considered earned income, and it's subject to ordinary income taxes. People who aren't aware of this can get an unwelcome surprise at tax time when their banks send them a Form 1099-INT. The tax bill is another disadvantage of putting your money in CDs compared to stocks.

Taxes 130

Taxes Banks Liabilities Accounting 130

The Motley Fool

AUGUST 1, 2024

We are very pleased with Enact's continued strong operating performance, capital levels and shareholder distributions. Since Enact's IPO, Genworth has received approximately $738 million in capital from Enact, including $63 million in the second quarter. On the statutory accounting basis, the U.S. Complete statutory results for U.S.

Liabilities 130

Liabilities Legal Shareholders Debt 130

The Motley Fool

MARCH 16, 2024

Image source: Upsplash/The Motley Fool At this point, many people are deep in the throes of doing their taxes. To that end, it pays to claim any tax credits you're entitled to, as they'll reduce your IRS liability on a dollar-for-dollar basis. And your goal may be to try to eke out the most savings on your return as you can.

Taxes 147

Taxes Consulting Consultants Liabilities 147

Zajac Group

NOVEMBER 7, 2024

One of the most important aspects of developing a thorough estate plan is tax planning, as this has the potential to diminish the impact of your gifts and your loved ones’ inheritances. Let’s take a look at the tax impact and other considerations of each. million before triggering federal estate taxes).

Liabilities 52

Liabilities Taxes Legal Assets 52

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

DECEMBER 18, 2023

For most 401(k) plans, you have until the end of 2023 to contribute up to the limit, while IRA investors have until tax day of 2024 (April 15) to hit theirs. This is called tax loss harvesting , and it could potentially reduce your tax liability and eliminate some lemons in your portfolio.

Taxes 246

Taxes Debt Banks Accounting 246

Ballast Advisors

MARCH 17, 2023

Reducing your tax liability can literally save you thousands of dollars Tax season can be a stressful time for many people, especially if you’re not fully prepared. However, with some advance planning and preparation, you can take steps to reduce your tax bill for the upcoming year.

Taxes 40

Taxes Liabilities Consulting Consultants 40

The Motley Fool

JULY 31, 2024

Rithm Capital (NYSE: RITM) Q2 2024 Earnings Call Jul 31, 2024 , 8:00 a.m. ET Contents: Prepared Remarks Questions and Answers Call Participants Prepared Remarks: Operator Good morning and welcome to the Rithm Capital second-quarter 2024 earnings call. Should you invest $1,000 in Rithm Capital right now? Today we have $7.3

Capital 130

Capital Amortization Shareholders Financing 130

The Motley Fool

MAY 4, 2024

Two big ways to return capital to shareholders Despite yielding just 0.8%, Microsoft pays out more cash in dividends than any other U.S.-based While that's a massive amount of capital, these companies tend to spend even more on stock buybacks. Shareholders owe taxes on dividend income but not buybacks. based company : $20.7

Companies 245

Companies Shareholders Liabilities Capital 245

The Motley Fool

AUGUST 10, 2024

One the biggest storylines in the capital markets right now revolves around Apple. Buffett explained his rationale for that move during Berkshire's annual shareholder meeting -- citing that he believed changes to the tax code were on the horizon. Moreover, I think Buffett is far from finished. Image source: Getty Images.

Initial Public Offering 130

Initial Public Offering Stakes Taxes Liabilities 130

Cobalt

OCTOBER 14, 2024

Changing Fortunes: T racking 20 Y ears of R eturns A cross Credit and Venture Capital Last month, the Federal Reserve announced its first cut to interest rates in over four years. For the analysis, we pulled the Credit Time Weighted Rate of Return (TWRR) and included the same metric for venture capital.

Venture Capital 52

Venture Capital Returns Capital Buyout 52

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 Capital 52

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. As we exceeded our production guidance while capital and costs were below guidance.

Liabilities 130

Liabilities Taxes Prospects Assets 130

The Motley Fool

NOVEMBER 7, 2024

We're very pleased with Enact's operational strength's capital levels and consistent shareholder distributions. life insurance companies reported an estimated pre-tax loss of $18 million, driven by unfavorable mortality and higher new claims, as well as lower benefit from legal settlements. On a statutory accounting basis, the U.S.

Legal 130

Legal Debt Shareholders Taxes 130

The Motley Fool

FEBRUARY 12, 2024

There are capital gains taxes to think about. So if you sell stock at a profit, you create a tax liability for yourself. This puts them in the long-term capital gains tax category, which has a top tax rate of 20% (your rate will depend on your income). And that's not fun.

Taxes 130

Taxes Liabilities Assets Portfolios 130

The Motley Fool

OCTOBER 9, 2024

Buffett alluded to the threat of a higher capital gains tax rate, which seemed to have faded since earlier this year, and selling Apple does help to clear the deck for Berkshire's tax liability. At this stage, Apple's potential gains seem more limited due to its valuation and market capitalization of around $3.5

Hedge Funds 130

Hedge Funds Conglomerates Stakes Taxes 130

The Motley Fool

MAY 15, 2024

It also has the scale and capital to compete in an industry where scale and capital matter greatly. 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. It's an iconic company with strong customer loyalty.

Taxes 130

Taxes Liabilities Stakes Shareholders 130

The Motley Fool

MAY 2, 2024

We are very pleased with Enact's continued strong operating performance, capital levels, and shareholder distributions. Since Enact's IPO, Genworth has received approximately $675 million in capital from Enact, including $61 million in the first quarter. Jerome will cover the performance of these segments in more detail later.

Legal 130

Legal Liabilities Shareholders Taxes 130

The Motley Fool

MAY 2, 2024

Blue Owl Capital (NYSE: OWL) Q1 2024 Earnings Call May 02, 2024 , 10:00 a.m. ET Contents: Prepared Remarks Questions and Answers Call Participants Prepared Remarks: Operator Good morning, and welcome to the Blue Owl Capital's first quarter 2024 earnings call. Should you invest $1,000 in Blue Owl Capital right now?

Capital 130

Capital Asset Management Assets Management Fees 130

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