The Motley Fool

JANUARY 20, 2025

Many of these companies are structured as master limited partnerships (MLPs), which pass through their profits to their unitholders and as such don't pay corporate taxes. As a result, most pay out very generous distributions, which are similar to dividends, but much of the payout is considered a return of capital.

Taxes 246

Taxes Enterprise Values Leveraging Amortization 246

Private Equity Wire

DECEMBER 19, 2024

Bain Capital is in negotiations to acquire Sizzling Platter, a company that operates several restaurant franchises including Little Caesars and Jersey Mike’s, for over $1bn, including debt, according to a report by Reuters.

Capital 97

Capital Depreciation Earnings Before Interest Taxes 97

Private Equity Wire

NOVEMBER 20, 2024

Bain Capital has completed fundraising for its Special Situation Fund II, bringing the total amount raised for its second vintage of special situations platform funds to $9bn – $5.7bn for Fund II, inclusive of co-investments and separately managed accounts, and $3.3bn for the previously closed Special Situations Asia and Europe regional funds.

Capital 96

Capital Professional Services Assets Taxes 96

Private Equity Wire

FEBRUARY 5, 2025

Nordic Capital has made four Partner promotions following a successful twelve months for the business which has seen eleven platform acquisitions and four successful exits as well as the closing of the firm’s second mid-market fund at its hard cap of 2bn. He joined in 2018.

Capital 85

Capital Legal Taxes Financial Services 85

Private Equity Insights

JANUARY 7, 2025

The private equity giant, managing $1 trillion in assets, is purchasing the stake from New Mountain Capital, Citrin Coopermans previous majority owner. The firm is a trusted advisor to more than 15,000 clients globally through its tax, advisory and accounting services.

Accounting 246

Accounting Private Equity Firms Private Equity Firms Legal 246

Private Equity Insights

MARCH 27, 2025

It offers a robust regulatory framework, flexible fund structures, and strong access to global capital. Recent changes to international tax regimes, combined with Luxembourgs own reforms, have boosted the countrys appeal. Simplified impatriate rules and favourable capital gains treatment have drawn experienced investment professionals.

Private Equity Firms 147

Private Equity Firms Private Equity Firms Private Equity Managers Buyout 147

The Motley Fool

NOVEMBER 10, 2024

The only caveat is this telecom giant is primarily using share repurchases in its capital-return program, something that's practically non-existent recently at Verizon and AT&T. T-Mobile's massive capital-return program could prove even better for shareholders than big cash dividends from its competition.

Shareholders 234

Shareholders Returns Capital Taxes 234

The Motley Fool

MARCH 13, 2025

You just need to make sure that you're not buying at the points of a coin's life when there's a baked-in hype tax. Today may not be the right day to invest in something, given your capital, your portfolio's positioning, and your current level of risk exposure. Instead, take Buffett's approach. You don't need to try to time the market.

Investing 234

Investing Bidding Assets Taxes 234

The Motley Fool

JANUARY 16, 2025

stocks across all market capitalizations and sectors. By minimizing portfolio changes, the ETF reduces transaction expenses and potential tax implications, allowing investors to retain more of their returns. A true market representation The Vanguard Total Stock Market ETF tracks the CRSP US Total Market index, encompassing 3,624 U.S.

Portfolios 246

Portfolios Exchange-Traded Funds Management Fees Stock Market 246

The Motley Fool

FEBRUARY 28, 2025

Main Street Capital (NYSE: MAIN) Q4 2024 Earnings Call Feb 28, 2025 , 10:00 a.m. ET Contents: Prepared Remarks Questions and Answers Call Participants Prepared Remarks: Operator Greetings and welcome to the Main Street Capital fourth quarter earnings conference call. Image source: The Motley Fool. You may begin. for the quarter.

Capital 130

Capital Asset Management Debt Leveraging 130

The Motley Fool

JANUARY 21, 2025

You don't want to pay taxes on your retirement account withdrawals The main advantage of Roth IRAs is that you get tax-free withdrawals in retirement, as long as you're at least 59 1/2 years old and have had the account for at least five years. Wake up with Breakfast news in your inbox every market day.

Taxes 130

Taxes Accounting Funds Capital 130

The Motley Fool

JANUARY 23, 2025

Marcos Gabriel -- Senior Vice President, Global Finance and Capital Markets Thank you, Brendan, and good morning, everyone. Our fourth quarter adjusted effective tax rate was 25.4%, compared to 22.3% This decrease was primarily due to the unfavorable tax rate, as well as the increase in SG&A that I mentioned earlier.

Financing 223

Financing Finance Taxes Capital 223

Private Equity Insights

FEBRUARY 28, 2025

While economic conditions led to modest growth in advisory and tax services, the firms audit practice achieved strong performance gains throughout the year. The firm reported a 7% increase in net revenue to 654m and an 18% rise in operating profit to 146m for the year ending December 31, 2023. Can`t stop reading?

Private Equity Firms 162

Private Equity Firms Private Equity Firms Investing Professional Services 162

The Motley Fool

AUGUST 14, 2024

How the government taxes Social Security To determine income taxes on Social Security , the IRS uses a special metric called combined income to calculate the portion of your benefits, if any, that are taxable income in any given year. As a result, taxes on Social Security benefits are becoming harder and harder to avoid.

Taxes 246

Taxes Accounting Assets Capital 246

Private Equity Insights

MARCH 19, 2025

Relais Desserts is the seventh investment from Cerea Capital III, which completed its first close in 2022. Cerea Partners was advised by Lamartine Conseil on M&A, KPMG France on tax, Kea & Partners for due diligence, Finaxeed on M&A, and Oderis Consulting for ESG due diligence.

Stakes 162

Stakes Due Diligence Bidding Consultants 162

The Motley Fool

JANUARY 6, 2025

steel import levels; construction activity; demand for finished steel products; the expected capabilities, benefits, and timeline for construction of new facilities; the company's operations; the company's strategic growth plan; legal proceedings; the company's future results of operations; financial measures; and capital spending.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Capital Banks Shareholders 246

The Motley Fool

DECEMBER 9, 2024

The non-GAAP tax rate for the quarter was actually 20.1%, which is higher than my 19% guidance. Even as higher tax rate lowered EPS by $0.02, we still hit the high end of my constant currency guidance. Lastly, my EPS guidance for Q3 assumes a base tax rate of 19%. Absolutely, we did better.

Taxes 245

Taxes Banks Investors Liabilities 245

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

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

NOVEMBER 21, 2024

We've transformed the company from a tax and accounting platform to an AI-driven expert platform. Starting with our consumer platform, Big Bet 3 is focused on helping customers make smart money decisions, take steps to improve their financial health year round, achieve their best tax outcome, and accelerate the receipt of their refund.

Taxes 130

Taxes Accounting Leveraging Capital 130

The Motley Fool

DECEMBER 30, 2024

Equity analyst Anthony Chukumba at Loop Capital sees that a likely possibility. Shopify also provides financial solutions for payment processing, bill payments, tax filing, and account management. Shopify is currently worth $140 billion. Uber Technologies is currently worth $129 billion.

Taxes 244

Taxes Accounting Investors Capital 244

The Motley Fool

OCTOBER 23, 2024

The big advantage of those accounts is that you can deduct your contributions from your taxes. With a lower tax bill, you'll have more money to invest and save for your future. By the time you retire, you could have a sizable nest egg in those pre-tax accounts along with some money in a taxable brokerage account.

Taxes 234

Taxes Accounting Capital Funds 234

The Motley Fool

OCTOBER 28, 2024

And in an ironic twist, the less competitive you are, the better you'll be able to stick with a strategy that can lead you to after-tax returns that beat 98% of professionally managed mutual funds. In real life, investors have to pay taxes. And more often than not, active mutual funds are very tax-inefficient.

Mutual Funds 246

Mutual Funds Funds Taxes Investing 246

The Motley Fool

SEPTEMBER 21, 2024

Don't forget about taxes The Social Security Administration will only withhold taxes from your monthly checks if you ask it to, and then only in preset percentages ranging from 7% to 22%. But whether the SSA withholds taxes from your monthly check or not, next year's COLA is likely to come with an extra tax burden for many retirees.

Taxes 246

Taxes Capital Investing 246

The Motley Fool

DECEMBER 15, 2024

The strategy will produce after-tax returns better than about 98% of actively managed mutual funds over the long run. However, the challenge is compounded as the fund manager starts managing more capital. But it's a lot harder to maneuver in the market and generate high returns when you have a lot of capital to invest.

Mutual Funds 240

Mutual Funds Funds Taxes Investing 240

The Motley Fool

OCTOBER 3, 2024

Tax concerns may be another reason For shareholders, the best possible reason for the sales would be if Michael Dell were selling for personal reasons or tax reasons. The tax issue looms, as capital gains tax rates may go up under a new administration next year.

Investors 246

Investors Taxes Shareholders Banks 246

The Motley Fool

SEPTEMBER 2, 2024

These accounts have certain tax advantages. Contributions to a 401(k), for instance, lower your taxable income and may end up reducing your tax bill. IRA contributions can also be tax deductible, so long as certain conditions are met. Both give you the power of tax deferral.

Mutual Funds 246

Mutual Funds Taxes Investing Accounting 246

The Motley Fool

MARCH 19, 2025

Tax-efficient moves Uncle Sam will want a share of your gains at some point. If you just open a standard brokerage account, you'll put after-tax dollars into that account and then pay capital gains tax when you sell your investments and withdraw the resulting cash. There are several options on the table.

Taxes 228

Taxes Exchange-Traded Funds Accounting Funds 228

Private Equity Wire

NOVEMBER 1, 2024

Godspeed Capital Management, a lower middle-market private equity firm focused on defence & government services, solutions, and technology investments has appointed Ton Ruthers as its new Chief Financial Officer. 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 Financing 98

The Motley Fool

FEBRUARY 19, 2025

We had a total estimated pre-tax statutory loss for our U.S. For the full year, we generated strong statutory pre-tax income of $378 million. Since Enact's IPO, Genworth has received $903 million in capital returns, including $289 million in 2024. Genworth received $84 million in capital returns from Enact in the fourth quarter.

Liabilities 130

Liabilities Legal Taxes Debt 130

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

The Motley Fool

SEPTEMBER 13, 2024

Depending on your income, your state might tax a portion of your benefits. How to keep more of your Social Security benefits Before focusing on individual states, everyone collecting Social Security should know how their benefits are taxed by the federal government. It pays to plan ahead for taxes in retirement.

Taxes 246

Taxes Consultants Consulting Accounting 246

The Motley Fool

SEPTEMBER 9, 2024

You'll pay taxes when you sell investments If you need money for an unplanned expense, having to pay taxes to access it is another problem with investing it. Depending on how long you've held the investments in question and if you've made any gains on them, you could owe a fair bit in taxes. You have a few options.

Stock Market 245

Stock Market Stock Market Funds Taxes 245

The Motley Fool

MARCH 19, 2025

revenues have increased to 24% of our total revenue, up 500 basis points versus a year ago, as we capitalize on our continued rapid domestic market growth and the growing demand for our innovative products and depth of content. We also generated strong gains both in the U.S. and globally, with the U.S. dollar-denominated sports rights.

Leveraging 245

Leveraging Liabilities Assets Shareholders 245

The Motley Fool

OCTOBER 14, 2024

To capitalize on this trend, investors should buy high-yield dividend stocks and ETFs again. Continuously writing covered calls also isn't a tax-effective strategy because the seller books the premiums as capital gains with each options expiration. First, their dividends can't be taxed on the federal level.

Taxes 246

Taxes Exchange-Traded Funds Asset Management Assets 246

The Motley Fool

AUGUST 10, 2024

He views the current tax code for corporations as very favorable, and he's willing to pay taxes now, so he can avoid higher taxes later. Berkshire is sitting on a massive capital gain from its Apple investment. That said, it's one thing to strategically take capital gains to lock in a low tax rate.

Investors 246

Investors Taxes Conglomerates Banks 246

The Motley Fool

SEPTEMBER 22, 2024

Image source: Getty Images I'm not a fan of paying taxes. The benefits of IRAs The more money you put into a traditional IRA up to the limit that applies to you, the more income you can shield from taxes. For example, if you fall into the 22% tax bracket and you contribute $7,000 to an IRA, you'll save yourself $1,540.

Taxes 239

Taxes Accounting Legal Capital 239