Sara Grillo

MAY 8, 2023

They go crazy and paint it with BS statements like: Tax-free guaranteed income Can’t lose money asset Upside potential with downside protection Privatized banking Be your own bank Remember that there is a floor to the crediting rate, but that doesn’t mean you can’t lose money. Here’s why that stinks.

Mutual Funds 59

Mutual Funds Collateral Taxes Leveraging 59

The Motley Fool

OCTOBER 11, 2024

NII ex-markets was up $274 million or 1%, driven by the impact of balance sheet mix and securities reinvestment, higher revolving balances in card, and higher wholesale deposit balances, predominantly offset by lower deposit balances in banking and wealth management and deposit margin compression. billion with pre-tax margin of 33%.

Banks 130

Banks Assets Capital Mergers and Acquisitions 130

The Big Picture

APRIL 25, 2023

We of course can continue to negotiate around the fringes and help mitigate risk and optimize the transaction to fit a more ideal tax structure. HAMBURGER: And then they don’t look at the tax structure, right? People used to market all the time death, taxes, regulatory exams. That happens, right? HAMBURGER: It can.

Legal 64

Legal Law Firms Consultants Consulting 64

The Big Picture

JANUARY 24, 2023

It was between corporate law and investment banking. RITHOLTZ: So even back then, when it was the size that you could take a Christmas picture with everybody in one room at Goldman, they’re still doing investment banking. RITHOLTZ: Oh, really? KLINSKY: Yeah. They’re trading. They’re advising clients.

Leveraged Buyouts 105

Leveraged Buyouts Private Equity Firms Private Equity Firms Debt 105

The Motley Fool

JANUARY 27, 2025

Net income was $499 million or $227 million excluding nonrecurring benefits related to deferred taxes, which Chris will discuss momentarily. when excluding nonrecurring benefits related to deferred taxes. This includes $271 million from nonrecurring benefits related to deferred taxes. Earnings per share were $0.39

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Taxes Financial Services Assets 130

Pension Pulse

NOVEMBER 25, 2024

Last fall, the company invited investment banks to pitch for roles in an IPO that could have valued the battery maker at US$20 billion, the FT then reported. Northvolt will also have access to about US$145 million in cash collateral. AMPC, the subsidies will be exempt from federal and provincial taxes, which would cost about $5.8

Pension Funds 59

Pension Funds Funds Financing Finance 59

The Big Picture

MARCH 25, 2025

And I mean, obviously there was a massive disruption throughout society, but the tragedy that a lot of of lay people don’t know are really good people doing really good work get they’re the collateral damage from someone else’s screw Jim O’Shaughnessy : Up. The, the tax side of it was a game changer.

Asset Management 59

Asset Management Assets Financing Finance 59

The Big Picture

OCTOBER 3, 2023

We dive deep into all sorts of things about running businesses, managing risk, and then when we began talking about his public sector service, we went deep into the Tax Cuts and Job Act of 2017. And by the middle of December we’re already starting to talk about taxes. We know that we want to get tax done.

Taxes 112

Taxes Banks Capital Debt 112