Consultants, Consulting and Taxes - Private Equity Central

PE-backed Ryan scoops up tax relief consulting agency Indigo

PE Hub

JULY 6, 2023

With headquarters in Dallas, Texas, Ryan is a global tax services and software provider. The post PE-backed Ryan scoops up tax relief consulting agency Indigo appeared first on PE Hub.

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Consulting Consultants Taxes

UK ups tax on PE ‘carried interest’ to 32%

Private Equity Wire

OCTOBER 31, 2024

The UK is to raise taxes on performance fees, or “carried interest,” for private equity fund managers from 28% to 32%, effective April 2025 — a smaller increase than many in the industry had anticipated, according to a report by Reuters.

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Blackstone leads $2bn deal for PE-owned accounting firm

Private Equity Insights

JANUARY 7, 2025

The firm is a trusted advisor to more than 15,000 clients globally through its tax, advisory and accounting services. Guggenheim Securities, LLC is serving as lead financial advisor to New Mountain and Citrin Cooperman, with Koltin Consulting Group serving as an additional financial adviser to both parties.

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Retiring Abroad? 3 Important Tax Implications to Consider First

The Motley Fool

SEPTEMBER 18, 2023

But those riches can come at a cost, especially if you're not hip to the tax laws you're beholden to, both here and in your new chosen land. So, along with studying your potential new home's healthcare and housing options, be sure to get a clear understanding of how its tax laws and ours will affect your nest egg.

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40 States Don't Tax Social Security Benefits

The Motley Fool

APRIL 25, 2024

That's from a study by the Center on Budget and Policy Priorities, and it points to why you might make a budget priority of your own out of knowing how the state you live in now, or plan to later on, will or will not tax those benefits. There are 40 states -- plus the District of Columbia -- that do not tax Social Security benefits at all.

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4 Ways Retirees Pay Too Much in Taxes

The Motley Fool

APRIL 2, 2024

And if you plan for all retirement-related expenses -- including taxes -- count yourself among the brilliant. Every day, some retirees pay too much in taxes. For example, municipal bonds are never taxed at the federal level (which can save you big bucks in retirement). Here are four ways they allow it to happen.

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Taxes Consulting Consultants Accounting

Can I Claim the Child Tax Credit This Year?

The Motley Fool

FEBRUARY 2, 2024

Image source: Getty Images At this point of the year, a lot of people are starting to buckle down and focus on taxes. And it's definitely a good idea to start gathering your paperwork, whether it's 1099 forms from your brokerage account or tax forms from your employer. One such credit is the Child Tax Credit.

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Worried About Paying a Lot of Taxes in Retirement? Do These 3 Things.

The Motley Fool

MARCH 2, 2024

Taxes are another thing you can't control, to some degree. The IRS isn't going to magically let you off the hook from paying taxes just because you're retired. Save in a Roth IRA A Roth IRA won't give you an up-front tax break on your contributions, but come retirement, withdrawals from a Roth IRA will be yours to enjoy tax-free.

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Taxes Consulting Consultants Accounting

Here's How Much a Late Tax Return Might Cost You

The Motley Fool

MARCH 8, 2024

Image source: The Motley Fool/Upsplash I've yet to meet a person who lists filing taxes among their favorite pastimes, but it's in most Americans' best interests to do it anyway. The deadline to file your 2023 taxes is April 15, 2024, so you've still got time. The IRS might also decide to come after you for tax evasion.

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5 Ways to Lower Your New York State Tax Bill

The Motley Fool

MARCH 17, 2024

Image source: Getty Images Ah, New York, the Empire State: home to the Big Apple, cascading waterfalls, and, not so proudly, some of the highest taxes in the nation. Whether you're a city slicker dodging taxis or a country dweller enjoying the serene landscapes, one thing unites all New Yorkers: the quest to lower that pesky tax bill.

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Don't Ignore These 5 Essential Tax Breaks for Parents

The Motley Fool

MARCH 17, 2024

While that number may seem mind-boggling, there are a few tax credits that can provide relief for parents. A tax credit provides a dollar-for-dollar reduction in how much you owe. If the tax credit is refundable, it can help you get money back when you file your return.

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5 Valuable Tax Credits You Should Know About in 2024

The Motley Fool

FEBRUARY 26, 2024

Image source: Getty Images If you haven't started your 2023 taxes yet, you may want to get moving. Although the April 15 filing deadline is still more than a month and a half away, the sooner you get through the process, the sooner your tax refund, if applicable, can hit your bank account. Of that, up to $1,600 is refundable.

Taxes

Taxes Education Consulting Consultants

Cerea Partners acquires majority stake in French chocolatier Relais Desserts

Private Equity Insights

MARCH 19, 2025

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.

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How to Ensure Your Charitable Donations Are Tax Deductible

The Motley Fool

DECEMBER 26, 2023

Image source: Getty Images Giving money to charity is wonderful, but don't do it for the tax breaks. A few years ago, it was easier for everyday people to get a little tax break for donating to charity. Let's look at what it takes to make sure your charitable donations are tax deductible. But most people don't itemize.

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Taxes Education Consulting Consultants

Seniors Paid $50.7 Billion in Income Taxes on Social Security in 2023. Could They Cost You in 2024?

The Motley Fool

MAY 24, 2024

The bulk of that came from the income taxes workers paid, but seniors made their contribution too. billion in Social Security benefit taxes, and all signs point to that figure being even higher in 2024. Here's what you need to know about Social Security benefit taxes so you can prepare ahead of time. trillion in 2023.

Taxes

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When Do You Pay Taxes on Money in Your IRA?

The Motley Fool

OCTOBER 8, 2023

You can invest in an IRA if you don't have a workplace 401(k) plan and you want to save for retirement in an account that offers tax benefits. If you put money into an IRA , it's important to understand how taxes work for this type of account, since they are tax-advantaged accounts.

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Taxes Consulting Consultants Accounting

5 Things Retirees Need to Know About Income Taxes on Social Security Benefits

The Motley Fool

DECEMBER 10, 2023

You work for decades, regularly paying taxes to help fund Social Security. No more taxes, right? Here are five things retirees need to know about income taxes on Social Security benefits. However, that means that roughly 40% will have to pay federal income taxes. Many Americans might think that.

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Paying Taxes on Social Security Benefits: 3 Pitfalls for Retirees to Avoid in 2024

The Motley Fool

DECEMBER 22, 2023

Taxes on Social Security can be extremely complicated, and there are some big pitfalls you could find yourself falling into if you're not careful. It's important to understand the basics of how taxes on Social Security work. So keeping your combined income as low as possible is necessary to avoid taxes on Social Security.

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The IRS Claimed $48.6 Billion in Social Security Benefit Taxes in 2022. Here's How Much It Could Take From You This Year.

The Motley Fool

FEBRUARY 17, 2024

The biggest is the payroll taxes workers pay on their incomes each year. billion -- a mere 4% of Social Security's total income -- came from taxing the benefits of seniors whose income exceeded certain limits. But that figure is expected to be higher this tax season. Here's why, and how much you might owe in benefit taxes.

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Got Your Tax Refund? 9 Smart Things to Do With It

The Motley Fool

MARCH 18, 2024

Image source: The Motley Fool/Upsplash As of late February, the average tax refund issued by the IRS this filing season was $3,213. But no matter what refund you get on your taxes , it's important to make the most of that money. Read more: we researched free tax software and put together a list of the best options here 2.

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International Business Machines (IBM) Q2 2024 Earnings Call Transcript

The Motley Fool

JULY 24, 2024

We had strong performance in software and infrastructure above our model as investment in innovation is yielding organic growth, while consulting remained below model. As we stated last quarter, factors such as interest rates and inflation impacted timing of decision making and discretionary spend in consulting.

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How to Start a Side Hustle With 'Day Job Skills' (and Make $30/Hour or More)

The Motley Fool

JULY 22, 2024

Some of the best-paying side hustles listed on FlexJobs include: Software developer Project manager Account manager Consultant Web designer Technical writer Video editor Piecing together one-off projects and juggling multiple clients is not the only way to make money as a freelance side hustler.

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Here's the Best Option to Replace Mint for Your Small Business

The Motley Fool

APRIL 15, 2024

This felt frustrating, especially since tax season was approaching. If you're a small business owner, freelancer, consultant, or solo entrepreneur who needs an easy way to track business expenses, this could be a great solution for you -- and it's worth paying for. Fortunately, after extensive research, I found a good Mint replacement!

Taxes

Taxes Consulting Consultants Finance

Is a Living Trust Really the Best Way to Pass an Inheritance to Your Family?

The Motley Fool

APRIL 21, 2024

That also may be the ideal time to consult an estate attorney or financial advisor experienced in such matters. Consult a knowledgeable tax attorney to be sure. That begins with understanding the nuances of setting up, maintaining, and using a living trust and how it aligns with your overall estate planning goals.

Legal

Legal Consulting Consultants Education

Avoid These 3 Common Required Minimum Distribution (RMD) Mistakes

The Motley Fool

OCTOBER 8, 2024

One of the most important is you can defer the taxes on your contributions. Instead of paying taxes on your income during the year in which you earn it, you can wait until you withdraw your savings in retirement to pay taxes, giving you more money to invest upfront. But you can't wait forever to pay your tax bill.

Taxes

Taxes Consulting Consultants Accounting

Should You Retire Overseas? Here's How to Decide

The Motley Fool

JUNE 16, 2024

Taxes You may still have to pay U.S. taxes on your income, even if you live abroad. It's essential to understand the tax treaties between the U.S. Consulting a tax professional who specializes in expat finances can save you from pitfalls. and your new country to avoid double taxation.

Legal

Legal Consulting Consultants Taxes

Retirees in These 9 States Could See Their Social Security Checks Taxed

The Motley Fool

FEBRUARY 14, 2025

Their state governments tax Social Security benefits based on their income, cutting their benefits by almost 10% in some cases. How are Social Security benefits taxed? Colorado : Taxpayers 65 or older or those with adjusted gross incomes below $75,000 for individuals or $95,000 for joint filers are exempt from taxes on Social Security.

Taxes

Taxes Consulting Consultants Accounting

Will IBM Be a Trillion-Dollar Stock by 2030?

The Motley Fool

OCTOBER 9, 2024

Just over half of its revenue comes from its consulting and infrastructure segments. Consulting and infrastructure, which are nearly all of the remaining revenue, did not experience significant increases. Additionally, the income tax benefit that ignited the 37% net income growth is a one-time event.

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Thinking of Saving for Retirement in a Roth IRA in 2025? Here's How to Know if You're Eligible -- and What to Do if You're Not

The Motley Fool

NOVEMBER 8, 2024

One is to fund a traditional IRA, which gives you an immediate tax break on your contributions. You could also fund a Roth IRA, which doesn't come with an up-front tax break but offers perks galore. With a Roth IRA , your investments gains are tax-free, and withdrawals are tax-free in retirement.

Taxes

Taxes Consulting Consultants Funds

What Are Your Options if You Haven't Saved Enough When You Retire?

The Motley Fool

JANUARY 24, 2024

Make good use of tax-advantaged retirement accounts : These include IRAs and 401(k)s , and both come in two main varieties -- traditional and Roth. You contribute money to a traditional account on a pre-tax basis, shrinking your taxable income and therefore your tax bill for the year of the contribution.

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Use Your Vehicle for Business? This One Mistake Could Get You Audited

The Motley Fool

FEBRUARY 28, 2024

Image source: Getty Images One of the benefits of being self-employed is getting to enjoy a host of different tax breaks. You can also save money on your taxes by deducting expenses that include professional license fees, equipment, and office supplies, like pens and notepads. You could instead deduct your auto-related expenses.

Taxes

Taxes Consulting Consultants Accounting

Retiring In Another State? Don't Forget to Plan for These 3 Things

The Motley Fool

MAY 22, 2024

To maintain your financial security after leaving the workforce, you need to understand how your move will affect your budget and your tax bill. Tax rates Where you retire determines which types of taxes you'll owe and how much you'll pay annually. Some states, like Florida, don't have state income taxes.

Taxes

Taxes Consulting Consultants Portfolios

I Took Social Security While I Was Still Working -- Even Though the IRS Takes a Cut

The Motley Fool

FEBRUARY 5, 2024

I've also kept working and am paying the price in the form of paying taxes on a portion of my benefits. Above those thresholds, up to 85% of benefits can be taxed. I've been paying taxes my whole adult life. Income after taxes, after all, is still income. I'm used to paying taxes. I knew that going in.

Taxes

Taxes Consulting Consultants Investing

Where Did Teladoc Stock Go Wrong?

The Motley Fool

FEBRUARY 21, 2024

The stock is down 95% from the all-time high it hit three years ago when the growth prospects for the leading provider of remote medical consultations were far kinder. The number of people now able to receive Teladoc services keeps growing, but folks are either healthier as a whole or choosing to go back to old-school in-office consultations.

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Why Summer Is a Great Time to Find an Accountant

The Motley Fool

JUNE 28, 2023

The accountant you hire should be someone who's trustworthy, who takes the time to explain things, and who's knowledgeable enough to help you make savvy financial and tax-related decisions. Accountants tend to be very busy during tax season. That's because you won't have a tax-filing deadline looming. Here's why.

Accounting

Accounting Taxes Consulting Consultants

Over 50? 3 Millionaire Moves to Make in 2024

The Motley Fool

JUNE 8, 2024

You can also add other tax-advantaged accounts to your retirement portfolio to help you reach the million-dollar mark. If you've had more than 25 years in the workplace, you've probably picked up skills that you can train others on or provide expertise as a consultant. Also, check with your employer to see if it offers a 401(k) match.

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Here's What Happens When You Don't File Your New York State Taxes

The Motley Fool

MARCH 14, 2024

Image source: The Motley Fool/Upsplash Just as it's sometimes possible to drop the ball on filing your federal taxes , so too might you inevitably drop the ball on your state taxes. So if you're sitting on an old tax return you know you need to submit, don't just ignore the problem. But you may be looking at costly penalties.

Taxes

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6.1 Million Americans Did This to Prevent Identity Theft Last Tax Season

The Motley Fool

MARCH 3, 2024

Image source: Getty Images Letting someone else file your tax return sounds like a pretty sweet deal -- unless that person is an identity thief after your refund. million tax returns with refunds totaling $6.3 Fortunately, the IRS has developed a strategy that can reduce your risk of tax identity theft. It's not a must-have.

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Forget the 4% Rule? Here's What You Should Really Be Looking at During Retirement.

The Motley Fool

SEPTEMBER 6, 2024

Consult the pros Retirement planning is a complex topic. If you have questions or feel overwhelmed by the process, don't hesitate to consult with a professional advisor. Skimping on preparation or taking retirement lightly only hurts you and can cost you thousands of dollars in taxes and opportunity costs. Have questions?

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Will My Retirement Plan Withdrawals Impact My Social Security Benefits?

The Motley Fool

JANUARY 30, 2024

And your total income will determine whether federal taxes on your benefits apply. So if your retirement plan withdrawals cause enough of an increase to your income, it could result in you having to pay taxes on some of your Social Security benefits. With a Roth, it won't.

Taxes

Taxes Consulting Consultants Accounting

The 3 Things People Don't Tell You About Retiring Abroad

The Motley Fool

JUNE 14, 2023

Your tax returns will be more complicated Living abroad doesn't exempt you from filing a U.S. tax return each year, and you'll likely have to file one in your new country as well. If the country you retire in has a tax treaty with the U.S., you might not have to pay income taxes in both countries.

Taxes

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The 4 Most Misunderstood Rules of Charitable Giving Write-Offs

The Motley Fool

DECEMBER 22, 2023

Not only do the holidays inspire goodwill and cheer, but many people are interested in writing off their donations as we close out the tax year. But there's also a lot of confusion about charitable donations and when you can write them off for tax purposes. To write off a charitable deduction, you'll need to itemize your tax return.

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Self-Employed? It's Not Just Your Tax Return That's Due April 15

The Motley Fool

APRIL 12, 2024

Image source: Getty Images It may not exactly come as a surprise that taxes are due this year on April 15. If you don't think you'll be able to finish your taxes by April 15, it definitely pays to request an extension. But if you're self-employed , there's another tax-related item you'll need to check off your list by April 15.

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Retirees in These 9 States Risk Losing Some of Their Social Security Checks

The Motley Fool

JULY 24, 2024

Unfortunately for people living in nine states, depending on their incomes, there's a chance they'll owe state income taxes on a portion of their Social Security benefits this year. How are Social Security benefits taxed? Anyone collecting Social Security ought to know the details of how the federal government taxes their benefits.

Taxes

Taxes Consulting Consultants Accounting

PE-backed Ryan scoops up tax relief consulting agency Indigo

UK ups tax on PE ‘carried interest’ to 32%

Trending Sources

Blackstone leads $2bn deal for PE-owned accounting firm

Retiring Abroad? 3 Important Tax Implications to Consider First

40 States Don't Tax Social Security Benefits

4 Ways Retirees Pay Too Much in Taxes

Can I Claim the Child Tax Credit This Year?

Worried About Paying a Lot of Taxes in Retirement? Do These 3 Things.

Here's How Much a Late Tax Return Might Cost You

5 Ways to Lower Your New York State Tax Bill

Don't Ignore These 5 Essential Tax Breaks for Parents

5 Valuable Tax Credits You Should Know About in 2024

Cerea Partners acquires majority stake in French chocolatier Relais Desserts

How to Ensure Your Charitable Donations Are Tax Deductible

Seniors Paid $50.7 Billion in Income Taxes on Social Security in 2023. Could They Cost You in 2024?

When Do You Pay Taxes on Money in Your IRA?

5 Things Retirees Need to Know About Income Taxes on Social Security Benefits

Paying Taxes on Social Security Benefits: 3 Pitfalls for Retirees to Avoid in 2024

The IRS Claimed $48.6 Billion in Social Security Benefit Taxes in 2022. Here's How Much It Could Take From You This Year.

Got Your Tax Refund? 9 Smart Things to Do With It

International Business Machines (IBM) Q2 2024 Earnings Call Transcript

How to Start a Side Hustle With 'Day Job Skills' (and Make $30/Hour or More)

Here's the Best Option to Replace Mint for Your Small Business

Is a Living Trust Really the Best Way to Pass an Inheritance to Your Family?

Avoid These 3 Common Required Minimum Distribution (RMD) Mistakes

Should You Retire Overseas? Here's How to Decide

Retirees in These 9 States Could See Their Social Security Checks Taxed

Will IBM Be a Trillion-Dollar Stock by 2030?

Thinking of Saving for Retirement in a Roth IRA in 2025? Here's How to Know if You're Eligible -- and What to Do if You're Not

What Are Your Options if You Haven't Saved Enough When You Retire?

Use Your Vehicle for Business? This One Mistake Could Get You Audited

Retiring In Another State? Don't Forget to Plan for These 3 Things

I Took Social Security While I Was Still Working -- Even Though the IRS Takes a Cut

Where Did Teladoc Stock Go Wrong?

Why Summer Is a Great Time to Find an Accountant

Over 50? 3 Millionaire Moves to Make in 2024

Here's What Happens When You Don't File Your New York State Taxes

6.1 Million Americans Did This to Prevent Identity Theft Last Tax Season

Forget the 4% Rule? Here's What You Should Really Be Looking at During Retirement.

Will My Retirement Plan Withdrawals Impact My Social Security Benefits?

The 3 Things People Don't Tell You About Retiring Abroad

The 4 Most Misunderstood Rules of Charitable Giving Write-Offs

Self-Employed? It's Not Just Your Tax Return That's Due April 15

Retirees in These 9 States Risk Losing Some of Their Social Security Checks

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