The Motley Fool

MARCH 31, 2024

That stands in contrast to a will, which is usually processed through a probate court, making it a public document. To be sure, consult a qualified tax attorney. Proceed with consideration and consultation While a living trust has many advantages for estate planning, it must be adopted with careful thought and examination.

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The Motley Fool

DECEMBER 25, 2023

Image source: Getty Images If you itemize deductions on your tax return, you can claim a deduction for any charitable giving you've done throughout the year. Tax deductions The obvious reason to donate your car is to get a tax deduction. This doesn't just include money -- if you donate property, you can take a deduction as well.

Taxes 246

Taxes Consulting Consultants Accounting 246

The Motley Fool

JULY 1, 2024

You should also know that when wills go through probate, they become a matter of public record, the same way your nosy neighbors could technically get a hold of your mortgage documents and see how much you borrowed for your home. And if you're thinking that a living trust could serve as a tax shelter of sorts for your family, think again.

Legal 246

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The Motley Fool

FEBRUARY 2, 2024

When a will goes through the probate process, it typically becomes a public document that anyone can access. You need to draft the trust documents, transfer assets into the trust, and either manage it yourself or have someone else manage it. You may also need to deal with special tax issues on a regular basis.

Legal 246

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The Motley Fool

JUNE 30, 2024

Over time, your child could build up a sizable nest egg, which would be completely tax-free after they reach 59 1/2. W-2 earned income, where the employer typically withholds income tax from the paycheck, is the easiest form of income to track. Allowance, interest, dividends, and other forms of unearned income do not count.

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Exchange-Traded Funds Taxes Consulting Consultants 130

The Motley Fool

SEPTEMBER 4, 2023

A last will and testament is indeed a useful and binding legal document, long a traditional means for allocating assets, assigning guardianship for minor children, and specifying other last wishes. A living trust is a legal document that allows you to place your assets into a trust while you're still alive. But is it the best way?

Legal 246

Legal Education Consulting Consultants 246

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

The Motley Fool

FEBRUARY 26, 2024

Granted, that point may come after many years of paying a mortgage , covering property taxes, and forking over lots of money for repairs. But if you're gearing up to sell a home, you'll need to think about the tax implications involved. But there's still another $100,000 you might face a tax bill on. Here's how it works.

Taxes 130

Taxes Consulting Consultants Capital 130

Private Equity Wire

FEBRUARY 14, 2024

PARTNER CONTENT By Muhammad Akram, CPA Founder, Akram | Assurance, Advisory & Tax Firm Why fair value is so important Fair value impacts net assets/partners’ capital, potentially overstating performance and overcharging management and performance fees. Maintain documentation for all inputs, including growth rates and discount rates.

Venture Capital 98

Venture Capital Investing Best Practices Mutual Funds 98

The Motley Fool

SEPTEMBER 24, 2023

If you have disposable income and have an eligible retirement plan, use a mega backdoor Roth IRA to save a significant amount of tax-free money for your retirement. Confirm final finances and get all copies of important documents Gather copies of all retirement plan documents so you can refer to them when you need to.

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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.

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Taxes Liabilities Consulting Consultants 40

The Motley Fool

NOVEMBER 2, 2024

For example, if you've recently suffered a job loss and can provide documentation of that, your request for forbearance may be approved. You may also want to consult an attorney, which can have its own costs. Any successful settlement could be taxed as income. So it's possible that your balance may grow during this time.

Debt 130

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The Motley Fool

NOVEMBER 28, 2023

Just make sure you choose a qualified tax-exempt organization to donate to. You'll get a tax break You can qualify for a charitable donation deduction on your taxes if you donate your vehicle. If you're not sure how donating your vehicle will affect your taxes, you may want to consult a tax professional before doing so.

Resale 130

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Sara Grillo

MAY 24, 2024

Example: in January you sent them an email about when the expect their tax documents from their brokerage firm. So January’s blog would be entered on the marketing calendar as: “When should I expect my tax documents from my brokerage?” Sara G Did you sign up for my daily newsletter ?

Consulting 52

Consulting Consultants Taxes Companies 52

The Motley Fool

OCTOBER 10, 2024

We saw strength across Creative Cloud, Document Cloud, and Experience Cloud, achieving revenue of $5.41 Our vision revolves around Adobe's deep technology platforms across Creative Cloud, Document Cloud, and Experience Cloud, which when integrated provide significant differentiation and value. Adobe had an outstanding third quarter.

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Leveraging Education Assets Investors 130

Hedgestone

JUNE 17, 2024

Who should you consult? These documents often outline the procedure for selling shares, including any restrictions or rights of first refusal granted to co-owners. Have you checked these documents recently? In addition to internal documents, certain state and federal laws may impact the sale of your business share.

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Axial

OCTOBER 21, 2024

Start the M&A Process Determine the value of your business Collect and review key documents Identity and engage potential buyers 5. The process is intense and involves business and market analysis, creating legal documents, preparing marketing materials, and negotiations. Secondly, selling your business requires full commitment.

Due Diligence 52

Due Diligence Mergers and Acquisitions Consulting Consultants 52

Fortune Financial

APRIL 11, 2024

Search for Unclaimed Funds and Gather Documentation: Start by locating any previous plan statements you may have, as they will provide your account number and the plan administrator’s contact information. Consult with a Fortune Financial advisor for personalized advice on maximizing the growth of your recovered funds.

Education 59

Education Taxes Consulting Consultants 59

Hedgestone

JULY 5, 2023

Benefits of Having a Lawyer When Selling Your Business Protecting Your Legal Interests Selling a business involves a significant amount of legal paperwork and documentation, including contracts, agreements, and disclosures. Contact us today at (561) 593-3711 for a free consultation.

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Due Diligence Legal Consulting Consultants 52

Hedgestone

JUNE 28, 2023

This investigation involves analyzing the business’s financials, legal documents, contracts, customer base, competitors, and other factors that could affect its success. You’ll need to review the income statement, balance sheet, cash flow statement, and tax returns for the past three to five years.

Due Diligence 52

Due Diligence Legal Mergers and Acquisitions Liabilities 52

Fortune Financial

JUNE 2, 2023

In retirement, how you distribute that company stock will play a key role in determining your tax liability for its value. NUA is a tax strategy that applies to individuals who hold employer stock within their employer-sponsored retirement plans, such as a 401(k). Let’s take a look at four key tax benefits of NUA.

Taxes 52

Taxes Liabilities Consulting Consultants 52

Sara Grillo

OCTOBER 21, 2022

I am an irreverent and fun marketing consultant for financial advisors. Financial paraplanners can be recent college graduates with no work experience, or may also be career changers with an extensive background in other areas that can add more value to an RIA owner, such as tax professionals. So please subscribe!

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Consulting Consultants Legal Taxes 98

Axial

JULY 13, 2023

The letter of intent is a more formal document than the IOI, and outlines a final price and deal structure that a buyer puts forward for a target company. There are differing schools of thought regarding how detailed an LOI should be; the document can range from two to over ten pages in length.

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Due Diligence Bidding Prospects Best Practices 52

Hedgestone

JULY 11, 2023

Taxes Buying someone out of a business can have tax implications for both the buyer and seller. It’s important to consult with a tax professional to understand the tax implications of the transaction and ensure that all necessary tax filings are completed.

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Due Diligence Buyout Legal Liabilities 40

Axial

AUGUST 23, 2024

So before starting the selling process (detailed below), consult with your accountant, tax advisor, wealth manager, spouse, and family. The CIM: The Confidential Information Memorandum (CIM) is a 30–50 page document that outlines what makes the business valuable and provides buyers with a deeper understanding.

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Due Diligence Legal Mergers and Acquisitions Prospects 52

Hedgestone

JUNE 17, 2024

Have you consulted with a divorce attorney to understand how these classifications apply to your situation? Consulting professionals can help ensure that the timing aligns with your overall strategic goals, maximizing benefits while minimizing risks. Consider the tax implications and seek advice from a financial expert.

Legal 52

Legal Consulting Consultants Assets 52

Zajac Group

MARCH 3, 2023

Each award can be highly customized, so you’d do well to consult with an independent advisor or attorney skilled at deciphering performance award terminology. Also, as we’ll cover further down, delivery isn’t always when you might assume, which can impact your tax planning if you’re caught unaware. How Are Performance Shares Taxed?

Taxes 52

Taxes Consulting Consultants Legal 52

The Motley Fool

AUGUST 1, 2024

As a result, they selected Iron Mountain to serve as its partner for a long-term transformation of its management of digital and physical documents. Our unique offering revolutionizes document processing services for both physical and digital documents. This represents growth of 12% for AFFO and 10% for AFFO per share.

Assets 130

Assets Leveraging Banks Depreciation 130

Hedgestone

JULY 10, 2023

Tax Implications Selling a business can have significant tax implications. Depending on the structure of the sale, you may be subject to capital gains taxes, which can be substantial. It’s essential to consult with a tax professional before selling your business to understand the tax implications fully.

Due Diligence 40

Due Diligence Mergers and Acquisitions Taxes Consulting 40

Sara Grillo

FEBRUARY 23, 2024

You may have granted a third party (IT person, marketing consultant, old employee) the right to access to your online assets such as: Website Email software (I.e., The screenshots below from Google Trends shows the trends for the term “taxes 2021” as of December 13, 2020. It does get pretty specific.

Prospects 52

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The Motley Fool

NOVEMBER 6, 2024

See the 10 stocks » *Stock Advisor returns as of November 4, 2024 Today's discussion will include forward-looking statements, so please read the disclosures in the relevant documents. Additionally, we will refer to non-GAAP financial measures during our discussion and in the accompanying slides. We recorded attributable net income of $0.05

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The Motley Fool

AUGUST 22, 2024

For a detailed discussion of these risks and uncertainties, please refer to our latest annual report and other documents filed with the SEC and Hong Kong Stock Exchange. Our one-stop shop for document creation is another example of how Baidu scales AI to address real-world problems and generate substantial value.

Leveraging 130

Leveraging Education Consulting Consultants 130

Fortune Financial

DECEMBER 23, 2022

Tax benefits and owner retirement savings options also make establishing a 401(k) plan a smart choice for employers. The biggest difference between the two is how they are taxed. In short, traditional 401(k) employee contributions are pre-tax, reducing taxable income in the contribution year.

Taxes 52

Taxes Education Financial Institutions Accounting 52

Hedgestone

JULY 10, 2023

It involves reviewing financial statements, tax returns, contracts, and legal documents. Analyze contracts and legal documents Review contracts, agreements, and legal documents to ensure that the business has clear ownership of its assets and is not involved in any legal disputes.

Due Diligence 40

Due Diligence Legal Mergers and Acquisitions Liabilities 40

Hedgestone

JULY 10, 2023

These documents will give you an idea of the business’s revenue, expenses, and profitability. You should also review the business’s tax returns, which can provide additional information on the business’s financial health. Call HedgeStone today at (561) 593-3711 for a free consultation.

Due Diligence 52

Due Diligence Mergers and Acquisitions Assets Consulting 52

Hedgestone

JULY 10, 2023

In addition, our in-house attorneys and accountants can help ensure that your sale is structured in the most tax-efficient manner possible, maximizing your proceeds from the sale. This includes reviewing your financials, customer contracts, and other key documents to ensure that the business is as represented.

Due Diligence 40

Due Diligence Liabilities Assets Taxes 40

Hedgestone

JULY 10, 2023

Here are some steps you can take to value your business: Calculate your earnings before interest, taxes, depreciation, and amortization (EBITDA). Once you’ve agreed on the terms of the sale, you’ll need to finalize the sale by signing legal documents and transferring ownership of your business. Determine your industry multiple.

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Mergers and Acquisitions Legal Earnings Before Interest Assets 52