The Motley Fool

MARCH 18, 2024

Image source: Getty Images Doing your taxes isn't fun even in the best-case scenario, but for most people, they're at least not too painful. You spend a couple of hours entering data into your tax software, file your return, and get a refund check a few weeks later. You do this through the IRS Free File system, not your tax software.

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The Motley Fool

AUGUST 20, 2023

Don't forget about other homeownership costs While you'll no longer owe money toward the loan's principal or be responsible for interest, you'll need to keep paying your property taxes. You'll likely begin to receive property tax bills directly from state, country, and local governments. You want to protect your investment.

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The Motley Fool

JANUARY 19, 2025

Social Security benefit cuts may be needed by 2033 Ever since the first retired-worker benefit check was mailed in January 1940, the Social Security Board of Trustees has released an annual report that offers the public an under-the-hood look at how the program generates every dollar in income, as well as documents where those dollars end up.

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The Motley Fool

DECEMBER 16, 2023

However, not all gambling winnings are legally required to be reported to the IRS. The IRS would have no idea and you'd have an $80 tax-free profit. And keep in mind, if you receive a tax document in the mail, that usually means the IRS received a copy as well and knows about it. The short answer is "it depends."

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Ballast Advisors

JUNE 18, 2024

Join us as we delve into the tax strategy, legal documentation, and insurance coverage considerations needed to successfully balance the ownership of multiple residences for snowbirds. When it comes to tax considerations for snowbirds, there are several factors to keep in mind.

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The Motley Fool

FEBRUARY 10, 2024

You get to make someone happy to receive your support, and you get a thank-you from Uncle Sam in the form of a tax deduction. Tax deductions can lower your taxable income so you can legally pay less in taxes. Read more: we researched free tax software and put together a list of the best options here Misconception No.

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The Motley Fool

JUNE 15, 2024

Having legal oversight during the distribution process can be useful to ensure fairness, but the cons of probate can sometimes outweigh the pros. When a will goes through the probate process, it becomes a public document accessible by anyone. The probate process can often take a long time to complete, sometimes months or years.

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The Motley Fool

AUGUST 3, 2024

It's a well-documented fact that companies committed to distributing their profits usually outperform companies that don't have a dividend program. Income-seeking investors like these types of businesses because they can legally avoid federal income taxes by distributing nearly everything they earn to shareholders as a dividend.

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The Motley Fool

JANUARY 14, 2024

A living trust is a legal arrangement that makes the inheritance process smoother, more private, and more efficient. When a will goes through the probate process, it becomes a public document that anyone can access. This is typically done for tax planning or asset protection reasons.

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The Motley Fool

MARCH 30, 2024

Although having legal oversight during the distribution process can be good for ensuring fairness, the cons of probate can sometimes outweigh the pros. This is especially true regarding a will because it becomes a public document accessible by anyone when it goes through the probate process.

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The Motley Fool

MARCH 27, 2024

A combination of fiscal news from Canada's largest province and the results of a new marijuana legalization poll in the U.S. The document revealed that the provincial government anticipates earning 604 million Canadian dollars ($445 million) from taxes on cannabis sales. drove the prices of marijuana stocks upward on Wednesday.

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The Motley Fool

MARCH 29, 2024

For example, less than 0.38% of all returns were audited for tax year 2022. Recently, the IRS has relied heavily on automated processes to send letters through the mail, asking taxpayers to provide additional documentation rather than sit them down for interrogation. However, that's not to say that no one is audited.

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The Motley Fool

SEPTEMBER 14, 2024

The government still needed help from banks to identify money launderers trying to hide illegal activities like tax evasion and gambling. Because it's over $10,000, the bank is legally required to file a Currency Transaction Report (CTR) and file it with the Financial Crimes Enforcement Network (FinCEN). In total, you withdraw $10,100.

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Hedgestone

JUNE 17, 2024

One of the most critical aspects of your preparation is understanding the essential Documents to Ask For When Buying a Business. Without these, you could miss crucial details about the financial health and legal status of your potential new venture! This guide will equip you with the know-how to gather all the necessary documents.

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The Motley Fool

MARCH 11, 2024

Forgetting to include income while filling out a tax return feels much larger. The good news is this: Tax-related mistakes can easily be corrected. When it's you who realizes you've forgotten to include income Imagine that you've filed your tax return for the year, and you're pretty pleased with yourself. Here's how.

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The Motley Fool

AUGUST 9, 2023

What happened Shares of LegalZoom (NASDAQ: LZ) were falling today after the legal assistance platform posted in-line results in its second-quarter earnings report but said prices were falling in the industry. On the bottom line, adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) rose from $18.1

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The Motley Fool

SEPTEMBER 3, 2024

These are special documents that let you live and work legally in other countries for extended periods, whether or not you want to stay there permanently or get citizenship. Here are a few big reasons: Tax benefits: Digital nomads in Spain have to pay a flat 24% tax on income sourced within Spain, but zero tax on foreign-earned income.

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The Motley Fool

JANUARY 4, 2024

You'll need to provide basic financial information, but usually very limited documentation beyond proof of income. You may need to provide pay stubs and tax returns and bank statements. Fees can include origination fees, appraisals and surveys, and document preparation costs. If you don't pay, the lender can foreclose.

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Integrity Financial Planning

MARCH 1, 2023

You may be surprised to learn how important your tax strategy is when it comes to real estate investments. Finally, Brian answers a question from the mailbag about who to turn to when it comes to advice regarding investments, taxes, and legal documents.

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Blackstone News

JUNE 26, 2023

LLC, PJT Partners and Wells Fargo acted as financial advisors to Blackstone, and Simpson Thacher & Bartlett LLP acted as legal advisor. ” We undertake no duty to update any forward-looking statements appearing in this document except as may be required by law. Morgan Securities LLC, Morgan Stanley & Co.

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Blackstone News

JUNE 18, 2024

As the only announced all-cash tender offer, this transaction would provide substantial and immediate value for Terrafina’s shareholders and avoids the potential negative tax consequences associated with competing exchange offers. are serving as legal advisors to Blackstone Real Estate and MRP Group.

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Walkner Condon Financial Advisors

MAY 1, 2023

ISOs and NQSOs are similar in that they allow an employee to purchase the stock at an agreed-upon price (called the “exercise price” or sometimes the “strike price”, which is stated in the grant document) at some point in time before the option expires, usually after ten years. Options can be worthless.

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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.

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Ballast Advisors

JUNE 18, 2024

Join us as we delve into the tax strategy, legal documentation, and insurance coverage considerations needed to successfully balance the ownership of multiple residences for snowbirds. Tax Considerations When it comes to tax considerations for snowbirds, there are several factors to keep in mind.

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Taxes Legal Liabilities Education 52

Sara Grillo

OCTOBER 21, 2022

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. Also, nothing in this podcast or blog can be interpreted as legal or compliance advice.

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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.

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Hedgestone

JUNE 17, 2024

Understanding the Legalities of Selling a 50% Business Share Deciding to sell your 50% share in a business is a significant step that requires a deep dive into the legal nuances involved. Have you considered all the legal implications of your decision? Have you checked these documents recently?

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Hedgestone

JULY 5, 2023

While it is possible to sell a business without a lawyer, there are many legal considerations to keep in mind, and having a trusted legal professional by your side can make the process smoother and less stressful. Having a lawyer to manage this process can ensure that everything is in order and that the closing goes smoothly.

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Sara Grillo

OCTOBER 31, 2022

A Form ADV, according to definition by the SEC , is a legal document that anyone who is holding him or herself out as a professional financial advisor in the United States must file with the SEC, whether they are state or Federally registered. Also, nothing in this podcast or blog can be interpreted as legal or compliance advice.

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Blackstone News

JUNE 10, 2024

As the only announced all-cash tender offer, this transaction would provide substantial and immediate value for Terrafina’s shareholders and avoids the potential negative tax consequences associated with competing exchange offers. are serving as legal advisors to Blackstone Real Estate and MRP Group.

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Zajac Group

SEPTEMBER 22, 2022

However, RSUs are often taxed upon vesting, so watch for your vesting dates and plan accordingly. Tax Treatment at Grant. There is no tax impact when you are granted your stock options. There is no tax impact when you are granted your RSUs. Tax Treatment at Vesting. Tax Treatment at Exercise. Read more here.

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Blackstone News

JUNE 28, 2024

As the only announced all-cash tender offer, this transaction would provide substantial and immediate value for Terrafina’s shareholders and avoids the uncertainty regarding the potential tax consequences associated with competing exchange offers. are serving as legal advisors to Blackstone Real Estate and MRP Group.

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The Motley Fool

OCTOBER 25, 2024

To find copies of any of these documents, please visit our Investor website, investors.cinfin.com. Net income of $820 million for the third quarter of 2024 included recognition of $645 million on an after-tax basis for the increase in fair value of equity securities still held. The third-quarter pre-tax average yield of 4.8%

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The Motley Fool

MARCH 13, 2025

The volume of licenses sold was lower in the period compared to prior quarters due to a pause in sales while we closely reviewed and updated each brand's franchise disclosure documents. We anticipate franchise disclosure documents for the year 2025 to be filed in the coming weeks as part of the normal renewal process.

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The Motley Fool

MAY 9, 2024

cannabis operators with a material improvement in permissible tax deductions. federal legalization, SNDL's North American operations on a SunStream USA pro forma inclusive outlook would potentially rank SNDL as a top five MSO on a North American basis. It's still today a federally legal business in the U.S.

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Pension Pulse

JUNE 5, 2023

Amir Barnea, associate professor of finance at HEC Montréal, wrote a comment for the Toronto Star asking if Canada is cracking down on taxes, why does our national pension plan pay less than two per cent?: But those stellar results rely in part on a questionable practice: tax avoidance. billion — an effective tax rate of just 1.2

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Ballast Advisors

JULY 18, 2024

This includes everything from your bank details to investment portfolios and important documents. does not provide investment, tax, legal, or retirement advice or recommendations. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

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