The Motley Fool

APRIL 6, 2024

Ricky Mulvey: Before you even getting a home to look at it, you're going to get a document and you're also going to probably start seeing realtors. This also includes so many different accounts, insurance policies, legal documents, but also the professionals you hire important passwords and combinations and just all your stuff.

Accounting 130

Accounting Liabilities Finance Financing 130

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-related documents: When you have multiple residences, you may need to file state income tax returns in each state where you are considered a resident.

Taxes 52

Taxes Legal Liabilities Education 52

Private Equity Wire

OCTOBER 16, 2024

Last month, Apollo and State Street Corp filed documents to launch an exchange-traded fund (ETF) that will allocate a portion to private credit. He pointed to the 2022 liability-driven investment crisis in the UK, where pension managers were forced to sell bonds to meet liquidity demands as yields surged.

Exchange-Traded Funds 92

Exchange-Traded Funds Bidding Liabilities Debt 92

Private Equity Insights

SEPTEMBER 27, 2023

The tender bid’s document shows showed a vehicle owned by Cinven offered 350 euros to repurchase 1,000 euros worth of bonds, with a 65% discount to the nominal value. The offer aims to “to offer liquidity to holders and to assist in ensuring an orderly resolution of the issuer’s liabilities,” the document said.

Debt 147

Debt Private Equity Firms Private Equity Firms Financial Institutions 147

The Motley Fool

SEPTEMBER 26, 2023

Read more: we researched free tax software and put together a list of the best options here Most of the time, an audit will involve getting a letter in the mail and having to respond with additional information or documentation. That said, most people would rather not have their taxes audited.

Taxes 246

Taxes Liabilities Leveraging Returns 246

The Motley Fool

AUGUST 13, 2024

It doesn't include liability coverage for you, your passengers, or other pedestrians. Ignoring previous damages Always -- always -- document any damages sustained to the rental by a previous driver. Lyle didn't document the stain, and the rental car company charged him $250. This happened to my colleague Lyle Daly.

Taxes 130

Taxes Liabilities Companies Finance 130

The Motley Fool

NOVEMBER 2, 2024

But over time, they can quickly turn from an asset to a liability. For example, if you've recently suffered a job loss and can provide documentation of that, your request for forbearance may be approved. Image source: Getty Images Credit cards can seem like the simplest, fastest solutions for dealing with unexpected expenses.

Debt 130

Debt Consulting Consultants Liabilities 130

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.

Leveraging 130

Leveraging Education Assets Investors 130

The Motley Fool

OCTOBER 28, 2023

Review documents like your bank statements, business credit card statements, payroll reports, and balance sheet, and make sure you know where everything is. Your accountant can also advise you of potential end-of-year tax planning strategies to reduce your tax liability for the tax year. As we approach Dec.

Taxes 246

Taxes Liabilities Finance Financing 246

The Motley Fool

FEBRUARY 25, 2024

The best-case scenario is you just do your taxes a second time around and the auditor doesn't make any changes to your tax liability. That means making sure you have all the documents you need beforehand and not claiming any tax breaks you cannot prove you qualify for. Keep them for at least three years.

Taxes 130

Taxes Liabilities Returns 130

Private Equity Insights

SEPTEMBER 27, 2023

The tender bid’s document shows showed a vehicle owned by Cinven offered 350 euros to repurchase 1,000 euros worth of bonds, with a 65% discount to the nominal value. The offer aims to “to offer liquidity to holders and to assist in ensuring an orderly resolution of the issuer’s liabilities,” the document said.

Debt 130

Debt Private Equity Firms Private Equity Firms Financial Institutions 130

The Motley Fool

JUNE 28, 2024

Beyond the basic business information, the application process required several more pieces of documentation: Financial worksheet: This detailed my business's financial status, including assets, liabilities, revenue streams, and other financial metrics that provide a snapshot of the business's health and potential for growth.

Startups 130

Startups Financial Institutions Funds Finance 130

The Motley Fool

MARCH 19, 2024

Personally, I use an accountant in another part of my state, and we lean on technology (such as a documents portal on his firm's website) to pass forms and information back and forth. A tax deduction reduces the amount of your income that is taxable, while a tax credit reduces your tax liability. Some of these can be quite valuable.

Taxes 246

Taxes Liabilities Accounting Prospects 246

The Motley Fool

AUGUST 11, 2023

According to court documents, AT&T could have 200,000 miles of lead cables in its network. Department of Justice and Environmental Protection Agency are reportedly monitoring the situation after a report by The Wall Street Journal drew attention to the issue in early July.

Debt 246

Debt Liabilities Assets Stock Market 246

The Motley Fool

FEBRUARY 14, 2024

Providing false information It's a bad idea to falsify insurance documents, but it happens too often with car insurance policies. As a personal example, I maintain limits of $100,000/$300,000/$100,000 for my liability insurance, which gives me peace of mind as I drive.

Liabilities 130

Liabilities Finance Financing Companies 130

The Motley Fool

AUGUST 8, 2024

As a reminder, Disco Cecilia Q&A is a tool that allows users to use natural language questions about the documents in their databases and receive detailed, narrative responses along with specific source citations. The ability to ask questions and receive responses with documented support was highly appealing to the customer.

Legal 130

Legal Law Firms Leveraging Prospects 130

Sara Grillo

OCTOBER 18, 2022

Online formation services, for instance, can be used to launch a limited liability company, corporation, or partnership from home. Other tools make it easy to write business plans, digitize important formation documents, create logo designs and websites, and tackle other essential tasks.

Crowdfunding 59

Crowdfunding Liabilities Legal Finance 59

Investment Writing

NOVEMBER 20, 2024

Here’s what Warren Buffett wrote about his experience reading corporate reports in his preface to A Plain English Handbook: How to create clear SEC disclosure document s : “I’ve studied the documents that public companies file. The lower-grade-level “after” doesn’t sound “dumb.”

Mutual Funds 52

Mutual Funds Assets Debt Shareholders 52

The Motley Fool

MAY 21, 2024

Most credit cards have 0% fraud liability protection, which protects you against unauthorized transactions, along with a slew of other shopping and travel protections, like extended warranties and travel insurance. It's more convenient and ensures you don't miss documenting a single purchase.

Liabilities 130

Liabilities Debt 130

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. If you have the cash set aside, good for you!

Companies 98

Companies Taxes Liabilities Private Companies 98

The Motley Fool

MAY 23, 2024

Its software identifies processes that could be automated, such as checking loan documents for missing info and responding to customer inquiries by email, and then takes on that work. The company ended fiscal 2024 with $3 billion in assets, compared to $938 million in liabilities. The firm automates routine business tasks using AI.

Liabilities 130

Liabilities Financial Services Assets Returns 130

The Motley Fool

MAY 9, 2024

Whether it's the process of document review, legal research, brief writing, or even legal advice, every area of the legal workflow will be impacted by AI. This is a generative AI tool that provides detailed and high-level takeaways of individual documents at a user's request with the simple click of a single button on the DISCO dashboard.

Legal 130

Legal Leveraging Capital Shareholders 130

Zajac Group

OCTOBER 17, 2024

Rather than the business or partnership being responsible for paying taxes as an entity, the tax liability is split among the partners or shareholders. The information provided on a K-1 form will be used to either increase your tax liability (if additional income is reported) or potentially reduce it (if losses or deductions are reported).

Taxes 52

Taxes Liabilities Shareholders Accredited Investors 52

The Motley Fool

JULY 20, 2023

What documents and information do you need from me? You might need to mail them in if your tax preparer is old school, or you could be asked to fax them, scan and email them, or even upload them to a documents portal on the tax preparer's website. How will you help me lower my tax liability? How do you like to communicate?

Taxes 100

Taxes Education Accounting Liabilities 100

The Motley Fool

DECEMBER 11, 2023

Many credit card companies have $0 fraud liability policies, so you won't be on the hook for paying for fraudulent transactions. You'll be a more informed consumer by reviewing these documents. Unfortunately, credit card fraud is a legitimate concern, and it can impact anyone. However, you should report fraud quickly.

Liabilities 130

Liabilities Debt Accounting Finance 130

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 also want to review the business’s debt and liabilities, including any outstanding loans, leases, or legal judgments.

Due Diligence 52

Due Diligence Legal Mergers and Acquisitions Liabilities 52

Zajac Group

NOVEMBER 7, 2024

In the chart below, you’ll see how much tax liability your estate may incur if it exceeds the federal exemption limit. Note that there is both a base tax charge and a marginal tax rate, which combined create your estate’s total tax liability. What About State Estate Taxes? Every year, you are given an annual gifting exclusion.

Liabilities 52

Liabilities Taxes Legal Assets 52

The Motley Fool

JANUARY 10, 2024

It has been dealing with product liability issues surrounding earplugs it sold to the military, as well as environmental concerns about its production of so-called forever chemicals. The only way to get that side of the story would have been to dig into court documents, which I simply don't have the time to do.

Legal 130

Legal Liabilities Stakes Returns 130

The Motley Fool

SEPTEMBER 21, 2023

At the time you submitted your extension request, you were asked to estimate your tax liability and pay that amount along with the extension. Even if you're still waiting on documentation for a deduction or credit, you can go ahead and file your tax return without it and file an amended return later when you have what you need.

Taxes 130

Taxes Returns Liabilities Debt 130

The Motley Fool

SEPTEMBER 5, 2024

After seeing the substantial benefits from our automation capabilities, they implemented document understanding to digitally onboard over 500,000 clients per year and are now piloting IDP for unstructured document by leveraging our generative classification, extraction, and validation capabilities.

Leveraging 130

Leveraging Capital Accounting Companies 130

The Motley Fool

FEBRUARY 24, 2024

With CLM, DocuSign's platform handles the entire workflow around business contracts digitally, including document creation and routing contracts for necessary approvals and reviews. billion in total liabilities. Thygesen mentioned "innovative new experiences," and one of these involves contract lifecycle management (CLM).

Liabilities 130

Liabilities Debt Assets Returns 130

Hedgestone

JULY 10, 2023

The value of your business is determined by several factors, such as your revenue, profits, assets, liabilities, and growth potential. Documenting Your Business Processes Documenting your business processes is crucial for ensuring a smooth transition of ownership.

Due Diligence 52

Due Diligence Legal Liabilities Mergers and Acquisitions 52

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. Due Diligence Managing due diligence can be a time-consuming and complex process.

Due Diligence 52

Due Diligence Legal Consulting Consultants 52

The Motley Fool

MARCH 13, 2024

This includes Process Mining, Document Understanding, and Test Suite. They are also in the process of rolling out Document Understanding to automate invoice processing with the goal of expanding companywide. Leveraging core automation and Document Understanding they have been able to efficiently process over 2.5

Leveraging 130

Leveraging Banks Capital Finance 130

Blackstone News

NOVEMBER 29, 2023

In connection with the proposed Merger, the Company will file with the SEC a proxy statement on Schedule 14A relating to its special meeting of stockholders and may file or furnish other documents with the SEC regarding the Merger. These documents can be obtained free of charge from the sources indicated above.

Securities and Exchange Commission (SEC) 131

Securities and Exchange Commission (SEC) Mergers and Acquisitions Legal Assets 131

The Healthcare Investor

OCTOBER 2, 2023

The settlement resulted from potential liability for violations of the AKS, the Stark Law and the FCA. Further, when claims are submitted in violation of these laws, such conduct may separately create criminal liability under the FCA.

Liabilities 52

Liabilities Assets Companies Investing 52

Hedgestone

JULY 10, 2023

Aspiring entrepreneurs often consider buying a limited liability company (LLC) business as an alternative to starting one from scratch. It allows business owners to have limited liability for the company’s debts and legal obligations while also enjoying the flexibility of a partnership.

Due Diligence 40

Due Diligence Legal Mergers and Acquisitions Liabilities 40