The Motley Fool

SEPTEMBER 21, 2023

Image source: Getty Images If you asked for a tax extension in 2023, you're certainly not alone. While it might not feel like nearly six months have already passed since Tax Day, that is indeed the case. In most years, the regular tax filing deadline is April 15, which makes the extended deadline Oct. However, in 2023, Oct.

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The Motley Fool

OCTOBER 28, 2023

But another reason to do this is to save time and minimize stress during the upcoming tax season. Review documents like your bank statements, business credit card statements, payroll reports, and balance sheet, and make sure you know where everything is. As we approach Dec. 31, now is an ideal time to get your finances in order.

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The Motley Fool

JULY 20, 2023

Image source: Getty Images It's likely that you were ready to wave tax season goodbye a few months ago. Rounding up forms and trying to get in touch with your accountant (or going through the tax-filing process on your own) isn't really anyone's idea of fun. What are your qualifications?

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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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Legal Taxes Liabilities Education 52

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. This guide will equip you with the know-how to gather all the necessary documents. Are you curious about which documents are absolute must-haves? So, what happens if you overlook this step?

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The Motley Fool

APRIL 24, 2024

Turning to Originations, our team did a great job generating $32 million in pre-tax income while continuing to be an industry leader in retention. Initially, we focused Pyro on document extraction and classification, which is a huge project for servicers, since we deal with vast quantities of documents, including lots of non-standard forms.

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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.

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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. Reminder: RSU is taxed as compensation income at vesting.

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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.

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The Motley Fool

NOVEMBER 28, 2023

All of those documents are available on the investor relations page of Intuit's website at intuit.com. Consumer group revenue growth reflects a strong finish to the tax extension season. We remain focused on transforming the assisted consumer and business tax categories with TurboTax Live. Third, QuickBooks.

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The Motley Fool

FEBRUARY 22, 2024

All of those documents are available on the Investor Relations page of Intuit's website at intuit.com. Let's start with tax. Tax preparation represents a $35 billion TAM. This includes $31 billion within the assisted consumer and business tax categories, which we have barely started to penetrate. More than 80% of U.S.

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Walkner Condon Financial Advisors

NOVEMBER 11, 2022

Bear in mind that IRA accounts do have income restrictions so it is important to work with your financial advisor or tax preparer to determine if you are eligible to contribute in 2022. Assuming you are eligible, these accounts can be quite tax advantageous for your overall financial situation. TAX AND ESTATE PLANNING.

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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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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. Any successful settlement could be taxed as income. In fact, 9.1% In other words, it can be extremely risky to go this route.

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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.

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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

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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The Motley Fool

APRIL 16, 2024

Our earnings release documents are available on the Investor Relations section of the bankofamerica.com website, and that includes the earnings presentation that we will be referring to during the call. I trust that everyone's had a chance to review the documents. billion after tax and EPS of $0.76. We reported net income of $6.7

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Ballast Advisors

SEPTEMBER 5, 2024

Navigating the complexities of estate planning can often feel like charting through uncharted waters, especially when it comes to handling assets, taxes, and ensuring one’s legacy is preserved according to their wishes. Inheritance Tax Planning Inheritance taxes, including estate and gift taxes, are pivotal in estate planning discussions.

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The Motley Fool

NOVEMBER 21, 2024

All of those documents are available on the investor relations page of Intuit's website at intuit.com. We've transformed the company from a tax and accounting platform to an AI-driven expert platform. Second, we're disrupting the assisted tax category. We assume no obligation to update any forward-looking statement.

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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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The Motley Fool

AUGUST 1, 2024

We have been and will remain committed to our successful time-tested low-cost and tax-efficient strategy. Our investment engine stuck to our plan of low-cost, tax-efficient, and brand. professional liability and general liability portfolios where we took underwriting actions to improve profitability.

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The Motley Fool

NOVEMBER 26, 2024

Continuing to accelerate our AI roadmap, we closed our acquisition of Evisort, a leading document intelligence platform. This includes critical information locked away in contracts, invoices, and policy documents, just to name a few. The estimated FY25 non-GAAP tax rate remains at 19%. Consider this. We see it building.

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The Motley Fool

FEBRUARY 8, 2024

Next, a change in profit before income tax for nine months and compared to the same period last fiscal year. Profit before income taxes, despite a decrease in equity method profit mainly from China due to an increase in operating profit, interest income, and other profits was increased by JPY 405.1 The change factors are as follows.

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The Motley Fool

APRIL 26, 2024

To find copies of any of these documents, please visit our investor website cinfin.com/investors. Net income of $755 million for the first quarter of 2024 included recognition of $484 million on an after-tax basis were the increase in fair value of equity securities still held, representing about three quarters of the increase in net income.

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The Motley Fool

OCTOBER 11, 2024

Yesterday, we filed our Form 10-Q and issued our press release, both documents of which can be found in the Investor Relations section of our website at www.voxxintl.com. million on a pre-tax basis. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability.

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The Motley Fool

DECEMBER 9, 2024

million in capital expenditures and principal repayments of finance lease liabilities, free cash flow was $34.6 Note that the non-GAAP net income per share guidance for the fourth-quarter and full-fiscal year 2025 includes a non-GAAP tax provision of approximately 20%. Operating cash flow in the third quarter was $37.4

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The Motley Fool

AUGUST 24, 2023

See the 10 stocks *Stock Advisor returns as of August 21, 2023 All of those documents are available on the investor relations page of Intuit's website at intuit.com. We're using our data to fine-tune our own financial large language models that specialize in solving tax, accounting, cash flow, marketing, and personal finance challenges.

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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.

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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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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.

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Zajac Group

NOVEMBER 7, 2024

One of the most important aspects of developing a thorough estate plan is tax planning, as this has the potential to diminish the impact of your gifts and your loved ones’ inheritances. Let’s take a look at the tax impact and other considerations of each. million before triggering federal estate taxes).

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Liabilities Taxes Legal Assets 52

The Motley Fool

MAY 23, 2024

All of those documents are available on the investor relations page of Intuit's website at intuit.com. Turning to tax. We continue to revolutionize how taxes get done for consumers and small businesses. Tax preparation represents a $35 billion TAM in the U.S. Should you invest $1,000 in Intuit right now?

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The Motley Fool

AUGUST 3, 2023

So please read the disclosures in the relevant documents. Deferred tax benefits were net at about $46 million during the quarter after considering the non-controlling interest. With the acquisition of Kartaltepe late last year and Hod Maden this year, our deferred tax liabilities increased by more than $200 million.

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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. Additionally, upon retirement, strategically withdrawing from retirement accounts can further optimize tax efficiency.

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The Motley Fool

JANUARY 12, 2024

As usual, our earnings release documents are available on the investor relations section of the bankofamerica.com website, and they include the earnings presentation that we will be referring to during this call. I trust everybody's had a chance to review the documents. billion after tax, or $0.70 billion after tax.

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The Motley Fool

MARCH 20, 2024

For a detailed discussion of risk factors and non-IFRS measures, please refer to our disclosure documents on the IR section of our website. Income tax expense rose by 111% year on year to 9.7 billion renminbi, driven by operating profit growth and increased withholding tax provision. billion renminbi, up from a profit of 3.1

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