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

Fortune Financial

JULY 28, 2022

When you transfer most assets to a taxable account, there will be income tax, but with company stock, you can take advantage of net unrealized appreciation (NUA). . However, the tax deferral benefit comes at a cost tradeoff. Almost every dollar distributed from a pretax retirement account will be taxed at ordinary income tax rates.

Taxes 98

Taxes Accounting Assets Capital 98

The Motley Fool

JUNE 30, 2024

If you put this extra cash into a tax-deferred retirement account, like a 401(k) or traditional IRA , it won't raise your tax liability this year. Parents who hope to fund their children's college education have an especially difficult task. But other family members can put a strain on retirement savings as well.

Education 130

Education Taxes Liabilities Accounting 130

Ballast Advisors

NOVEMBER 21, 2022

What are appropriate checklists for year-end tax planning? Tax planners often develop checklists to guide taxpayers toward year-end strategies that might help reduce taxes. Certain tax benefits may be available if you can claim an individual as a dependent. Family tax planning. Filing status and dependents.

Taxes 52

Taxes Education Depreciation Capital 52

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.

Taxes 52

Taxes Legal Liabilities Education 52

Fortune Financial

APRIL 11, 2024

Tax-Efficient Management of 401(k) and ESOP After Employer Separation Efficient tax management of 401(k) and ESOP holdings post-employment is critical to help secure a financially stable retirement. Additionally, upon retirement, strategically withdrawing from retirement accounts can further optimize tax efficiency.

Education 59

Education Taxes Consulting Consultants 59

Fortune Financial

SEPTEMBER 25, 2023

Whether planning for retirement, saving for your children’s education or simply looking to grow your investments, finding the right wealth management services in Kansas City can make all the difference. Similarly, if you’re saving for your child’s education, you must understand the projected cost and timeline.

Securities and Exchange Commission (SEC) 59

Securities and Exchange Commission (SEC) Fee Structure Education Taxes 59

Fortune Financial

SEPTEMBER 25, 2023

Whether planning for retirement, saving for your children’s education or simply looking to grow your investments, finding the right wealth management services in Kansas City can make all the difference. Similarly, if you’re saving for your child’s education, you must understand the projected cost and timeline.

Securities and Exchange Commission (SEC) 52

Securities and Exchange Commission (SEC) Fee Structure Education Taxes 52

The Motley Fool

JULY 25, 2024

See the 10 stocks » *Stock Advisor returns as of July 22, 2024 We realized growth in both our commercial and education sectors. On the education side, both modernization and enrollment growth drove rentals. The second quarter provision for income taxes was based on an effective tax rate of 28.8% compared to 25.7%

Education 130

Education Mergers and Acquisitions Shareholders Funds 130

Fortune Financial

JANUARY 11, 2024

Additionally, this strategy offers tangible benefits to the company, including enhanced productivity, a stronger employer brand and potential financial incentives like tax benefits. One critical aspect often overlooked in benefits management is the necessity of educating employees about the benefits available to them.

Education 59

Education Legal Taxes Consulting 59

The Motley Fool

APRIL 25, 2024

The high backlog was driven by our education segment, which was very active as school districts address both modernization and growth projects in our operating geographies. The rental revenue growth reflected overall positive business conditions across our commercial and education customer bases. Sales revenues increased $8.4

Mergers and Acquisitions 130

Mergers and Acquisitions Education Capital Taxes 130

Fortune Financial

FEBRUARY 4, 2024

Will you end up paying too much in ordinary income taxes for company stock in your 401(k) plan? Whether your objectives include paying off a mortgage, funding a college education or preparing for significant family events, understanding and utilizing NUA can greatly enhance your financial strategy, providing immediate and long-term benefits.

Taxes 59

Taxes Consulting Consultants Education 59

The Motley Fool

JUNE 9, 2024

Without this key piece of knowledge, there's always going to be some educated guesswork involved when deciding what age is best to begin collecting benefits.

Education 189

Education Liabilities Accounting Taxes 189

Walkner Condon Financial Advisors

APRIL 26, 2024

This is especially important in states like Wisconsin, where all assets and liabilities are split 50/50 with your partner once you get married. You should always consult a financial, tax, or legal professional familiar about your unique circumstances before making any financial decisions.

Finance 103

Finance Financing Accounting Assets 103

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 246

Taxes Education Consulting Consultants 246

Fortune Financial

FEBRUARY 28, 2023

When we look at projected healthcare costs for an average retired couple in 2022, the amount needed to cover healthcare expenses approaches approximately $315,000 after tax. It could cost more than the projected amount if all retirement funds are in a pre-tax account. What Is A Health Savings Account? That isn’t the case with an HSA.

Taxes 52

Taxes Accounting Exchange-Traded Funds Mutual Funds 52

The Motley Fool

FEBRUARY 21, 2024

In addition to the contributions from Vesta, our rental operations experienced strong organic growth across our commercial and education customer bases. The fourth quarter provision for income taxes was based on an effective tax rate of 26.7%, compared to 21.8% Sales revenues increased $7.4 million to $42.3 a year ago.

Mergers and Acquisitions 130

Mergers and Acquisitions Education Taxes Debt 130

The Motley Fool

AUGUST 6, 2024

Loss before income tax also decreased $22.5 Loss before income tax includes finance costs such as the impact of FX and cost of cash repatriation. This includes placing and receiving Orders while also providing a space for consumers to ask questions and to educate them on our product assortment, pricing, and delivery components.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Finance Financing Taxes 130

The Motley Fool

NOVEMBER 1, 2023

For the third quarter, we reported a GAAP net loss of $143 million, which included a $110 million tax provision expense. This non-cash tax expense was related to the reestablishment of our valuation allowance on our deferred tax asset, directly related to our Bitcoin holdings. So we think that's bullish for the asset class.

Assets 130

Assets Education Leveraging Debt 130

Fortune Financial

NOVEMBER 4, 2021

If your bank information is stolen, the Fair Credit Billing Act specifies your maximum liability for unauthorized credit card charges is $50. . ATM, debit cards and electronic transfers fall under the Electronic Fund Transfer Act and produce a different liability exposure. After 60 days, you are exposed to unlimited liability.

Liabilities 52

Liabilities Banks Accounting Taxes 52

The Motley Fool

AUGUST 22, 2024

Since the large-scale launch of this service in April, its daily usage has surged over 15-fold to more than 2 million times per day, helping locals handle tasks such as household registrations, social security inquiries, and tax declarations. Income tax expenses was RMB 1.1 We're educating the market and making AI accessible or key.

Leveraging 130

Leveraging Education Consulting Consultants 130

Zajac Group

MARCH 24, 2022

The primary reason to file an 83(b) election is that you believe that by doing so, you will pay less tax than you would have had you simply waited and allowed the awards to vest in the ordinary course. The value of the restricted stock upon delivery of shares is taxed as ordinary income. Taxable Income” x “Tax Rate” = “Total Tax Due”.

Taxes 52

Taxes Legal Capital Education 52

The Motley Fool

JANUARY 24, 2024

billion from the release of valuation allowance on certain deferred tax assets. Accordingly, starting with Q1, our book tax rate will now be more in line with other companies in the S&P 500. We fully appreciate the importance of customer education as we are still in a customer acquisition phase. Martin Viecha OK.

Taxes 130

Taxes Education Shareholders Companies 130

The Motley Fool

NOVEMBER 20, 2023

Please note that today's discussion will contain forward-looking statements relating to the company's future performance, which are intended to qualify for the safe harbor from liability, as established by the U.S. Furthermore, we continue to manage and educate users on their order cancellation behavior.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Taxes Liabilities Shareholders 130

Zajac Group

FEBRUARY 10, 2022

Tax implications , financial planning, what to do post vest, and managing any proceeds from a sale should all be approached with careful consideration to ensure you get the most out of your restricted stock units. Restricted Stock Units are Taxed When they are Vested and Delivered. Total Value Taxed as Compensation Income: $125,000.

Funds 52

Funds Taxes Legal Debt 52

The Motley Fool

FEBRUARY 15, 2024

And finally, our emerging verticals delivered growth of 4.2%, driven by clients in energy, manufacturing, and education. Our GAAP effective tax rate for the quarter came in at 23.4% Our non-GAAP effective tax rate, which includes the impact of state taxes and subsidiary losses and excludes excess tax benefits, was 25.1%.

Taxes 100

Taxes Consulting Consultants Leveraging 100

The Motley Fool

AUGUST 8, 2024

And today, with the help of our educational platforms, internal specialized tools, and our global maintaining community, close to 100% of the EPAMers have gone through training and applying AI in their daily work activities. Our GAAP effective tax rate for the quarter came in at 26.3%, and our non-GAAP effective tax rate was 24.3%.

Taxes 130

Taxes Consulting Consultants Leveraging 130

The Motley Fool

AUGUST 1, 2024

Our education portfolio comprises 70 properties with eight operators, and at the end of the quarter, excluding the properties we intend to sell, was 100% leased. Our education portfolio continues to perform well with year-over-year increases across the portfolio through Q1 of 2% in revenue and 5% in EBITDAre.

Debt 130

Debt Education Mergers and Acquisitions Assets 130

The Motley Fool

MAY 2, 2024

Where appropriate, we will refer to non-GAAP financial measures to evaluate our business, specifically adjusted EBITDA, a measure of earnings for interest, taxes, depreciation, amortization, and share-based compensation. households, we are educating potential patients and caregivers about Optune Gio. In both the U.S.

Debt 130

Debt Education Finance Financing 130

The Motley Fool

FEBRUARY 22, 2024

Where appropriate, we'll refer to non-GAAP financial measures to evaluate our business, specifically adjusted EBITDA, a measure of earnings before interest, taxes, depreciation, amortization, and share-based compensation. We do not intend to update publicly any forward-looking statements except as required by law. This is Frank Leonard.

Education 100

Education Finance Financing Taxes 100

The Motley Fool

AUGUST 22, 2024

From an industry perspective, we had a banner quarter in our longest-standing vertical, higher education. The FY '25 non-GAAP tax rate remains at 19%. So that includes healthcare, of course, but also higher education. And we think both healthcare and higher education are multiyear opportunities for Workday for full suite.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Leveraging Education Finance 130

The Motley Fool

MAY 3, 2024

Our education portfolio comprises 70 properties with eight operators. As has been the case for several quarters, increases in fixed costs, including labor, insurance, and taxes, continue to pressure EBITDARM for many of our operators. And at the end of the quarter, excluding the properties we intend to sell was 99% leased.

Capital 130

Capital Banks Education Debt 130

The Motley Fool

FEBRUARY 29, 2024

As a reminder, adjusted net income is defined as GAAP net income adjusted to exclude the effect of amortization, restructuring charges, and other certain items including compensation expenses related to retention for those sales employees impacted by the LCDs and resulting income taxes on these items. million or 7.5% million or 12.2%

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Amortization Accounting Taxes 130

The Motley Fool

MARCH 19, 2024

In 2023, more than 4,600 broadcasters contributed a total of over 50,000 streaming hours of positive social impact content to our platform, covering areas such as cybersecurity, education, minor protection, and rural revitalization to complement our game and entertainment programming. Non-GAAP net loss margin was 12.4%

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Mergers and Acquisitions Finance Financing 130

The Motley Fool

AUGUST 13, 2024

I want to discuss a broader question and maybe similar to a previous question, and that's around the regulatory and tax changes that we're starting to see bubble up here in the U.S. It's completed from a government perspective with how are taxes paid? And then, how to generate taxes for the state? How to protect the sport?

Leveraging 130

Leveraging Capital Taxes Portfolios 130

The Motley Fool

FEBRUARY 28, 2024

Currently, about 4,000 merchants are using our AI chatbots, particularly in healthcare, education, travel, legal, B2B, and auto, where users often interact with merchants to learn about their offerings before making purchasing decisions. Income tax benefit is RMB 96 million. Income tax expenses was RMB 3.6

Depreciation 130

Depreciation Education Banks Taxes 130

The Motley Fool

NOVEMBER 3, 2023

That includes the upfront recognition of unregulated solar investment tax credits and certain gains from asset sales. billion of after-tax proceeds to reducing debt. The decrease reflects updated and refined estimates around production tax credit, cost of capital, and REC values. utility customer. We applied the $3.3

Taxes 100

Taxes Shareholders Finance Financing 100