Tobias Financial

MAY 2, 2024

The finance industry is a realm of constant evolution, and our collaboration with NSU is a cornerstone of our dedication to education, innovation, and development of future leaders. Our Tax Associate, Maria Hernandez , is actively advancing her education by pursuing a master’s degree in tax accounting at NSU.

Education 52

Education Finance Financing Taxes 52

Million Dollar Round Table (MDRT)

JULY 10, 2022

I started networking myself by telling 10 to 20 of my best clients exactly what kind of prospect I was looking for from their personal networks. Before prospecting, identify what your ideal client looks like in detail. Once your ideal client profile is broken down into the smallest particulars, prospecting will become much easier.

Education 95

Education Prospects Taxes 95

Indigo Marketing Agency

JANUARY 3, 2025

Your prospects arent just going to come knocking at your door. Building effective marketing assets, like videos, guides, and case studies, is essential for advisors looking to attract and convert prospects. Checklists or Worksheets: These practical tools offer prospects actionable steps they can immediately apply.

Prospects 52

Prospects Assets Taxes Education 52

The Motley Fool

SEPTEMBER 6, 2024

We can make educated guesses , as many have. It's likely partly for tax reasons, an opinion based on Buffett's answer to a question regarding why the company he leads made this move. Apple's prospects remain bright Berkshire Hathaway has had a significant stake in Apple since 2016 and has gotten its money's worth and then some.

Stakes 130

Stakes Education Prospects Taxes 130

The Motley Fool

MARCH 8, 2024

This was due to a few factors, including paying off my education and having a career that was more emotionally than financially satisfying. In those days, the prospect of money leaving my checking account at any point without my direct involvement in setting up the payment was scary indeed. What about you?

Finance 130

Finance Financing Prospects Education 130

The Motley Fool

OCTOBER 24, 2023

Alison Southwick: In reading the sections on qualified higher education expenses, it sounds like if you make a withdrawal from your IRA for higher education expenses, it will have to be in the same tax year you paid the expense. Another one is Publication 970 which talks all about the tax benefits for education.

Education 130

Education Mergers and Acquisitions Taxes Exchange-Traded Funds 130

The Motley Fool

APRIL 25, 2024

Before we begin, note that the matters the company management will be discussing today that are not statements of historical facts are forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, including statements relating to the company's expectations, strategies, prospects or targets. a year ago.

Mergers and Acquisitions 130

Mergers and Acquisitions Education Capital Taxes 130

The Motley Fool

APRIL 28, 2024

If you're paying off your education or financing a car with an affordable monthly payment, you're likely not in a bad position to become a homeowner. You'll need to pay for property taxes, homeowners insurance , and ongoing maintenance and repairs for your new home. They're only the beginning. It's also a lot more flexible.

Debt 130

Debt Education Prospects Taxes 130

The Motley Fool

OCTOBER 24, 2024

Before we begin, note that the matters that the company management will be discussing today that are not statements of historical facts are forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, including statements relating to the company's expectations, strategies, prospects, backlog or targets.

Mergers and Acquisitions 130

Mergers and Acquisitions Education Debt Taxes 130

The Motley Fool

JULY 25, 2024

Before we begin, note that the matters the company management will be discussing today that are not statements of historical facts are forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, including statements relating to the company's expectations, strategies, prospects, backlog, or targets.

Education 130

Education Mergers and Acquisitions Shareholders Funds 130

The Motley Fool

APRIL 18, 2024

Artificial intelligence (AI) can be a powerful assistant for insurers because it can process substantial volumes of data quickly and use it to make educated predictions. However, its 2023 adjusted earnings before interest, tax, depreciation, and amortization ( EBITDA ) loss of $172.6

Amortization 130

Amortization Depreciation Education Earnings Before Interest 130

The Motley Fool

OCTOBER 11, 2024

With our Amazon deal to bring Fire TV into the car, our prospects got even better as this was an industry first, and we had hundreds of millions of dollars in new long-term rear-seat awards. million on a pre-tax basis. But I think the company with its future prospects, stuff, I think you could warrant that type of number.

Debt 240

Debt Capital Leveraging Prospects 240

The Motley Fool

NOVEMBER 8, 2024

Education continues to prosper well. As well as we're doing, we continue to face a well-understood macro dynamic in our education business, specifically related to limits on foreign students imposed by the Canadian government with potential future actions by the Australian government. I'll start with education, our largest vertical.

Education 130

Education Banks Shareholders Capital 130

The Motley Fool

NOVEMBER 1, 2023

Some of the information we provide during today's call regarding our future expectations, plans, and prospects may constitute forward-looking statements. For the third quarter, we reported a GAAP net loss of $143 million, which included a $110 million tax provision expense. Before we proceed, I will read the Safe Harbor statement.

Education 130

Education Assets Leveraging Debt 130

FMG

OCTOBER 28, 2022

You can use get-to-know-you videos to establish a relationship of trust with your clients and prospects. Build your videos around frequently asked questions to provide prospects with the answers they’re looking for. Core concept education. Those are the questions prospective clients ask. Animated infographics.

Prospects 64

Prospects Taxes Education Financial Services 64

The Motley Fool

AUGUST 8, 2023

This is a 22-million-ounce prospect. This is a quick snapshot of where we are looking, and we certainly are excited about the prospects. And so, us coming there and supporting the children, giving them square meal, getting them to school is the only way they can get educated. And we continue to secure more ground in that area.

Assets 189

Assets Taxes Capital Banks 189

Indigo Marketing Agency

JULY 23, 2024

Solution Offering It offers a solution: “Achieving your goals requires seasoned, thoughtful investment advice and comprehensive tax and financial planning.” Community Engagement Westover also invites prospects to their events, fostering community engagement. Professional Financial Advisors, LLC What does PFA do right?

Prospects 98

Prospects Education Consultants Consulting 98

The Motley Fool

FEBRUARY 21, 2024

Including statements relating to the company's expectations, strategies, prospects, or targets. In addition to the contributions from Vesta, our rental operations experienced strong organic growth across our commercial and education customer bases. Sales revenues increased $7.4 million to $42.3 a year ago. a year earlier.

Mergers and Acquisitions 130

Mergers and Acquisitions Education Taxes Debt 130

Indigo Marketing Agency

MARCH 10, 2025

Joe Dowdall isnt just posting on social mediahes using it as a tool to educate, engage, and convert prospects into clients. Instead of just talking about taxes in retirement, Joe presents a clear problem (overpaying taxes) and an actionable solution (his free video series on tax planning through retirement).

Taxes 64

Taxes Prospects Education Consultants 64

The Motley Fool

OCTOBER 31, 2024

Our education portfolio comprises 69 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. Tax credits that are involved there that we couldn't -- without jeopardizing those. Turning to coverage.

Education 130

Education Assets Debt Mergers and Acquisitions 130

The Motley Fool

AUGUST 17, 2023

Unlike lower-funnel tactics which are aimed at speaking to shoppers who have already expressed purchase intent, top-of-funnel marketing serves to spread awareness, educate prospects, and cultivate brand buzz. Our adjusted tax rate for the quarter was approximately 19%, as compared to 19% in the prior year. million, or $2.12

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Debt Taxes Leveraging 246

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) Financing Finance Taxes 130

Indigo Marketing Agency

JANUARY 4, 2022

But it’s important to remember that your prospects probably don’t. While it’s important to touch on your credentials and why you’re qualified to help someone, most prospects want to understand you on a personal level. Resources Web Page Your “Resources” web page is like an educational hub. Why is this page so important?

Prospects 59

Prospects Accounting Taxes Education 59

Indigo Marketing Agency

JULY 23, 2020

The key here is that you want to educate and provide value to your ideal prospects. It helps you establish your online presence and answer your prospects’ most pressing questions. We mean the phrases that prospects would typically type into Google to find you. A blog educates current clients.

Education 52

Education Prospects Taxes Funds 52

Mainsail

SEPTEMBER 27, 2024

This is useful for moderately complex pricing models and for products whose prospects demonstrate a range of willingness to pay. Prioritize the user experience for an effective pricing page The successful pricing pages prioritize the user experience to reduce buyer friction and increase the prospects’ excitement about your product.

Prospects 52

Prospects Best Practices Collateral Leveraging 52

The Motley Fool

JULY 27, 2023

Despite some macroeconomic uncertainty both our commercial and education rental quote activity was healthy and year-to-date units quoted were up before the Vesta business addition. The second-quarter provision for income taxes was based on an effective tax rate of 25.7%, compared to 22.9% Turning to Mobile Modular.

Education 100

Education Capital Shareholders Accounting 100

Fortune Financial

SEPTEMBER 5, 2023

This resurgence has instilled consumer confidence, with individuals feeling more secure about their financial prospects. Limited Financial Education Limited financial education is a factor that often operates quietly in the background, yet it wields a significant influence on the decisions individuals make regarding their credit card usage.

Debt 59

Debt Education Financial Institutions Taxes 59

The Motley Fool

MARCH 27, 2025

billion, which demonstrates our confidence in the long-term prospects for lululemon. Tax expense for the quarter was $309 million, or 29.2% of pre-tax earnings, compared to an effective tax rate of 28.1% For the full year 2025, we expect our effective tax rate to be approximately 30%. in Q4 2023. a year ago.

Leveraging 147

Leveraging Taxes Capital Shareholders 147

Indigo Marketing Agency

MAY 5, 2020

He is also the Executive Director of the PLANSPONSOR Institute, the education and training arm of PLANSPONSOR, as well as founding lecturer for The Retirement Advisor University (TRAU) at UCLA Anderson School of Management Executive Education. READ THE TRANSCRIPT BELOW. Claire: Great. Thank you so much for joining me today.

Prospects 52

Prospects Taxes Education Assets 52

The Motley Fool

OCTOBER 10, 2024

Small businesses are looking to engage prospects on social channels, and large enterprises are defining their content supply workflows to deliver personalization at scale. Adobe's effective tax rate in Q3 was 17.5% billion, tax rate of approximately 16% on a GAAP basis and 18.5% on a GAAP basis and 18.5% on a non-GAAP basis.

Education 130

Education Leveraging Assets Taxes 130

Indigo Marketing Agency

OCTOBER 6, 2020

Tax planning. Millennials prefer to work virtually as much as possible and spook at the prospect of phone calls and in-person meetings. Millennials value education and transparency. Most advisors I work with value client education as well. As millennials get older, their financial complexity keeps growing. Life insurance.

Education 52

Education Debt Prospects Taxes 52

The Motley Fool

FEBRUARY 6, 2024

Some of the information we provide during today's call regarding our future expectations, plans, and prospects may constitute forward-looking statements. As customers and prospects move to the cloud to empower their AI-driven digital transformations, we expect a decrease in product license revenues.

Leveraging 130

Leveraging Debt Assets Shareholders 130

AdvisorPR

AUGUST 10, 2020

In my previous blog , I shared ways to brainstorm and prioritize the immediate needs and concerns of your clients and prospects. Organize events – from fundraisers to featuring subject-matter experts and guest speakers—your clients and prospects are looking for opportunities to unite and connect now more than ever.

Prospects 52

Prospects Education Taxes Assets 52

AdvisorPR

MAY 13, 2020

Your prospective clients have dramatically shifted their behavior in record time. You will need to communicate how you’ve adapted to meet the needs of your clients and prospects and what they can expect at every step of the process. They are following CDC guidelines and, as a result, have become more tech-savvy at skyrocketing rates.

Education 52

Education Prospects Accounting Taxes 52

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%. We provide a tremendous value proposition to both customers and prospects. So that includes healthcare, of course, but also higher education. We see just the opposite.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Leveraging Education Financing 130

The Motley Fool

FEBRUARY 6, 2024

million by withholding shares to cover withholding taxes for employee stock vesting and options in Q4. million in free cash flow, which included approximately $46 million of income tax payments, an increase of $38 million compared to Q3. Moving to tax. In addition, we spent approximately $27.5 In Q4, we generated $35.5

Taxes 246

Taxes Amortization Leveraging Banks 246

Indigo Marketing Agency

AUGUST 22, 2024

Case studies , testimonials, success stories, and online reviews are all important elements for communicating your value and ensuring your reputation remains stellar among clients and prospects alike. It also includes features like a high-speed, mobile-friendly website.

Education 52

Education Leveraging Accounting Prospects 52