The Motley Fool

NOVEMBER 12, 2024

We continue to see softer engagement in larger discretionary projects where customers typically use financing to fund the project, such as kitchen and bath remodels. In the quarter, pre-tax intangible asset amortization was $138 million including $86 million related to SRS. Our effective tax rate is targeted at approximately 24%.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Amortization Leveraging Debt 130

The Motley Fool

JANUARY 10, 2024

Image source: Getty Images With the new year underway, everyone is hoping for 2024 to be a more peaceful, prosperous year for their personal finances. And assuming you're in the 22% tax bracket for 2024 , reducing your taxable income by $1,500 would help you save about $330 of taxes. How are your investments performing?

Exchange-Traded Funds 130

Exchange-Traded Funds Banks Taxes Accounting 130

The Motley Fool

FEBRUARY 14, 2024

In particular, here are three financial mistakes that could really come back to haunt your personal finances if you make them. That's total costs, including your mortgage, property taxes, and insurance. That's because you miss out on a ton of compound growth if you delay the time you start investing. Learn more here.

Debt 130

Debt Taxes Finance Financing 130

The Motley Fool

SEPTEMBER 3, 2023

Rising interest rates make project financing more expensive and reduce the return on investment of utility-scale solar projects. Attempts to onshore solar through subsidies and tax credits can only go so far when the whole industry is in a downturn.

Prospects 246

Prospects Assets Taxes Finance 246

The Motley Fool

MARCH 30, 2024

It's very unlikely you'll find anywhere else to put your money that would provide the return on investment (ROI) that comes from avoiding such expensive interest. You also get tax breaks for a 401(k) contribution, as you won't pay taxes on the money you invest in this account. A 401(k) match is free money.

Taxes 130

Taxes Education Accounting Debt 130

The Motley Fool

MAY 7, 2024

Operator instructions] With us today are Francis Dufay, CEO of Jumia; and Antoine Maillet-Mezeray, executive vice president, finance, and operations. Our loss before income tax increased to $39.6 million a year ago due in large part to outside finance costs driven by significant FX impact in the quarter mostly without the cash impact.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Finance Financing Taxes 130

The Motley Fool

NOVEMBER 12, 2024

We are encouraged to see that this new user cohorts are purchasing bigger basket sizes than older cohorts, giving us better returns on investments and improving our unit economics. We had a net income tax expense of $93 million in the third quarter of 2024 compared to net income tax expense of $62 million in the third quarter of 2023.

Financial Services 130

Financial Services Leveraging Finance Financing 130

The Motley Fool

JULY 26, 2024

Royal Caribbean announced three goals less than two years ago as its fleet began returning to full operations. The third piece of its trifecta was to improve its capital allocation and operating income in order to set a new high-water mark for return on invested capital. 17% Q3 2023 $3.46 $3.85 11% Q4 2023 $1.13 $1.25

Amortization 130

Amortization Depreciation Earnings Before Interest Taxes 130

The Motley Fool

NOVEMBER 10, 2023

However, in doing so, our securitization excludes a portion of carrying costs and taxes, which leads to a one-time charge of $63.5 million net of tax. Our adjusted tax recovery was $8.1 million from the unfavorable tax adjustment we recorded last year associated with custom delays at our New Market Solar Project.

Taxes 130

Taxes Banks Depreciation Assets 130

The Motley Fool

JANUARY 15, 2024

Workday started out as a cloud-based finance and human resources (HR) services provider before adding more HCM tools and student information services to its platform. Beti delivered a higher return on investment for its clients, but it also generated lower revenue per customer by eliminating certain billable items.

Amortization 130

Amortization Depreciation Earnings Before Interest Taxes 130

The Motley Fool

OCTOBER 31, 2024

This is driven by a noncash after-tax net realized investment loss of $1 billion or $3.69 In the third quarter, we also recorded other after-tax net special item charges of $162 million or $0.58 billion and pre-tax adjusted earnings grew 9% to $1.9 This is partially offset by lower expected net investment income.

Leveraging 130

Leveraging Capital Taxes Shareholders 130

The Motley Fool

JULY 26, 2024

Christa Davies -- Executive Vice President, Global Finance and Chief Financial Officer Thank you so much, Greg, and thank you so much for the partnership. Christa Davies -- Executive Vice President, Global Finance and Chief Financial Officer Thanks so much, Elyse. Is there something -- is your tax rate structurally higher with NFP?

Capital 130

Capital Finance Financing Taxes 130

The Motley Fool

DECEMBER 5, 2024

They will now be implementing UiPath to automate processes within SAP, such as their finance and supply chain functions. The company currently has over 1,000 automations in place with their finance and downstream operations and have now chosen to expand further with UiPath to automate within the S/4HANA environment.

Leveraging 244

Leveraging Companies Taxes Returns 244

The Motley Fool

JUNE 6, 2024

I would now like to turn the presentation over to your host for today's conference, Julie Kerekes, senior managing director of global tax and investor relations. Julie Kerekes -- Treasurer and Senior Managing Director of Global Tax and Investor Relations Thank you, and good morning, everyone. Please proceed, Ms. a year ago.

Taxes 130

Taxes Leveraging Finance Financing 130

The Motley Fool

AUGUST 7, 2024

In June, our board of directors welcomed Dr. Deborah Dunsire as a new independent director, serving on the Compensation and Talent Committee as well as the Finance Committee. The effective tax rate for the quarter was 13%, driven by the recognition of net discrete tax benefits of $125 million in the quarter. Revenues were $3.7

Taxes 130

Taxes Leveraging Assets Capital 130

The Motley Fool

DECEMBER 3, 2024

And I'd like to acknowledge the work of our finance team for developing methods to track the retail industry standard metric gross margin return on investment, commonly known as GMROI, down to the category level for our own internal use. So, we're set up and we'll be set up to take advantage of all sales opportunities.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Leveraging Consulting Consultants 130

The Motley Fool

MAY 14, 2024

We continue to see softer engagement in larger discretionary projects where customers typically use financing to fund the projects such as kitchen and bath remodels. In the first quarter, our effective tax rate was 22.6%, compared to 24.2% Our effective tax rate is targeted at approximately 24.5%. in the first quarter of 2023.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Leveraging Finance Financing 130

The Motley Fool

FEBRUARY 7, 2025

Recycling capital in this way keeps our portfolio competitive, lower its capital expenses, and accelerates our return on invested capital, driving long-term core FFO growth. on property taxes and insurance, respectively. And we're doing that for tax efficiency purposes. billion of apartments and sold 3.8 Absolutely.

Debt 189

Debt Leveraging Assets Bidding 189

The Motley Fool

JULY 25, 2023

I would like to now turn the call over to Alaska Air Group's vice president of finance, planning, and investor relations, Ryan St. John -- Vice President, Finance Thank you, operator, and good morning. pre-tax margin will likely lead the industry coming in above 2019 margins, despite higher fuel and structurally higher costs.

Finance 100

Finance Financing Banks Taxes 100

The Motley Fool

FEBRUARY 7, 2024

Today's discussion may contain forward-looking statements, including, without limitation, statements about our new organization and governance structure, strategies, and business plans, as well as our beliefs and expectations about our business prospects such as the future growth of our business, revenue, and return on investment.

Leveraging 130

Leveraging Finance Financing Assets 130

The Motley Fool

OCTOBER 30, 2024

In addition, the study found that on average, companies using GONE saved nearly five weeks of unproductive time in the areas of HR, finance, and accounting every year. For Q4 and the full year 2024, we anticipate our effective income tax rates to be approximately 28% and 24%, respectively, on a GAAP basis. Turning to the balance sheet.

Taxes 130

Taxes Capital Depreciation Banks 130

The Motley Fool

AUGUST 13, 2024

We continued to see softer engagement in larger discretionary projects where customers typically use financing to fund the project such as kitchen and bathroom remodels. In the quarter, pre-tax intangible asset amortization was $90 million, including $39 million related to SRS. Our effective tax rate is targeted at approximately 24%.

Amortization 130

Amortization Securities and Exchange Commission (SEC) Assets Finance 130

Pension Pulse

APRIL 18, 2024

Others were more skeptical of the CPP and questioned its staffing, expenditures, and rate of return, with one attendee asserting she would’ve been better off storing her savings under her mattress. Speaking at the legislature Wednesday, Finance Minister Nate Horner said he was unsure if that ratio had changed. Taxes are the cure all!"

Pension Funds 59

Pension Funds Investing Taxes Assets 59

The Motley Fool

JANUARY 30, 2025

For the fourth quarter of 2024, GAAP results include a noncash after-tax mark-to-market pension charge of $506 million. Total after-tax transformation strategy cost of $73 million, after-tax asset impairment charges of $46 million and an after-tax cost related to the withdrawal from a multiemployer pension plan of $14 million.

Taxes 130

Taxes Securities and Exchange Commission (SEC) Capital Leveraging 130

Pension Pulse

JULY 24, 2023

Extensive research in private equity databases — which are difficult to access by the public — reveals that CPP Investments is the largest investor in the Apollo IX fund and that it is domiciled in three different tax havens. It also appears that 21.5 It’s not as good as it looks,” the Oracle of Omaha warned.

Pension Funds 88

Pension Funds Private Equity Firms Private Equity Firms Investing 88

The Motley Fool

JANUARY 30, 2024

Consistent with last quarter, we saw an uptick in floor plan finance interest as a result of increased inventory and higher interest rates. Fourth-quarter results were driven by lower factory shipments, lower net price, higher finance interest impacting both sales and margins. This is expected to remain a headwind into 2024.

Liabilities 130

Liabilities Finance Financing Capital 130

Hedgestone

JULY 10, 2023

It’s important to conduct thorough due diligence to ensure that the business you’re interested in is a good investment. Financing the Purchase Once you’ve completed due diligence and determined that the business is a good investment, you need to figure out how you’re going to finance the purchase.

Due Diligence 40

Due Diligence Finance Financing Consulting 40

The Motley Fool

OCTOBER 23, 2024

We've designed our capital investment programs to ensure that we will continue to be the market leader in the years ahead. We believe our approach will enable us to grow faster in the long term, grow our share of EBITDA in the Macao market, and generate industry-leading returns on invested capital. 1 financing for MBS Phase 2?

Assets 130

Assets Capital Legal Finance 130

The Motley Fool

FEBRUARY 20, 2024

Enabling technology delivered 2% growth in Q4, driven by higher unit placements, offset by product mix, country mix, and financing programs. However, revenue growth was tempered based on country mix and financing arrangements. The GAAP tax rate for the quarter was 39.8% Our full year 2023 effective tax rate was 25.7%

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Amortization Education Capital 130

The Motley Fool

FEBRUARY 4, 2025

During the quarter, we sold assets that resulted in a tax benefit, which partially offset the prior tax expense from our ABG sale and essentially offset a write-off of predevelopment costs associated with a joint venture development project in California. Real estate FFO was $3.35 in the prior year, 3.7% billion or $3.68

Assets 130

Assets Portfolios Taxes Debt 130

Fortune Financial

NOVEMBER 17, 2021

Once a client advances past the basics, then they can dive deeper into more complex investments such as hedge funds, private equity or leveraged credit. Common Alternative Investments. Finance Receivables. Other Alternative Investments. Alternative Investment Opportunity: Wireless Infrastructure. Private Equity.

Stock Market 52

Stock Market Stock Market Private Equity Firms Private Equity Firms 52

The Motley Fool

JUNE 20, 2024

Returning to our third quarter results, CMC's reported net earnings of 119.4 and a trailing EBITDA return on invested capital of 11.3%. million on an after-tax basis. On a pre-tax basis and excluding depreciation, mill operational commissioning costs were 11.8 CMC's effective tax rate was 25.5%

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Bidding Capital Banks 130

The Motley Fool

OCTOBER 25, 2023

This drives improved bottom-line profitability and higher return on invested capital. Our cash balance remained flat quarter over quarter as our strong operating cash flow and financing activity was offset by our investment in growth capex and the quarterly cash dividend. Turning to Slide 9.

Leveraging 130

Leveraging Capital Banks Assets 130

The Motley Fool

JANUARY 8, 2024

million, producing a core margin of 16.2%, and an annualized return on invested capital of 14.9%. Results, this quarter include net after-tax charges of 16.4 CMC's effective tax rate for the quarter was 21.6% Excluding the impact of nonoperational items, which Paul will cover in detail, adjusted earnings were 192.7

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Capital Shareholders Depreciation 130

The Motley Fool

JUNE 4, 2024

Both of these Q1 wins were assisted by our inventory rebuilds and targeted product categories, combined with our buy team's continued focus on making wise inventory investments, maximizing markup, while also providing incredible values for our customers. However, we posted positive comps in each month of the quarter.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Capital Shareholders Leveraging 130

BlueMind

FEBRUARY 11, 2022

Personal identification documents NAO documents Compliance forms including KYC (Know Your Client) and AML (Anti-Money Laundering) Estate documents Insurance documents Debt-related documents Tax Brokerage Account Statements IRA (Traditional and Roth) Statements 529 Plan Account Statements Bank Account Statements And so forth.

Financial Institutions 52

Financial Institutions Professional Services Accounting Taxes 52

The Big Picture

FEBRUARY 6, 2024

You wouldn’t be surprised to learn the tax consequences of owning a mutual fund is a part of it. Tremendous track record, unusual background comes from computer science and software and, and pivoted into quantitative investing. 00:05:02 [Speaker Changed] So, so how does the transition to finance take place?

Mutual Funds 52

Mutual Funds Finance Financing Assets 52