Zajac Group

MARCH 20, 2023

Reason #4 – Company Restrictions: In a post-IPO or long-term public company, you may be subject to lock-ups (post-IPO) and blackout windows prohibiting you from buying or selling positions, even if you wanted to. You might seek to defer income tax, simply, by not exercising options or selling shares.

Taxes 98

Taxes Legal Assets Education 98

Blackstone News

JUNE 18, 2024

As the only announced all-cash tender offer, this transaction would provide substantial and immediate value for Terrafina’s shareholders and avoids the potential negative tax consequences associated with competing exchange offers. are serving as legal advisors to Blackstone Real Estate and MRP Group.

Finance 98

Finance Financing Assets Legal 98

Zajac Group

AUGUST 11, 2022

However, a down stock price might mean that you could score some tax breaks if you exercise and hold some of those ISOs. When the price is down, the move might help minimize alternative minimum tax (AMT). Controlling additional shares bought outright, coupled with a disqualified ISO sale, may result in a higher after-tax value.

Taxes 52

Taxes Legal Capital Education 52

The Motley Fool

OCTOBER 11, 2024

Meade -- General Counsel and Chief Legal Officer Good morning, everyone. increased 5%, reflecting a higher tax rate compared to a year ago. Our as-adjusted tax rate for the third quarter was 26%. We continue to estimate that 25% is a reasonable projected tax run rate for the remainder of 2024. Christopher J.

Assets 130

Assets Leveraging Mergers and Acquisitions Mutual Funds 130

Blackstone News

JUNE 28, 2024

As the only announced all-cash tender offer, this transaction would provide substantial and immediate value for Terrafina’s shareholders and avoids the uncertainty regarding the potential tax consequences associated with competing exchange offers. are serving as legal advisors to Blackstone Real Estate and MRP Group.

Taxes 52

Taxes Finance Financing Assets 52

The Motley Fool

AUGUST 2, 2023

Second, we are on track to separate NCR into two public companies in the fourth quarter of 2023. The non-GAAP tax rate was 26.2% The prior-year tax rate benefited from a favorable provision and a tax reserve adjustment. First, we are on track to separate NCR into two public companies in the fourth quarter.

Banks 100

Banks Leveraging Public Companies Debt 100

Zajac Group

JANUARY 31, 2022

For example, RSU and NQSO have different rules about when they are taxed (RSUs at vesting, no choice ) ( NQSOs at exercise , choice of timing). A Primer on the Tax Impact of NQSOs and RSUs. Non-qualified stock options and restricted stock units are taxed similarly. For NQSOs, tax is due when you exercise your option.

Taxes 52

Taxes Legal Education Assets 52

The Motley Fool

FEBRUARY 16, 2024

I would like to turn the call over to Stanton Dodge, chief legal officer. Stanton Dodge -- Chief Legal Officer Good morning, everyone, and thank you for joining us today. And as you noted, it's a very efficient way to acquire customers in mass at extraordinarily lower tax than what we see in the other forms of online gaming.

Legal 130

Legal Capital Leveraging Banks 130

Blackstone News

JUNE 10, 2024

As the only announced all-cash tender offer, this transaction would provide substantial and immediate value for Terrafina’s shareholders and avoids the potential negative tax consequences associated with competing exchange offers. are serving as legal advisors to Blackstone Real Estate and MRP Group.

Finance 59

Finance Financing Shareholders Assets 59

The Motley Fool

AUGUST 1, 2024

If you want to judge by comparing us to some of our competitors, like Cutera, which is a public company or Venus and others we're still selling, we're still making money, we still have a positive cash flow. We don't lay down or fire people right now because this is the assets of the company. Because of some tax issues.

Finance 130

Finance Financing Capital Taxes 130

The Motley Fool

MAY 16, 2024

As I mentioned before, and it's even more clear to me now, there were missed opportunities in the past to rationalize systems, processes, legal entities, go-to-market, and delivery functions. adjusted EBIT impact, higher taxes of $0.08, and a noncontrolling interest impact of $0.03. Non-GAAP EPS was $0.97, down $0.05 Great question.

Resale 130

Resale Consultants Consulting Debt 130

The Motley Fool

OCTOBER 31, 2023

I would pick that one because I think they're as close to a monopoly as you could find a legal monopoly in their niche. I feel a legal responsibility to talk about the stock each year. To miss an 18% annualized return over 17 years with all taxes deferred until you sell, this is this is a dream.

Legal 130

Legal Banks Portfolios Companies 130

The Motley Fool

FEBRUARY 27, 2024

Of course, there are significant benefits to this, the most important of which, from our perspective, is the potential lifting of the confiscatory 280e federal taxes imposed on regulated cannabis operators, and Paul will discuss our thoughts in more detail.

Taxes 100

Taxes Assets Capital Debt 100

The Motley Fool

JULY 31, 2024

And our stock-based comp expense in Q2 was the lowest in our history as a public company. One example of this is the way we net settle employee RSUs when they vest through this net settlement, company pays the cash for employees payroll, withholding taxes, and withholds an equal amount of shares at the time of vesting.

Legal 130

Legal Banks Public Companies Capital 130

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 billion, compared to RMB 1.3

Leveraging 130

Leveraging Education Consultants Consulting 130

The Motley Fool

JUNE 10, 2024

Robert Brokamp: I will just point out that our buy-and-hold strategy, if you own an individual stock for years, if not decades, and it's in a taxable brokerage account, does a very tax efficient way of investing. You bought and hold those shares for the long term, but you get a tax bill every year based on the capital gains distributions.

Investing 100

Investing Taxes Mutual Funds Debt 100

Fortune Financial

NOVEMBER 17, 2021

The number of public companies you can invest in is less than half where it was 25 years ago,” said Freisner. The information contained herein is based on current tax laws, which may change in the future. The information provided in these materials does not constitute any legal, tax or accounting advice.

Stock Market 52

Stock Market Stock Market Private Equity Firms Private Equity Firms 52

The Big Picture

JULY 2, 2024

Really a, a fascinating combination of legal insight and technology. So we got into Y Combinator the summer of 2016 just off of this legal analytics idea. Okay, I don’t think this legal analytics thing is gonna work out for you. He sounds more like a, a computer science geek than a a, a legal geek.

Legal 59

Legal Hedge Funds Finance Financing 59

The Motley Fool

FEBRUARY 14, 2024

We drove strong financial performance in the fourth quarter, delivering an impressive finish to our first year as a public company. The effective tax rate for 2023 was 24.3%, compared to 19.6% and foreign operations related to a legal entity restructuring implemented in anticipation of the IPO and separation.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Capital Banks Shareholders 130

The Motley Fool

MARCH 14, 2024

David Gardner: Have you done your taxes over the years? By the way, I've not yet done my taxes this year, so I'm a little behind the curve, I have to get going with this nice little reminder thank you. Of course now they have a lots of different challenges on the legal side. You told us how you get your taxes done.

Banks 130

Banks Consultants Consulting Taxes 130

The Big Picture

JULY 11, 2023

I could do my own taxes. JOHNSON: By 2019, it was, I think, nine to 10 years, and by 2022, it was 14 to 15 years before they were going public, right? You have half the number of public companies that you had in 2000. And so you look at, well, why go public, right? A public company has quarterly earnings pressure.

Mutual Funds 89

Mutual Funds Mergers and Acquisitions Asset Management Finance 89

The Motley Fool

NOVEMBER 9, 2023

We are very pleased following the IPO process to kick off our very first quarter as a public company and the quarter was excellent. So in summary, very, very pleased about the first quarter and very, very pleased about the results we've shown as the first of our many quarters going forward as a public company.

Banks 100

Banks Taxes Shareholders Capital 100

The Motley Fool

FEBRUARY 28, 2024

As the front-runner in AI, Baidu probably became the first public company globally to launch a GPT model with our EB 4.0 ERNIE continues to gain market recognition as evidenced by ERNIE API costs from multiple well-known companies. Income tax benefit is RMB 96 million. Income tax expenses was RMB 3.6

Education 130

Education Depreciation Banks Taxes 130

The Motley Fool

NOVEMBER 8, 2024

This also includes an as a fully converted share count of about 254 million shares and adjusted effective tax rate of 24%, and we see our net capital expenditures to be around $30 million for the year. So, I think from our perspective, it's a matter of filling the factory and leveraging that cost base that I said.

Debt 130

Debt Portfolios Prospects Capital 130

The Motley Fool

MAY 9, 2024

Corporate shared service expenses, including the impact adjusted EBITDA, which includes centralized functions such as human resources, finance and accounting, legal, IT and the incremental expenses associated with being a public company, totaled $16 million in the first quarter, down almost $2 million from the comparable first quarter of 2023.

Capital 130

Capital Banks Amortization Funds 130

Axial

MAY 4, 2023

Alongside transaction consideration, we understand that timing, tax issues, future involvement, legacy of the business, and other factors vary according to each client’s particular situation. We work closely with our client’s financial and legal advisors. Our fees are 100% performance based paid at close of transaction.”

Investment Banks 52

Investment Banks Investment Banking Banks Mergers and Acquisitions 52

The Motley Fool

AUGUST 19, 2024

At full disclosure, I had discovered that book soon after I did MDMA for the first time when it was still legal, also known as Ecstasy or today Molly. Whole Foods was public company for 25 years. Of course, the book that has probably had the biggest impact on me in my entire life is a course of miracles.

Initial Public Offering 130

Initial Public Offering Capital Banks Mergers and Acquisitions 130

The Big Picture

JANUARY 9, 2024

I published what’s called a comment, so like a very short one about this great tax law case with this guy who like won the lottery and then wanted to get his lottery winnings treated as capital gains. Barry Ritholtz : 00:06:24 So how do you, how do you shift from m and a legal work to structuring derivatives at Goldman?

Mergers and Acquisitions 52

Mergers and Acquisitions Law Firms Hedge Funds Finance 52

The Motley Fool

FEBRUARY 1, 2024

2023 marked our 25th anniversary as a public company. There's -- there's some discussion of -- of upcoming Haynesville gas pipelines possibly being delayed due to legal issues. And we have liquids, hydrocarbon storage, and export franchise. It's been a great quarter century. It has been for the U.S. energy industry.

Capital 130

Capital Debt Assets Banks 130

The Motley Fool

AUGUST 8, 2023

We also just celebrated our two-year anniversary of becoming a public company, and I'm very proud that we have outperformed the lofty goals we set for ourselves at the time of the IPO. million noncash tax benefit. There's English and then there's legal English. Our net income totaled $3.7 million or a 16.5% point -- or 1.5

Shareholders 100

Shareholders Capital Leveraging Companies 100

The Motley Fool

JANUARY 28, 2024

As we start the financials, I want to note Chewy is at 1 right now, Kinsale Capital, surprisingly, similar because I would just think an insurance company is clearly going to be safer and less risky than an internet-based pet retailer that has a lot of raving fans picking up their pet food and lockers in different places.

Capital 130

Capital Securities and Exchange Commission (SEC) Shareholders Companies 130

The Big Picture

OCTOBER 15, 2024

And then on top of that, it’s really stressful for a lot of people to get all their clients into these things ’cause there’s just lots more paperwork, lots of messes, lots of legal stuff. And like why, why not make it as close as possible to doing something in the public markets to do something in private markets?

Venture Capital 59

Venture Capital Private Companies Hedge Funds Capital 59

The Big Picture

DECEMBER 6, 2022

You have the liquidity, the tax efficiency, the transparency. You’re suggesting that’s the money-loser for that company? But when you factor in, you know, legal costs, compliance, portfolio management, trading, there is a lot that goes into launching an ETF. I was already an investor in ETFs at that point in time.

Mutual Funds 65

Mutual Funds Assets Funds Companies 65

The Motley Fool

FEBRUARY 7, 2025

This outperformance resulted from $0.005 in higher other income and $0.025 in lower operating expenses, driven entirely by lower-than-anticipated core property insurance claims and lower final tax valuations. on property taxes and insurance, respectively. per share and are primarily legal expenses and expense transaction pursuit costs.

Debt 189

Debt Leveraging Assets Bidding 189

The Motley Fool

FEBRUARY 22, 2024

As a result of shifting to a GAAP-based pre-tax loss in 2023 and assessing our forward-looking GAAP book income projections. We have recognized a valuation allowance against our deferred tax assets as of year-end. We have also removed that liability from our GAAP-based financial statement. per share.

Taxes 130

Taxes Liabilities Banks Assets 130

The Motley Fool

APRIL 10, 2024

Ricky Mulvey: It's not easy being a public company. Ricky Mulvey: In between me inviting you and you coming on the show, a Canadian tech company went private. You think Nuvei is just real tired of being a public company these days? You're listening to Motley Fool Money. Jim, thanks for being here. What's going on?

Debt 130

Debt Finance Financing Shareholders 130

The Motley Fool

OCTOBER 30, 2024

Joining me on today's call are Brian Armstrong, co-founder and CEO; Emilie Choi, president and COO; Alesia Haas, CFO; and Paul Grewal, chief legal officer. Net income was impacted by $121 million in pre-tax losses on our crypto asset investment portfolio, the vast majority of which was unrealized. We ended the third quarter with $8.2

Assets 130

Assets Legal Shareholders Capital 130