Mutual Funds Performance Fees Taxes 
The Motley Fool
FEBRUARY 19, 2024
A family office may offer financial planning, investment management, tax expertise, and charitable giving opportunities. Some billionaires may use this account because they enjoy researching companies and making stock picks, maintaining investment privacy, managing their own risks, and the low fees that are associated with these accounts.
Private Equity Wire
FEBRUARY 14, 2024
PARTNER CONTENT By Muhammad Akram, CPA Founder, Akram | Assurance, Advisory & Tax Firm Why fair value is so important Fair value impacts net assets/partners’ capital, potentially overstating performance and overcharging management and performance fees.
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The Motley Fool
OCTOBER 11, 2024
increased 5%, reflecting a higher tax rate compared to a year ago. Our as-adjusted tax rate for the third quarter was 26%. The prior-year quarter included $215 million of discrete tax benefits, while the third quarter of 2024 was impacted by $22 million of discrete expense. active fixed income mutual funds.
The Motley Fool
JULY 14, 2023
Our as-adjusted tax rate for the second quarter was approximately 25%. We continue to estimate that 25% is a reasonable projected tax run rate for the remainder of 2023. The actual effective tax rate may differ because of nonrecurring or discrete items, or potential changes in tax legislation. How do you do that?
The Big Picture
MARCH 27, 2023
RITHOLTZ: It’s mutual funds. It’s hedge funds. And all these formally high performers are now just so big, they’re very happy collecting the management fee and the performance fee matters less. And how has this gap persisted for so many decades? There’s now been four studies.
The Motley Fool
APRIL 12, 2024
Total annualized organic base fee growth of 1% reflected seasonally softer flows earlier in the quarter before coming back to target in March. billion increased 11% year over year, driven by the impact of market appreciation over the last 12 months on average AUM and higher performance fees and technology services revenue.
The Motley Fool
JANUARY 12, 2024
billion was 7% higher year over year, driven by the impact of higher markets on average AUM and higher performance fees. Our as-adjusted tax rate for the fourth quarter was approximately 24%, driven, in part, by discrete items. Fourth quarter base fees and securities lending revenue of 3.6 Operating income of 6.6
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