The Motley Fool

FEBRUARY 1, 2024

This should help the company's oil and gas royalty segment bring in higher earnings before interest, taxes, depreciation, and amortization ( EBITDA ). I'm talking about smaller, generally unproven private companies. Image source: Getty Images. million in debt securities held makes it a predominantly debt-focused BDC.

Debt 246

Debt Investing Liabilities Private Companies 246

The Motley Fool

MARCH 2, 2024

Payload Space spills the beans on SpaceX SpaceX is, of course, a private company. It also means that the SEC doesn't require the company to regularly update investors on its profits and losses, so it doesn't. earnings before interest, taxes, depreciation, and amortization ( EBITDA ) margins on its home internet business.

Amortization 246

Amortization Depreciation Education Earnings Before Interest 246

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.

Hedge Funds 239

Hedge Funds High Net Worth Individuals Mutual Funds Mergers and Acquisitions 239

The Motley Fool

JUNE 13, 2023

Roku's adjusted earnings before interest, taxes, depreciation, and amortization ( EBITDA ) turned negative with a loss of $84 million in 2022, compared to a profit of $465 million in 2021, as its platform gross margins shrank and its device gross margins remained negative throughout the entire year.

Exchange-Traded Funds 243

Exchange-Traded Funds Amortization Depreciation Earnings Before Interest 243

Walkner Condon Financial Advisors

MAY 1, 2023

Let’s talk about stock options that private companies offer and go through the pros and cons of each. You join a great company with an even better culture. ISOs and NQSOs differ in how they are treated from a tax perspective at exercise and upon the disposal (sale) of the stock. Options can be worthless.

Companies 98

Companies Taxes Liabilities Private Companies 98

Zajac Group

OCTOBER 17, 2024

For most people, tax time can be a headache—though for earners with traditional compensation packages, it can at least be fairly predictable (W-2 wages, withheld taxes, 401(k) contribution deductions, etc.). Each taxpayer receives a copy of their K-1, which they then use to complete their own tax return.

Taxes 52

Taxes Liabilities Shareholders Accredited Investors 52

The Motley Fool

JULY 9, 2023

There are no guarantees in life (except death and taxes, of course). A 401(k) plan gives workers tax breaks, and many companies give matching funds to employee contributions. Although this is the more popular employer-funded retirement account today, some companies offer other types of pension plans.

Exchange-Traded Funds 130

Exchange-Traded Funds Taxes Education Private Companies 130

The Motley Fool

AUGUST 22, 2023

Many retirees have paid off their mortgage, but they still need to consider property taxes, as well as home maintenance expenses. Defined benefit pensions aren't very common among employees of private companies any more, but they're still available for many government employees and union members. million and $1.67

Taxes 130

Taxes Assets Accounting Private Companies 130

A VC: Musings of a VC in NYC

OCTOBER 6, 2021

Tens of millions of people in the US rely on IRAs to save money tax-free for their retirement. And yet, the House Ways and Means Committee is now suggesting eliminating the ability of these IRA holders to invest their IRAs in the highest returning assets available; VC funds, private equity, and private companies (page 689, section 138312).

Taxes 95

Taxes Private Companies Accounting Assets 95

The Motley Fool

SEPTEMBER 23, 2024

Rocket Lab: Going to the Moon Rocket Lab is an ambitious space flight company. Along with SpaceX, it is the only private company regularly sending commercial payloads into orbit. Like SpaceX, it wants to become an end-to-end space company.

Portfolios 130

Portfolios Mutual Funds Amortization Depreciation 130

The Motley Fool

NOVEMBER 2, 2024

Debt settlement programs typically involve a private company contacting your various creditors to negotiate your debt with them. During this time, however, the debt settlement company may require you to start setting aside cash in an account to be paid if the settlement is successful.

Debt 130

Debt Consulting Consultants Liabilities 130

The Motley Fool

JUNE 4, 2024

Your mortgage insurance may be cheaper Here's a dirty little secret many lenders may not tell you: Your private mortgage insurance is "private" because it's underwritten by a private company, and because of that, your credit score is taken into account when the rate is determined.

Finance 130

Finance Financing Private Companies Taxes 130

The Motley Fool

JANUARY 5, 2024

During an investor presentation in February of last year, Bloomberg reported that the fintech expects to top $1 trillion in payment volume in 2023 while achieving positive earnings before interest, taxes, depreciation, and amortization ( EBITDA ) of $100 million. For perspective, PayPal reached $1 trillion in payment volume in 2022.

Companies 130

Companies Initial Public Offering Amortization Depreciation 130

The Motley Fool

DECEMBER 3, 2023

Put another way, over half of Berkshire Hathaway's value derives from private companies or businesses it owns outright. According to the 2022 annual report, "insurance underwriting generated an after-tax loss of $90 million in 2022 and after-tax earnings of $728 million in 2021 and $657 million in 2020.

Stakes 130

Stakes Taxes Conglomerates Shareholders 130

The Motley Fool

JANUARY 17, 2025

You can decide whether you want to cash in and increase your tax bill this year or not. When you're investing in managed mutual funds, you're handed a tax bill near the end of every year that you didn't have much control over, and the average managed mutual fund turns over 70% to 100% in a given year.

Investors 130

Investors Mutual Funds Stock Market Stock Market 130

A VC: Musings of a VC in NYC

JANUARY 1, 2020

We will see carbon taxed like the vice that it is in most countries around the world this decade, including in the US. 7/ The exploration and commercialization of space will be dominated by private companies as governments increasingly step back from these investments.

Leveraging 111

Leveraging Capital Finance Financing 111

The Motley Fool

FEBRUARY 12, 2025

Free cash flow grew slightly more than our adjusted EBITDA growth over the same period due to the timing of cash tax payments. Total estimated consideration is $900 million, including $500 million in cash, with the remainder representing a minority equity stake in the combined private company.

Capital 223

Capital Shareholders Companies Investors 223

The Motley Fool

OCTOBER 22, 2024

Contract manufacturing facilities, booking 45x production tax credits. per share net of tax, related to impairment of an investment in a private company. million by withholding shares to cover taxes for employee stock vesting and options in Q3, that reduced the diluted shares by 59,607 shares. facilities in Q4.

Taxes 246

Taxes Amortization Assets Capital 246

The Motley Fool

MAY 9, 2024

Adam brings significant finance and operational experience across both public and private companies to this leadership position. mode, the CRA sort of coming back and really calling some of these old excise tax payables that might lower the amount of saturation in this space.

Taxes 130

Taxes Finance Financing Legal 130

Zajac Group

JULY 8, 2024

Equity compensation can also be a valuable tool for private companies like start-ups and pre-IPO entities, as well as other types of tech companies. Private companies might not have the immediate cash flow to attract, retain, and motivate the best employees through competitive wages alone.

Taxes 52

Taxes Legal Due Diligence Stakes 52

The Motley Fool

AUGUST 7, 2024

When you are a publicly traded company or when you're a private company, you're going to have hard assets on your books. First of all, we may have to make a differentiation between pre-tax and after tax ROUNTA. Just assume it's all after tax. Help, help me Ronta. Here we go. Ricky Mulvey: This is fun.

Amortization 130

Amortization Debt Assets Taxes 130

The Motley Fool

JULY 23, 2024

For example, our strategic partnership with Moody's meaningfully expand the reach of our sustainability content among banks, insurance companies and corporates. It would also help us broaden our private company ESG coverage and expand our capabilities within private credit.

Assets 130

Assets Hedge Funds Asset Management Capital 130

The Motley Fool

SEPTEMBER 7, 2023

I would now like to turn the presentation over to your host for today's conference, Julie Kerekes, treasurer and 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.

Taxes 130

Taxes Leveraging Capital Accounting 130

Pension Pulse

JUNE 5, 2023

Amir Barnea, associate professor of finance at HEC Montréal, wrote a comment for the Toronto Star asking if Canada is cracking down on taxes, why does our national pension plan pay less than two per cent?: But those stellar results rely in part on a questionable practice: tax avoidance. billion — an effective tax rate of just 1.2

Pension Funds 52

Pension Funds Legal Investing Taxes 52

The Motley Fool

APRIL 29, 2024

The increase was primarily due to higher G&A expenses this quarter, which was specifically related to an increase in employer-paid payroll taxes in connection with employee stock option exercises in the first quarter. Software business operating expenses were $96.1 million, up 1.7% compared to $94.5 million in Q1 of last year.

Leveraging 246

Leveraging Debt Assets Shareholders 246

The Motley Fool

JANUARY 23, 2024

Our consolidated pre-tax income was $1.2 billion, with a pre-tax profit margin of 16.1%. Jessica Hansen -- Vice President, Investor Relations Forestar, our majority-owned residential lot development company, reported revenues of $306 million for the first quarter on 3,150 lots sold, with pre-tax income of $51 million.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Resale Leveraging Taxes 130

JMI Equity

JULY 27, 2023

The women selected for The Top Women Leaders in Growth Investing of 2023 have demonstrated deep expertise in private company investing, portfolio management, firm operations as well as business expansion strategy and execution. Disclaimer: GrowthCap is a leading growth capital research and advisory firm.

Investing 40

Investing Private Companies Taxes Finance 40

The Motley Fool

JANUARY 30, 2024

MSCI already provides climate data on about 73,000 companies and issuers under subsidiaries, including more than 55,000 private companies, along with more than 7,000 private equity and private debt funds. And lastly, free cash flow guidance reflects the expectation of slightly higher cash taxes.

Assets 130

Assets Hedge Funds Capital Taxes 130

The Motley Fool

AUGUST 8, 2023

Health tax, at just over 1% of our portfolio, declined from 1.7 under a REIT regime, resulting in a tax benefit of approximately $160 million, again, not affecting normalized FFO. With respect to the taxes that you mentioned, we expect at least a $2 million quarterly benefit on a go-forward basis simply from the U.K. times to 1.5

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Prospects Banks Collateral 130

Fortune Financial

NOVEMBER 17, 2021

Alternative Investment Opportunity: Private Equity. Private equity is made up of nine investment strategies. At its core, private equity is capital that is invested in private companies that are not listed on the major U.S. Today, private equity firms are more focused on aligning the interests of all stakeholders.

Stock Market 52

Stock Market Stock Market Private Equity Firms Private Equity Firms 52

The Motley Fool

JANUARY 22, 2025

They may do this by any number of value added taxes, property taxes. How does any insurer, whether it's a state program like FAR or a private company, how do they fill that massive, massive gap when a catastrophe strikes? This is a small publicly traded company. What disaster would that be?

Investors 130

Investors Taxes Finance Financing 130

The Motley Fool

FEBRUARY 20, 2024

Despite expanding our operational footprint significantly, quadrupling our closings, and increasing our community count by a factor of nearly seven times, we have never taken an inventory impairment, not as a public company and not as a private company before that. Our pre-tax net income for the year was $261.8

Debt 130

Debt Capital Taxes Initial Public Offering 130

The Big Picture

AUGUST 8, 2022

ADMATI: We’re at the mercy of these private companies. RITHOLTZ: Because they’re private companies. But the Sacklers took away a whole bunch of money to private company. In this country, we subsidize homeownership only if you borrow through taxes. RITHOLTZ: Is technology any better?

Banks 81

Banks Debt Finance Financing 81

The Motley Fool

OCTOBER 23, 2024

We provide parameters on several other inputs in our earnings release including acquisition and disposition volume, general and administrative expenses, nonreimbursable real estate expenses plus income tax and other tax expenses. Hobby Lobby, which is a private company with effectively no -- no long term debt.

Capital 130

Capital Debt Leveraging Assets 130

The Motley Fool

FEBRUARY 15, 2024

During his time here, he was instrumental in our growth from a small pre-revenue private company to a public company with over $700 million in revenue. In the fourth quarter of 2022, we released a valuation allowance, which resulted in a tax benefit of $99 million in that quarter. million compared to net income of $140.9

Banks 130

Banks Accounting Leveraging Private Companies 130

Pension Pulse

DECEMBER 6, 2023

CPPIB is one of the world’s largest investors in private equity, which has been an important driver of returns. It invests with external managers and also invests directly in private companies in North America and Europe. Sunak highlighted nearly £30bn of long-term investment pledges by international companies.

Pension Funds 59

Pension Funds Investing Assets Banks 59

The Big Picture

JULY 11, 2023

I could do my own taxes. If you’re a private company, you don’t have any of those pressures. JOHNSON: Exactly, the tax… RITHOLTZ: The negative on a mutual fund is phantom taxes. I find it’s just like, you know what, and it’s funny, this is like a later in life realization. JOHNSON: Exactly.

Mutual Funds 88

Mutual Funds Mergers and Acquisitions Asset Management Assets 88