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 Liabilities Taxes 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

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 Consultants Consulting 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

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 Legal 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.

Hedge Funds 130

Hedge Funds Assets 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

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

Pension Pulse

JULY 24, 2023

CPP Investments invests in private equity in two ways. The first is via direct investments, where it holds ownership stakes that vary from passive, minority positions, up to 100% control of private companies. The second is through private equity funds run by private equity firms, such as KKR and Blackstone.

Pension Funds 88

Pension Funds Private Equity Firms Private Equity Firms Investing 88

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

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 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.

Debt 130

Debt Capital 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 Banks Assets 59

The Motley Fool

OCTOBER 31, 2023

Everything is a rule, the tax law is a rule. Shane Parrish: I've made a lot of different investments, from start ups to private companies, to public companies. I sit on the board of a public company. You don't have to recognize that you're feeling angry in the moment, you just have to follow your rule.

Investors 130

Investors Stock Market Stock Market Public Companies 130

The Motley Fool

AUGUST 20, 2023

First, we expect our non-GAAP tax rate to remain at 22% for the first quarter and fiscal year 2024, subject to the outcome of future tax legislation. We also expect cash taxes in the range of $230 million to $280 million. This is an increase as compared to the $150 million in cash taxes in fiscal year 2023.

Leveraging 130

Leveraging Banks Taxes Capital 130

Axial

JULY 27, 2023

.” Industries : Consumer Goods, Energy & Utilities, Technology, Industrials, Business Services, Manufacturing, Distribution, Health Care, Telecommunications, Consumer Services, Financial Services, Retail Visit FOCUS IB’s Profile “ASA Ventures Group (AVG) provides M & A representation to middle-market private companies.

Investment Banking 52

Investment Banking Investment Banks Mergers and Acquisitions Banks 52

Pension Pulse

NOVEMBER 3, 2023

However, we do engage with the climate-forward companies in our portfolio to stay on track and to continue our learning around the energy transition and related markets, technologies and opportunities. We directly engage with both public and private companies in our portfolio to promote sustainable business practices and long-term thinking.

Pension Funds 59

Pension Funds Investing Hedge Funds Assets 59

The Motley Fool

FEBRUARY 1, 2024

year to year, with the main decreases being a higher tax rate of $0.12, $0.06 and EPS to $3 to $3.05, reflecting a tax rate of 34% versus prior full-year guidance of 30%, which has an EPS impact of $0.18. Net interest expense improved $3 million sequentially. Non-GAAP EPS was down $0.08 of lower pension income, $0.05 to minus 4.3%.

Resale 130

Resale Banks Capital Assets 130

The Motley Fool

OCTOBER 31, 2023

Our product lines are increasingly interconnected, which means our work in private assets reinforces our work in climate and vice versa. For example, together with Burgiss, we previously developed a tool that offers climate data on around 50,000 private companies and more than 6,000 private equity and private debt funds.

Assets 100

Assets Hedge Funds Capital Leveraging 100

The Motley Fool

AUGUST 1, 2023

For the first half of 2023, negative free cash flow of $144 million was unfavorable to the prior year period, primarily due to a greater use of net working capital due to higher cash taxes and payments for inventory. Note that we have improved our expected 2023 non-GAAP tax rate by 1 point due to favorable geographic mix.

Leveraging 100

Leveraging Assets Taxes Capital 100

The Motley Fool

NOVEMBER 21, 2024

We've transformed the company from a tax and accounting platform to an AI-driven expert platform. Starting with our consumer platform, Big Bet 3 is focused on helping customers make smart money decisions, take steps to improve their financial health year round, achieve their best tax outcome, and accelerate the receipt of their refund.

Taxes 130

Taxes Accounting Leveraging Capital 130