Private Equity Insights

JANUARY 9, 2025

Equally, earnings before interest, taxes, depreciation, and amortisation (EBITDA) reached $80m. It has staged a revival by capitalising on its strong ties to hip-hop culture. For instance, in 2023 the brand achieved a 20% increase in sales, reaching $280m.

Private Equity Firms 264

Private Equity Firms Private Equity Firms Investing Depreciation 264

The Motley Fool

JANUARY 27, 2025

The generations that followed the boomers are smaller, so there are fewer workers left to pay the payroll taxes that serve as the program's primary source of funding. Coming up with that kind of cash will require significant changes to tax law and possibly to Social Security benefits. trillion in 2024's dollars.

Taxes 246

Taxes Funds Accounting Investing 246

The Motley Fool

JANUARY 21, 2025

You don't want to pay taxes on your retirement account withdrawals The main advantage of Roth IRAs is that you get tax-free withdrawals in retirement, as long as you're at least 59 1/2 years old and have had the account for at least five years. Wake up with Breakfast news in your inbox every market day.

Taxes 130

Taxes Accounting Funds Capital 130

The Motley Fool

MARCH 19, 2025

Chubb's core operating income per share (excluding any tax benefits) grew 30% in 2023 and 13% in 2024. Berkshire started to invest in Chubb in the third quarter of 2023, and that $7.95 billion stake now accounts for 2.9% of its portfolio. It paid an average price of $221 for those shares, so it's already sitting on a 33% gain.

Conglomerates 245

Conglomerates Financial Institutions Banks Stakes 245

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

Private Equity Insights

JANUARY 7, 2025

The firm is a trusted advisor to more than 15,000 clients globally through its tax, advisory and accounting services. Alan Badey, CEO of Citrin Cooperman, said: “We are excited to have reached an agreement for Blackstone to invest in Citrin Cooperman as we enter our next chapter of growth.

Accounting 246

Accounting Private Equity Firms Private Equity Firms Stakes 246

The Motley Fool

JANUARY 23, 2025

One of the biggest perks of investing in a tax-advantaged retirement account like a 401(k) or traditional IRA is that your contributions are tax-deductible upfront. Uncle Sam will eventually get his money, though, so you'll need to pay income taxes on your withdrawals.

Accounting 130

Accounting Taxes Investing 130

The Motley Fool

DECEMBER 9, 2024

The non-GAAP tax rate for the quarter was actually 20.1%, which is higher than my 19% guidance. Even as higher tax rate lowered EPS by $0.02, we still hit the high end of my constant currency guidance. Lastly, my EPS guidance for Q3 assumes a base tax rate of 19%. Absolutely, we did better.

Taxes 245

Taxes Banks Investors Liabilities 245

The Motley Fool

JANUARY 16, 2025

By minimizing portfolio changes, the ETF reduces transaction expenses and potential tax implications, allowing investors to retain more of their returns. The fund's low 2.2% turnover rate further reduces hidden costs associated with frequent trading.

Portfolios 246

Portfolios Exchange-Traded Funds Management Fees Stock Market 246

The Motley Fool

NOVEMBER 20, 2024

I suspect some investors are focusing too much on the potential positive effects of deregulation and tax cuts and too little on the potential negative effects of broad tariffs. Buffett's statement in 1987 about euphoria prevailing could arguably just as easily apply today. Many stocks are priced for perfection.

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Investors Shareholders Stock Market Stock Market 246

The Motley Fool

MARCH 19, 2025

Tax-efficient moves Uncle Sam will want a share of your gains at some point. If you just open a standard brokerage account, you'll put after-tax dollars into that account and then pay capital gains tax when you sell your investments and withdraw the resulting cash. There are several options on the table.

Taxes 228

Taxes Exchange-Traded Funds Accounting Funds 228

The Motley Fool

NOVEMBER 24, 2024

As a cherry on top, management expects to deliver positive earnings before interest, taxes, depreciation and amortization ( EBITDA ) by the end of 2025. And in 2025, management expects revenue to land between $155 million and $175 million, thanks in part to its acquisition of Amelia, an enterprise voice AI company.

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Amortization Depreciation Earnings Before Interest Taxes 246

The Motley Fool

OCTOBER 30, 2024

Palantir is also solidly profitable, with adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) rising 39% year over year to $261.6 Revenue grew 27% year over year to $678 million, led by U.S. commercial revenue, which increased 55% to $159 million. Image source: Getty Images.

Amortization 246

Amortization Depreciation Earnings Before Interest Stakes 246

Private Equity Wire

JANUARY 20, 2025

International hedge funds and private equity firms are increasingly investing in Lloyds of Londons tax-exempt investment vehicle, as the 300-year-old UK institution expands its efforts to attract global investors, according to a report by the Financial Times.

Private Equity Firms 97

Private Equity Firms Private Equity Firms Hedge Funds Pension Funds 97

Private Equity Insights

FEBRUARY 28, 2025

While economic conditions led to modest growth in advisory and tax services, the firms audit practice achieved strong performance gains throughout the year. The firm reported a 7% increase in net revenue to 654m and an 18% rise in operating profit to 146m for the year ending December 31, 2023.

Private Equity Firms 162

Private Equity Firms Private Equity Firms Investing Professional Services 162

The Motley Fool

NOVEMBER 8, 2024

One is to fund a traditional IRA, which gives you an immediate tax break on your contributions. You could also fund a Roth IRA, which doesn't come with an up-front tax break but offers perks galore. With a Roth IRA , your investments gains are tax-free, and withdrawals are tax-free in retirement.

Taxes 246

Taxes Consulting Consultants Funds 246

Private Equity Insights

JANUARY 14, 2025

The fund targets wealth channel clients and features lower investment minimums, quarterly liquidity, and 1099 tax reporting. FLEX simplifies access to private equity, offering a diversified portfolio of assets from secondary transactions and co-investments.

Funds 147

Funds Leveraging Assets Taxes 147

The Motley Fool

MARCH 13, 2025

You just need to make sure that you're not buying at the points of a coin's life when there's a baked-in hype tax. Instead, take Buffett's approach. You don't need to try to time the market. So be patient and invest slowly, preferably while prices are nowhere near their recent highs.

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Investing Bidding Assets Taxes 204

Private Equity Insights

MARCH 19, 2025

Cerea Partners was advised by Lamartine Conseil on M&A, KPMG France on tax, Kea & Partners for due diligence, Finaxeed on M&A, and Oderis Consulting for ESG due diligence. The deal underscores continued private equity interest in the premium food sector, as firms seek to scale artisanal brands with strong growth potential.

Stakes 162

Stakes Due Diligence Bidding Consulting 162

The Motley Fool

DECEMBER 3, 2024

Tax-deferred retirement accounts like traditional IRAs and 401(k) plans let investors reduce their tax burden in a given year by deducting contributions from their gross income. But the tax payments cannot be postponed indefinitely. However, the excise tax can be reduced to 10% if the issue is fixed within two years.

Investors 246

Investors Taxes Accounting 246

The Motley Fool

OCTOBER 28, 2024

And in an ironic twist, the less competitive you are, the better you'll be able to stick with a strategy that can lead you to after-tax returns that beat 98% of professionally managed mutual funds. In real life, investors have to pay taxes. And more often than not, active mutual funds are very tax-inefficient.

Mutual Funds 246

Mutual Funds Funds Taxes Investing 246

The Motley Fool

NOVEMBER 6, 2024

The tax-free growth and income you get to enjoy in retirement. You could withdraw that money during retirement without taxes chipping away at your portfolio. You'll just need to wait until you're 59 1/2 and meet the five-year rule to access those earnings tax-free. Its main appeal? Image source: Getty Images. The best part?

Taxes 246

Taxes Exchange-Traded Funds Financing Finance 246

The Motley Fool

NOVEMBER 3, 2024

One of the biggest benefits of saving in traditional retirement accounts like a 401(k) or IRA is the upfront tax break you receive. You won't owe any income taxes on contributions in the year you make them. But you can't defer those income taxes forever. That can give you extra cash now, enabling you to save more for retirement.

Taxes 246

Taxes Accounting Funds Investors 246

The Motley Fool

NOVEMBER 16, 2024

But at its current price of about $71 and enterprise value of $153 billion, Uber's stock still looks reasonably valued at 31 times forward earnings and 17 times next year's adjusted earnings before interest, taxes, depreciation, and amortization ( EBITDA ). That might be why some billionaires have been loading up on Uber's stock.

Enterprise Values 245

Enterprise Values Stakes Amortization Depreciation 245

The Motley Fool

NOVEMBER 25, 2024

The wage cap is rising Workers don't automatically pay Social Security taxes on all of their earnings. There's a cap set every year that limits the amount of wages taxed to fund the program. Higher earners will owe Social Security tax on an additional $7,500 of income, increasing their total added tax burden by $930.

Taxes 244

Taxes Accounting Funds 244

The Motley Fool

DECEMBER 15, 2024

More income will be subject to Social Security taxes in 2025 Most U.S. workers spend their careers paying Social Security payroll taxes. Social Security tax, paying 6.2% This means more income of some workers will be subject to Social Security payroll taxes. I'm sure many retirees don't mind making this trade-off.

Taxes 246

Taxes 246

The Motley Fool

DECEMBER 14, 2024

One thing that makes retirement accounts like a 401(k) or IRA extremely attractive is the tax advantages they offer. Instead of paying taxes upfront, you can defer those taxes well into retirement. But you can't defer those taxes forever. Eventually, the government wants its tax revenue.

Taxes 241

Taxes Accounting Funds Capital 241

The Motley Fool

NOVEMBER 23, 2024

This cap is the highest annual income subject to Social Security tax, and the closer your wages are to this limit, the higher your benefit will be. If your earnings land at or above the limit, you'll face taxes on more of your income year after year. In 2024, the cap is $168,600 per year.

Taxes 246

Taxes 246

Private Equity Insights

JANUARY 14, 2025

In November, HWS joined 220 hospitality firms in warning the Chancellor of job cuts and closures caused by the tax increase. HWS has faced significant challenges, including a projected 4m increase in annual costs due to wage hikes and employer National Insurance Contributions from April 2025.

Capital 130

Capital Private Equity Firms Private Equity Firms Buyout 130

The Motley Fool

FEBRUARY 21, 2025

DLocal is far from a "broken" IPO DLocal solves numerous payment pain points for merchants, such as cross-border and localized payments, foreign exchange settlements, and tax management and compliance. Here are four reasons I have been adding shares of this spectacular tech stock in February.

Initial Public Offering 233

Initial Public Offering Shareholders Prospects Taxes 233

The Motley Fool

DECEMBER 12, 2024

Every year, the government makes adjustments to the program that help it take in greater tax revenue and increase benefits available to retirees, among other things. A credit is a certain dollar amount of income that you pay Social Security taxes on throughout the year. Social Security tax. Next year is no different.

Taxes 245

Taxes Accounting 245

The Motley Fool

NOVEMBER 11, 2024

Tax-advantaged retirement accounts are wonderful financial vehicles that can help you build wealth and plan for retirement. IRAs and 401Ks allow you to invest with pre-tax dollars, allowing the wonders of compound interest to grow your nest egg until it can help support you when you are no longer working. There is a limit, however.

Accounting 241

Accounting Taxes Funds Companies 241

The Motley Fool

DECEMBER 30, 2024

Shopify also provides financial solutions for payment processing, bill payments, tax filing, and account management. Shopify Shopify provides a turnkey solution for commerce. Its software lets businesses manage sales across physical and digital storefronts.

Taxes 244

Taxes Accounting Investors Capital 244

The Motley Fool

DECEMBER 22, 2024

Bottom-line earnings per share (EPS) came in 5% higher, partly thanks to a slightly lower tax rate. Sales rose just 2% year over year in the recent third-quarter report. Foreign exchange effects explained the entire revenue increase. Am I boring you to sleep yet?

Prospects 246

Prospects Taxes Returns Portfolios 246

The Motley Fool

DECEMBER 9, 2024

The front-end ratio is simply your new mortgage payment as a percentage of your pre-tax income. This includes the monthly principal and interest payment, as well as your property taxes and insurance. In a nutshell, the maximum allowable DTI ratio depends on your lender's specific rules, as well as your other qualifications.

Debt 246

Debt Taxes 246

The Motley Fool

NOVEMBER 24, 2024

Make the most of tax-advantaged accounts Tax-advantaged accounts can make it a little easier to save for retirement. Traditional IRA contributions reduce your tax bill today, while a Roth IRA gives you tax breaks further down the line. You put in post-tax dollars and can then make tax-free withdrawals once you've retired.

Accounting 242

Accounting Taxes Financing Finance 242

The Motley Fool

DECEMBER 1, 2024

An increase in Social Security taxes for higher earners You've probably noticed that a portion of your paycheck is used to fund Social Security. But without Social Security taxes, the program wouldn't exist. Each year, there's a wage cap established that determines how much income is taxed for Social Security purposes.

Taxes 246

Taxes Funds 246