Sentences with phrase «revenue code requirements»

Trained and coached new analysts and phone representatives on plan documents, data scrubbing, analysis, Internal Revenue Code requirements and phone skills.

Not exact matches

«GDXJ has intermittently been in jeopardy of losing its preferential tax treatment (as a regulated investment company) since last September because its portfolio often doesn't comply with the diversification requirements of the U.S. Internal Revenue Code,» noted Scotiabank.

Accounting for such contributions shall be in accordance with any applicable requirements of the Internal Revenue Code and the college.

In order to increase the amount of EITC that you are eligible for, your children must meet the requirements to be a qualifying child under the Internal Revenue Code.

The trust or custodial account must meet certain requirements imposed by the Internal Revenue Code.

Technically speaking, a Qualified Retirement Plan is any plan that satisfies the requirements laid out in section 401 (a) of the Internal Revenue Code (IRC).

These requirements are detailed in part in Section 108 (f) of the Internal Revenue Code.

Both are named after section 529 of the Internal Revenue Code, which specifies the requirements for the plans to be free from federal income taxes.

All these are requirements imposed by section 221 (d) of the Internal Revenue Code.

The Predecessor Account was not subject to certain investment restrictions, div ersification requirements or other restrictions imposed by the 1940 Act or regulated under the Internal Revenue Code of 1986 (Account was not required to make annual income distributions to investors).

Congress does not have a rule that says the taxpayer can avoid reporting income on their gains when they buy the position back again — in fact, the Internal Revenue Code has very specific requirements on what circumstances can avoid recognition of income because the proceeds are reinvested (e.g., Section 1031 or 1035 exchanges).

A complete list of the requirements for possible deductions from gross income can be found in the Internal Revenue Code (IRC) or on the Internal Revenue Service (IRS) website.

Each Fund intends to qualify as regulated investment company under Subchapter M of the Internal Revenue Code of 1986, as amended (the «Code»), which requires compliance with certain requirements concerning the sources of its income, diversification of its assets, and the amount and timing of its distributions to shareholders.

Qualified Plan - Any retirement plan that meets the applicable requirements of the Internal Revenue Code for tax - favored treatment.

A plan that meets the requirements of Internal Revenue Code Section 401 (a) and the Employee Retirement Income Security Act of 1974 (ERISA) and is thus eligible for favorable tax treatment.

Each is listed as a subcategory under Section 501 (c) of the Internal Revenue Code, and each has its own requirements and regulations, limitations, and tax implications, as well as the ability to apply for tax exemption.

Ms. Levy specializes in all tax aspects of the Affordable Care Act, including the «Cadillac Tax», employer shared responsibility, the new tax reporting requirements of the Internal Revenue Code sections 6055 and 6056, and premium tax credits and cost - sharing reductions.

Her work included guidance on the employer mandate, the premium tax credits and cost - sharing reductions, and the new tax reporting requirements of Internal Revenue Code sections 6055 and 6056.

CRA prepares transfer pricing documentation that satisfies Internal Revenue Code (IRC) Section 6662 (e) and meets the requirements of revenue agencies across theRevenue Code (IRC) Section 6662 (e) and meets the requirements of revenue agencies across therevenue agencies across the globe.

Therefore, for provisions like the notice requirement, we used SIC code revenue data in a two - step process.

1035 Exchange Section 1035 of the Internal Revenue Code allows a tax - free exchange of a certain type of policy for the same or a different type of policy, provided applicable requirements are satisfied.

In order to protect Americans who strictly adhere to the taxation and requirements of the government, Fidelity also follows the Internal Revenue Code as well as U.S. Treasury Rrequirements of the government, Fidelity also follows the Internal Revenue Code as well as U.S. Treasury RequirementsRequirements.

Various requirements apply to coverage offered under «cafeteria plans» subject to Internal Revenue Code Section 125, including minimum eligibility and participation requirements.

• Develop and implement policies for the parking lot • Issue parking permits and devise appropriate procedures for distribution of the same • Organize parking registration activities • Collect, count and record the parking fee • Supervise, train and evaluate subordinate employees • Guide and educate the campus community regarding parking procedures and SOPs • Identify and report any suspicious vehicle • Issue and submit periodic parking lot reports to the higher management • Devise and recommend ways to enhance the effectiveness of parking procedures to ensure maximum customer facilitation • Carryout paper work for long term parking requests and issue relevant permit if applicable • Inspect the parking lot physically and ensure proper physical conditions are available for parking • Ensure consumer and vehicle security in the parking lot • Operate parking lot equipment, drive through gates and car lifters appropriately as and when required • Respond to public inquiries and provide relevant information regarding parking protocols • Monitor CCTV footage and report any suspicious activity • Regularly update the members» vehicle data and stamp their permits • Oversee parking lot operations, revenue collection and ticketing procedures • Ensure proper book keeping procedures are being carried out • Conduct minor maintenance of parking lot equipment • Promote and demonstrate high standards of customer service • Issue permits to vendors and other visitors after complete validation of their personal data • Oversee flagging and validation code issuance • Organize training sessions for development and grooming of the team • Assign duties to the parking lot employees and evaluate their performance • Serve as point of contact for parking lot procedures, maintenance and permissions • Allocate separate space for visitors, special guests and handicapped individuals • Manage parking lot budget and meet the maintenance requirements within allocated amount • Devise a proper one way route within the parking area and display informative direction boards to implement the same • Oversee the cleanliness of the parking lot and keep it snow free during winters to facilitate smooth drive in and drive out • Procure and install parking signs and meters etc. • Maintain vehicle owner's data on whose IDs the permits have been issued • Record all drive ins and drive outs with timings in the computerized log system

Web Marketing and Analytics Consulting — Selected Duties and Responsibilities Lead through example with consistent work ethic, attitude, and professionalism, while developing marketing strategies through strategic target audience assessment and analysis Collaborate in all phases of strategic project planning and automation with senior - level management, including dashboard development, tracking code implementation, campaign execution, and report scheduling Provide guidance and leadership with respect to marketing campaign strategy development, benchmarking, implementation, post-execution analysis, and process optimization Measure the success of website and online marketing initiatives using data and related key metrics and evaluating the digital marketing maturity level, ensuring highest competitive abilities versus industry competitors Validate all data capturing processes and report populations with respective web analytics tools, ensuring the quality and integrity of all data within system as well as all generated reports Utilize experience in BFS, consumer goods, high - tech products / services, media, and digital marketing tools, along with related talent among team with focused collaboration and the promotion of a performance - based environment leveraging individual talents for group benefit Perform A / B and multivariate testing as well as behavior and outcome metrics analyses, reporting results in a clear, accurate, and meaningful manner to clients and management Address key client queries and resolve them in an expedited manner, promoting sustained revenue growth through client retention and relationship development Meet and exceed all marketing targets while tracking progress versus established internal and external industry benchmarks, focusing on both revenue generation as well as cost control Maintain a strong working knowledge of the product and respective marketplace, including pricing and regulatory trends, client requirements, competitor strategies, and product growth Act as a liaison between clients, vendors, sales and support staff, and executive management to facilitate information flow and drive operational efficiency

There are, of course, very specific requirements that you must follow so that your sale transaction will qualify for 1031 Tax Deferred Exchange treatment under Section 1031 of the Internal Revenue Code (tax coCode (tax codecode).

The term «like - kind exchange» describes the federal and state capital gains tax deferral strategy requirement of an Internal Revenue Code (IRC) Section 1031 tax deferred exchange that properties exchanged must be like - kind to one another.

The answer is found in the like - kind requirement under Internal Revenue Code (IRC) Section 1031.

IRS CIRCULAR 230 DISCLOSURE To ensure compliance with requirements by the IRS, we inform you that any U.S. tax advice contained in this communication (including any attachments) is not intended or written to be used, and can not be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any transaction or matter addressed herein.

Mineral interests such as oil and gas are eligible for a 1031 exchange deferring federal and state capital gain taxes given the transactions satisfy the Internal Revenue Code Section 1031 requirements.

Real estate investors should be familiar with the requirements of the Internal Revenue Code Section 1031 exchange.

1031 Exchange transactions involving personal property must comply with all of the normal requirements and guidelines for structuring tax - deferred exchange transactions outlined in Section 1031 of the Internal Revenue Code and Section 1.1031 of the Treasury Regulations, including compliance with the strict deadlines for the identification of replacement property and completion of the 1031 Exchange.