Sentences with phrase «addition to tax loss»

Not exact matches

In addition to managing a client's passive funds for them, Wealthfront offers services like direct indexing, single - stock diversification, and tax - loss harvesting.

In addition, consult your personal investment and / or tax advisers prior to investing money and realize you are solely responsible for any investment gains or losses as a result of the investments you enter into.

In addition to automatically rebalancing your investments each month, Wealthfront also conducts tax - loss harvesting to optimize the returns of your portfolio.

In addition, we have not yet determined whether this offering would constitute an ownership change resulting in limitations on our ability to use our net operating loss and tax credit carry - forwards.

Adjusted EBITDA is defined as net income / (loss) from continuing operations before interest expense, other expense / (income), net, provision for / (benefit from) income taxes; in addition to these adjustments, the Company excludes, when they occur, the impacts of depreciation and amortization (excluding integration and restructuring expenses)(including amortization of postretirement benefit plans prior service credits), integration and restructuring expenses, merger costs, unrealized losses / (gains) on commodity hedges, impairment losses, losses / (gains) on the sale of a business, nonmonetary currency devaluation (e.g., remeasurement gains and losses), and equity award compensation expense (excluding integration and restructuring expenses).

These positive earnings drivers were more than offset by the combined impact of several factors, including increased energy - related provisions for credit losses, a 17 basis point decline in net interest margin, moderate growth of non-interest expenses, the addition of acquisition - related contingent consideration fair value changes reflecting performance within CWB Maxium Financial (CWB Maxium), higher preferred share dividends, and the 20 % increase to CWB's income tax rate in Alberta.

The addition means every single Litecoin user across America, can accurately report their gains and losses to the Internal Revenue Service (IRS) without fear of tax evasion, underreporting, or overreporting.

In addition to paying taxes and penalties on the $ 20,000 IRA withdrawal, the reader will also be giving up any gains (or losses) that $ 20,000 would have earned in his IRA over the next four years had he instead paid off his credit card out of his paycheck.

In addition to keeping your portfolio aligned with your goals, a periodic rebalancing provides an opportunity to reexamine lagging investments that could be candidates for tax - loss harvesting.

In addition to income and gains, each Fund can also pass through losses, which shareholders may use to reduce their personal taxes.

This provides additional tax benefits, in addition to Wealthfront's use of automated tax - loss harvesting.

Other additions to the standard deduction may also exist for losses from a Federally - declared disaster zone, as well as state / local real estate taxes.

In addition to the income figures, tax documents also give lenders a look at business losses and expenses.

In addition to creating your portfolio, such firms can automatically rebalance your holdings and, in the case of taxable accounts, do «tax loss harvesting,» a technique that, theoretically at least, may be able to boost your after - tax return.

In addition to offering online account opening, management, and funding, robo advisors generally offer services such as portfolio rebalancing, tax loss harvesting, and dividend reinvestment.

In addition to the standard deduction, you may claim deductions for real estate taxes, (net) loss sustained as a result of a Federally Declared Disaster, and taxes on federally - sponsored programs (which may include energy - efficient vehicle purchases, appliances, etc.).

In addition to income information, you also need to collect documentation for reporting other tax - related income or losses such as stock gains / losses, student loan interest paid, alimony received, unemployment payments received, property tax paid and more.

In addition to being found in contempt, violators risk the suspension of driver's licenses or motor vehicle registration, wage garnishment and the loss of income tax refunds.

In addition to the Basic tier features, Wealthsimple Black investors receive tax efficiency features like tax - loss harvesting and tax - efficient funds, a goal - based planning session, and access to over 1,000 VIP airport lounges, because why not?

If your policy should lapse, in addition to the loss of insurance coverage there is also, as mentioned above, the risk of incurring tax consequences.

The addition means every single Litecoin user across America, can accurately report their gains and losses to the Internal Revenue Service (IRS) without fear of tax evasion, underreporting, or overreporting.

The addition means every single bitcoin user across America, now estimated in the tens of millions, can accurately report their gains and losses to the Internal Revenue Service (IRS) without fear of tax evasion, underreporting, or overreporting.

In addition, up to $ 3,000 of losses, in excess of investment profits, can be deducted against ordinary income, increasing your portfolio's tax efficiency.

In addition, a vacancy tax could possibly result in a net loss to the City's budget when program start - up costs of $ 5 million and $ 700,000 net annual revenue are factored into the equation (if we look at the Vancouver statistics).»

In addition, payments can be reduced to avoid the alternative minimum tax or increased during years when the taxpayer has a loss that will offset additional income.