Sentences with phrase «as qualified investment»

Stocks — Can I buy stocks from a US - based exchange as a qualified investment in my TFSA?

Most of our clients select a USCIS - approved Regional Center as their qualifying investment.

Not exact matches

Her TriLinc Global Impact Fund, with individual investments as low as $ 2,000, is among only a handful of financial vehicles available to «retail» investors, the approximately 50 million U.S. households who don't qualify as high net - worth, or «accredited,» investors.

Mylan refers to losses and interest expense generated by its «clean energy investments,» as well as the fact that they qualify for tax credits, in tables and footnotes at the bottom of its earnings releases.

If you do choose to sell any investment held outside of a tax - deferred account, such as an IRA, make sure, if at all possible, you hold it for at least one year and one day in order to qualify for the long - term capital gains rate.

Here's the best part, at least for owners: As long as the $ 4 million is reinvested in what's called «qualified replacement property» — stock in U.S. companies or bonds, but not passive investments like mutual funds — an owner can defer paying what might otherwise be a hefty capital gains tax liabilitAs long as the $ 4 million is reinvested in what's called «qualified replacement property» — stock in U.S. companies or bonds, but not passive investments like mutual funds — an owner can defer paying what might otherwise be a hefty capital gains tax liabilitas the $ 4 million is reinvested in what's called «qualified replacement property» — stock in U.S. companies or bonds, but not passive investments like mutual funds — an owner can defer paying what might otherwise be a hefty capital gains tax liability.

And besides banks, investment - banking firms, mutual funds and insurance companies may qualify as lenders as well.

Set a goal of saving at least 20 percent of your salary to investment vehicles such as your retirement account, brokerage account or other qualified accounts.

Tax, investment and all other decisions should be made, as appropriate, only with guidance from a qualified professional.

-LSB-(Version 2, which is not quite as aggressive): If any holder of Series A Preferred Stock fails to participate in the next Qualified Financing, (as defined below), on a pro rata basis (according to its total equity ownership immediately before such financing) of their Series A Preferred investment, then such holder will have the Series A Preferred Stock it owns converted into Common Stock of the Company.

Examples include provisions that allow immediate expensing or accelerated depreciation of certain capital investments, and others that allow taxpayers to defer their tax liability, such as the deferral of recognition of income on contributions to and income accrued within qualified retirement plans.

This discussion also does not consider any specific facts or circumstances that may be relevant to holders subject to special rules under the U.S. federal income tax laws, including, without limitation, certain former citizens or long - term residents of the United States, partnerships or other pass - through entities, real estate investment trusts, regulated investment companies, «controlled foreign corporations,» «passive foreign investment companies,» corporations that accumulate earnings to avoid U.S. federal income tax, banks, financial institutions, investment funds, insurance companies, brokers, dealers or traders in securities, commodities or currencies, tax - exempt organizations, tax - qualified retirement plans, persons subject to the alternative minimum tax, persons that own, or have owned, actually or constructively, more than 5 % of our common stock and persons holding our common stock as part of a hedging or conversion transaction or straddle, or a constructive sale, or other risk reduction strategy.

Financial products such as stocks have a potential for loss and any investments should me made with the guidance of a qualified investment professional and your own kick ass due diligence.

«As many taxpayers know, capital gains and qualified dividends in a taxable investment account are taxed at 15 percent or 20 percent, depending on adjusted gross income,» he said.

Qualified purchasers as defined by the US Securities and Exchange Commission are individuals with at least $ 5M in investments or funds with at least $ 25M in investments.

An individual portfolio manager who specializes in fixed income investments would no longer be qualified to manage the portfolio as the allocation has shifted outside his area of expertise.

In mainland China, it is used only as supporting material to the offshore investment products offered by commercial banks under the Qualified Domestic Institutional Investors scheme pursuant to applicable rules and regulations.

While market demand should improve as the U.S. economy continues to strengthen, the remaining factors — government policies, a shortage of qualified staff, and the depreciation of the Canadian dollar — will likely continue to hold back investment.

For qualified investors in Switzerland, this material shall be exclusively made available to, and directed at, qualified investors as defined in the Swiss Collective Investment Schemes Act of 23 June 2006, as amended.

For other APAC countries, this material is issued for Institutional Investors only (or professional / sophisticated / qualified investors, as such term may apply in local jurisdictions) and does not constitute investment advice or an offer or solicitation to purchase or sell in any securities, BlackRock funds or any investment strategy nor shall any securities be offered or sold to any person in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction.

(ii) persons whom the SEC determines by regulation to have demonstrable education or job experience to qualify such persons as having professional knowledge of a subject related to a particular investment, and whose education or job experience is verified by FINRA or an equivalent self - regulatory authority.

Under Nevada law, a financial planner is «a person who for compensation advises others upon the investment of money or upon provision for income to be needed in the future, or who holds himself or herself out as qualified to perform either of these functions.»

Applying the 71 - year old Howey Test, this qualifies as an investment in a «common enterprise,» in which investors are led to «expect profits» that are «generated from the efforts of others.»

Alternative investments, such as hedge funds, private equity, private debt and private real estate funds are not suitable for all investors and are only open to «accredited» or «qualified» investors within the meaning of U.S. securities laws.

Brookfield plans to create a new real estate investment trust under the ticker «BPR,» which will qualify as a REIT for tax purposes and issue shares in this transaction.

Some lenders won't provide loans to people purchasing a home as a business investment rather than their residence, so you may need to seek out multiple lenders before you can find one that will qualify you for a loan.

Roundtable members also zeroed in on inadequate investments in the college and university programs that could produce qualified future employees for the sector or that could serve as incubators for industry innovation.

So - called 529 college - savings plans — those state - sponsored accounts for college savers in which earnings are tax - free as long as they are used to pay for qualified higher - education expenses — typically let account holders select once a year from a number of investment options.

At present, individual investors, in Hong Kong or from overseas, can only participate indirectly in the Mainland's securities markets through certain investment products such as the Qualified Foreign Institutional Investor (QFII) funds, Renminbi Qualified Foreign Institutional Investor (RQFII) funds and RQFII A-share Exchange Traded Funds (ETFs).

In order to qualify as a venture capital investment, the venture fund must receive certain management rights that give the fund the right to participate substantially in, or substantially influence the conduct of, the management of the portfolio company.

The IRS published a Private Letter Ruling last Friday, responding to a request to determine whether, the cost of installing energy storage to be integrated into a residential PV system would qualify as a «qualified solar electric property expenditure» eligible for the Investment Tax Credit (ITC).

The investment products managed by the firm are open only to investors who are both (i) «accredited investors» as defined in Rule 501 (a) of Regulation D promulgated by the U.S. Securities and Exchange Commission («SEC») pursuant to the Securities Act of 1933, and (ii) «qualified clients,» as defined in Rule 205 - 3 promulgated by the SEC pursuant to the investment advisers act of 1940, as amended.

As with all alternative investments, investors must meet certain eligibility tests to qualify as purchaserAs with all alternative investments, investors must meet certain eligibility tests to qualify as purchaseras purchasers.

«The Commission could consider leaving the current income and net worth thresholds in the accredited investor definition in place, but limiting investments for individuals who qualify as accredited investors solely based on those thresholds to a percentage of their income or net worth (e.g., 10 % of prior year income or 10 % of net worth, as applicable, per issuer, in any 12 - month period).»

By donating highly appreciated alternative investments to a public charity or donor - advised fund account, you can take a full, fair market value tax deduction — as determined by a qualified appraisal — for the donation while also eliminating capital gains tax on the sale.

This will tend to understate the performance of the taxable account in circumstances where long - term capital gains and qualified dividends, which are currently taxed at lower rates than ordinary income, are a component of investment returns, as is the case for investments with significant equity holdings.

NXRT intends to qualify and elect to be taxed as a real estate investment trust, or REIT, for U.S. federal income tax purposes, commencing with its first taxable year of operations as a separate public company.

Saudi Arabia When the Saudi Arabian stock market, or the Tadawul as it is known, opens to direct investment by qualified foreign institutions for the first time on June 15, it will begin a transformation of the biggest bourse in the Middle East.

If the name isn't cheap, it doesn't even qualify as a value investment.

Examples of these risks, uncertainties and other factors include, but are not limited to the impact of: adverse general economic and related factors, such as fluctuating or increasing levels of unemployment, underemployment and the volatility of fuel prices, declines in the securities and real estate markets, and perceptions of these conditions that decrease the level of disposable income of consumers or consumer confidence; adverse events impacting the security of travel, such as terrorist acts, armed conflict and threats thereof, acts of piracy, and other international events; the risks and increased costs associated with operating internationally; our expansion into and investments in new markets; breaches in data security or other disturbances to our information technology and other networks; the spread of epidemics and viral outbreaks; adverse incidents involving cruise ships; changes in fuel prices and / or other cruise operating costs; any impairment of our tradenames or goodwill; our hedging strategies; our inability to obtain adequate insurance coverage; our substantial indebtedness, including the ability to raise additional capital to fund our operations, and to generate the necessary amount of cash to service our existing debt; restrictions in the agreements governing our indebtedness that limit our flexibility in operating our business; the significant portion of our assets pledged as collateral under our existing debt agreements and the ability of our creditors to accelerate the repayment of our indebtedness; volatility and disruptions in the global credit and financial markets, which may adversely affect our ability to borrow and could increase our counterparty credit risks, including those under our credit facilities, derivatives, contingent obligations, insurance contracts and new ship progress payment guarantees; fluctuations in foreign currency exchange rates; overcapacity in key markets or globally; our inability to recruit or retain qualified personnel or the loss of key personnel; future changes relating to how external distribution channels sell and market our cruises; our reliance on third parties to provide hotel management services to certain ships and certain other services; delays in our shipbuilding program and ship repairs, maintenance and refurbishments; future increases in the price of, or major changes or reduction in, commercial airline services; seasonal variations in passenger fare rates and occupancy levels at different times of the year; our ability to keep pace with developments in technology; amendments to our collective bargaining agreements for crew members and other employee relation issues; the continued availability of attractive port destinations; pending or threatened litigation, investigations and enforcement actions; changes involving the tax and environmental regulatory regimes in which we operate; and other factors set forth under «Risk Factors» in our most recently filed Annual Report on Form 10 - K and subsequent filings by the Company with the Securities and Exchange Commission.

Alternative investments, such as hedge funds and private equity funds are only available to persons who are «accredited investors» or «qualified purchasers» within the meaning of U.S. securities laws.

Using part of the settlement money on that Downstate bridge would certainly qualify as an investment in infrastructure.

«Maintaining full AAALAC accreditation is a significant accomplishment which reflects our recent $ 2M investment in recruitment, state - of - the - art primate housing, and modern veterinary care equipment, as well as the extreme dedication of our experienced and highly qualified staff, and provides a strong basis for continued investment and expansion in the coming years,» according to a statement from Senior Alpha Genesis Management

A variety of assets and investment vehicles qualify as planned gifts, each offering unique benefits for you.

Leopard print pant love aside, since the C / Es definitely qualify as an investment piece, I wanted to make sure I could get at least five different outfits out of them through at least three seasons.

Your typical investment jackets are over $ 150.00 I'd say, and this being under $ 50 definitely qualifies as a non investment purchase.

This support has been translated in investments in logistics, educational resources and the hiring of qualified professionals for the development of activities, as well as the training of existing ones.

Supported by a # 1.3 million investment from the Scottish Government, the courses will start in August 2019 and create hundreds more opportunities in the Edinburgh area for people to qualify as teachers.

A gateway is an investment that pays dividends in pupil performance and long - term savings as Mark Haddleton found: «We have... recover [ed] the cost of using Schoolcomms and more; I have started to think of it as free, because as well as saving on costly text messaging to parents, (all app messages and longer emails don't cost anything), we also managed to identify many extra Pupil Premium qualifying families through parents taking the in - app test, which has brought quite a sum of money into school»

Larry Flanagan, general secretary of the Educational Institute of Scotland (EIS), said: «This investment to support the retraining of experienced workers as teachers will help to tackle teacher shortages, while also continuing to ensure that only fully qualified teachers are deployed in order to maintain the very high standards of learning and teaching in Scotland's schools.»