Sentences with phrase «asset accounting policies»

Seasoned professional specializing in property accounting; managed fixed asset up to $ 217M net worth; developed and implemented fixed asset accounting policies and procedures; proficient in regular general ledger accounting.

Not exact matches

At the very least, it might be prudent for the BoC to separately take into account asset prices when it sets monetary policies (as I've argued in past columns stretching back to 2007).
This includes having an updated will and making sure your beneficiaries for financial assets — retirement accounts and life insurance policies — are up to date.
(2) Reflects 2015 Merger - related adjustments including the change to align Kraft to Kraft Heinz's accounting policy for postemployment benefit plans; incremental amortization resulting from the fair value adjustment of Kraft's definite - lived intangible assets; incremental compensation expense due to the fair value remeasurement of certain of Kraft's equity awards; and, certain deal costs related to the 2015 Merger.
The Company will account for the transaction by using its historical information and accounting policies and adding the assets and liabilities of Streetcar as of the acquisition date at their respective fair values.
Since the growth of your policy's cash value is tax - deferred, variable life insurance might be a good consideration if you've maxed out your retirement account contributions, have a sizable portfolio of more liquid assets (such as in your brokerage and savings accounts), and are looking for an additional investment vehicle that also offers coverage to your dependents should anything happen to you.
A small but growing number of countries now have legal requirements for institutional investors to report on how their investment policies and performance are affected by environmental factors, including South Africa and, prospectively, the EU.36 Concern about the risks of a «carbon bubble» — that highly valued fossil fuel assets and investments could be devalued or «stranded» under future, more stringent climate policies — prompted G20 Finance Ministers and Central Bank Governors in April 2015 to ask the Financial Stability Board in Basel to convene an inquiry into how the financial sector can take account of climate - related issues.37
Identifying and properly accounting for state assets offers new possibilities for funding these ambitious policy programmes.
Under her leadership, numerous reforms agenda of the Federal Government had been undertaken such as the Voluntary Assets and Income Declaration Scheme (VAIDS), implementation of Treasury Single Account, implementation of Whistleblower Policy, establishment of an Efficiency Unit, establishment of Development Bank of Nigeria, launch of Asset Tracking and Management Project, and introduction Fiscal Sustainability Plans for States, among others.
That means that your insurance policy responds to the other people who suffer a loss as a result of your fire, so that your bank account and other assets don't have to.
Similarly, assets such as life insurance policies and qualified accounts such as IRAs and 401 (k) accounts must have completed beneficiary designations that either specify your living trust or an individual beneficiary.
Face - amount certificate Face - amount certificate company Face value Fair market price Feasibility study Federal covered securitiy Federal funds Federal Home Loan Mortgage Corporation (FHLMC or «Freddie Mac») Federal National Mortgage Association Federal Reserve Board Fidelity bond Fiduciary FIFO Fill - or - Kill Financial futures Financial and operations principal Firm commitment underwriting Firm quote Five percent policy Fixed annuity Fixed assets Fixed income pricing system (FIPS) Fixed - unit investment trust Floor brokers Flower bonds FNMA FOCUS report FOK FOMC Forward pricing Fourth Market FRB Free Credit Balances Freeriding Freeriding and withholding Frozen account Full authorization or discretion Fully diluted earnings per share Fully paid securities Functional allocation Fundamental analysis Futures
A large portion of your premiums payments will be invested in the insurance company's investment fund in whatever asset class you prefer (stocks, bonds, mutual funds, money market funds, etc.) Over time, this has the chance to generate a much larger cash value in your insurance account than a traditional whole life policy does.
Bank and Financial Information (checking account, liquid assets, investment accounts, credit card accounts, insurance policies, etc..)
Rather, the policy acts as a forced savings plan that accumulates money in a tax deferred account that you can THEN use to invest with, as you purchase other income producing assets, at the same time as earning interest and dividends on the cash value in your policy!
In this file is a handwritten, very detailed letter telling what is to be done to manage these assets, policies, etc and a list of account numbers and locations of accounts.
Most advisers request any and all information about every account, loan, asset, insurance policy, annuities, income from all sources, and much more including copies of income tax returns.
Sustainable systematic withdrawal policies must regularly take asset value and the price of income into account.
So, whole life is a thoroughly predictable retirement plan compared with market based retirement account assets, and as stated in # 2 above, this forecast is very conservative when considering likely dividends and additional interest and cash accrual that will occur when the whole life policy with paid - up additions rider is utilized as a strategic self banking strategy.
But with retirement plans, IRA accounts, annuities, and life insurance policies, you also need to make sure you leave assets to your intended beneficiaries in the way you intended.
Then add the non-physical assets you own, such as bank accounts, investment accounts and insurance policies.
These investment options are intended to be sold to certain asset allocation portfolios and to separate accounts of Transamerica Life Insurance Company or Transamerica Financial Life Insurance Company to fund the benefits under certain individual flexible premium variable insurance policies.
Cash Value Life Insurance is a tremendous asset and a great way to remove the tax burden that eats into so many retirement accounts, but what if the government changes the laws regarding life insurance policy loans.
Include living trusts, life insurance policies with named beneficiaries and investment accounts that transferred on death, as non-probate assets.
An individual designated to receive the proceeds from an insurance policy, retirement account, trust or other asset.
Even if Target assumed the Zellers space at the mall, the store would bear little resemblance to the Zellers that existed previously, since there was no transfer of any assets that would constitute Zellers» business (no transfer of inventory, business processes, IT systems, employment policies, distribution networks, trade fixtures, customer loyalty programs, contracts, accounts, customer lists)
Although the agreement covered certain necessary items (such as a listing of the couple's assets, bank accounts and insurance policies, division of household contents, etc.), it unfortunately omitted several very important ones: for example it neglected to deal with spousal support for the wife, and did not provide for a fair division of the husband's pension.
A list of any assets, means of income, bank and investment accounts, insurance policies, wills, trusts, credit cards, safety deposit box, veterans and employee benefits, and recurring bills.
Remember that your policy is your asset (like a bank account) and you have control over when and how payments are made.
Although the cheapest car insurance coverage, minimum liability policies are often insufficient for many drivers who have more valuable assets (homes, boats, bank accounts, etc.) to protect than the least expensive insurance can cover.
Fox Business reported that an individual's taxable estate includes all money in a bank and retirement account, the value of assets such as a home or car, and a life insurance policy.
Variable Life Insurance is a special type of a Permanent Life Insurance policy in which both the death benefit and the cash value depend on the investment performance of the underlying assets, usually one or two investment accounts known as «separate accounts» (or «sub-accounts») within the insurance company's portfolio.
As an accounting professional, you are likely well aware of just how important it is to protect assets and income — and, one of the very best financial tools for doing so is to have a good, solid life insurance policy in place.
The best life insurance policy accounts for your income, assets, major debts, and future obligations, like the cost of college or your funeral expenses, at the time of underwriting.
A solid life insurance policy accounts for your income, assets, major debts, and future obligations (like sending your kid to college), among other things.
Since the growth of your policy's cash value is tax - deferred, variable life insurance might be a good consideration if you've maxed out your retirement account contributions, have a sizable portfolio of more liquid assets (such as in your brokerage and savings accounts), and are looking for an additional investment vehicle that also offers coverage to your dependents should anything happen to you.
The New York Life Elite Variable Annuity differs from many other variable annuity policies in that the Mortality and Expense Risk and Administrative Costs Charge is calculated as a percentage of the Adjusted Premium Payments under the policy (excluding premiums allocated to the Fixed Account), rather than as a percentage of Separate Account assets.
Lastly, even if the asset protection model was appropriate for you, would the lower returns of money placed in a cash value insurance policy warrant giving up higher returns in say a market investment account?
For the policies converted / issued in electronic form within an e-insurance account, the IR would be responsible for providing mandatory information such as policy status including premium, net asset value, bonus, loan, claims and nominee / assignment status.
If a policy's $ 100,000 death benefit increases by $ 25,000 due to accumulated cash within the investment account, dividing assets among four children in increments of 25 percent prevents the confusion which would result if an owner dedicates only $ 25,000 to each child leaving $ 25,000 unaccounted for, for example.
If you still have a mortgage or large living expenses, you will want a long 30 - year term life insurance policy to supplement your assets, retirement accounts, Social Security checks and savings.
Your investment options range from different asset classes to varying degrees of risk, and you can have one or multiple investment accounts under a single policy.
It's still something of a patchwork, because every married couple has to stitch together a long - term financial plan from retirement accounts, insurance policies, savings, assets, and investments.
When any insured person dies, the life insurance company that issued the policy may place the death benefit proceeds into a retained asset account.
The policies today often offer 50 or more separate accounts covering an incredible variety of asset classes and management styles.
Plus, when you take money from the cash value account of a life insurance policy, you don't have to sell the asset, as you do with stocks.
The new generation of policies offers 50 or more different accounts that cover the whole spectrum of management styles and asset classes.
Only a landlord insurance policy can help protect your bank account and assets from being subject to high - dollar lawsuits and settlements.
To those with assets tied to retirement plans and IRAs, acquiring an umbrella insurance policy may help shield against the possibility of a creditor dipping into retirement accounts.
However, if you have assets like real estate, retirement savings, cars, collections and brokerage accounts, it's a good idea to carry an umbrella policy to protect your finances from a large lawsuit.
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