Sentences with phrase «closely held stock»

Publicly traded stock, closely held stock, corporate bonds, real estate and cash gifts generally entitle you to current income tax deductions.

Now, it's true that I think the undisturbed stock price of IMS Health (a $ 2 - $ 3 billion, listed, liquid stock) was not quite as cheap as the undisturbed stock price of Bancinsurance (a sub $ 50 million market cap, unlisted, illiquid, and closely held stock).

Appreciated securities are investments that have increased in value from the time they were purchased, and can take the form of publicly traded stock, ETFs, closely held stock, or mutual funds.

These investments include but are not limited to: real estate, IPO stocks, trust deed notes, closely held stock, promissory notes, oil and gas leases, LLCs, sales contracts and C corporations.

Closely held stocks (14.5) 3.

Not exact matches

In a CRT, you donate property (for example, your stock in a closely held business) to a trust.

The question was an unusually personal twist on advice Buffett has always given: That most investors are better off buying low - cost mutual funds that index, or closely track, the holdings and returns of the Standard & Poor's 500 - stock index.

I followed Blockbuster very closely for a few months after my departure, partly because I still held stock and options.

ESOPs typically own about 5 - 25 % of stock market companies but more than 30 % of stock in closely held companies.

Employee stock ownership under ESOPs gives workers confidential voting rights on major corporate issues, so that they have some formal corporate governance rights in closely held corporations, and in stock market companies, employee owners have the same rights as other public shareholders.

If we consolidate the stock and bond holdings, we are left with an 8 ETF portfolio that still closely maintains the stated portfolio structure and asset allocation of PRPFX and, as we will see below, has been highly correlated to the 14 ETF portfolio:

We observe donors using other assets to contribute to their donor - advised funds, such as closely - held stock, real estate and personal property.

After that, you need to monitor the stock much more closely than your other holdings, because of the speculative nature of your investment.

Calculated by starting with a firm's total outstanding shares and subtracting a) closely - held shares (major shareholders and employee) and b) restricted stock (insider shares that can not be traded because of a temporary restriction such as the lock - up period after an initial public offering).

If we consolidate the stock and bond holdings, we are left with an 8 ETF portfolio that still closely maintains the stated portfolio structure and asset allocation of PRPFX and, as we will see below, has been highly correlated to the 14 ETF portfolio:

If it holds more than 100 stocks, it is highly likely that its performance will track its underlying index closely.

The more stocks you hold, the more closely your portfolio will likely match the broader market (assuming reasonable diversification between companies).

Appreciated assets, such as the stock of a closely held business or the assets of the business, are transferred (assigned) to the charitable trust.

Closely related to regret aversion is the disposition effect, which refers to the tendency of selling stocks that have appreciated in price since purchase («winners») too early and holding on to losing stocks («losers») too long.

Most stock indices where the weight of each stock depends on its market value are «float adjusted» meaning that the index only counts those shares that are available to investors and excludes closely held shares or shares held by governments or other companies.

The only items excluded are closely held shares and preferred stock.

Depending upon the nature of your business, this could be the authorization in the Revocable Trust to allow for the management of corporate stock, a closely held business or subchapter «S» stock which is called a «Qualified Subchapter S or QSST» Trust.

The four most common categories are closely held business stock, marketable securities, real estate and cash.

With brokerage costs offered at companies like www.foliofn.com, it seems much more feasibly for someone to have extremely high turnover in stocks, decently low brokerage fees and closely follow the holdings of these quantitative models which are easily spread over 5 - 200 stocks at any given time, and consistently beat the market.

The Hobby Lobby decision permitted «closely held» stock corporations to act in accordance with their religious preferences.

Represented a closely held New England manufacturer in structuring employment arrangements with its senior executive team, including establishing stock option plans.

Ms. Keane's experience with closely - held businesses includes limited liability company and S corporation agreement negotiation and drafting, succession planning, federal income and estate tax matters, ISO and nonqualified stock option plan analysis and drafting, and Section 409A deferred compensation analysis.

Peter A. Mahler's litigation practice concentrates on corporate dissolution proceedings, contested stock valuations, derivative actions and other disputes among co-owners of closely held business entities, including limited liability companies, partnerships and business corporations.

Represented individuals in divorces with significant assets at stake (closely held businesses, professional practices, investments, stock options, etc.).

Negotiated the settlement of complex litigation among shareholders of two closely - held international plastics, companies involving various business torts, contract claims and equitable remedies; coordinated the transfer of stock, the implementation of a security agreement and indemnification for international financing obligations

«It is a basic fact in finance literature that there is a liquidity premium for easily saleable, publicly traded securities, and an illiquidity discount for closely held companies whose stock is not saleable.»

A typical example of a «narrow» arbitration agreement might be found in a buy - sell agreement that calls for the buyout of a manager's stock in a closely held company upon death at fair market value as of the date of death as determined by mutual agreement with an arbitrator chosen by some specified method determining the fair market vale as of the relevant date if the parties fail to reach a mutual agreement within X days.

Alphabet Inc. is changing a closely watched measure of Google's digital advertising business and adjusting how it accounts for some private stock holdings, a move that will make reported income more volatile.

• Successfully managed risk from a concentrated stock portfolio and assisted clients with ESOP as a way of monetizing all or a portion of a closely held business.

• Managed risk from a concentrated stock portfolio and assisted clients with ESOP as a way of monetizing all or a portion of a closely held business.

The Chasm Group, LLC and Chasm Institute, LLC (San Bruno, CA) 1997 — 2008 Business Operations Manager • Managed all daily operational tasks for leading multi-million dollar high - tech market strategy consultancy, while providing executive administration to C - level executives and venture capital partners • Developed and managed the firm's annual budget, proposing and implementing expense cuts, producing monthly reports and financial statements, and coordinating with CPA firm for accurate and timely filings • Oversaw all client relationship management efforts while cultivating new business efforts from concept to implementation, providing high - quality service in sales efforts while utilizing new lead tracking system • Negotiated and managed all contracts, stock grants, and financing arrangements, working closely with outside counsel to draft legal documents and resolve LLC - and proprietary - related issues • Led three office space build - outs and two office relocations, managing all aspects of each process under aggressive timeline and budget expectations • Reduced firm telecom expenses by 22 % by streamlining IT objectives, including migration to VOIP phone system, software / hardware purchases, domain renewals, and outsourced technical support • Directed all phases of staff recruitment while creating and implementing all HR policies and programs, including comprehensive employee benefits plans • Supervised multiple administrative staff members, conducted performance appraisals and wage / salary surveys in comparison to incentive program guidelines, and maintained HR files in accordance with legal mandates • Produced all out - going client invoices in an accurate and timely fashion to increase, cash flow and reduce aging receivables, providing consistent attention to overhead costs and vendor arrangements • Administered all company insurance policies, including E&O, general liability, bonds, partner life and disability, conducting annual benefits reviews and employee / company insurance audits • Obtained necessary certificates for consulting contracts while processing federal, state, and local business reporting requirements to maintain licenses and incorporation status • Directed all marketing efforts and oversaw logistical aspects of national educational workshop series, utilizing sponsorship arrangements to offset production costs • Transformed «brochure» website into a dynamic tool to better illustrate company opportunities through relevant case studies, as well as maintaining all other promotional media, including press kits and video Association of California School Administrators (Burlingame, CA) 1993 — 1997 Issues and Planning Committee Coordinator • Executed all phases of event planning and implementation for a membership - driven organization including 23 state committees, 5 task forces, 6 strategic planning conferences, and a conference of 1,500 attendees • Focused on facility evaluations, bid requests, site visits, contract negotiations, and all pre - and post-conference planning processes • Produced statistical and financial reports, including budget projections and cost monitoring for developmental training efforts • Oversaw all participant - level responsibilities, including inquiries, eligibility, registration, correspondence, and billing statements • Managed all legal professional standards calls for Northern California regions, including the processing of attorney authorizations, the preparation of legal assistance letters, and liens on cause of action • Served as second point of contact for computer inquiries and troubleshooting efforts as well as provided back - up executive administrative support for Executive Director, Committee Chairs, and the State Superintendent of Public Instruction • Held responsibility for software installation and hardware configuration while performing weekly AS / 400 backup and report generation