Sentences with phrase «deferral strategies»

By understanding these tax deferral strategies, brokers have been able to sell more real estate.

If your client can't find an acceptable replacement property in time or just wants an exit strategy from real estate, there's an alternative with some of the same tax - deferring benefits — the structured installment sale, says Chris Princis, vice president of Brook Hollow Financial LLC, a Chicago company that specializes in tax deferral strategies.

Dive Deeper into these Tax Deferral Strategies on Our Blog Transcript Today we're going to talk about tax deferral strategies.

Admittedly, you could invest that $ 4500 difference in a taxable account and then use it to pay the withdrawal taxes at the end, but the Roth avoids all the interim taxes on the taxable account (and avoids the need for interim tax - deferral strategies).

If you do these tax deferral strategies year after year and pay less in taxes up front, you... Read more

At a fee of $ 150 to $ 300 per hour, an accountant can often provide great insight and potential tax deferral strategies for situations such tenants - in - common (often after only an hour long consultation).

Jaskol turned up two immediate priorities for Bunn: raising its minuscule bank credit line (with an eye toward eventually financing part of its acquisitions through borrowing); and minimizing taxes through more effective use of income - deferral strategies.

Tax loss harvesting is a tax deferral strategy which involves selling a security currently running at a loss and buying a correlated asset in its place to provide almost identical exposure.

Previously, profits earned by hedge funds were taxed as capital gains, and they could keep money overseas as a tax - deferral strategy.

When in doubt, bear in mind that the tax deferral strategy wins even bigger if you manage to eliminate the capital gain altogether.

The tax deferral strategy pays off faster if your capital gains are subject to state income tax as well as federal tax.

Working through the numbers, we would find that the tax deferral strategy wins if you hold the asset long enough for it to grow 62 % or more.

This tax - deferral strategy is especially beneficial in markets where there is an imbalance between the supply and demand for income producing investment properties or where the relinquished property sale transaction fails and you must acquire your like - kind replacement property first.

The Structured Sale can be a very effective tax - deferral strategy for the sale or disposition of real estate, business interests or other personal property.

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.

However, there are numerous facts and actions that can affect the outcome of this short - term tax deferral strategy, so the Investor should always have his technical advisors carefully evaluate the 1031 exchange agreements and specific fact pattern involved with any potentially failed 1031 exchange transaction to determine when the Investor had the right to obtain access to or receive the benefits from the 1031 exchange funds in order to determine whether the capital gain income tax liabilities can be deferred into the following income tax reporting year.

This short - term tax deferral strategy provides an excellent income tax planning opportunity when a 1031 exchange transaction does in fact fail unexpectedly.

A 1031 exchange is a well - documented tax deferral strategy recognized by the Internal Revenue Code (IRC) Section 1.1031.

The tax deferral strategy is not to be used for second homes with greater than 14 overnights of personal use or for those properties held primarily for profit such as flipping.

Not exact matches

Important factors that could cause actual results to differ materially from those reflected in such forward - looking statements and that should be considered in evaluating our outlook include, but are not limited to, the following: 1) our ability to continue to grow our business and execute our growth strategy, including the timing, execution, and profitability of new and maturing programs; 2) our ability to perform our obligations under our new and maturing commercial, business aircraft, and military development programs, and the related recurring production; 3) our ability to accurately estimate and manage performance, cost, and revenue under our contracts, including our ability to achieve certain cost reductions with respect to the B787 program; 4) margin pressures and the potential for additional forward losses on new and maturing programs; 5) our ability to accommodate, and the cost of accommodating, announced increases in the build rates of certain aircraft; 6) the effect on aircraft demand and build rates of changing customer preferences for business aircraft, including the effect of global economic conditions on the business aircraft market and expanding conflicts or political unrest in the Middle East or Asia; 7) customer cancellations or deferrals as a result of global economic uncertainty or otherwise; 8) the effect of economic conditions in the industries and markets in which we operate in the U.S. and globally and any changes therein, including fluctuations in foreign currency exchange rates; 9) the success and timely execution of key milestones such as the receipt of necessary regulatory approvals, including our ability to obtain in a timely fashion any required regulatory or other third party approvals for the consummation of our announced acquisition of Asco, and customer adherence to their announced schedules; 10) our ability to successfully negotiate, or re-negotiate, future pricing under our supply agreements with Boeing and our other customers; 11) our ability to enter into profitable supply arrangements with additional customers; 12) the ability of all parties to satisfy their performance requirements under existing supply contracts with our two major customers, Boeing and Airbus, and other customers, and the risk of nonpayment by such customers; 13) any adverse impact on Boeing's and Airbus» production of aircraft resulting from cancellations, deferrals, or reduced orders by their customers or from labor disputes, domestic or international hostilities, or acts of terrorism; 14) any adverse impact on the demand for air travel or our operations from the outbreak of diseases or epidemic or pandemic outbreaks; 15) our ability to avoid or recover from cyber-based or other security attacks, information technology failures, or other disruptions; 16) returns on pension plan assets and the impact of future discount rate changes on pension obligations; 17) our ability to borrow additional funds or refinance debt, including our ability to obtain the debt to finance the purchase price for our announced acquisition of Asco on favorable terms or at all; 18) competition from commercial aerospace original equipment manufacturers and other aerostructures suppliers; 19) the effect of governmental laws, such as U.S. export control laws and U.S. and foreign anti-bribery laws such as the Foreign Corrupt Practices Act and the United Kingdom Bribery Act, and environmental laws and agency regulations, both in the U.S. and abroad; 20) the effect of changes in tax law, such as the effect of The Tax Cuts and Jobs Act (the «TCJA») that was enacted on December 22, 2017, and changes to the interpretations of or guidance related thereto, and the Company's ability to accurately calculate and estimate the effect of such changes; 21) any reduction in our credit ratings; 22) our dependence on our suppliers, as well as the cost and availability of raw materials and purchased components; 23) our ability to recruit and retain a critical mass of highly - skilled employees and our relationships with the unions representing many of our employees; 24) spending by the U.S. and other governments on defense; 25) the possibility that our cash flows and our credit facility may not be adequate for our additional capital needs or for payment of interest on, and principal of, our indebtedness; 26) our exposure under our revolving credit facility to higher interest payments should interest rates increase substantially; 27) the effectiveness of any interest rate hedging programs; 28) the effectiveness of our internal control over financial reporting; 29) the outcome or impact of ongoing or future litigation, claims, and regulatory actions; 30) exposure to potential product liability and warranty claims; 31) our ability to effectively assess, manage and integrate acquisitions that we pursue, including our ability to successfully integrate the Asco business and generate synergies and other cost savings; 32) our ability to consummate our announced acquisition of Asco in a timely matter while avoiding any unexpected costs, charges, expenses, adverse changes to business relationships and other business disruptions for ourselves and Asco as a result of the acquisition; 33) our ability to continue selling certain receivables through our supplier financing program; 34) the risks of doing business internationally, including fluctuations in foreign current exchange rates, impositions of tariffs or embargoes, compliance with foreign laws, and domestic and foreign government policies; and 35) our ability to complete the proposed accelerated stock repurchase plan, among other things.

Financial advisor Manisha Thakor says the year - end holiday season is the perfect time to take three key tax - strategy steps, such as income deferral.

Whom it may benefit: This strategy works best for couples with normal to high life expectancies with similar earnings, who are planning to work until age 70 or have sufficient savings to provide any needed income during the deferral period.

The benefits of tax - deferral vehicles such as 401 (k) s and Individual Retirement Accounts are well known, and naturally a tax strategy should start by utilizing those vehicles.

Learn more about how tax deferral and other long - term investing strategies can help you pursue your retirement goals with our guide to Investing Principles.

Elite Access Advisory features traditional investments, alternative assets and strategies, tactical and risk management, and asset allocation portfolios — all optimized through the benefit of tax deferral.

Elite Access features traditional investments, alternative assets and strategies, tactical and risk management, and asset allocation portfolios — all optimized through the benefit of tax deferral.

I find far too often people are preoccupied with tax deferral at all costs rather than minimizing tax over their lifetime — which to me is a more prudent strategy for those with patience and foresight.

The benefit of tax deferral — which is not like tax savings and is only temporary — may be offset by a poor investment strategy.

In - plan investments that provide guaranteed income should be used as part of an overall allocation strategy, garnering only about 15 % to 30 % of a deferral, said Joseph Eck, vice president of the institutional solutions group for The Hartford.

Malkiel also discusses the various tax deferral and (legal) avoidance strategies that are available to US investors (IRAs, Roth IRAs, Keogh Plans, annuities).

Highly appreciated property strategies Four levels of capital taxes reviewed Benefits — Limitations of § 1031 Exchange Full deferral exchange vs partial differed exchange: agents make money both ways.

Sorting through all of the various tax - deferral and tax - exclusion strategies and structures available, including the Structured Sale, can be very confusing.

Revenue Procedure 2005 - 14 was issued and made effective on January 27, 2005 and made it possible for the first time for homeowners to use the tax - deferral mechanism of Section 1031 on their primary residence, if done in conjunction with the specific strategy delineated under the Revenue Procedure.

It is important for you to consider all of the available options before proceeding with a specific tax - deferral or tax - exclusion income tax planning strategy.

This concise overview of some of the available tax - deferral and tax - exclusion income tax strategies will assist you in evaluating the various tax options available to you and prepare you for your conversation with your legal and tax advisors.

You should always consult with your legal, tax and financial advisors to determine which tax deferral or tax exclusion strategy is the most suitable for your specific circumstances.

The federal and state capital gain and depreciation recapture tax deferral 1031 exchange strategy is recognized by the Department of the Treasury and enforced by the Internal Revenue Service (IRS).