Sentences with phrase «developing asset plans»

Our accounting team works with our property managers and our clients, lending their expertise in developing asset plans and proactively managing assets to continually maximize ROI.

Not exact matches

Take stock of the assets you have and create a realistic plan to define your purpose, gather resources and develop market insights.

The forfeited assets would then be paid out to a charity of the trustee's choosing dedicated to the alleviation of disease and poverty in the developing world, according to the plan.

In addition to the fixed cost of setting up a trust for the assets to be shared, companies must create a written plan and communicate it to employees, as well as develop a recordkeeping system that accounts for earnings, losses, expenses and distributions, according to the Department of Labor.

The bill raises the asset threshold at which banks must comply with stricter capital and planning requirements, including yearly stress tests and developing «living wills» for an orderly liquidation in times of crisis.

UBS, which has a comprehensive plan to further develop its asset management business in China, expects to follow the stock fund with other investment options including fixed income and alternatives

These risks and uncertainties include food safety and food - borne illness concerns; litigation; unfavorable publicity; federal, state and local regulation of our business including health care reform, labor and insurance costs; technology failures; failure to execute a business continuity plan following a disaster; health concerns including virus outbreaks; the intensely competitive nature of the restaurant industry; factors impacting our ability to drive sales growth; the impact of indebtedness we incurred in the RARE acquisition; our plans to expand our newer brands like Bahama Breeze and Seasons 52; our ability to successfully integrate Eddie V's restaurant operations; a lack of suitable new restaurant locations; higher - than - anticipated costs to open, close or remodel restaurants; increased advertising and marketing costs; a failure to develop and recruit effective leaders; the price and availability of key food products and utilities; shortages or interruptions in the delivery of food and other products; volatility in the market value of derivatives; general macroeconomic factors, including unemployment and interest rates; disruptions in the financial markets; risk of doing business with franchisees and vendors in foreign markets; failure to protect our service marks or other intellectual property; a possible impairment in the carrying value of our goodwill or other intangible assets; a failure of our internal controls over financial reporting or changes in accounting standards; and other factors and uncertainties discussed from time to time in reports filed by Darden with the Securities and Exchange Commission.

An advisor can help minimize an investor's tax burden in two ways: first, by efficiently allocating assets between taxable and tax - advantaged accounts; and second, when the time comes to withdraw money by developing a tax - smart distribution plan.

Most investors who develop a sound retirement investment plan start with an asset allocation between stocks and bonds that appropriately balances risk with potential reward.

5) 84 % of marketing executives say they plan on developing a process to map rich media content assets to buyer journey stage.

/ Now, with your spouse, develop a joint action plan for improving your marriage, drawing on the assets each of you has identified.

For example, they worked for the Brooklyn Borough President's Office and developed a plan to turn a 6.2 - mile stretch of 4th Avenue into a «community asset.»

The REDC competition has produced an economic strategy for each of the regions in Upstate New York by developing regional investment plans that identify existing assets, determine needs and recommend areas of opportunity.

Develop Asset Management Plans The EFA, the local councils and large academies should work together to determine long - term investment needs (say over 25 years) for the schools estate and develop whole - life - value optimised five - year asset management plans at an individual school, council and national - Develop Asset Management Plans The EFA, the local councils and large academies should work together to determine long - term investment needs (say over 25 years) for the schools estate and develop whole - life - value optimised five - year asset management plans at an individual school, council and national - leAsset Management Plans The EFA, the local councils and large academies should work together to determine long - term investment needs (say over 25 years) for the schools estate and develop whole - life - value optimised five - year asset management plans at an individual school, council and national - lePlans The EFA, the local councils and large academies should work together to determine long - term investment needs (say over 25 years) for the schools estate and develop whole - life - value optimised five - year asset management plans at an individual school, council and national - develop whole - life - value optimised five - year asset management plans at an individual school, council and national - leasset management plans at an individual school, council and national - leplans at an individual school, council and national - levels.

We work with your subject matter experts to design and plan your course and develop all project assets in line with your unique needs.

To respond to this need for actionable knowledge at the local level, IDRA has developed a web - based portal that can be used by community - school partners as they craft a shared vision; assess local needs and assets; identify proven practices that strengthen school holding power; develop ways to implement, monitor and evaluate local actions plans; and build inclusive enduring partnerships to sustain momentum and action.

CLPS helps community members, leaders, and institutional representatives conduct needs and asset assessments, plan programs, develop youth / adult partnerships, and provide technical assistance and learning support designed to articulate community learning agendas.

The purpose of the Assessment and Planning Tool for STEM in Expanded Learning Programs is to help programs assess existing STEM learning opportunities and assets, determine where you are on the OST program STEM pathway and identify next steps to move along the pathway, and develop your STEM program plan.

Utilizing these assets can allow teachers to develop their own educational plans while continuing their employment at Vermont schools.

The WV Council on STEM makes three strong recommendations: 1) Develop local capacity for STEM education across the state by establishing 3 - 5 Regional STEM Network HUBS; 2) Strengthen the public's awareness of STEM as a vital economic development advantage for quality job growth through an aggressive public engagement plan; and 3) Establish a virtual STEM clearinghouse to review current STEM resources and assets across the state to ensure alignment and eliminate redundancy.

The theory of positive deviance is an asset - based, problem - solving, and community - driven approach that enables the community to discover successful behaviors and strategies from within and develop a plan of action to promote their adoption by all concerned.

Develop a plan that operationalizes the four pillars in ways that address local assets and needs, keeping in mind that the context of schools and communities may change over time.

Not less often than every 4 years, the Secretary shall review and recertify that the process used by a State to develop and maintain the State asset management plan for the National Highway System meets the requirements for the process, as established by the Secretary.

In addition to helping investors prepare for the escalating costs of health care in retirement, Fidelity offers education on a broad range of retirement savings issues, including: asset allocation in 401 (k) s, 403 (b) s and IRAs, developing a retirement income plan, and how to rollover a 401 (k).

To deal with risk, people diversify their investments and develop a mixture of assets that match the risk they think is appropriate given how they plan to use the money.

«StoryLine has helped reinvent the delivery of participant - level plan advice, customized in a way that allows individuals to select not only the most appropriate path to retirement, but also to develop a more holistic picture through the inclusion of outside assets,» says Beau Adams, EVP at BCG.

If you feel you require more assistance than an online program provides — say, help in developing a retirement income plan or deciding whether to convert a traditional IRA to a Roth — you can always find an adviser who's willing to work for an hourly fee rather than charge a percentage of assets year after year.

Determine your current financial situation by reviewing your income, assets, and liabilities, evaluating your tax obligations and helping to develop your estate plan.

Chapter 13 allows you to keep your assets, and you develop and present a payment plan to a bankruptcy trustee.

I would consider all the retirement accounts as one big portfolio, develop an overall plan and asset allocation, then buy specific funds in each account according to that master plan.

The firm engages in acquiring, planning, developing, managing, repositioning and monetizing of real estate assets.

While it is crucial for you to develop a smart retirement plan that includes a mixture of assets such as CDs, stocks, and bonds, it's just as important to invest in yourself.

Well, bjk, let's see what develops — personally, I think Fortress need to be making plans for a $ 3 + bio fund focused on European distressed assets, among other fund - raising opps.

When developing an asset allocation plan, it is important to not only diversify sectors that equities fall into, but also the size and value of the companies.

This personal financial information will be used by your financial advisor, in conjunction with our software, to develop financial, asset allocation, and income plan (s) or analyses for you.

An advisor helps minimize your tax burden in 2 ways: by efficiently allocating assets between taxable and tax - advantaged accounts and by developing a tax - smart distribution plan for withdrawing money in retirement.

The next part of planning your asset allocation is to develop an overall look to your portfolio.

Once you have started saving, it is essential you develop an asset allocation plan to maximize your returns based on your tolerance for risk and time horizon.

We perform a comprehensive analysis of your retirement assets, employment benefits and Social Security, and then develop a plan to maximize and protect your wealth.

With a focus on developing good processes to minimize human error and providing step - by - step instructions, the book will walk you through the elements of managing your financial future: how to determine an appropriate asset allocation, devise a savings plan, stick to it, track your investments, and deal with the taxes.

According to our research, an advisor can help minimize an investor's tax burden in two ways: first, by efficiently allocating assets between taxable and tax - advantaged accounts; and second, when the time comes to withdraw money, such as for retirement, by developing a tax - smart distribution plan.

We recommend to our clients that they invest in such mutual funds in accordance with their chosen asset allocation plan and policies developed in consultation with us.

In developing the series of salary multipliers corresponding to age, Fidelity assumed age - based asset allocations consistent with the equity glide path of a typical target date retirement fund, a 15 % savings rate, a 1.5 % constant real wage growth, a retirement age of 67 and a planning age through 93.

Ascensus developed a web - based tool — available at alwayshaveaplan.com — that allows advisers to quickly run a custom pricing comparison for their clients» plans based on factors such as plan assets and participant count and how the plan pays its recordkeeping fees.

The Oceans Edge community that was developed on the 100 acres site at Grand Chancellor Palm Cove Resort has been carefully planned to preserve the pristine environment which is naturally Palm Cove, it is of course the development's greatest asset.

While not yet producing in the Arctic, China has bought a number of international oil assets, including projects in the Arctic, which it plans to develop in the future.

At Fernandez & Karney, our skilled asset protection lawyers have decades of combined experience helping clients develop and execute asset protection plans.

A skilled Nome payroll tax lawyer will help develop a plan of attack to protect your rights and your assets.

«The Irwin Mitchell team's experience in the UK asset based lending market played a key part in developing a combined package for the customer which provided a sophisticated solution for the financing of the transaction and for their future investment plans.»

David helps families develop comprehensive plans including complex charitable, retirement, and tax planning strategies while paying attention to often - overlooked items such as planning for digital assets or pets.