Sentences with phrase «estate qualifying assets»

Not exact matches

In most cases, they'll get an answer on their loan application with the same day (sometimes with the hour) without the need to collateralize a particular piece of real estate, inventory, or other had asset, making it possible for many healthy businesses that don't have collateral to qualify for a small business loan.

«If you have a high - income - producing asset like real estate or fixed income you're usually better off having this in a qualified account,» Shea said.

With growing numbers of clients with substantial portions of their assets in qualified retirement plans, it is more important than ever to understand how these unique accounts can affect their estate plans.

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.

We are qualified to assist our clients when they are in need of qualified legal advice or representation, in such legal matters concerning contracts, business formation, litigation, intellectual property including (trademarks and copyrights), real estate, taxes, estate planning, asset protection, and if the need should arise, reorganization in bankruptcy.

In this case, the purpose is NOT to limit federal estate taxes but rather to enhance the likelihood of qualifying for «need based» Medicaid benefits without having to «spend down» the estate assets.

The portfolio contains all tax - qualified REITs with more than 50 percent of total assets in qualifying real estate assets other than mortgages secured by real property that also meet certain minimum size and liquidity criteria.

This option will put your qualified assets to a bankruptcy estate for the purpose of auctioning off the property.

The QTIP trust (Qualified Terminal Interest Property trust) is designed to allow a decedent «control beyond the grave» of their assets without surrendering control of those assets to their surviving spouse - and at the same time allowing for the estate to take advantage of the marital deduction for the assets used to fund the QTIP.

To qualify as a REIT, 75 % of the company's assets must consist of real estate investments, and the company must distribute 90 % of its earnings to shareholders.

To qualify, a REIT must, among other things, invest substantially all of its assets in interests in real estate (including other REITs), cash and government securities, distribute at least 90 % of its taxable income to its shareholders and receive at least 75 % of that income from rents, mortgages and sales of property.

Assisted Personal Representative in allowing a beneficiary of the estate to purchase mom's house using beneficiary «share» of the estate as an asset, allowing beneficiary to qualify for traditional financing

The real estate transaction, which took place for a total value of approximately $ 70 million, allowed the transfer of an asset with relevant strategic and historical value, such as the Garage Traversi, to a qualified operator, that will carry on the developing process already begun by the bank, in order to define a transformation plan that will repose the asset on the market with a mixed - use destination.

Elite Index II ®: Qualifying adults ages 50 to 75 can help protect their assets and businesses from estate taxes with AG Secure Survivor GUL II.

If the couple has real estate, debt more than $ 8,000 or assets more than $ 25,000, the couple will not qualify.

We encourage a free consultation with our clients and their children if they wish so that the proper estate planning and Medicaid planning can be accomplished to qualify clients for Medicaid, protect assets from nursing homes and transfer wealth and lessen estate, and capital gain taxes.

For real estate professionals owning investment assets, newly purchased real estate assets must be held for a three - year period to qualify for capital gains treatment for carried interest.

As a real estate professional, you're most likely to be acquainted with clients using Section 1031 like - kind exchanges in commercial, agricultural, and rental real estate, but investors can also use it for heavy equipment, artwork and collectables, airplanes, trucks, livestock, and other qualifying assets.

Appraisers: Property appraisals performed by qualified appraisers are often required for financing, estate planning, divorce settlements, asset division and other purposes.

Work with a Real Estate Agent A qualified real estate professional will be an enormous asset in your sEstate Agent A qualified real estate professional will be an enormous asset in your sestate professional will be an enormous asset in your search.

What's special about his program is that it deals with an asset class that most people overlook yet that you can buy often for 5 % to 25 % of market value (so a 75 % to 95 % discount off market value) and use multiple creative selling strategies to create «no hassle», truly passive cash flow from real estate without having to talk to banks or qualifying for loans.

When you sell real estate or personal property that will be part of a 1031 exchange and you carry back an installment note (seller carry back financing) to facilitate the sale of the asset, the installment note must also be included as part of the tax - deferred exchange account held by the Qualified Intermediary in order to defer all of your income tax liabilities.

You get to list and buy a property from who ever I bought 9 properties by selling 2 properties and delayed the taxes Note: recorded in 2017 prior to 2018 tax changes a 1031 exchange avoids capital gain and depreciation recapture Drawbacks — you have to time the sale and purchase of the new asset In a sellers market you can get a good price but have trouble finding a good asset 45 day rule — you have this time period begins at the close of escrow of the first property you have to identify a list of property that they would possibly close on 180 day rule — you have this time period begins at the close of escrow of the first property you have to close on the replacement property Try to line up inventory in the pipeline Delaware Statutory Trust — you close on relinquished property and park the money goes into the exchange account with intermediary Reverse exchange — alleviates selling property and not finding anything — you can take all the time in the world to acquire the property and then sell your relinquished property, the problem is that it is costly, qualified intermediary else closes the new property, required cash to purchase new property and possibly need a L1 environmental Section 721 — donate real estate to partnership interest And exotic exchange ideas

A «Discount Solo 401k» is a Self Directed Solo 401k that has all the features of the more expensive plans, including an IRS - approved qualified plan status, a built - in Roth component, participant loan feature, maximum contribution limits, ability to invest into both traditional and alternative assets such as real estate, and direct checkbook control without the need for a custodian or an LLC.

For luxury homes, an important responsibility that falls to the real estate professional is qualifying buyers up - front — i.e., pre-screening them and making sure they have the assets to purchase the home before time is spent showing the property or entertaining an offer.

Loans to Foreign Nationals: Unlike most banks and institutional lenders, Montegra does not require borrowers who are foreign nationals to have proof of U.S. income or U.S. assets in order to qualify for a loan to purchase commercial real estate or non-owner-occupied investment properties.

Your lender must review your credit report, tax returns, paystubs, W - 2s, real estate documents, and other asset information to know what you will need to qualify.

The following list of asset classes represents interests in real estate that usually qualify as like - kind property: