Sentences with phrase «general tax planning»

Anthony advises on estate planning for high net worth private clients; the creation and structuring of trusts (both for individuals and professional trustees), family governance and general tax planning work.

Such a finding might arguably have been avoided, had the original owner been able to conclusively demonstrate a contemporaneous intention to transfer equitable ownership of the assets, beyond his general tax planning objectives.

For information on tax - free income, reducing taxes on Social Security, deferring taxes on retirement funds and general tax planning techniques, give us a call or contact us today.

Not exact matches

The protectionist sentiment and general uncertainty around U.S. President Donald Trump's economic plans, including the potential for a border - adjustment tax, is another reason why the Bank of Canada remains worried about exports.

Such risks, uncertainties and other factors include, without limitation: (1) the effect of economic conditions in the industries and markets in which United Technologies and Rockwell Collins operate in the U.S. and globally and any changes therein, including financial market conditions, fluctuations in commodity prices, interest rates and foreign currency exchange rates, levels of end market demand in construction and in both the commercial and defense segments of the aerospace industry, levels of air travel, financial condition of commercial airlines, the impact of weather conditions and natural disasters and the financial condition of our customers and suppliers; (2) challenges in the development, production, delivery, support, performance and realization of the anticipated benefits of advanced technologies and new products and services; (3) the scope, nature, impact or timing of acquisition and divestiture or restructuring activity, including the pending acquisition of Rockwell Collins, including among other things integration of acquired businesses into United Technologies» existing businesses and realization of synergies and opportunities for growth and innovation; (4) future timing and levels of indebtedness, including indebtedness expected to be incurred by United Technologies in connection with the pending Rockwell Collins acquisition, and capital spending and research and development spending, including in connection with the pending Rockwell Collins acquisition; (5) future availability of credit and factors that may affect such availability, including credit market conditions and our capital structure; (6) the timing and scope of future repurchases of United Technologies» common stock, which may be suspended at any time due to various factors, including market conditions and the level of other investing activities and uses of cash, including in connection with the proposed acquisition of Rockwell; (7) delays and disruption in delivery of materials and services from suppliers; (8) company and customer - directed cost reduction efforts and restructuring costs and savings and other consequences thereof; (9) new business and investment opportunities; (10) our ability to realize the intended benefits of organizational changes; (11) the anticipated benefits of diversification and balance of operations across product lines, regions and industries; (12) the outcome of legal proceedings, investigations and other contingencies; (13) pension plan assumptions and future contributions; (14) the impact of the negotiation of collective bargaining agreements and labor disputes; (15) the effect of changes in political conditions in the U.S. and other countries in which United Technologies and Rockwell Collins operate, including the effect of changes in U.S. trade policies or the U.K.'s pending withdrawal from the EU, on general market conditions, global trade policies and currency exchange rates in the near term and beyond; (16) the effect of changes in tax (including U.S. tax reform enacted on December 22, 2017, which is commonly referred to as the Tax Cuts and Jobs Act of 2017), environmental, regulatory (including among other things import / export) and other laws and regulations in the U.S. and other countries in which United Technologies and Rockwell Collins operate; (17) the ability of United Technologies and Rockwell Collins to receive the required regulatory approvals (and the risk that such approvals may result in the imposition of conditions that could adversely affect the combined company or the expected benefits of the merger) and to satisfy the other conditions to the closing of the pending acquisition on a timely basis or at all; (18) the occurrence of events that may give rise to a right of one or both of United Technologies or Rockwell Collins to terminate the merger agreement, including in circumstances that might require Rockwell Collins to pay a termination fee of $ 695 million to United Technologies or $ 50 million of expense reimbursement; (19) negative effects of the announcement or the completion of the merger on the market price of United Technologies» and / or Rockwell Collins» common stock and / or on their respective financial performance; (20) risks related to Rockwell Collins and United Technologies being restricted in their operation of their businesses while the merger agreement is in effect; (21) risks relating to the value of the United Technologies» shares to be issued in connection with the pending Rockwell acquisition, significant merger costs and / or unknown liabilities; (22) risks associated with third party contracts containing consent and / or other provisions that may be triggered by the Rockwell merger agreement; (23) risks associated with merger - related litigation or appraisal proceedings; and (24) the ability of United Technologies and Rockwell Collins, or the combined company, to retain and hire key personntax (including U.S. tax reform enacted on December 22, 2017, which is commonly referred to as the Tax Cuts and Jobs Act of 2017), environmental, regulatory (including among other things import / export) and other laws and regulations in the U.S. and other countries in which United Technologies and Rockwell Collins operate; (17) the ability of United Technologies and Rockwell Collins to receive the required regulatory approvals (and the risk that such approvals may result in the imposition of conditions that could adversely affect the combined company or the expected benefits of the merger) and to satisfy the other conditions to the closing of the pending acquisition on a timely basis or at all; (18) the occurrence of events that may give rise to a right of one or both of United Technologies or Rockwell Collins to terminate the merger agreement, including in circumstances that might require Rockwell Collins to pay a termination fee of $ 695 million to United Technologies or $ 50 million of expense reimbursement; (19) negative effects of the announcement or the completion of the merger on the market price of United Technologies» and / or Rockwell Collins» common stock and / or on their respective financial performance; (20) risks related to Rockwell Collins and United Technologies being restricted in their operation of their businesses while the merger agreement is in effect; (21) risks relating to the value of the United Technologies» shares to be issued in connection with the pending Rockwell acquisition, significant merger costs and / or unknown liabilities; (22) risks associated with third party contracts containing consent and / or other provisions that may be triggered by the Rockwell merger agreement; (23) risks associated with merger - related litigation or appraisal proceedings; and (24) the ability of United Technologies and Rockwell Collins, or the combined company, to retain and hire key personntax reform enacted on December 22, 2017, which is commonly referred to as the Tax Cuts and Jobs Act of 2017), environmental, regulatory (including among other things import / export) and other laws and regulations in the U.S. and other countries in which United Technologies and Rockwell Collins operate; (17) the ability of United Technologies and Rockwell Collins to receive the required regulatory approvals (and the risk that such approvals may result in the imposition of conditions that could adversely affect the combined company or the expected benefits of the merger) and to satisfy the other conditions to the closing of the pending acquisition on a timely basis or at all; (18) the occurrence of events that may give rise to a right of one or both of United Technologies or Rockwell Collins to terminate the merger agreement, including in circumstances that might require Rockwell Collins to pay a termination fee of $ 695 million to United Technologies or $ 50 million of expense reimbursement; (19) negative effects of the announcement or the completion of the merger on the market price of United Technologies» and / or Rockwell Collins» common stock and / or on their respective financial performance; (20) risks related to Rockwell Collins and United Technologies being restricted in their operation of their businesses while the merger agreement is in effect; (21) risks relating to the value of the United Technologies» shares to be issued in connection with the pending Rockwell acquisition, significant merger costs and / or unknown liabilities; (22) risks associated with third party contracts containing consent and / or other provisions that may be triggered by the Rockwell merger agreement; (23) risks associated with merger - related litigation or appraisal proceedings; and (24) the ability of United Technologies and Rockwell Collins, or the combined company, to retain and hire key personnTax Cuts and Jobs Act of 2017), environmental, regulatory (including among other things import / export) and other laws and regulations in the U.S. and other countries in which United Technologies and Rockwell Collins operate; (17) the ability of United Technologies and Rockwell Collins to receive the required regulatory approvals (and the risk that such approvals may result in the imposition of conditions that could adversely affect the combined company or the expected benefits of the merger) and to satisfy the other conditions to the closing of the pending acquisition on a timely basis or at all; (18) the occurrence of events that may give rise to a right of one or both of United Technologies or Rockwell Collins to terminate the merger agreement, including in circumstances that might require Rockwell Collins to pay a termination fee of $ 695 million to United Technologies or $ 50 million of expense reimbursement; (19) negative effects of the announcement or the completion of the merger on the market price of United Technologies» and / or Rockwell Collins» common stock and / or on their respective financial performance; (20) risks related to Rockwell Collins and United Technologies being restricted in their operation of their businesses while the merger agreement is in effect; (21) risks relating to the value of the United Technologies» shares to be issued in connection with the pending Rockwell acquisition, significant merger costs and / or unknown liabilities; (22) risks associated with third party contracts containing consent and / or other provisions that may be triggered by the Rockwell merger agreement; (23) risks associated with merger - related litigation or appraisal proceedings; and (24) the ability of United Technologies and Rockwell Collins, or the combined company, to retain and hire key personnel.

But in general, if your company needs the benefit of a big tax deduction, look into a nonqualified stock - option plan.

In general, this tax plan was created to help businesses by offering the tax breaks that give them more breathing room when it comes to what they pay and the profits they can collect.

The plan could also lead to a significant backlash if employers decide to ignore their general tendency not to issue pay cuts and start slashing salaries to pay for their new tax burden.

On October 24, 2010, the Minister of Finance's Office released revised estimates to the Canadian Press in response to reports that the Liberals were planning to freeze the general corporate income tax at 18 %.

The new taxes are planned to pay for road maintenance and improvement as well as general use.

The tax information and estate planning information contained herein is general in nature, is provided for informational purposes only, and should not be construed as legal or tax advice.

In releasing the report, OECD secretary - general Angel Gurría said, «Our recommendations constitute the building blocks for an internationally agreed and coordinated response to corporate tax - planning strategies that exploit the gaps and loopholes of the current system.»

His tax plans would be poisonous in the general election, he spouts off in ways that people who are not already his supporters find ludicrous, and his political organization more resembles a scheme to amass a post-election fundraising list than it does a campaign designed to win.

Green Hasson Janks specializes in audit and accounting, tax planning and preparation, and general consulting services.

The village plans to issue $ 1.5 million in general obligation bonds for infrastructure improvements within the tax - increment financing redevelopment area and for development.

Basically, the guiding principal of tax law is that you should, in general, pay the same amount of tax no matter what you do or how you structure your money, unless you employ a method explicitly approved by Congress to lower your tax burden, for specific inducements (e.g. 401k and Roth IRAs, college savings plans, health care plans, etc.).

The state legislature has a game plan: get approval for debt, gambling or additional taxes by promising they will be used for things like the environmental trust fund, the Second Avenue Subway and East Side Access, mass transit in general, and in - classroom schools.

Democratic leaders were talking with rank - and - file lawmakers about how to revise the budget plan in the wake of the statements by officials of General Electric, Aetna and Travelers concerning the $ 700 million in proposed business tax increases.

Moreover, ahead of the 2001 general election, it was widely reported that the Chancellor was planning to raise National Insurance contribution rates shortly after the election, in preference to raising Income Tax in order to fund increased NHS spending.

Gov. - elect Bill Haslam releases his first - ever state budget plan on March 1 and the General Assembly receives the latest tax collection estimates.

In the July Budget, Osborne also planned to cut tax credits, which top up pay for low - income workers, prompting claims that this represented a breach of promises made by colleagues before the general election in May.

The next year, Cuomo created a program to give homeowners checks — arriving just before the general election, to every politician's delight — if their governments stayed within the tax cap and filed efficiency plans with the state.

This year, in a speech that included applause for Cuomo's criminal justice reform efforts such as strengthening state oversight of jail and his plan to fight the federal government on the tax law, Cuomo sought to give shootouts to individual members of the Legislature and praise Attorney General Eric Schneiderman as well as DiNapoli.

But the news that Brown has U-turned on plans to scrap non-means tested tax relief on childcare following a small but significant backbench rebellion indicates he is loathe to upset the middle classes too much ahead of a general election campaign.

Signed on Monday, the $ 2.7 billion spending plan — which calls for no tax increase in the county's general fund — calls for using nearly $ 33 million from the county's sewer stabilization fund, a reserve account created when Suffolk County taxpayers approved the Drinking Water Protection Program via referendum in 1987.

This new legislative session comes shortly after General Electric announced plans to move its headquarters from Fairfield to Boston, despite last - minute efforts by Connecticut legislators last year to scale back some business taxes and appease the corporate giant.

The Erie County Industrial Development Agency approved tax breaks Ellicott Development's plans to renovate a century - old former General Electric Co. warehouse where Busti Avenue and Niagara Street intersect along Sinatra & Co.'s proposal to renovate the former Phoenix Brewery building on Ellicott and Virginia streets and Paul Kolkmeyer's concept of transforming the former Stanton Building at 251 Main St.. All are anchored by market rate apartments.

At a news conference Tuesday, Gov. Paterson was asked about gas drilling in New York as well as the plan to tax Wall Street bonuses and the charges filed against Senate Majority Leader Pedro Espada, Jr. by Attorney General Andrew Cuomo.

The plans fly in the face of Mr Cameron's instance that he would «share the proceeds of growth» between public services and tax cuts, and shadow chancellor George Osborne's statement that the Tories are unlikely to offer tax cuts at the next general election.

He also praised the AG for releasing campaign commercials prior to the official start of the general election — particularly one that called for a property tax cap, on which Paterson insisted he and Cuomo are on the same page, even though his plan calls for a four percent cap, while the AG wants a more stringent 2 percent.

«While announcing his candidacy for governor of New York, state Attorney General Andrew Cuomo released his plan to cap property tax increases, including key elements of Governor Christie's well - received plan.»

Maryland Attorney General Brian Frosh, D, announced Thursday that he will join several high - tax states planning to challenge the new federal tax law as illegal because it would «jack up» the amount many residents owe.

Unlike some other municipalities that seek to use the bed tax revenue for general fund purposes, Clifton Park plans to use the revenue — anticipated to be about $ 300,000 a year — to improve the hospitality industry.

«Comptroller DiNapoli supports Attorney General Cuomo's tax cap proposal and he strongly believes that an expanded «circuit breaker» must be an integral part of any property tax cap plan.

However, between the end of 2007 and September 2008, his popularity fell significantly; two contributing factors were believed to be his perceived change of mind over plans to call a general election in October 2007 and his handling of the 10p tax rate cut in 2008, which led to allegations of weakness and dithering.

The mayor of the city of Oswego says in general he supports Cuomo's budget plan for 2014, but the city's Common Councilors say rising costs and unfunded mandates make it hard to stay within the state's two percent tax cap.

But the budget was also notable for what was not included — mainly, the City Council Fair Fares plan, which would provide reduce priced MetroCards for low - income New Yorkers, a $ 400 million property tax rebate and an increase in the general reserve fund.

Both Labour and the Conservatives say their rivals have secret plans to raise taxes if they win the general election.

In January next year the VAT sales tax will rise from 17.5 per cent to 20 per cent - despite Conservative claims before the general election that they had no plans to raise it.

The main political parties clashed over tax and spending plans ahead of tomorrow's expected launch of the general election campaign.

Salina, NY — Attorney General Andrew Cuomo's new jobs plan sounded familiar: cut taxes for new businesses, lower energy costs, reform workers» compensation and «get businesses much - needed capital.»

«Anytime you get group of elected officials together to come up with a plan for general property tax savings is positive,» said Black Brook Supervisor Jon Douglass.

«The Tories fended off attacks on their plans to give married couples a tax break as political parties engaged in angry clashes over family policy... Mr Cameron renewed his commitment to the policy, saying he wanted to send out a message that «If you take responsibility, you'll be rewarded»... As family policy took centre stage in pre general - election skirmishes, Mr Cameron said supporting marriage was an important part of his plans to tackle Britain's «broken society».

Letter from AAAS CEO Rush Holt to Deputy Attorney General Rod Rosenstein Regarding Fingerprint Reporting Guidelines [March 28, 2018] AAAS Statement on FY 2018 Omnibus Bill Funds for Scientific Research [March 23, 2018] AAAS Statement on FY 2018 Omnibus Funding Bill [March 22, 2018] AAAS CEO Rush Holt Statement on Death of Rep. Louise Slaughter [March 16, 2018] AAAS CEO Urges U.S. President and Congress to Lift Funding Restrictions on Gun Violence Research [March 13, 2018] AAAS Statements on Elections and Paper Ballots [March 9, 2018] AAAS Statement on President's 2019 Budget Plan [February 12, 2018] AAAS Statement on FY 2018 Budget Deal and Continuing Resolution [February 9, 2018] AAAS Statement on President Trump's State of the Union Address [January 30, 2018] AAAS Statement on Continuing Resolution Urges FY 2018 Final Omnibus Bill [January 22, 2018] AAAS Statement on U.S. Government Shutdown [January 20, 2018] Community Statement to OMB on Science and Government [December 19, 2017] AAAS CEO Response to Media Report on Use of «Science - Based» at CDC [December 15, 2017] Letter from AAAS and the American Physical Society to Iranian President Hassan Rouhani Regarding Scientist Ahmadreza Djalali [December 15, 2017] Multisociety Letter Conference Graduate Student Tax Provisions [December 7, 2017] Multisociety Letter Presses Senate to Preserve Higher Education Tax Benefits [November 29, 2017] AAAS Multisociety Letter on Tax Reform [November 15, 2017] AAAS Letter to U.S. House of Representatives Ways and Means Committee on Tax Cuts and Jobs Act (H.R. 1)[November 7, 2017] AAAS Statement on Release of National Climate Assessment Report [November 3, 2017] AAAS Statement on EPA Science Adviser Boards [October 31, 2017] AAAS Statement on EPA Restricting Scientist Communication of Research Results [October 25, 2017] Statement of the Board of Directors of the American Association for the Advancement of Science on Scientific Freedom and Responsibility [October 18, 2017] Scientific Societies» Letter on President Trump's Visa and Immigration Proclamation [October 17, 2017] AAAS Statement on U.S. Withdrawal from UNESCO [October 12, 2017] AAAS Statement on White House Proclamation on Immigration and Visas [September 25, 2017] AAAS Statement from CEO Rush Holt on ARPA - E Reauthorization Act [September 8, 2017] AAAS Speaks Out Against Trump Administration Halt of Young Immigrant Program [September 6, 2017] AAAS Statement on Trump Administration Disbanding National Climate Assessment Advisory Committee [August 22, 2017] AAAS CEO Rush Holt Issues Statement On Death of Former Rep. Vern Ehlers [August 17, 2017] AAAS CEO Rush Holt and 15 Other Science Society Leaders Request Climate Science Meeting with EPA Administrator Scott Pruitt [July 31, 2017] AAAS Encourages Congressional Appropriators to Invest in Research and Innovation [July 25, 2017] AAAS CEO Urges Secretary of State to Fill Post of Science and Technology Adviser [July 13, 2017] AAAS and ESA Urge Trump Administration to Protect Monuments [July 7, 2017] AAAS Statement on House Appropriations Bill for the Department of Energy [June 28, 2017] Scientific Organizations Statement on Science and Government [June 27, 2017] AAAS Statement on White House Executive Order on Cuba Relations [June 16, 2017] AAAS Statement on Paris Agreement on Climate Change [June 1, 2017] AAAS Statement from CEO Rush Holt on Fiscal Year 2018 Budget Proposal [May 23, 2017] AAAS thanks the Congress for prioritizing research and development funding in the FY 2017 omnibus appropriations [May 9, 2017] AAAS Statement on Dismissal of Scientists on EPA Scientific Advisory Board [May 8, 2017] AAAS CEO Rush Holt Statement on FY 2017 Appropriations [May 1, 2017] AAAS CEO Statement on Executive Order on Climate Change [March 28, 2017] AAAS leads an intersociety letter on the HONEST Act [March 28, 2017] President's Budget Plan Would Cripple Science and Technology, AAAS Says [March 16, 2017] AAAS Responds to New Immigration Executive Order [March 6, 2017] AAAS CEO Responds to Trump Immigration and Visa Order [January 28, 2017] AAAS CEO Rush Holt Statement on Federal Scientists and Public Communication [January 24, 2017] AAAS thanks leaders of the American Innovation and Competitiveness Act [December 21, 2016] AAAS CEO Rush Holt raises concern over President - Elect Donald Trump's EPA Director Selection [December 15, 2016] AAAS CEO Rush Holt Statement Following the House Passage of 21st Century Cures Act [December 2, 2016] Letter from U.S. scientific, engineering, and higher education community leaders to President - elect Trump's transition team [November 23, 2016] Letter from AAAS CEO Rush Holt to Senate Leaders and Letter to House Leaders to pass a FY 2017 Omnibus Spending Bill [November 15, 2016] AAAS reaffirms the reality of human - caused climate change [June 28, 2016]

Over $ 500 million of that figure goes toward general school aids to provide property tax relief and to implement the «Fair Funding for Our Future» plan Evers has championed.

(Calif.) Grand plans that closure of a corporate tax loophole would fund a broad array of energy projects for schools and spike the state's general fund may be fizzling.

Fuel and tax will be expensive, then, and so will other running costs: tyres, brakes and general maintenance for performance cars like the S6 tend to hit hard, although Audi's fixed - price servicing plans will make the bills easier to predict.

A major exception to the general rule that inheritances are not subject to the income tax — and one that is taking on more and more importance — is that money in traditional IRAs, employer - sponsored retirement plans including 401 (k) s and 403 (b) s, and annuities is treated as income in respect of a decedent, and therefore taxed to the heir.

As a general rule, the Home Buyers» Plan (HBP) is a great way to dip into your RRSP savings for a tax - free loan that can be used as a down payment on a home.

He can assist you with retirement planning, funding a child's education, tax - efficient investing or simply general investment planning.