Sentences with phrase «include investment interest»

These expenses include investment interest expense (not interest from your mortgage), investment advisory and brokerage fees, expenses related to rental and royalty income, tax - preparation fees, state and local income taxes, and fiduciary fees (for an estate or trust).

Typically this will be mortgage interest and mortgage insurance premiums, but it could also include investment interest

However, business interest does not include investment interest, and business interest income does not include investment income, within the meaning of Sec. 163 (d).

Not exact matches

Bezos also has interests outside of Amazon, including investments in his privately owned space company Blue Origin, which successfully launched its first spacecraft in 2015, and The Washington Post, the newspaper he bought in 2013.

the impact of investment (including changes in interest rates), economic (including inflation, recent changes in tax law, rapid changes in commodity prices and fluctuations in foreign currency exchange rates) and underwriting market conditions;

«KPCB discriminates against [Ellen Pao] and other women by failing to promote them comparably to men, by compensating them less than men through lower salary, bonus and carried interest, by restricting the number of investments that women are allowed to make as compared to men, by failing to include junior women from meetings and discussions, by failing to provide equivalent sponsorship of women as of men, by failing to include junior women comparably to junior men in the interview process, and by failing to provide opportunities for visibility and success inside and outside the firm for women as compared to men.»

In fact, the $ 7.52 billion that the industry paid in 2015 is a slight uptick from 2014, when firms paid $ 7.49 billion (these figures include about $ 1 billion in investment interest).

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 personnel.

That includes killing the 3.8 percent net investment income tax (paid on dividends, interest and capital gains) and the 0.9 percent Medicare payroll tax surcharge.

Companies including Salesforce.com (crm), Walt Disney (dis) and Alphabet's Google (goog) have shown interest in Twitter, which is working with investment banks to evaluate its options, according to people familiar with the matter.

That would include measures such as low - interest investment in infrastructure and more assistance for smaller companies that want to do business abroad.

Managers need to remember that motivation encompasses a wide variety of tactics including common interests, individual investment in growth, shared voice, and positive words of encouragement.

Through the third quarter of 2015, 63 percent of donations to investment giant Fidelity Investments» Fidelity Charitable were appreciated assets, which include publicly traded securities and non-publicly traded assets, such as private - equity interests, private business shares and real estate.

One interesting source of statistics is a new Web site, www.privateraise.com, that tracks all kinds of deals in the capital marketplace, including the PIPEs (private investments in public equities) that attract funds that otherwise might have gone to private companies like HealthHelp.

Bezos also has interests outside of Amazon, including investments in his privately owned space company Blue Origin, which

A good board leaves its own desires and its selfish concerns at the door and works together to reach the best decisions for the company rather than pushing or promoting choices that serve other outside interests -; including, sometimes, a board member's own investment objectives.

The company also holds a majority interest in CT Real Estate Investment Trust (TSX: CRT.UN), which acquired most of the company's real estate last year, and operates a financial services division which includes credit cards.

I would be interested in knowing why you did not include county's tax lien investments.

This is where most news outlets sit today, still — they've come to understand that bitcoin is a burgeoning technology that has interest and investment, and they are covering it a bit more often, but when they do, they are careful to hedge their bets by including the downside of, or skepticism around, any news or investment in the space.

«In Canada as in the U.S. and Europe, the most common question investment consultants are asked by clients about ESG is whether an ESG - based approach will negatively impact investment performance,» said Andrew Sweeney, Institutional Portfolio Manager at RBC Global Asset Management Inc. «This and other data from the survey reveal a high level of interest and curiosity about responsible investing, including areas of significant uncertainty.

Under normal market conditions, the Near - Term Tax Free Fund invests at least 80 percent of its net assets in investment grade municipal securities whose interest is free from federal income tax, including the federal alternative minimum tax.

The state of Gujarat has attracted attention from several multinationals, including Nortel Networks, interested in making information technology and telecommunications - related investments.

Under the Bonus Plan, our compensation committee, in its sole discretion, determines the performance goals applicable to awards, which goals may include, without limitation: attainment of research and development milestones, sales bookings, business divestitures and acquisitions, cash flow, cash position, earnings (which may include any calculation of earnings, including but not limited to earnings before interest and taxes, earnings before taxes, earnings before interest, taxes, depreciation and amortization and net earnings), earnings per share, net income, net profit, net sales, operating cash flow, operating expenses, operating income, operating margin, overhead or other expense reduction, product defect measures, product release timelines, productivity, profit, return on assets, return on capital, return on equity, return on investment, return on sales, revenue, revenue growth, sales results, sales growth, stock price, time to market, total stockholder return, working capital, and individual objectives such as MBOs, peer reviews, or other subjective or objective criteria.

The potential for China to acquire cutting - edge European technology or convert critical infrastructure investments into strategic assets — including the potential for dual - use of assets such as ports — might also pose long - term challenges to U.S. interests, especially as U.S. - China competition intensifies.

Investments in fixed - income securities, including municipal securities, are subject to interest rate, credit / default, liquidity, inflation, prepayment, extension and other risks.

Acquisition: All broadcasting assets of Canwest Global Communications Corp., including the acquisition of 100 % of the over-the-air and specialty television businesses of Canwest, including all of Canwest's equity interests in CW Investments Co..

The risk oversight responsibilities of the Finance Committee include oversight of market, interest rate, liquidity and funding risks, as well as equity exposure and fixed income investments.

Our Global Market Strategies segment, established in 1999 with our first high yield fund, advises a group of 46 active funds that pursue investment opportunities across various types of credit, equities and alternative instruments, including bank loans, high yield debt, structured credit products, distressed debt, corporate mezzanine, energy mezzanine opportunities and long / short high - grade and high - yield credit instruments, emerging markets equities, and (with regards to certain macroeconomic strategies) currencies, commodities and interest rate products and their derivatives.

Over the lifetime of this investment, an extra 1 % in fees will result in a loss of almost $ 154,000 — and that's not even including what you would have earned, with compound interest, if that money had been invested in your plan.

The investment team looks at many factors when assessing risk for each proposed bond, including but not limited to, issuer specific credit risk, sector risk, interest rate risk, and liquidity risk.

The risks associated with bond investments include interest rate risk, which means the prices of the fund's investments are likely to fall if interest rates rise.

Some didn't make the final bill and remain unchanged — including capital gains rules for the sale of a primary residence, deductions for student loan interest, treatment of tuition waivers, adoption assistance, investment interest, teachers» out - of - pocket expenses, and the credit for electric car purchases.

Having the flexibility to invest globally in any country or currency, including emerging markets, allows the investment team to take advantage of prevailing macroeconomic trends, opportunities in interest rates, currencies and sovereign credit to create a competitive advantage.

The criteria used to select which companies are included in the case studies was not financial performance based and nothing presented herein is intended to constitute investment advice and under no circumstances should any information provided herein be used or considered as an offer to sell or a solicitation of an offer to buy an interest in any investment fund managed by Sapphire Ventures.

A rising interest rate environment is wreaking havoc on many sectors, including real estate investment trusts.

Represented a manager of renewable energy, energy efficiency, and sustainability investments in all aspects of its business, including a management company recapitalization, the continuous public offering of its fund client's interests, and an adviser examination by the SEC.

To manage the risk exposure, the Company invests cash, cash equivalents and short - term investments in a variety of fixed income securities, including short - term interest - bearing obligations, including government and investment - grade debt securities and money market funds.

Other risks mentioned by the Report include fluctuations of interest rate and exchange rate; instable oil and commodity prices; deepening credit crisis; raising Sino - Canada trade friction; unfamiliar investment restrictions, laws and policies; crime and public safety, etc..

The report suggests that combining human rights priorities with broader Canadian strategic interests — including trade and investment policies — can support a prosperity strategy that strengthens Canada's influence in the region.

Junction's carried interest ranges from 10 to 20 % on each project which can include one or more movie investments.

The U.S. trade actions include imposing restrictions on Chinese investment and tariffs on some $ 62 billion worth of Chinese imports, prompting China to say the country will defend its interests.

Anyone with the slightest interest in gold as an investment asset (and these days that should include everybody) will find interesting information in this report, which can serve as a highly useful «gold reference manual».

Favourable attributes associated with boutiques include: 1: Managers who think independently 2: A lack of benchmark - hugging 3: A reasonable, incentive - based remuneration 4: Less run by committee, meaning decisions can be made quickly 5: Less bureaucracy and company politics to deal with than at big firms 6: Higher level of employee ownership and investment in own funds, aligning employee and client interests 7: Lower staff turnover

This is evident in a number of developments, including: increased demand for higher - risk assets; the increase in «carry trades» — a form of gearing where funds are borrowed short - term at low interest rates and invested in higher - yielding assets, often in other countries; growth in alternative investment vehicles such as hedge funds; and growth in alternative investment strategies such as selling embedded options (see Box A).

Gary Kaltbaum, an investment advisor, was a guest on Benzinga's PreMarket Prep Monday to talk about many topics that interest investors, including the state of the IPO market in 2016.

In addition, the SFC has noticed that with the growing interest in cryptocurrencies, other forms of cryptocurrency - related investment products are available to investors in Hong Kong, including cryptocurrency options, swaps and contracts for differences.

Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors.

The investment world is skewed by the latest round of monetary policy experimentation by the Fed, including years of artificially low interest rates and trillions of dollars in «massive asset purchases,» to paraphrase former Fed Chairman Ben Bernanke.

They entail significant risks that can include losses due to leveraging or other speculative investment practices, lack of liquidity, volatility of returns, restrictions on transferring interests in a fund, potential lack of diversification, absence and / or delay of information regarding valuations and pricing, complex tax structures and delays in tax reporting, less regulation and higher fees than mutual funds.

Medicare Surcharge Tax Effective Jan. 1, 2013, singles with an adjusted gross income (AGI) of more than $ 200,000, and those married filing jointly with an AGI of more than $ 250,000, are now subject to an additional 3.8 % Medicare surcharge tax on investment income, which includes all capital gains, interest and dividends.