Sentences with phrase «income asset base»

Not exact matches

Basically, there are three core methods to value a business based on income, assets or market comparison.

U.S. - based asset managers like Federated Investors Inc. and Franklin Resources Inc. pay high effective tax rates because they qualify for fewer deductions, so they will keep more of their income.

She then worked for a couple of wealth managers with «convoluted» fee - based models based on a client's assets under management, their net worth and their earned income.

Adjusted EBITDA for 2018 excludes stock - based compensation of approximately $ 1.0 million, amortization of acquired intangible assets of approximately $ 2.1 million, depreciation expense of approximately $ 0.5 million, income tax benefit of approximately $ 0.2 million, and interest expense of approximately $ 2.0 million.

The National Association of Real Estate Investment Trusts («NAREIT») defines funds from operations («NAREIT FFO») as net income / (loss) attributable to common shareholders computed in accordance with generally accepted accounting principles in the United States («GAAP»), excluding gains or losses from sales of operating real estate assets and change in control of interests, plus (i) depreciation and amortization of operating properties and (ii) impairment of depreciable real estate and in substance real estate equity investments and (iii) after adjustments for unconsolidated partnerships and joint ventures calculated to reflect NAREIT FFO on the same basis.

The non-GAAP net income - which excludes the share - based compensation expenses and amortisation of intangible assets - compared with a consensus estimate of $ 1.17 billion based on a Thomson Reuters SmartEstimate poll of 21 analysts.

And for investors, private deals offer real income and asset appreciation that, over the past decade at least, has been elusive in the public markets, argues Jim Sand, CEO of Fast Track Capital, a registered exempt - market dealer based in St. Albert, Alta.

Income statement results improve, but only because the reporting rules permit postponing the recording of write - downs of intangibles - based assets.

The performance goals upon which the payment or vesting of any Incentive Award (other than Options and stock appreciation rights) that is intended to qualify as Performance - Based Compensation depends shall relate to one or more of the following Performance Measures: market price of Capital Stock, earnings per share of Capital Stock, income, net income or profit (before or after taxes), economic profit, operating income, operating margin, profit margin, gross margins, return on equity or stockholder equity, total shareholder return, market capitalization, enterprise value, cash flow (including but not limited to operating cash flow and free cash flow), cash position, return on assets or net assets, return on capital, return on invested

«Non-GAAP Income from Operations» is defined as our non-GAAP income from operations (revenues less cost of revenues and operating expenses, excluding the impact of stock - based compensation expense and amortization of acquisition - related intangible assets), as adjusted to exclude certain acquisitions and not including the impact of amounts payable under the Kokua BonusIncome from Operations» is defined as our non-GAAP income from operations (revenues less cost of revenues and operating expenses, excluding the impact of stock - based compensation expense and amortization of acquisition - related intangible assets), as adjusted to exclude certain acquisitions and not including the impact of amounts payable under the Kokua Bonusincome from operations (revenues less cost of revenues and operating expenses, excluding the impact of stock - based compensation expense and amortization of acquisition - related intangible assets), as adjusted to exclude certain acquisitions and not including the impact of amounts payable under the Kokua Bonus Plan.

Building wealth is a process that involves spending less than you earn, taking the surplus and accumulating productive assets that throw off passive income, and then expanding that asset base until your passive income can provide you with the lifestyle you desire.

The idea is to use step by step strategies to set up an income producing asset base for yourself.

GPB Capital is a New York - based alternative asset management firm focusing on acquiring income - producing private companies.

Credit is SUPER tight e.g. contracting income doesn't count, only counting 75 % of my rental income, assigning only a 1 % return on my CDs for asset based underwriting even though they are returning 3 - 4.2 %, etc..

Its Wholesale Banking segment offers commercial loans and lines of credit, letters of credit, asset - based lending, equipment leasing, international trade facilities, trade financing, collection, foreign exchange, treasury management, merchant payment processing, institutional fixed - income sales, commodity and equity risk management, corporate trust fiduciary and agency, and investment banking services, as well as online / electronic products.

The total asset base, rather than the income generated from it, is what matters most, and that was totally absent from that chart.

A non-U.S. company will be considered a PFIC for any taxable year if (i) at least 75 % of its gross income is passive income (including interest income), or (ii) at least 50 % of the value of its assets (based on an average of the quarterly values of the assets during a taxable year) is attributable to assets that produce or are held for the production of passive income.

at least 50 % of its gross assets (determined on the basis of a quarterly average) is attributable to assets that produce passive income or are held for the production of passive income.

The identified intangible assets, which include developed technology, customer relationships and trade names, were valued using income - based approaches.

Under the first of those agreements, we generally will be required to pay to the Continuing LLC Owners approximately 85 % of the applicable savings, if any, in income tax that we are deemed to realize (using the actual applicable U.S. federal income tax rate and an assumed combined state and local income tax rate) as a result of (1) certain tax attributes that are created as a result of the exchanges of their LLC Units for shares of our Class A common stock, (2) any existing tax attributes associated with their LLC Units the benefit of which is allocable to us as a result of the exchanges of their LLC Units for shares of our Class A common stock (including the portion of Desert Newco's existing tax basis in its assets that is allocable to the LLC Units that are exchanged), (3) tax benefits related to imputed interest and (4) payments under such TRA.

Kinder Morgan, on the other hand, owns primarily fee - based assets, which generate steady income irrespective of commodity prices.

The analysis will also provide a range of possible monthly income targets under poor - to - average market conditions, based on current and projected retirement income and assets.

Our Freedom Fund is comprised of all of our income - producing assets such as index - based investments, short - term reserves and a real estate property.

The borrowing party has reached its climax, concludes David Riley, head of credit strategy for London - based BlueBay Asset Management, which runs some $ 60 billion in fixed income funds.

If everyone in your group knows each other fairly well, have each member think of potential passive income streams for everyone else based on their knowledge of the person's interests and assets.

As your child grows, the Franklin Templeton age - based asset allocations will automatically reallocate a percentage of your assets from equity - oriented funds (which tend to hold more stocks) into more conservative, income - seeking funds (such as bond and money market funds).

Despite the lower incomes, they've accumulated four times more in savings than that of the average Canadian woman and have built up an average asset base that's similar to men ($ 145,000 in savings versus $ 152,900 for SMART men).

To date, virtually all the discussion has been based on very aggregate concepts such as the net interest margin, which is usually taken to mean banks» net interest income divided by their interest - earning assets.

This focus on an asset's earnings power and, in particular, the ability of assets to earn returns in excess of desired returns is the essence of my intrinsic valuation, which is based on Steven Penman's residual income model.1 The basic idea is that if a company is not earning a return in excess of our desired return, that company, like the bank account example above, deserves no premium to book value.

The company has included Cashback payouts into its Smart Contract in which token holder's revenue is decided based on the asset market price growth and the incoming fund's fixed part flowing to the crypto broker's account.

Investors seeking income solely based on current yield (with some asset class diversification mixed in) could consider these myriad higher yielding ETFs herein.

Specific debt - to - income requirements vary based on a range of criteria including loan - to - value ratio, assets used to qualify for the loan and credit history but typically a successful applicant will have a total debt - to - income ratio (including the proposed loan payment) below 43 % of monthly gross income.

To do so, GOBankingRates compared survey responses to key retirement savings benchmarks based on a savings rate of 5 percent of income and checkpoints sourced from J.P. Morgan Asset Management, as well as Census Bureau data on median incomes by age range.

Specific credit requirements vary based on a range of criteria including loan - to - value, debt - to - income ratios and assets used to qualify for the loan.

It's mainly based on parent income and assets, student income and assets, the size of your household, and the number of people currently attending college in your household.

Our Freedom Fund is comprised of the following income - producing assets: index - based investments, short - term reserves and a real estate property.

Nor have we yet deployed a comprehensive set of policies to support the rebalancing of the U.S. economy toward a growth path based more on business investment, trade and broad - based income gains than the type of asset price gains and credit - fuelled consumption, which dominated the last business cycle.

Another approach which is used in U.S. state and local taxation by virtue of an interstate compact, is to have entities (or consolidated groups of corporations) prepare one tax return for the entire world and then to allocate pro-rata percentages of that global return to different jurisdictions based upon a handful of factors that are relatively hard to manipulate and bear a meaningful relationship to where income is earned such as sales, employment and the location of physical assets.

Also stop yourself from asking him personal questions about his assets, car and income and start asking questions to see if you have a genuine connection that is based on love and not money.

When debt or lease payments are not based on property - value but on an anticipated income stream (from ADM growth), liabilities can exceed asset value.

This figure, based on a family's income, assets, debts, and future obligations, is an estimate of what a family can be expected to pay for college.

From The Hidden Story of Partition and its Legacies: «90 % of the subcontinent's industry, and taxable income base remained in India, including the largest cities of Delhi, Bombay and Calcutta,» while, «Pakistan won a poor share of the colonial government's financial reserves - with 23 % of the undivided land mass, it inherited only 17.5 % of the former government's financial assets.»

Although the EFC formula is adjusted from year to year, in general it incorporates 20 % of a student's assets (money, investments, business interests, and real estate); 50 % of a student's income (after a $ 6,420 threshold); 2.6 % to 5.6 % of the parents» assets (not including the family house and retirement assets owned by parents or child); and 22 % to 47 % of a parent's income (based on a sliding scale).

Fixed income ETFs attracted another $ 1.4 billion in May, largely into broad - based core exposures, bringing the full amount of assets in fixed income ETFs in Canada to over $ 5.5 billion year - to - date.

Vancouver - based portfolio manager Adrian Mastracci, of Lycos Asset Management, says it's rare to have the kind of portfolio that could generate $ 50,000 of dividend income and not also have other kinds of income (notably employment or pension income).

I'm going to have at least five years of fixed income sources or maybe seven years or 10 years,» really depending on the person, and what their overall asset base looks like and so on and so forth it's very specific to that individual.

Assuming your RRSP is maxed out, there is one overarching principle to keep in mind when deciding where to hold securities, says Matthew Ardrey, vice-president at Toronto - based wealth management firm T.E. Wealth: «Place the asset class that generates the most tax - efficient income in the non-registered account first, due to the dividend tax credit and capital gains treatment.»

A tax base is a total amount of assets or income that can be taxed by a taxing authority, usually by the government.

Based on your specific situation, your lender is in the best position to answer this question, but at a minimum you will need your current mortgage information and evidence of your assets and income.

A tax base is defined as the measurement or assessment of a tax liability or the total assessed value of assets, properties or income in a certain area or jurisdiction.