Sentences with phrase «income tax considerations»

Ms. Divya has given IRR for endowment policy with and without service tax and income tax considerations.

Given the important role played by tax advisors and other individuals involved in transactions affected by income tax considerations, Parliament enacted s. 163.2 of the Income Tax Act, R.S.C. 1985, c. 1 (5th Supp.)

Income tax consideration.

Not exact matches

When considering a business sale, a company owner typically faces a daunting intersection of several planning issues related to deal structure decisions, legal and regulatory considerations, income - tax minimization planning, wealth transfer, philanthropic strategies and capital - sufficiency analysis.

If you're a big spender, that can become a weighty consideration, says Gavlak, but even those that spend frugally can feel a pinch at the grocery store when sales taxes eat into a fixed income.

-LSB-...] several commenters mentioned in my Passive Income Rankings post, tax considerations is a huge part of returns.

The bottom line is that everyone needs to take into the consideration the most important — and often overlooked — factor: state income taxes.

The Trump plan mentions consideration of rules to prevent pass - through owners from converting what would otherwise be higher taxed compensation income to lower - taxed small business income.

Accordingly, prospective investors should consult with their own tax advisors regarding the U.S. federal, state, local, non-U.S. income, and other tax considerations of acquiring, holding, and disposing of shares of our Class A common stock.

In addition, this discussion does not address the impact of the Medicare contribution tax on net investment income or tax considerations applicable to an investor's particular circumstances or to investors that may be subject to special tax rules, including, without limitation:

This discussion also does not address any tax consequences arising under the unearned Medicare contribution tax pursuant to the Health Care and Education Reconciliation Act of 2010, nor does it address any tax considerations under state, local or foreign laws or U.S. federal laws other than those pertaining to the U.S. federal income tax.

These positive earnings drivers were more than offset by the combined impact of several factors, including increased energy - related provisions for credit losses, a 17 basis point decline in net interest margin, moderate growth of non-interest expenses, the addition of acquisition - related contingent consideration fair value changes reflecting performance within CWB Maxium Financial (CWB Maxium), higher preferred share dividends, and the 20 % increase to CWB's income tax rate in Alberta.

There are also tax considerations to keep in mind: When TIPS» principal value is adjusted upward because of inflation, the IRS considers the increase to be taxable income.

Your employer won't take your spouse's income into consideration when figuring your Medicare tax withholding, but you can use IRS Form W - 4 to have an additional amount deducted from your pay to cover the extra 0.9 % tax on the amount by which you and your spouse exceed the combined income threshold.

This is a fundamental question that, among other considerations, determines the taxes entrepreneurs will pay on business profits and personal income.

In fact, a confluence of positive developments is highlighting why muni bonds may be worthy of consideration by many fixed - income investors, regardless of their tax bracket.

On the basis of these figures, when population and taxes are taken into consideration, giving to religion as a percentage of income declined over these years from 1.29 percent to 0.84 percent — a decline of 35 percent from the 1968 base.

By taking into consideration taxes and population changes we can calculate from AAFRC data that Americans gave 1.35 percent of income to religion in 1968, and 1.25 percent in 1995 — a decline of 8 percent between 1968 and 1995.

Dismantle welfare programs which subsidize mundane expenditures sensitive to considerations of amenity — food coupons, housing vouchers, utility subsides, & c. Straightforward income redistribution through a negative income tax will suffice.

This is a fair point, and I probably should have given it some consideration above in that: I do not think that the choice is between income tax on «me» (my employer, actually) and income tax on my consumption.

More meaningful proposals, like cutting the tax rate for capital gains (which are now treated as ordinary income) haven't won serious consideration.

He backs a measure now under consideration here to encourage greater public participation by requiring large publicly - traded corporations operating in Illinois to disclose their state income tax payments.

The individual was an independent financial planner in Canada for about 15 years (investments, insurance, taxation - he knows it), but the business has been all but wrapped up, partly due to conscious choice based on tax considerations, where taxation on the extra income made it not worthwhile.

In fact, a confluence of positive developments is highlighting why muni bonds may be worthy of consideration by many fixed - income investors, regardless of their tax bracket.

If you decide to sell the cottage to your children, be advised the Income Tax Act provides for a five year capital gains reserve and thus, consideration should be given to having the terms of repayment spread out over at least over five years.

The increased tax liability investment income generates is a serious consideration, regardless of your tax bracket, and not all investment income is taxed equally.

When you invest in property, you should give some consideration to how much tax you might pay on the rental income.

If it is a consideration, usually it ties back to the expectations for your income taxes and whether or not you expect to have a refund or a balance owing.

If you file your taxes jointly, your spouse's income and eligible loan debt will be taken into consideration.

Schroders» fixed income strategies span the risk return spectrum and can address a wide range of investment objectives, income considerations and tax challenges, covering:

Another consideration, Jeff, is that even if your wife can take the withdrawal out and have the income taxed in her name and offset by her federal and provincial basic personal amounts, your tax return will be impacted.

portfolio customization to better meet specific client needs such as monthly income, tax considerations, etc...

Jordan: I guess what I'm getting at is that if taxes are your consideration, then there are other ways of realizing income at the hands of the child.

The only reason selling is a strategy at all is because of a need for liquidity, rebalancing, or tax considerations; you can achieve some significant results selling your losers and taking the capital loss to offset gains or income.

Tax loss harvesting, short / long term capital gain consideration, and your income tax bracket are some of the important factors to considTax loss harvesting, short / long term capital gain consideration, and your income tax bracket are some of the important factors to considtax bracket are some of the important factors to consider.

Similarly, a taxpayer who receives foreign income is entitled to a foreign tax credit to take into consideration foreign taxes paid and to avoid double taxation.

In addition, I seek out to build a dividend portfolio after - tax for consideration of increasing our income.

• If a borrower is married, both spouses» incomes will be taken into consideration, whether they file their taxes as married or separately.

Physicians and other high - income earners have some additional considerations to know about at tax time.

Because these are non-IRA, non-tax deferred assets, income taxes are an important consideration for an ESPP.

If the seller is a resident of Maine at the time of the sale, if the consideration is less than $ 50,000 (see note below) or if the capital gain is not recognized for federal or Maine income tax purposes, withholding is not required.

It says that «A U.S. holder's receipt of the merger consideration in exchange for shares of our common stock will generally be a taxable transaction for U.S. federal income tax purposes.»

«Depending on your marginal tax rate, this pension tax credit will reduce or eliminate the incremental tax otherwise owing on the additional $ 2,000 of qualifying income annually, to the extent that you are not otherwise taking advantage of this credit with other income,» says BMO in a document titled RRIFs — Tips and Considerations.

According to The Student Loan Report, U.S. Rep. Bonamici claimed that the report ignored important considerations such as projected income and tax revenue of the borrowers participating in an IDR program with student loan forgiveness.

For the vast majority of investors, TAVF included, credit worthiness is a far more important consideration than after - tax returns when investing for income.

Tax efficiency may be an important consideration because mutual funds often distribute capital gains and interest income to their unit holders at regular intervals.

Income tax planning is an important consideration.

These factors have significant income, estate and gift, and financial aid qualification considerations that should be discussed in detail with your tax advisor before any decision is reached on liquidating UGMA / UTMA assets and investing them in a Franklin Templeton 529 college savings plan.

One of the other considerations is that borrowing to invest is great from a tax perspective, but as a young guy, your income probably isn't in the highest bracket, so you won't be able to benefit from this (as much as a 50 year old medical doctor might for example).

While the Delperos understand that the RRSP is often the best retirement account for high - income earners because of the immediate tax refund, they have other considerations.