Sentences with phrase «market value of the assets»

Further, while private foundations are subject to an annual payout of 5 percent of the market value of their assets, donor - advised funds aren't held to the same rules.

The term «applicable educational institution» refers to an educational institution which a) had at least 500 students during the preceding taxable year; b) the aggregate fair market value of the assets of which at the end of the preceding taxable year (other than those assets which are used directly in carrying out the institution's exempt purpose) is at least $ 500,000 per student of the institution; and c) more than 50 percent of the students are located in the United States.

The «charitable remainder» portion of the trust — that which ultimately will benefit the School Nutrition Association and its members through the School Nutrition Foundation — must be at least 10 % of the initial fair market value of the assets irrevocably transferred to the trust.

The problem, it seems, is «haircuts» — the amounts subtracted from the market value of assets, such as government bonds, that are used as security when a bank borrows cash from another bank.

The cause, it seems, are «haircuts ``, Wall Street jargon for the amount subtracted from the market value of an asset, such as a government bond, that is used as security when a bank borrows cash from another bank.

In considering diminished capital and credit opportunities, recipients will examine factors relating to the personal financial condition of any individual claiming disadvantaged status, including personal income for the past two years (including bonuses and the value of company stock given in lieu of cash), personal net worth, and the fair market value of all assets, whether encumbered or not.

It does not have anything to do with the market value of the asset.

Whether or not you made money can get even trickier if your ACB is lower than the current market value of the asset.

The wealth effect is the tendency to spend more as the market value of the assets of a person rises.

A measure of how much and how often the market value of an asset tends to move up and down.

This value refers to total market value of assets managed by a mutual fund.

The cash stream an asset pays to the investor, as a percentage of the current market value of the asset.

You are also obligated to withdraw a minimum amount of money from your RRIF every year, a figure that's arrived at annually through an formula that takes into account your age and the market value of your assets.

fair market value of all assets owned by the deceased, minus funeral expenses, debts owed by the deceased, and assets passed to a surviving spouse

In years when the estate tax applies, the basis of assets held by the decedent is adjusted to the fair market value of the assets on the date of death, so that heirs can sell assets at that value without reporting a capital gain.

The contract is a legally binding agreement, no matter what the market value of the asset is.

The fair market value of all your assets has to be less than your total debt for insolvency, and you're limited to the amount of insolvency.

FACT: If the transfer of assets is made after there is tax owing, your spouse will share your responsibility for paying the tax, up to the fair market value of the assets he or she received from you.

That increased value might not always be exactly recognized the market at all times (leading to the aforementioned volatility), but the price of your stocks (and thus the market value of your assets / portfolio) should increase over the long run.

The statute defines «combination» to include any merger or consolidation with an «interested stockholder,» or any sale, lease, exchange, mortgage, pledge, transfer or other disposition, in one transaction or a series of transactions with an «interested stockholder» having; (1) an aggregate market value equal to 5 percent or more of the aggregate market value of the assets of the corporation; (2) an aggregate market value equal to 5 percent or more of the aggregate market value of all outstanding shares of the corporation; or (3) representing 10 percent or more of the earning power or net income of the corporation.

But the CFO has specifically noted NTR's breakdown of reported net assets «Represents book values only does not represent potential market value of assets» — see page 3 of the latest shareholder presentation:

Account Market Value is the daily weighted average market value of assets held in the Advisory Account during the quarter after the close of business on the last trading day of the quarter.

However, like most holding companies, Dundee typically trades at a discount to the market value of the assets it held.

Invest more than 25 % of the market value of its assets in the securities of companies engaged in any one industry.

Their liabilities will reprice little as they raise rates, while the market value of their assets will fall harder if the yield curve moves in a parallel shift.

The calculation of unrealized gains and losses can sometimes require guesswork, because it depends on the fair market value of an asset that has not yet been sold.

If the market value of an asset is below intrinsic value then the investor might consider owning the asset.

If the market value of an asset is above intrinsic value then the investor should choose to not own the asset.

The IRS gives donors who contribute appreciated property, like securities and real estate, two tax breaks: a charitable deduction for the full fair market value of the asset, and no capital gains tax on the transfer to American Rivers.

The value of the trust was found to be the fair market value of its assets as of the date of adjudication (after taking into account the costs of distribution and any income tax liability) and it was ordered to be divided equally between the parties.

The replacement cost can change, depending on changes in market value of the asset and any other costs required to prepare the asset for use.

Under this option, the total market value of your assets (also referred as Assets Under Management) shall be maintained between Growth Super Fund and Secure Fund in a predefined proportion that changes depending upon the years left to maturity.

But such futures were traded on platforms that are not so - called «established exchanges,» which the IRC sometimes relies on for purpose of determining market value of assets.

On the off chance I borrow against a depreciating or non-income producing asset (such as a car or personal residence), I only borrow a fraction of the conservative market value of the asset (i.e., < 50 %).

«IMPORTANT: Annual maintenance fees are based on Fair Market Values of assets - make sure you complete a FMV before year end.

Not exact matches

It's encouraging to hear BlackRock (blk) CEO Larry Fink — whose company's $ 4 trillion of assets under management make it the 800 - pound gorilla in public markets — decry the short - term focus of many investors and call on companies to lay out a «strategic framework for long - term value creation.»

Statistics include total revenues, profits, assets, stockholder's equity, market value, and number of employees.

If you have any valuable assets (i.e. inventory, equipment, vehicles, electronics, property, contracts, pending invoice payments, etc.) you may be able to sell some of these at market value to generate quick cash, or use them as collateral in obtaining a secured loan.

«As relevant today as when they first appeared nearly 75 years ago, the teachings of Benjamin Graham, «the father of value investing,» have withstood the test of time across a wide diversity of market conditions, countries, and asset classes.»

The downside of gifting assets before you die is that heirs do not get a step up to market value in the cost basis of the assets.

For instance, Olavsrud at FBB Capital Partners said that it's more advantageous to do it during a year when your income is lower or when the market is down, lowering the value of the assets in the account.

With news of Google banning cryptocurrency - related ads and the International Monetary Fund advising increased regulation on the asset, the price of Bitcoin, Ethereum, and Ripple continued their slide Thursday, wiping out about $ 499.2 billion of the market value of over 1,500 cryptocurrencies since their collective all - time high in early January.

But while teams normally do everything they can to squeeze the most value out of any asset, there may be a reason that, in this case, the Patriots took a bit less than market value to move Garoppolo to San Francisco.

There are a variety of assets that companies value, including intellectual property, exclusive customer contracts, unique service offerings, proprietary manufacturing technology and business processes or differentiated market locations.

In the course, Bunn aims to teach students simple ways to identify value in the market by using price charts as an indicator of an assets future success or failure.

This is determined by calculating the present value of its growth opportunities, which represents the proportion of market value that is not attributable to the earnings power of the existing assets and business model.

«The record levels of households reflect the significantly higher values of all asset classes post-recession,» Spectrem Group president George Walper, Jr., said in a press release, «and the recent record level of the United States markets following the presidential election has added demonstrably to the asset level of most affluent investors.»

Actual results, including with respect to our targets and prospects, could differ materially due to a number of factors, including the risk that we may not obtain sufficient orders to achieve our targeted revenues; price competition in key markets; the risk that we or our channel partners are not able to develop and expand customer bases and accurately anticipate demand from end customers, which can result in increased inventory and reduced orders as we experience wide fluctuations in supply and demand; the risk that our commercial Lighting Products results will continue to suffer if new issues arise regarding issues related to product quality for this business; the risk that we may experience production difficulties that preclude us from shipping sufficient quantities to meet customer orders or that result in higher production costs and lower margins; our ability to lower costs; the risk that our results will suffer if we are unable to balance fluctuations in customer demand and capacity, including bringing on additional capacity on a timely basis to meet customer demand; the risk that longer manufacturing lead times may cause customers to fulfill their orders with a competitor's products instead; the risk that the economic and political uncertainty caused by the proposed tariffs by the United States on Chinese goods, and any corresponding Chinese tariffs in response, may negatively impact demand for our products; product mix; risks associated with the ramp - up of production of our new products, and our entry into new business channels different from those in which we have historically operated; the risk that customers do not maintain their favorable perception of our brand and products, resulting in lower demand for our products; the risk that our products fail to perform or fail to meet customer requirements or expectations, resulting in significant additional costs, including costs associated with warranty returns or the potential recall of our products; ongoing uncertainty in global economic conditions, infrastructure development or customer demand that could negatively affect product demand, collectability of receivables and other related matters as consumers and businesses may defer purchases or payments, or default on payments; risks resulting from the concentration of our business among few customers, including the risk that customers may reduce or cancel orders or fail to honor purchase commitments; the risk that we are not able to enter into acceptable contractual arrangements with the significant customers of the acquired Infineon RF Power business or otherwise not fully realize anticipated benefits of the transaction; the risk that retail customers may alter promotional pricing, increase promotion of a competitor's products over our products or reduce their inventory levels, all of which could negatively affect product demand; the risk that our investments may experience periods of significant stock price volatility causing us to recognize fair value losses on our investment; the risk posed by managing an increasingly complex supply chain that has the ability to supply a sufficient quantity of raw materials, subsystems and finished products with the required specifications and quality; the risk we may be required to record a significant charge to earnings if our goodwill or amortizable assets become impaired; risks relating to confidential information theft or misuse, including through cyber-attacks or cyber intrusion; our ability to complete development and commercialization of products under development, such as our pipeline of Wolfspeed products, improved LED chips, LED components, and LED lighting products risks related to our multi-year warranty periods for LED lighting products; risks associated with acquisitions, divestitures, joint ventures or investments generally; the rapid development of new technology and competing products that may impair demand or render our products obsolete; the potential lack of customer acceptance for our products; risks associated with ongoing litigation; and other factors discussed in our filings with the Securities and Exchange Commission (SEC), including our report on Form 10 - K for the fiscal year ended June 25, 2017, and subsequent reports filed with the SEC.

The company has also had to take big losses related to write - downs of the value of its oil and gas assets, to reflect the lower prices these energy commodities are garnering on the open market.

As they watched the market crash during their early years, many of them became hesitant to invest in a hard asset that might not retain its value.