Sentences with phrase «of tax planning opportunities»

Take advantage of any tax planning opportunities that may be available to you before the December 31 deadline.

Many pre-retirees fail to realize the myriad of tax planning opportunities that present themselves in the lead - up to retirement.

Many pre-retirees fail to realize the myriad of tax planning opportunities that present themselves...

Many pre-retirees fail to realize the myriad of tax planning opportunities that present themselves in the lead - up to retirement.

Not exact matches

Regardless of whether you have a pass - through entity such as an LLC or a corporation, it is important to understand that your entity structure has tax - planning opportunities, and it is always prudent to seek the advice of a tax lawyer or accountant on the best way to pay the lowest legal tax.

The numerous changes to the tax code provide a lot of income - tax planning opportunities, which can translate into more retirement savings.

That's the reason to look at the often - overlooked planning opportunity of electing to be taxed as a corporation.

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.

Before the end of the first quarter of the relevant fiscal year, the Committee establishes financial and performance targets and opportunities for such year, which are based upon the Company's goals for Earnings Before Interest Taxes Depreciation and Amortization (EBITDA) and are linked to our budget and plan for long - term success.

Examples of forward - looking statements include, but are not limited to, statements we make regarding the Company's plans, assumptions, expectations, beliefs and objectives with respect to store openings and closings; product introductions; sales; sales growth; sales trends; store traffic; retail prices; gross margin; operating margin; expenses; interest and other expenses, net; effective income tax rate; net earnings and net earnings per share; share count; inventories; capital expenditures; cash flow; liquidity; currency translation; growth opportunities; litigation outcomes and recovery related thereto; the collectability of amounts due under financing arrangements with diamond mining and exploration companies; and certain ongoing or planned product, marketing, retail, manufacturing, information systems development, upgrades and replacement, and other operational and strategic initiatives.

For many taxpayers, the changes made by the legislation present a host of tax planning challenges and opportunities going forward.

Retirees who have tax credits and deductions that more than cancel out all of their taxable income can use this opportunity to convert some or all of their traditional IRA and qualified plan balances to Roth IRA accounts.

Waterloo, ON (October 20, 2017)-- The leaders of Canada's fastest growing technology companies welcome the opportunity to engage and be consulted by the Department of Finance on the Government of Canada's proposed Tax Fairness plan.

If you own stocks or mutual funds in a non-retirement account and some of them have unrealized long - term gains, you have a tax planning opportunity.

The ad, entitled «Opportunity,» is pretty straight forward, hewing to the «rich vs. everyone else» argument employed to date by supporters of the Assembly Democrats» plan to continue taxing the state's wealthiest residents (in this case, actual millionaires and not simply those who earn $ 200,000 or more) at a higher rate for at least the next year.

The president of SUNY Oswego, which is the largest employer in Oswego County, is watching the Tax - Free NY debate with interest and plans to explore every opportunity it offers.

Cortland County is trying to clarify New York State Property Tax Pre-Payment Plan, established by an executive order from Governor Cuomo which offers property tax payers the opportunity to pre-pay their property tax bill ahead of time to take advantage of deductions that may not be available with the new tax plTax Pre-Payment Plan, established by an executive order from Governor Cuomo which offers property tax payers the opportunity to pre-pay their property tax bill ahead of time to take advantage of deductions that may not be available with the new tax pPlan, established by an executive order from Governor Cuomo which offers property tax payers the opportunity to pre-pay their property tax bill ahead of time to take advantage of deductions that may not be available with the new tax pltax payers the opportunity to pre-pay their property tax bill ahead of time to take advantage of deductions that may not be available with the new tax pltax bill ahead of time to take advantage of deductions that may not be available with the new tax pltax planplan.

«Our plan is going to create significant, in the billions of dollars, revenue opportunities to avoid having to raise new taxes,» Giambra said.

Governor Corbett and Secretary of Education Ron Tomalis outlined four key provisions of their plan: «opportunity scholarships, expanding the Educational Improvement Tax Credits program, improved charter school quality and accountability, and more robust and comprehensive educator evaluations.»

The bill, which mirrors most of Governor Tom Corbett's educational reform plan, creates an opportunity scholarship program for low - income students, expands the current Educational Improvement Tax Credit (EITC) program to provide for a variety of options for students and families and contains several charter school reform provisions.

From centrist Democrats who think that choice should only be limited to the expansion of public charter schools (and their senseless opposition to school vouchers, which, provide money to parochial and private schools, which, like charters, are privately - operated), to the libertarian Cato Institute's pursuit of ideological purity through its bashing of charters and vouchers in favor of the voucher - like tax credit plans (which explains the irrelevance of the think tank's education team on education matters outside of higher ed), reformers sometimes seem more - focused on their own preferred version of choice instead of on the more - important goal of expanding opportunities for families to provide our children with high - quality teaching and comprehensive college - preparatory curricula.

Due to the variations in local property tax bases, the override option fails to provide «property - poor» school districts with an effective opportunity to meet their obligations under the Education Clause, education reform legislation, and the Consolidated State Plan, much less to enhance the educational opportunities of their students.

I realize that much has changed in the last few years — widespread economic hardship, cuts in state aid by both Democratic and Republican state governments, much slower than anticipated growth in property values,, the opportunity to cut staff compensation under the threat of union busting, dramatic cuts to the revenue limit base — but despite all of these changes, if you go back to the principles and the details of Partnership Plan used to sell the 2008 Operating Referendum (which passed overwhelmingly) I think you can find plenty of justification for increasing property taxes in order to achieve the mission of the district.

What we should do is make tax planning a year - round concern and position ourselves to take full advantage of the many opportunities that are available to lessen the amount that is siphoned off each year by the IRS.

Retirees who have tax credits and deductions that more than cancel out all of their taxable income can use this opportunity to convert some or all of their traditional IRA and qualified plan balances to Roth IRA accounts.

With the premium Direct Management Plan, FutureAdvisor will auto - rebalance your portfolio, look for tax saving opportunities daily, and manage all of your brokerage accounts.

Taking advantage of the 1 % interest rate on spousal loans is the No. 1 tax - planning opportunity for couples.

The combination of pretax contributions and tax - deferred accumulation creates the opportunity to build an impressive retirement fund with a 403 (b) plan, depending on investment performance.

Many IRA holders may not be aware of this strategy and as a result may be missing out on an opportunity to eliminate future taxes on their retirement plans, thereby compounding their total return.

Registered Retirement Savings Plans (RRSPs) and Tax - Free Savings Accounts (TFSAs) are two of the most common lost opportunities.

There are certain tax planning opportunities which individuals must be aware of, which were offered by both the Health Care Act and Tax Relief Act which were enacted into law in 20tax planning opportunities which individuals must be aware of, which were offered by both the Health Care Act and Tax Relief Act which were enacted into law in 20Tax Relief Act which were enacted into law in 2010.

Business owners are always advised to consider year - end tax planning opportunities such as timing of expenditures, personal compensation decisions, employee benefit offerings, and more.

401 (k) Retirement Plan - Offering employee - directed, tax - deferred savings opportunities and employer matching after one year of employment for employees hired beginning January 1, 2006.

The bottom line, though, is that the availability of the premium assistance tax credit creates a significant planning opportunity for clients.

While the scope of the 0 % long - term capital gains tax bracket is limited — it only applies for married couples up to $ 73,800 of income (after deductions) and $ 36,900 for individuals — the availability of the 0 % rate still presents significant tax planning opportunities.

Rather, you should take advantage of tax harvesting opportunities when you can but you have to consider how selling an investment might impact your taxes, investment plan, and financial goals down the road.

Wherever we see a tax - planning opportunity, we will suggest how to lessen the impact of the AMT.

Through the use of these entities in a tax deferred exchange, a wide variety of structuring opportunities become available, some of which can address an exchange clients other investment goals such as limited liability and succession planning.

Maximizing an employer - sponsored plan and IRA first allows you to take full advantage of any available company match, pretax contributions, and tax deductibility.1 Once you've reached those thresholds and would like additional retirement savings opportunities, you may want to consider contributing to a low - cost, tax - deferred variable annuity so you can add to your tax - deferred savings.

In your position with a reasonably large portfolio of non-registered investments focused on equites, you have lots of tax - planning opportunities, as well, Sarah.

Advisors and their clients face new challenges and opportunities in financial planning as the Tax Cuts and Jobs Act, passed in the final weeks of 2017, includes changes to tax rates, deductions, and many provisions of the tax coTax Cuts and Jobs Act, passed in the final weeks of 2017, includes changes to tax rates, deductions, and many provisions of the tax cotax rates, deductions, and many provisions of the tax cotax code.

I'm still looking into the best way (tax-wise) of tapping the 457 (b) during those five years and beyond (preferential tax treatment of long term capital gains and dividends may not be available for 457 (b) plans)-- and some wisdom from the MF would be great in this regard — but a 457 (b) does seem to offer unique opportunities to folks considering early retirement lucky enough to have access to this deferred compensation plan.

If you have access to an employer - sponsored plan, you should take advantage of the opportunity to accumulate tax - deferred earnings.

Magna believes there is a tremendous opportunity to increase awareness, especially in light of the recent tax reform law increasing the federal estate tax exemption, which may eliminate the need for many policies purchased as an estate planning tool.

Magna believes there is a tremendous opportunity to increase awareness, especially in light of the recent tax reform law which raised the amount to be excluded from the federal estate tax, of policy owners who previously used insurance as an estate planning tool.

The massive unpopularity of the Republican plan — 41 percent of Americans believe it is a «bad idea,» according to a Wall Street Journal / NBC News poll — may now give Democrats the opportunity to pass their own tax bill.

In some fields the gap is less pronounced; for example, the significance of tax planning constraints and opportunities is impossible to understate, particularly in difficult and sensitive times.

Today, we announced the planned divestiture of 2 businesses in the Markets division, which, when combined with the proceeds of the previously announced sales of BAR / BRI and our Scandinavian Legal and Tax & Accounting businesses, are expected to deliver approximately $ 1 billion for reinvestment in the attractive opportunities that we continue to find in our core businesses.

Represented diversified public corporation undertaking redevelopment projects on several of its business units» campuses, including counsel on related legislation and tax incentives and representation in the environmental and land use permit proceedings required to construct and renovate buildings pursuant to a master plan for creating educational, housing, entertainment, retail, and employment opportunities in a mixed - use development district.

• Nova Scotia's companies» legislation allows for the use of unlimited liability companies, which creates a number of opportunities to assist in dynamic cross-border transactions and other tax planning matters.