Not exact matches
Important factors that could cause actual results to differ materially from those reflected in such forward - looking statements and that should be considered in evaluating our outlook include, but are not limited to, the following: 1) our ability to continue to grow our business and execute our growth
strategy, including the timing, execution, and profitability of new and maturing programs; 2) our ability to perform our obligations under our new and maturing commercial, business aircraft, and military development programs, and the related recurring production; 3) our ability to accurately estimate and manage performance, cost, and revenue under our contracts, including our ability to achieve certain cost reductions with respect to the B787 program; 4) margin pressures and the potential for additional forward losses on new and maturing programs; 5) our ability to accommodate, and the cost of accommodating, announced increases in the build rates of certain aircraft; 6) the effect on aircraft demand and build rates of changing customer preferences for business aircraft, including the effect of global economic conditions on the business aircraft market and expanding conflicts or political unrest in the Middle East or Asia; 7) customer cancellations or deferrals as a result of global economic uncertainty or otherwise; 8) the effect of economic conditions in the industries and markets in which we operate in the U.S. and globally and any changes therein, including fluctuations in foreign currency exchange rates; 9) the success and timely execution of key milestones such as the receipt of necessary regulatory approvals, including our ability to obtain in a timely fashion any required regulatory or
other third party approvals for the consummation of our announced acquisition of Asco, and customer adherence to their announced schedules; 10) our ability to successfully negotiate, or re-negotiate, future pricing under our supply agreements with Boeing and our
other customers; 11) our ability to enter into profitable supply arrangements with additional customers; 12) the ability of all parties to satisfy their performance requirements under existing supply contracts with our two major customers, Boeing and Airbus, and
other customers, and the risk of nonpayment by such customers; 13) any adverse impact on Boeing's and Airbus» production of aircraft resulting from cancellations, deferrals, or reduced orders by their customers or from labor disputes, domestic or international hostilities, or acts of terrorism; 14) any adverse impact on the demand for air travel or our operations from the outbreak of diseases or epidemic or pandemic outbreaks; 15) our ability to avoid or recover from cyber-based or
other security attacks, information technology failures, or
other disruptions; 16) returns on pension
plan assets and the impact of future discount rate changes on pension obligations; 17) our ability to borrow additional funds or refinance debt, including our ability to obtain the debt to finance the purchase price for our announced acquisition of Asco on favorable terms or at all; 18) competition from commercial aerospace original equipment manufacturers and
other aerostructures suppliers; 19) the effect of governmental laws, such as U.S. export control laws and U.S. and foreign anti-bribery laws such as the Foreign Corrupt Practices Act and the United Kingdom Bribery Act, and environmental laws and agency regulations, both in the U.S. and abroad; 20) the effect of changes in
tax law, such as the effect of The Tax Cuts and Jobs Act (the «TCJA») that was enacted on December 22, 2017, and changes to the interpretations of or guidance related thereto, and the Company's ability to accurately calculate and estimate the effect of such changes; 21) any reduction in our credit ratings; 22) our dependence on our suppliers, as well as the cost and availability of raw materials and purchased components; 23) our ability to recruit and retain a critical mass of highly - skilled employees and our relationships with the unions representing many of our employees; 24) spending by the U.S. and other governments on defense; 25) the possibility that our cash flows and our credit facility may not be adequate for our additional capital needs or for payment of interest on, and principal of, our indebtedness; 26) our exposure under our revolving credit facility to higher interest payments should interest rates increase substantially; 27) the effectiveness of any interest rate hedging programs; 28) the effectiveness of our internal control over financial reporting; 29) the outcome or impact of ongoing or future litigation, claims, and regulatory actions; 30) exposure to potential product liability and warranty claims; 31) our ability to effectively assess, manage and integrate acquisitions that we pursue, including our ability to successfully integrate the Asco business and generate synergies and other cost savings; 32) our ability to consummate our announced acquisition of Asco in a timely matter while avoiding any unexpected costs, charges, expenses, adverse changes to business relationships and other business disruptions for ourselves and Asco as a result of the acquisition; 33) our ability to continue selling certain receivables through our supplier financing program; 34) the risks of doing business internationally, including fluctuations in foreign current exchange rates, impositions of tariffs or embargoes, compliance with foreign laws, and domestic and foreign government policies; and 35) our ability to complete the proposed accelerated stock repurchase plan, among other thin
tax law, such as the effect of The
Tax Cuts and Jobs Act (the «TCJA») that was enacted on December 22, 2017, and changes to the interpretations of or guidance related thereto, and the Company's ability to accurately calculate and estimate the effect of such changes; 21) any reduction in our credit ratings; 22) our dependence on our suppliers, as well as the cost and availability of raw materials and purchased components; 23) our ability to recruit and retain a critical mass of highly - skilled employees and our relationships with the unions representing many of our employees; 24) spending by the U.S. and other governments on defense; 25) the possibility that our cash flows and our credit facility may not be adequate for our additional capital needs or for payment of interest on, and principal of, our indebtedness; 26) our exposure under our revolving credit facility to higher interest payments should interest rates increase substantially; 27) the effectiveness of any interest rate hedging programs; 28) the effectiveness of our internal control over financial reporting; 29) the outcome or impact of ongoing or future litigation, claims, and regulatory actions; 30) exposure to potential product liability and warranty claims; 31) our ability to effectively assess, manage and integrate acquisitions that we pursue, including our ability to successfully integrate the Asco business and generate synergies and other cost savings; 32) our ability to consummate our announced acquisition of Asco in a timely matter while avoiding any unexpected costs, charges, expenses, adverse changes to business relationships and other business disruptions for ourselves and Asco as a result of the acquisition; 33) our ability to continue selling certain receivables through our supplier financing program; 34) the risks of doing business internationally, including fluctuations in foreign current exchange rates, impositions of tariffs or embargoes, compliance with foreign laws, and domestic and foreign government policies; and 35) our ability to complete the proposed accelerated stock repurchase plan, among other thin
Tax Cuts and Jobs Act (the «TCJA») that was enacted on December 22, 2017, and changes to the interpretations of or guidance related thereto, and the Company's ability to accurately calculate and estimate the effect of such changes; 21) any reduction in our credit ratings; 22) our dependence on our suppliers, as well as the cost and availability of raw materials and purchased components; 23) our ability to recruit and retain a critical mass of highly - skilled employees and our relationships with the unions representing many of our employees; 24) spending by the U.S. and
other governments on defense; 25) the possibility that our cash flows and our credit facility may not be adequate for our additional capital needs or for payment of interest on, and principal of, our indebtedness; 26) our exposure under our revolving credit facility to higher interest payments should interest rates increase substantially; 27) the effectiveness of any interest rate hedging programs; 28) the effectiveness of our internal control over financial reporting; 29) the outcome or impact of ongoing or future litigation, claims, and regulatory actions; 30) exposure to potential product liability and warranty claims; 31) our ability to effectively assess, manage and integrate acquisitions that we pursue, including our ability to successfully integrate the Asco business and generate synergies and
other cost savings; 32) our ability to consummate our announced acquisition of Asco in a timely matter while avoiding any unexpected costs, charges, expenses, adverse changes to business relationships and
other business disruptions for ourselves and Asco as a result of the acquisition; 33) our ability to continue selling certain receivables through our supplier financing program; 34) the risks of doing business internationally, including fluctuations in foreign current exchange rates, impositions of tariffs or embargoes, compliance with foreign laws, and domestic and foreign government policies; and 35) our ability to complete the proposed accelerated stock repurchase
plan, among
other things.
Wealth
planning strategies have legal,
tax, accounting and
other implications.
This discussion also does not consider any specific facts or circumstances that may be relevant to holders subject to special rules under the U.S. federal income
tax laws, including, without limitation, certain former citizens or long - term residents of the United States, partnerships or
other pass - through entities, real estate investment trusts, regulated investment companies, «controlled foreign corporations,» «passive foreign investment companies,» corporations that accumulate earnings to avoid U.S. federal income
tax, banks, financial institutions, investment funds, insurance companies, brokers, dealers or traders in securities, commodities or currencies,
tax - exempt organizations,
tax - qualified retirement
plans, persons subject to the alternative minimum
tax, persons that own, or have owned, actually or constructively, more than 5 % of our common stock and persons holding our common stock as part of a hedging or conversion transaction or straddle, or a constructive sale, or
other risk reduction
strategy.
The new
plan will include carbon
tax and a cap on oilseeds emissions among
other strategies.
Forward - looking statements may include, among
others, statements concerning our projected adjusted income (loss) from operations outlook for 2018, on both a consolidated and segment basis; projected total revenue growth and global medical customer growth, each over year end 2017; projected growth beyond 2018; projected medical care and operating expense ratios and medical cost trends; our projected consolidated adjusted
tax rate; future financial or operating performance, including our ability to deliver personalized and innovative solutions for our customers and clients; future growth, business
strategy, strategic or operational initiatives; economic, regulatory or competitive environments, particularly with respect to the pace and extent of change in these areas; financing or capital deployment
plans and amounts available for future deployment; our prospects for growth in the coming years; the proposed merger (the «Merger») with Express Scripts Holding Company («Express Scripts») and
other statements regarding Cigna's future beliefs, expectations,
plans, intentions, financial condition or performance.
Other strategies include taking distributions from retirement
plans before 70 1/2 when the taxpayer is in a lower bracket or investing in municipal bonds in order to receive
tax - free interest income.
TSSP's Core Platform is comprised of our «Pentagon» (our sourcing - as - a-business), fundraising, portfolio operations, business development, legal, compliance, accounting, and financial
planning operations, as well as our
strategy,
tax, IT and
other «non-investment» functions that work across disciplines to ensure robust risk management and investment support.
If you have a good business with potential for growth, Factor Funding can speed up your cash flow and unleash your power to survive and thrive, whether you are one, a couple, or one hundred or more people business, working from home or away, already established or just getting started to implement your
plans and
strategies, buy supplies, meet payroll, pay debts,
taxes, or meet
other expenses.
Some of these policy
strategies have been enumerated recently, all of which focus on reducing caloric intake or increasing physical activity, and include
taxes on calorically dense, nutritionally sparse foods (eg, sugar - sweetened beverages); subsidies for healthier foods, especially in economically disadvantaged groups; agricultural policy changes; and urban
planning aimed at encouraging walking and
other modes of physical activity.
On the
other hand, if you've opted to defer the Canada Pension
Plan and / or Old Age Security till 70 or close to it, that might make the
tax - free dividend income
strategy partly implementable in semi-retirement.
Other strategies include taking distributions from retirement
plans before 70 1/2 when the taxpayer is in a lower bracket or investing in municipal bonds in order to receive
tax - free interest income.
These could include taking advantage of the 0 %
tax rate on dividends and capital gains, charitable giving
strategies, maximizing your use of the standard deduction, maximizing retirement
plan contributions, and
others.
A good advisor on your team will have mapped out all these (and
other)
strategies long ago and now they'll be ready to be executed, without having to scramble through year end business
tax planning.
There are
other more complex family business
planning strategies such as a charitable lead trusts or charitable remainder trusts that also could coordinate with your business continuation life insurance as part of a
tax deferment and savings
strategy.
By coordinating your
tax strategies with your life changes and
other financial
planning, you may accomplish a variety of goals?
This in - depth knowledge about the tactics and products available, including
tax - sensitive
strategies, enables our associates to create a
plan that suits the individual needs of your family and
other beneficiaries.
In case you didn't know, after basic things like wills are all in order, estate
planning is basically nothing but using trusts, life insurance, and
other strategies to «give your money away without really giving it away,» just so you won't have to pay Federal estate
taxes when you die.
Michael is available to speak on a wide range of topics pertaining to financial
planning, including research on safe withdrawal rates and
other retirement
strategies, tactical asset allocation and
other investment
strategies, the use of insurance and annuity products, and income and estate
tax planning strategies.
We'll address how government officials
plan to implement the new law, how companies are adjusting their transfer pricing
strategies, and how the reduced corporate
tax rate could impact
other countries and WTO rules.
In the area of ESOPs and
other non-qualified
plans that grant employee stock ownership or appreciation rights, Gary assists clients to develop employee ownership
strategies and to comply with applicable
tax and regulatory requirements.
This focus allows us to effectively address all types of matters, from straightforward Estate
Planning issues to sophisticated wealth transfer techniques, tax planning strategies, Estate Litigation and any other issue surrounding our
Planning issues to sophisticated wealth transfer techniques,
tax planning strategies, Estate Litigation and any other issue surrounding our
planning strategies, Estate Litigation and any
other issue surrounding our clients.
Legal services provided by us include determining the appropriate business entity, jurisdiction and taxation status, structuring and formation of new entities, foreign investments, foreign collaborations, joint ventures, and technology absorption, setting up of branch offices, liaison offices or project offices,
tax planning, developing and documenting shareholder agreements, creating executive employment agreements that attract and retain key leadership, identifying and securing intellectual property via trademarks, patents and copyright protection, creating business financing
strategies, advising clients for ongoing business needs and transactions, distributorships, sales agreements, stockholders» buy - sell agreements, franchise agreements, intellectual property and license agreements, outsourcing agreements, licensing agreements and technology transfers, including hardware, software and
other services and products, trade practices, advertising and promotions.
Always list your skills as they relate to
tax strategy, the rules and regulations surrounding
taxes, estate
planning, and
other tax - related duties.
Accounting and Financial Administration Professional — Duties & Responsibilities Develop and maintain a strong and extensive working knowledge of various accounting principles, regulations,
tax codes, and applications, continuously applying changes to accounting landscape to current responsibilities Apply various accounting rules and procedures to critical tasks, including the review and approval of journal entries, data and financial reconciliations, balance sheet and income statement accounting, cash flow analyses, account collections, capital utilization and on - going budgetary considerations Provide relevant oversight and administration to all aspects of business finance, including billing and collections, payroll execution, vendor relationships, payroll and salary management, and
other pertinent functions Perform regular book reconciliations and variance resolutions to ensure audit - ready financials and provide continuous relevant insight into the financial health of the company, in both a regular and ad - hoc manner, to company management Manage important and sensitive financial documents, receipts, and invoices on a daily basis, providing organization for audit assistance and execution as well as compliance with various accounting standards Perform analysis, research and evaluation of current accounting policies and procedures, implementing change where necessary to drive corporate efficiency, manage costs and drive revenue Facilitate the efficiency and implementation of all accounting operations from concept to execution, while coordinating actions on all daily operational and logistical aspects from corporate financial management to payroll Utilize technological resources, including software and accounting applications, to track all aspects of firm accounting and financial operations as well as prepare important and sensitive
tax documents related to all aspects of organizational operations Collaborate with respect to effective communication between all departments and coordinate all daily business operations with
other leadership staff and
other personnel Work closely with and support senior - level management in budgeting and corporate
planning strategies Address client, vendor, and management queries, resolving them in an expedited manner Assist management with various
other duties as assigned to facilitate efficient administration and operations, making appropriate and effective recommendations with respect to performance optimization
Professional Experience Waddell & Reed (Naperville, IL) 2009 — Present Financial Advisor • Identify and develop leads of prospective clients of financial
planning and investment services, focusing on generating sales to potential and existing clients and maintaining high - quality customer service • Establish investment policy statements for individuals utilizing portfolio theory and asset allocation techniques to manage risk and drive efficient return • Employ tools in
tax planning, investments, retirement
strategies, education savings, asset protection, and heath care needs to address client concerns • Provide comprehensive estate
planning services, including the drafting of wills and
other legal documents
Business Manager — Duties & Responsibilities Manage multiple technology companies ensuring effective, efficient, and profitable operations Design and implement sales and marketing
strategies, campaigns, and collateral materials Recruit, train, and direct sales and customer service teams resulting in significant company revenue Consistently meet or exceed sales goals through networking, cold calling, and
other tactics Represent company brand with poise, integrity, and positivity Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study internal literature to become an expert on products and services Interact with support staff and company resources effectively to create the best consumer experience Conduct research on prospective leads and existing clients to assist in developing sales
strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Conduct public relations activities and attend relevant events, fairs, and conferences Negotiate and execute contracts with C - Level decision makers Maintain records of site visits to potential and existing clients to assist in assessing their future needs Collaborate with junior level sales people to develop action
plans to govern their performance Maintain comprehensive records detailing pricings, sales, activities reports, and
other pertinent data Oversee accounting activities including budgets, accounts payable / receivable, and
tax filings Prepare and present periodic financial reports to fellow members of senior leadership
Accounting Professional — Duties & Responsibilities Develop and maintain a strong and extensive working knowledge of various accounting principles, regulations,
tax codes and related applications, continuously applying shifts in the accounting landscape to current responsibilities and client situations Manage important and sensitive financial documents, receipts and invoices on a daily basis, providing organization for audit assistance and execution as well as compliance with various accounting standards Execute various functions and tasks including risk management, discrepancy analyses and resolution, compliance and controls, transaction accounting and
other critical functions Perform analysis, research and evaluation of current accounting policies and procedures, providing thorough presentation on the potential positive and negative impacts of any modifications to present
strategies Facilitate the efficiency and implementation of all accounting operations from concept to execution, partnering with clients to understand, assess and resolve current financial - and accounting - related issues Utilize technological resources, including software and accounting applications, to execute all aspects of both corporate and personal accounting as well as prepare, audit and file important and sensitive
tax documents with appropriate authorities Employ in - depth knowledge of the Internal Revenue Code, IRS, SOX, audit executions,
strategy development, financial statement development and maintenance,
tax filings and
other critical functions Work closely with clients to develop specific
plans - of - action to address future taxation and accounting issues, collaborating with
other professional advisors as needed Understand and apply accounting and financial reporting standards (GAAP), rules and regulations, and FASB statements Address and resolve client queries and issues in an expedited manner while delivering personalized and professional service Ensure adherence to professional codes of conduct, applicable rules and regulations, laws and
other relevant benchmarks
Dyches has written books and teaches seminars on Financial Freedom, Asset Protection, The Corporate Fortress, The Nevada Corporation, Limited Liability Companies & Partnerships, Real Estate Investment Using Self - Directed IRAs, Advanced
Strategies, Business
Tax Strategies, Estate
Planning with Asset Protection, Guerrilla Bankruptcy Tactics for Creditors, The Mobile Home Money Machine, Deals in Dirt, Discount Notes & Mortgages, Private Money Lending as well as
other topics.
This type of financing can also be a very effective income
tax planning and / or estate
tax planning strategy for you if you do not want to 1031 Exchange into
other like - kind replacement properties.