Sentences with phrase «related fees received»

Structuring investments by tax - exempt entities to minimize unrelated business taxable income, and obtaining a private letter ruling from the IRS National Office that investment advisory and related fees received by a tax - exempt organization do not constitute unrelated business taxable income.

Not exact matches

• Will you earn a higher fee or other type of compensation if I invest in certain products you recommend or will you receive fees for services related to specific investment products?

The restaurant received $ 1.7 million for damages related to the hack, like digital forensic investigations, legal fees to defend against lawsuits, and other costs.

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 personnel.

Instead of performance - based payments, Ms. Trump will receive fixed payments from T International Realty, the family's luxury brokerage agency, as well as fixed fees from two entities related to real estate projects, the documents show.

A shop owner might not pay any fees related to the use of cash, but may face other costs (for example, time taken to deposit the cash received).

In addition, the company recorded a $ 6 million reduction to interest expense ($ 4 million after tax) related to premiums and fees received on the sale of the notes.

For example, the Commonwealth pays the same fees and charges for the holdings, receives the same annual allocations as equivalent entitlements, and operates within the same rules including the rules relating to carryover of water between years.

Mary J Renfrew: has received grants for quality improvement work related to feeding infants in neonatal units; small amounts of money, in regard to co-authoring a book; and been an invited speaker at a range of professional and academic organisations, for which no fee was received.

Percoco reported in his state financial disclosure filing for 2014 that he received up to $ 125,000 in non-campaign related consulting fees from two companies with big business before the state - Syracuse - area COR Development and CHA Consulting, an Albany - based engineering firm.

The arrangement, Cohen said, «turned into a goldmine» for Silver, who allegedly received over $ 3 million in referral fees from the Taub - related cases.

The VA funding fee has been set by congress and can only be waived 1) if the borrower receives an acceptable disability rating and / or 2) if the borrower receives a regular disability check (as a result of a service related injury) from the Read More..

Qualifying Purchases do not include: Balance Transfers, Cash Advances (including Convenience Checks), ATM Cash Disbursements, Money Transfers, Truck Stop Transactions, Gaming Transactions, Tax Payments, Finance Charges, Fees, Purchases of cash equivalents (even if used to purchase goods or services), Purchases made for business - related purposes, and Purchases determined by us to be made to generate Reward Points but otherwise receive limited or no other value from the transaction.

My wife and I took the Tuition and Fees Deduction in 2015 after receiving a 1098 - T from her accredited University that had box 2 (Amounts billed for qualified tuition and related expenses) as $ 5603.80.

A facilitator of a refund anticipation loan or refund anticipation check may charge a fee for tax preparation if the same fee in the same amount is charged to customers who do not receive a refund anticipation loan, refund anticipation check or any other tax - related financial product.

Mastercard Black Card members receive an annual $ 100 air travel credit toward flight - related purchases including airline tickets, baggage fees, upgrades and more.

Disabled Veterans receiving VA compensation for a service - related disability do not have to pay the VA Funding Fee.

States have established solid precedent for restricting advance fees for debt - related services that have a history of complaints regarding unfair and deceptive practices resulting in consumers not receiving the services for which they paid.

The leading model of advisor fees results in high net worth investors paying high fees simply based on their ability to pay, and not related to the services they receive.

Use the PenFed card to pay for all airline - related purchases, including checked bag fees, pet travel fees and inflight food and beverage purchases to receive reimbursement of up to $ 100 each year.

The applicant of the winning project will receive a one - time scholarship of $ 1,000, which may be applied to the following school - related expenses: tuition, fees, books, and on - campus room and board.

Plus: • $ 250 air travel credit each year for flight related expenses, including airline tickets, upgrades, baggage fees, and more • Receive a statement credit, up to $ 100 every 5 years, as reimbursement for your application fee for Global Entry or TSA Pre ✓ ® • Enjoy access to Priority Pass ™ Lounges for you and your authorized users

Other Perks: You can receive up to $ 250 annually in travel reimbursement to cover flight - related expenses like baggage fees and upgrade charges.

With six Sessions annually, each artist occupies Recess» space for a period of two months and receives a project stipend to cover all related project costs, an unrestricted artist's fee, creative and technical support, and 24 - hour access to the space.

In a separate transaction, the service receives a fee for its efforts, which is apparently directly related to the amount of the fee earned in the case.

One of the biggest communication - related risks (and one that is universal to fees or expenses to be paid in the litigation context) is how ATE insurance affects the «take - home» amount your client will receive when the case settles.

One of the biggest communication - related risks (and one that is universal to fees or expenses to be paid in the litigation context) is how adverse cost protection affects the «take - home» amount your client will receive when the case settles.

First, you need to ask about the fees / charges / penalties related to the policy, under what conditions you may cash out, the worst - case scenario of your investment's growth, and how soon you will qualify to receive a return.

I have no problems paying fines for speeding tickets I receive, BUT when the state gouges the speeder by applying rediculas fees and assessment charges for things not related to your speeding is freakin rediculas.

Instead of performance - based payments, Ms. Trump will receive fixed payments from T International Realty, the family's luxury brokerage agency, as well as fixed fees from two entities related to real estate projects, the documents show.

¥ Ensured that rent payments and related fees were received according to schedule.

Once certified, you receive deep discounts on 360Reach surveys and related products, benefit from referral fees, qualify for discounts on other Reach certifications.

COI declaration: Marie has received fees and travel related expenses for attending a number of conferences and events on behalf of the Croakey Conference News Service, as well as a policy simulation exercise organised by the Australian Healthcare and Hospitals Association.

Jennifer has received fees and travel related expenses for attending a number of conferences and events on behalf of the Croakey Conference News Service, as well as a policy simulation exercise organised by the Australian Healthcare and Hospitals Association.

Consumers who pay an annual fee to become a «member» of a Costco store will be entitled to receive a discount on a variety of services, including real estate — related services, says national syndicated real estate columnist Kenneth R. Harney.

In all cases where a licensee receives a referral fee, air miles or any other form of reward or benefit for referring a client to such individuals as noted above, the licensee must make written disclosure of both the source of the remuneration, the amount or method of calculation of the remuneration and any other relevant facts relating to the remuneration.

Lenders typically receive this fee for administering the loan, monitoring taxes and insurance, and providing other services related to the loan.

(c) a description sufficient to identify the activity undertaken by the brokerage or related licensee for which the referral fee was received;

REALTORS ® disclose any fee or financial benefit they may receive from recommending related real estate products or services.

Recent amendments to section 27 of the Real Estate Services Act (RESA) make it clear that all forms of «referral fees» * (including those received as a result of recommending products or services related to real estate) must be delivered to the brokerage and must be deposited into a trust account before they are disbursed.

In addition to maintaining separate trust accounts, when strata fees that include contingency reserve funds or special levy payments of a section are received by the brokerage, the brokerage must transfer the portion of the fee that relates to the contingency reserve fund or special levy to the contingency reserve fund trust account or special levy trust account of the section, as the case may be, within the time period set out in section 7 - 9 (4) of the Rules.

Several national trade associations representing banks, mortgage bankers, and consumer mortgage companies stated that it was important to continue to apply the specific definition of business day to regulatory provisions that prescribe the timeframe a consumer is given to review disclosures, such as the waiting period before consummation, the consumer's right to rescind, and provisions related to when disclosures are considered to be received by the consumer and when fees may be charged, because consumers can receive mail on Saturday and review disclosures on Saturday.