Sentences with phrase «state of the bond you purchase»

Some out - of - state munis may also be exempt from state and local taxes, depending on your state and the state of the bond you purchase.

Not exact matches

Until now, the ECB has stated that it stands ready to increase the level of bond purchases it makes in both duration and / or size, in case the economic outlook deteriorates in the euro zone.

As older bonds mature, newer bonds are purchased and the portfolio manager of the fund generally tries to keep the average maturity in the range that is stated in the fund's objective.

Bond yields spiked, and prices for a number of other financial assets that had benefited from expectations of ongoing asset purchases by the Fed dropped precipitously, not just in the United States but in almost every other country.

the difference between the stated redemption price at maturity (if greater than one year) and the issue price of a fixed income security attributable to the selected tax year; NOTE: Tax reporting of OID obligations is complex; if acquisition or bond premium is paid during the purchase, or if the obligation is a stripped bond or stripped coupon, the investor must compute the proper amount of OID; refer to IRS Publication 1212, List of Original Issue Discount Instruments, to calculate the correct OID

For muni bond investors in the 4 high tax states profiled, there are a bevy of state specific funds that cater you your investment needs, if purchasing bespoke muni bonds is beyond your ken.

If the whole thing — the rises in stock prices, in corporate earnings, in the housing market, even in job growth — is driven solely by the flood of money, or whether five years of zero - interest rates and trillions of dollars in bond purchases have succeeded at getting a more resilient economic engine for the United States up and running.

BNY Mellon purchased a series of bonds from Empire State Development, a subsidiary of the New York State Transportation Development Corporation (TDC), to fund the construction, records show.

ALBANY — Governor Andrew Cuomo vowed early in his administration to curb New York's practice of borrowing for short - term equipment purchases, arguing instead that the state should only bond for assets when their useful life is longer than the repayment term.

Do they wish to go down an old and trodden path with Supervisor Gromack that has taken the town to the second highest property taxes in the United States where senior citizens were to be sold out to protect the Town's reserve fund and its bond street rating, where the properety values of citizens living in the Town of Clarkstown would not be protected by implementation of a Ward System, where consolidation of purchasing functions with the County would not occur, and where systemic corruption would continue to grow as revealed by several arrests of individuals receiving compensation from the Town?

Last winter, IPA Kirkwood School for Girls raised $ 14 million in bond financing to purchase the Atlanta strip mall that houses its campus making it one of the state's first public charter school districts to become a landowner and a landlord.

Hunter Shaheen, energy specialist for the Iron County School District, said the bonds for the financing have been purchased by State Bank of Southern Utah.

When you purchase a municipal bond, you are lending money to a state or local government entity, which in turn promises to pay you a specified amount of interest and return the principal to you on a specific maturity date.

In the state of Utah, interest earned from bonds purchased as part of a Putnam fund before January 1, 2003, are not taxable, but interest earned from bonds purchased as part of a Putnam fund on or after that date are taxable, with the exception of certain states.

The effect of this rule is that a taxpayer who purchases a tax - exempt bond subsequent to its original issuance at a price less than its stated redemption price at maturity (or, if issued with OID, at a price less than its accreted value), either because interest rates have risen or the obligor's credit has declined since the bond was issued, and who thereafter recognizes gain on the disposition of such bond will have part or all of the «gain» treated as ordinary income.

In addition, if you purchase a zero coupon bond issued by a state or local government entity, the interest compounds free of federal taxes, and in most cases, state and local taxes, too.

the act of an issuer calling, or purchasing a fixed - income security from the holder, generally at face value, prior to the stated maturity date; the bond indenture can provide details on possible redemptions

· As of January 1, 2008, the annual limitation on purchases of United States Savings Bonds is set at $ 5000 per social security number.

United States savings bonds are a type of federally issued debt instrument that you can purchase directly from the Treasury or from banks around the nation.

Note that, in some states, investors will have to pay state income tax if they purchase shares of a municipal bond fund that invests in bonds issued by states other than the one in which they pay taxes.

This nugget of tax law states that if you purchase a bond at a discount and the discount is equal to or greater than a quarter point per year until maturity, then the gain you realize at redemption of the bond (par value minus purchase price) will be taxed as ordinary income, not as capital gains.

However, if you purchase a bond outside your area of residency, it may be subject to both state and local taxes.

The town already has secured a $ 350,000 state grant toward purchase of the property and is seeking to secure remaining funds through bonds.

Furthermore, allowing the ECB to purchase sovereign bonds during every distortion of the transmission mechanism would equate to allowing the ECB to intervene with every aggravation of a Member State's credit rating by purchasing sovereign bonds of said Member State.

Article 123 (1) TFEU states, for motives of stability, that sovereign bonds emitted by Member States can not be purchased on the primary mstates, for motives of stability, that sovereign bonds emitted by Member States can not be purchased on the primary mStates can not be purchased on the primary market.

In some states, such as New York, bond agents require in - person payments, making it impossible for out - of - state relatives or friends to purchase a bond from afar.

Mr Justice Fennelly stated that, «it is to my mind inescapable that the Plaintiff's claim as pleaded is that he suffered damage by the very fact of entering the transaction and purchasing the Bond.

Acted for Ball on its $ 8.4 bn purchase of Rexam, and advised both companies on the sale of $ 3.4bn - worth of their assets and operations in Europe, Brazil and the US to Ardagh Group; acted for Jacobs Douwe Egberts on its $ 5.8 bn secured, cross-border refinancing; acted for joint global coordinators and joint lead managers in a Rule 144a / Reg S $ 9bn bond offering by the State of Qatar; secured a win for Ukrainian businessman Gennadiy Bogolyubov in the English High Court against Tatneft which brought claims against the client and three other individuals following an alleged failure to pay for oil delivery by a Ukrainian refinery; acted for Endurance Specialty Holdings on its $ 6.3 bn acquisition by SOMPO Holdings.

Dec 16, 2011 - Washington motorists have the option of meeting the state's minimum liability requirements with a certificate of deposit or liability bond, but purchasing automobile coverage can be a cost effective way to...

You can do this by purchasing vehicle insurance, paying a regular Uninsured Motorist Fee, or showing evidence of self - insurance or surety bonds according to the state's laws.

For some drivers in certain states, purchasing a bond or placing a cash deposit with specified state agencies is one way to demonstrate financial responsibility and keep with the terms of the law.

Motorcycle owners must purchase liability insurance or to obtain a Motor Vehicle Liability Bond or Certificate of Cash Bond, so they can legally operate their motorcycle, street - legal moped or scooter on Alabama state roads.

The Chasm Group, LLC and Chasm Institute, LLC (San Bruno, CA) 1997 — 2008 Business Operations Manager • Managed all daily operational tasks for leading multi-million dollar high - tech market strategy consultancy, while providing executive administration to C - level executives and venture capital partners • Developed and managed the firm's annual budget, proposing and implementing expense cuts, producing monthly reports and financial statements, and coordinating with CPA firm for accurate and timely filings • Oversaw all client relationship management efforts while cultivating new business efforts from concept to implementation, providing high - quality service in sales efforts while utilizing new lead tracking system • Negotiated and managed all contracts, stock grants, and financing arrangements, working closely with outside counsel to draft legal documents and resolve LLC - and proprietary - related issues • Led three office space build - outs and two office relocations, managing all aspects of each process under aggressive timeline and budget expectations • Reduced firm telecom expenses by 22 % by streamlining IT objectives, including migration to VOIP phone system, software / hardware purchases, domain renewals, and outsourced technical support • Directed all phases of staff recruitment while creating and implementing all HR policies and programs, including comprehensive employee benefits plans • Supervised multiple administrative staff members, conducted performance appraisals and wage / salary surveys in comparison to incentive program guidelines, and maintained HR files in accordance with legal mandates • Produced all out - going client invoices in an accurate and timely fashion to increase, cash flow and reduce aging receivables, providing consistent attention to overhead costs and vendor arrangements • Administered all company insurance policies, including E&O, general liability, bonds, partner life and disability, conducting annual benefits reviews and employee / company insurance audits • Obtained necessary certificates for consulting contracts while processing federal, state, and local business reporting requirements to maintain licenses and incorporation status • Directed all marketing efforts and oversaw logistical aspects of national educational workshop series, utilizing sponsorship arrangements to offset production costs • Transformed «brochure» website into a dynamic tool to better illustrate company opportunities through relevant case studies, as well as maintaining all other promotional media, including press kits and video Association of California School Administrators (Burlingame, CA) 1993 — 1997 Issues and Planning Committee Coordinator • Executed all phases of event planning and implementation for a membership - driven organization including 23 state committees, 5 task forces, 6 strategic planning conferences, and a conference of 1,500 attendees • Focused on facility evaluations, bid requests, site visits, contract negotiations, and all pre - and post-conference planning processes • Produced statistical and financial reports, including budget projections and cost monitoring for developmental training efforts • Oversaw all participant - level responsibilities, including inquiries, eligibility, registration, correspondence, and billing statements • Managed all legal professional standards calls for Northern California regions, including the processing of attorney authorizations, the preparation of legal assistance letters, and liens on cause of action • Served as second point of contact for computer inquiries and troubleshooting efforts as well as provided back - up executive administrative support for Executive Director, Committee Chairs, and the State Superintendent of Public Instruction • Held responsibility for software installation and hardware configuration while performing weekly AS / 400 backup and report generstate, and local business reporting requirements to maintain licenses and incorporation status • Directed all marketing efforts and oversaw logistical aspects of national educational workshop series, utilizing sponsorship arrangements to offset production costs • Transformed «brochure» website into a dynamic tool to better illustrate company opportunities through relevant case studies, as well as maintaining all other promotional media, including press kits and video Association of California School Administrators (Burlingame, CA) 1993 — 1997 Issues and Planning Committee Coordinator • Executed all phases of event planning and implementation for a membership - driven organization including 23 state committees, 5 task forces, 6 strategic planning conferences, and a conference of 1,500 attendees • Focused on facility evaluations, bid requests, site visits, contract negotiations, and all pre - and post-conference planning processes • Produced statistical and financial reports, including budget projections and cost monitoring for developmental training efforts • Oversaw all participant - level responsibilities, including inquiries, eligibility, registration, correspondence, and billing statements • Managed all legal professional standards calls for Northern California regions, including the processing of attorney authorizations, the preparation of legal assistance letters, and liens on cause of action • Served as second point of contact for computer inquiries and troubleshooting efforts as well as provided back - up executive administrative support for Executive Director, Committee Chairs, and the State Superintendent of Public Instruction • Held responsibility for software installation and hardware configuration while performing weekly AS / 400 backup and report generstate committees, 5 task forces, 6 strategic planning conferences, and a conference of 1,500 attendees • Focused on facility evaluations, bid requests, site visits, contract negotiations, and all pre - and post-conference planning processes • Produced statistical and financial reports, including budget projections and cost monitoring for developmental training efforts • Oversaw all participant - level responsibilities, including inquiries, eligibility, registration, correspondence, and billing statements • Managed all legal professional standards calls for Northern California regions, including the processing of attorney authorizations, the preparation of legal assistance letters, and liens on cause of action • Served as second point of contact for computer inquiries and troubleshooting efforts as well as provided back - up executive administrative support for Executive Director, Committee Chairs, and the State Superintendent of Public Instruction • Held responsibility for software installation and hardware configuration while performing weekly AS / 400 backup and report generState Superintendent of Public Instruction • Held responsibility for software installation and hardware configuration while performing weekly AS / 400 backup and report generation