Sentences with phrase «strategy on a tax planning»

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 thintax 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 thinTax 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.

As a Partner and Regional Business Tax Services Leader at EY, Belinda Pestana works with leadership on strategy for tax advisory and planning, and is the Global Tax Account Leader on one of the firm's largest clients, managing $ 50 million plus of tax revenTax Services Leader at EY, Belinda Pestana works with leadership on strategy for tax advisory and planning, and is the Global Tax Account Leader on one of the firm's largest clients, managing $ 50 million plus of tax reventax advisory and planning, and is the Global Tax Account Leader on one of the firm's largest clients, managing $ 50 million plus of tax revenTax Account Leader on one of the firm's largest clients, managing $ 50 million plus of tax reventax revenue.

In addition to his relationship management role, PJ also oversaw the tax department and served as resident expert on complex tax and retirement planning strategies.

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.

Ms. Johnson's work focused on tailoring plans for clients that carefully integrated their investment objectives, insurance and income needs with their tax planning and legacy strategies.

The NUA tax strategy allows certain clients whose qualified retirement plans contain these appreciated employer securities to eventually pay taxes on the appreciated value of those securities at the lower long - term capital gains tax rate, rather than at the ordinary income tax rate that would otherwise apply to retirement plan distributions.

Mr. Handa has had involvement in several international jurisdictions and his professional experience has included: work on primary and secondary IPO listings on the Toronto and Hong Kong Stock Exchanges; experience in various debt and equity financing transactions including convertible debentures, off - take agreements, metal streaming agreements, and, brokered and non-brokered financings; implementation of ERP systems to manage full - scale mining operations; implementation of domestic and international tax planning strategies; and implementation of corporate governance and internal control policies to comply with various stock exchange jurisdictions.

«The GOP has pinned their 2018 strategy on marketing a delusion, and voters see through it — including the 2016 Trump voters in Pennsylvania's 18th district who'd been calling the tax plan a «giveaway to the rich» weeks before Republicans were trounced in a place Trump won by 20 [points].»

As we approach the presidential election and the planned expiration of the Bush tax cuts at the end of the year, we may see people steer away from dividend strategies and focus more on total return strategies.

He is also a Partner at HPM Partners where, with his 32 partners and 50 associates in six offices, he works with owners of businesses on their growth strategies, M&A, financing, liquidity, wealth management, cross - border / multi-national issues, estate planning and tax strategies; and for his multi-generational and family clients, he brings several lifetimes of dealing with family dynamics, trusts, business - ownership, family charters and youth education as a member of two large, historic business families.

We have worked on international tax - planning strategies and transactions, international tax consequences of cross-border acquisitions and dispositions of businesses, dual consolidated losses, the maximum utilization of foreign tax credits, Subpart F taxation, transfer pricing, VAT, the PFIC rules, sourcing of income, and the FIRPTA rules.

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.

Dubbed the «Republican climate jailbreak strategy,» the plan calls for taxes to be collected at the source — on oil at the refinery, for instance — then built into the prices for products made from that material.

Was planning to start by investing in 3 MF 1) MF1 = 2000 / month short term (3 years < less)(Purpose: Good returns on avg risk portfolio) 2) MF2 = 3000 / month mid term (5 years)(Purpose: Tax savings and moderate returns) 3) MF3 = 4000 / month Long Term (10 - 15 years)(Purpose: Long Term savings with decent returns less Risk) Do you thing this is a sound strategy.

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.

Tax Strategies Canada Make sure you have made at least $ 2,500 in registered education savings plan contributions per child during 2010, since that is the new amount that entitles you to receive the 20 - per - cent CESG (Canada Education Savings Grant) on, up from $ 2,000 in previous years.

But as even he has discovered, many of these investors may still need some help or guidance in choosing ETFs, settling on an appropriate asset allocation, rebalancing or even with financial issues that go well beyond managing investment portfolios — more holistic challenges like tax - efficient withdrawal strategies, insurance and estate planning, debt management and the like.

(Yes, there are nuances, such as the +1 year rule and the two homes in one year exemption, but it's best to talk to a tax accountant if you plan on using this strategy.)

We plan on fully funding our «gap years», so our conversion strategy is to minimize taxes, although not down to 0 %.

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.

The tax planning strategy described on this page is now relevant only to people who did Roth conversions in 2017, and may wish to undo the conversion by October 15, 2018.

In the mean time you need a strategy to transfer the money from within your RRSP to outside your RRSP and plan to do it without paying taxes on the money.

Hosts Joe Anderson, CFP ® and «Big Al» Clopine, CPA break down key strategies on designing your investment portfolio, maximizing Social Security, generating a retirement income distribution plan, avoiding paying unnecessary taxes and so much more.

Perhaps you don't plan on your income being high enough that tax strategies will be meaningful, but you never know.

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.

In addition, management is investigating tax strategies for its remaining stake in Alibaba and plans to provide an update on or before its year - end call.

There are a variety of articles that focus on tax avoidance strategies, and ways to invest to get the most out of your money if you plan to retire early.

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.

Another strategy to minimize income taxes on your RRSP / RRIF at death is to take annual withdrawals from your plan during your lifetime to maximize the income that will be taxed at low rates by forcing additional withdrawals in years you are in a lower tax bracket.

As if that wasn't enough, Joe and Big Al have 10 tips to boost your retirement savings, the pros and cons of rolling your 401 (k) into an IRA, tax strategies to consider when paying for long - term care, the latest on the Department of Labor Fiduciary Rule, the age - old men vs women debate: who is better at investing, and Prince's $ 250 million estate planning mistake.

Plus, Joe and Al have 10 tips to boost retirement savings, the pros and cons of rolling your 401 (k) into an IRA, long - term care tax strategies, the latest on the Department of Labor Fiduciary Rule, Prince's $ 250 million estate planning mistake, and who is better at investing, men or women?

Please note that you should have your CPA or tax lawyer sign off on this strategy from an estate planning and taxation standpoint.

Depending on your tax planning expertise, and, which real estate investment strategy you use, the higher premium shouldn't be a show stopper for you.

(Read Strategies to Reduce Taxes on Social Security and Plan to Pay Taxes on Social Security to learn more about how benefits are taxed.)

For some actual useful information, visit YourMoneyYourWealth.com to access white papers, articles, webinars and hundreds of video clips on important stuff like tax planning, investing, retirement planning, Social Security, estate planning and small business strategies.

With this investment strategy analyzer, you won't have to believe everything you read; nor take anyone's word about things like: ETFs are the most efficient and inexpensive way to invest, there's no sales charges on mutual fund B - shares if you don't sell them, Roth IRAs are better than traditional IRA / 401 (k) s, or the tax benefits of 529 plans, whole life (VUL), or any kind of annuity will make up for the huge costs; lack of liquidity / choices / control, etc..

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.

About Blog A personal finance site focused on retirement planning, college savings, investing, tax strategies, financial goals, credit and budgeting.

A blog storm began building Tuesday and broke on Wednesday as environmental groups posted a batch of documents — ranging from tax forms to lists of donors to a 2012 Heartland «climate strategy» — that appeared to expose the group's game plan, budgets and backers in remarkable detail.

Here's what is required (leaving aside Theresa May's electorally hamstrung inability to deliver much of it): The entire cabinet and every business leader the government's black book can muster, on stage for the launch of the new strategy; an explicit declaration that this, full decarbonization of the economy, is the post-Brexit economic strategy; clear and attractive retail policies, such as a diesel scrappage scheme, tax breaks for green investment, new apprenticeships, a green home building program; an open invitation to all opposition party leaders to share a platform to support the plan with a declaration that while they may not agree on every component they fully endorse the over-arching goal; a willingness to shame those party leaders who play party politics and refuse to turn up; a fortnight - long program where each day sees a new cabinet member explain how the plan will transform parts of the economy; a Royal Commission on the flaws of GDP as an economic measure and the viability of alternative quality of life metrics; and, yes, a brave assertion that carbon intensive industries will have to transform or be scaled back, backed by a decarbonization adaptation fund to help affected communities respond to this global trend.

It's all part of a ramped up climate change plan that will also include a significant increase in support renewables (unlike the UK's phase out, which leans heavily on nuclear and gas), a methane reduction strategy that is targeting 45 % cuts by 2025, as well as the introduction of a «revenue neutral» carbon tax.

Tax Strategy and Benefits We focus on succession planning for business owners, estate planning, charitable giving, and estate and trust administration, including designing personal estate plans and business succession plans for business owners, and designing trusts and administering estates for US and non-US families.

He advises clients on a broad range of basic and sophisticated estate planning strategies, estate and trust administration issues, probate, estate and trust dispute resolution matters, and the preparation of gift and estate tax returns.

brought in Ryan Cole and Adam Lazarus of Integrity Financial Partners to lead a seminar on tax planning and wealth management strategies for solos.

Advising business owners on maximising the availability of entrepreneurs» relief for capital gains tax and business property relief for inheritance tax; dovetailing the personal and business succession planning including advising on business protection strategies often involving the use of life assurance and trusts.

Wealth Management: counsels multiple generations of domestic and international families on all aspects of wealth management, including development and implementation of estate planning strategies designed to minimize taxes and preserve family wealth.

We work closely with our Estate Planning Group to advise business clients on succession planning and individual clients on strategies for passing their wealth to the next generation while minimizing wealth - transfePlanning Group to advise business clients on succession planning and individual clients on strategies for passing their wealth to the next generation while minimizing wealth - transfeplanning and individual clients on strategies for passing their wealth to the next generation while minimizing wealth - transfer taxes.

As part of her estate planning practice, she advises clients on tax minimization strategies at death, and drafts wills, trusts, continuing powers of attorney for property, and powers of attorney for personal care.

Arthur Weiss can help you file past tax returns, put a plan in place for filing state and federal returns on time, and help you plan for for the future with a comprehensive business tax strategy.