Sentences with phrase «substantial estate taxes»

Life insurance offers income protection as well as estate liquidity to protect assets and cover often - substantial estate taxes.

Third, do you have such a large estate that substantial estate taxes will be incurred upon your death?

Wills and bequests make a lasting contribution toward improving children's lives and may provide substantial estate tax savings.

Many others still use this coverage for the payment of the substantial estate tax bill that could be due on some people's estates — which, in some cases, could be in excess of 50 percent.

It is particularly useful to individuals whose heirs will face substantial estate tax liabilities.

Not exact matches

There are substantial changes to estate and generation skipping tax («GST») rules with implications for the gift tax.

What about substantial wealth excluding houses, cars, furniture, jewelry... actual investment portfolios stuffed with cash, stocks, bonds, mutual funds, real estate investment trusts, master limited partnerships, tax - lien certificates, or any of the other numerous securities one can own to compound capital?

«That being said, Mr. Trump has paid hundreds of millions of dollars in property taxes, sales and excise taxes, real estate taxes, city taxes, state taxes, employee taxes and federal taxes, along with very substantial charitable contributions.»»

With proper charitable planning advice, you might be able to remove the asset from your taxable estate, receive a substantial, immediate tax deduction, and even guarantee income protection.

Mark's primary areas of expertise include: assisting clients with substantial private businesses manage the growth from a financial and strategic perspective advising high net worth clients on succession and estate planning issues helping clients achieve the optimal value for their business upon disposal on an after tax basis analysis of business performance assisting clients with debt raising issues structuring client's affairs for maximum tax benefits.

Examples of these risks, uncertainties and other factors include, but are not limited to the impact of: adverse general economic and related factors, such as fluctuating or increasing levels of unemployment, underemployment and the volatility of fuel prices, declines in the securities and real estate markets, and perceptions of these conditions that decrease the level of disposable income of consumers or consumer confidence; adverse events impacting the security of travel, such as terrorist acts, armed conflict and threats thereof, acts of piracy, and other international events; the risks and increased costs associated with operating internationally; our expansion into and investments in new markets; breaches in data security or other disturbances to our information technology and other networks; the spread of epidemics and viral outbreaks; adverse incidents involving cruise ships; changes in fuel prices and / or other cruise operating costs; any impairment of our tradenames or goodwill; our hedging strategies; our inability to obtain adequate insurance coverage; our substantial indebtedness, including the ability to raise additional capital to fund our operations, and to generate the necessary amount of cash to service our existing debt; restrictions in the agreements governing our indebtedness that limit our flexibility in operating our business; the significant portion of our assets pledged as collateral under our existing debt agreements and the ability of our creditors to accelerate the repayment of our indebtedness; volatility and disruptions in the global credit and financial markets, which may adversely affect our ability to borrow and could increase our counterparty credit risks, including those under our credit facilities, derivatives, contingent obligations, insurance contracts and new ship progress payment guarantees; fluctuations in foreign currency exchange rates; overcapacity in key markets or globally; our inability to recruit or retain qualified personnel or the loss of key personnel; future changes relating to how external distribution channels sell and market our cruises; our reliance on third parties to provide hotel management services to certain ships and certain other services; delays in our shipbuilding program and ship repairs, maintenance and refurbishments; future increases in the price of, or major changes or reduction in, commercial airline services; seasonal variations in passenger fare rates and occupancy levels at different times of the year; our ability to keep pace with developments in technology; amendments to our collective bargaining agreements for crew members and other employee relation issues; the continued availability of attractive port destinations; pending or threatened litigation, investigations and enforcement actions; changes involving the tax and environmental regulatory regimes in which we operate; and other factors set forth under «Risk Factors» in our most recently filed Annual Report on Form 10 - K and subsequent filings by the Company with the Securities and Exchange Commission.

Glenwood arranged for these payments to ADAM SKELOS due to the company's substantial dependence on DEAN SKELOS for real estate tax abatements and other real estate legislation favorable to Glenwood, and based in part on statements from DEAN SKELOS that he would punish those in the real estate industry who defied him.

Ashcroft and the Tories have refused to answer questions about when Ashcroft fulfilled the less onerous task of declaring himself a long - term resident, which allowed him to continue to be a «non-dom» paying tax only on his UK earnings and avoiding giving tens of millions of pounds to the tax office on his substantial international estate.

Federal authorities are investigating «substantial» payments made to Assembly Speaker Sheldon Silver by a small law firm that seeks real estate tax reductions for commercial and residential properties in New York City, according to people with knowledge of the matter.

With proper charitable planning advice, you might be able to remove the asset from your taxable estate, receive a substantial, immediate tax deduction, and even guarantee income protection.

You'll pay even more when you sell, notably a substantial commission to the real estate agents involved and perhaps also steep local transfer taxes.

For investors, ownership of real estate can produce substantial tax savings, including tax sheltering.

Most business are a principal asset in the family estate, and most are large enough to generate substantial federal estate taxes which is essentially a «death tax» that may be 45 % of the estate.

Federal estate taxes can take a substantial bite out of your estate if it is relatively sizable.

In some cases, the combination of the Canadian tax and U.S. estate tax liability could end up being a substantial percentage of the value of the property.

That transfer will be subject to neither estate nor income tax, resulting in a substantial gift to American Humane Association.

Transmission of a business (instead of the sale of a business) benefits also from substantial gift and estate tax reduction, subject to a commitment to keep the shares transferred for at least several years.

Maybe you're expecting some substantial growth in your assets and net worth, but do you know what that means for your federal estate taxes?

The Estates and Trusts Group offers you substantial expertise in all facets of estate planning, with regard to domestic and offshore income tax issues and matrimonial issues.

If your estate is large enough to trigger New York or federal estate tax, placing assets in a trust can avoid that tax, which can be substantial.

Unfortunately, when the second spouse dies, the beneficiaries who inherit his or her assets will then likely be hit with a substantial amount of estate taxes if the amount of assets exceeds the exclusion limit.

But state estate taxes could become an issue, at least in certain states, if both parents died with substantial policies.

If you have a substantial estate that could be subject to estate taxes, a second - to - die policy may be beneficial.

With the doubling of the federal estate tax exemption levels, a substantial number of wealthy families will no longer need to pay the tax.

Survivorship policies can offer substantial tax benefits for those with large estates, but the tax laws are complicated when setting up estates, so consult a professional who specializes in estate planning before deciding to purchase a survivorship policy.

Considering that death benefits often provide a substantial amount of money, estate taxes on insurance policies can also be quite significant.

Whether it is federal estate taxes or state death taxes, someone is going to want a bite out of any substantial estates.

Audits of CAM, real estate taxes, utilities, resulting in substantial recovery previously overlooked.

If you have substantial assets, you may want to consider a trust or family limited partnership to protect assets from creditors and reduce or eliminate estate taxes.

During the tax debate, the National Association of REALTORS ® was able to secure substantial wins for residential and commercial real estate, including retention of the rules for the exclusion of capital gain on the sale of a principal residence and preservation of 1031 like - kind exchanges for commercial property owners.

«The recent tax cuts are likely to benefit real estate significantly [and] should have a far more substantial impact than either changes to immigration policy or infrastructure policy,» says Ryan Severino, chief economist at JLL.

If you, as a commercial real estate investor, have completed a 1031 Exchange and the replacement property you purchased cost more than the property or properties you sold, you may be eligible for substantial state and federal tax savings that you can only obtain through a cost segregation study.

With careful planning and sound legal and tax advice, real estate investors may be able to build their portfolios without paying substantial capital gains taxes.

If you have a substantial estate, a tax attorney can help you figure out how to minimize the taxes due on your estate.

While this is a good indication that the real estate market, as well as the economy, here in Denver is patently recovering, it will also have a substantial effect on state property taxes because Colorado assesses property values as of January 1st in odd years.