Sentences with phrase «tax basis analysis»

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.

Not exact matches

For businesses with between 10 and 25 employees, the tax credit phases out gradually based on employee counts, according to an analysis by USA Today.

«TrimTabs» employment estimates are based on analysis of daily income tax deposits to the U.S. Treasury from the paychecks of the 140 million U.S. workers subject to withholding».

The analysis of the Task Force is based on 1992 tax data and focuses on the subset of the population that has: made C / QPP contributions that year; relies on earnings from employment and self - employment as its major source of income; is between ages 25 and 65; and has annual income between $ 20,000 and $ 80,000.

This cost analysis was based on three types of factors affecting retirees: state taxes, living and financial costs, and healthcare costs.

The value of his cash investments is based on an analysis of insider transactions, real estate purchases, market performance, investments, charitable giving and taxes.

«I think the real key is equities are all about confidence, and... my analysis is probably based on Trump's policies toward trade and immigration, which are very much a risk to economic growth, while his other policies on tax and fiscal spending are positive for growth.

The Fixed Income Analysis tool is designed for educational purposes only and you should not rely on it as the primary basis for your investment, financial or tax planning decisions.

The value of his cash investments is based on an analysis of those proceeds, as well as taxes, market performance and family investments.

The U.K. Treasury's sponsored analysis of confidential tax records on tax - advantaged share schemes at over 16,000 U.K. firms reported that broad - based employee stock ownership was linked to improved value added and productivity with correlations consistent with those in many studies of smaller numbers of firms.

Our projection is based on a Library of Parliament analysis which determined that a new tax bracket of 33 percent on individual incomes in excess of $ 200,000 would have increased revenue in 2014 by $ 3.24 billion.

Based on Morgan Stanley's analysis of transcripts, approximately 44 % of companies have indicated that they plan to put a portion of their tax savings into capital expenditures, higher wages and other investments for growth.

Based on our sector - by - sector analysis of current S&P 500 constituents (see Figure 3), we estimate that of the S&P 500's ~ 30 % increase in enterprise value since the end of 2013, only 2 % was attributable to the change in after - tax profits (NOPAT) while 27 % was attributable to change in the aggregate EV / NOPAT multiple.

Finally, tax - exempt bonds are offering compelling yields relative to taxable instruments of the same maturity, based on my analysis of the Bloomberg data.

The analysis for this projection on wealth difference from withdrawal sequence is based on the improvement of withdrawal capability following tax efficient withdrawal sequence among multiple account types in a 10,000 - iteration Monte Carlo simulation.

Based on our analysis of the fiscal results to date, we believe that PBO's revenue forecast is overly optimistic, especially with respect to income taxes.

Before we dive deep, let's clarify something: The following analysis is based on the projected «Year's Maximum Pensionable Earnings» (YMPE), a figure defined by the Canada Pension Plan as the maximum cap for what is fair game to be «payroll taxed» by the government.

Might tax offices be transformed into management consultancy - type agencies that advise companies on how to capture growth in related sectors, mitigate risk from peers» bankruptcies or improve profits — all based on analysis of the vast amount of data it has collected?

An analysis by the Washington, D.C. - based Tax Foundation found the corporate tax overhaul in the approved $ 138 billion budget is «impressive» given that it reduces complexity, broadens the base and lowers ratTax Foundation found the corporate tax overhaul in the approved $ 138 billion budget is «impressive» given that it reduces complexity, broadens the base and lowers rattax overhaul in the approved $ 138 billion budget is «impressive» given that it reduces complexity, broadens the base and lowers rates.

Based on the Stiglitz - Orszag analysis, the groups recommended a temporary two - year personal income tax surcharge on the portions of taxpayers» incomes above $ 100,000.

Joe Bishop - Henchman, executive vice president of the Washington - based Tax Foundation, said Cuomo's legal analysis didn't hold much water.

«A combination of practical scenario and case study questions, with more conceptual essay questions, will test a range of skills essential to the international tax profession, from determining a client's tax position based on an understanding of applicable legislation, to offering analysis, evaluation and advocacy on a topical issue in international tax discourse.»

As part of the National Fraud Initiative, every other year, the Audit Commission analyses metadata deriving from council tax accounts together with the full electoral register to produce lists of people it believes should be subjected to an investigation on the basis that there is a risk that a discount is being received when an adult who does not fail to be disregarded is actually resident in the dwelling.

According to analysis by the Des Moines Register, 30 percent of them will have this problem — and most don't have the tax bases to support huge nitrate - removal facilities.»

Coral Gables went as far last fall as releasing an analysis of how it would pay for infrastructure investment in the face of a shrinking tax base if people leave.

The wealth of information that Chetty et al. have about families from tax records and some clever analyses effectively rule out the possibility that conventional estimates of value - added based only on school administrative data are misleading.

This report is based on a «meta - analysis» — a study that examines all of the existing research and examines the overall findings — of the research literature on private school choice programs, including vouchers and tax credit scholarships, from around the world.

This tool supports cost basis calculations and tax reporting, points out any wash sales, identifies areas of tax relief and provides analysis of potential long and short - term gain and loss opportunities, among other things.

Although basis doesn't affect the analysis, the need to pay state income tax on your gain makes a difference.

Active management means the fund manager is buying and selling investments in the fund based on their analysis and can mean higher fees and taxes for investors.

It is important to note that this analysis is just illustrative and is based on tax rate assumptions.

The tax identity theft risk assessment is based on various data sources and actual risk may vary beyond factors included in analysis.

This is an educated estimate based on prior years» tax records, current insurance rates, the maintenance history of my other properties, and an analysis of other rentals in the same neighborhood.

And imagine that the authors concluded, based on their analysis, that government policies should therefore encourage pharmaceutical profits, e.g., by extending patent lives or providing tax credits to the industry.

Based on a three - year analysis, their effective tax rate would be between 140 - 288 %.

New base erosion payment regimes will make cross-border structures require more analysis to determine if payments among related parties trigger the new base erosion tax, described in further detail below.

Produced individual guarantor analyses based on personal financial statements and tax returns.

Gateway, San Diego, CA ($ 10 Billion Computer Hardware Manufacturer) Director of Corporate Accounting and Financial Planning and Analysis 1998 to 2000 Accomplishments Prepared domestic and international budgets with total revenues of $ 10 billion including profit and loss, balance sheets, cash flow statements and prepared corporate and multi state tax return schedules Performed activity based costing, inventory analysis including FIFO calculations and physical inventory and managed the cost accounting department Managed the accounting and finance departments including month end close, financial reporting packages, 10Q and 10K SEC filings, audit schedules, and treasury fuAnalysis 1998 to 2000 Accomplishments Prepared domestic and international budgets with total revenues of $ 10 billion including profit and loss, balance sheets, cash flow statements and prepared corporate and multi state tax return schedules Performed activity based costing, inventory analysis including FIFO calculations and physical inventory and managed the cost accounting department Managed the accounting and finance departments including month end close, financial reporting packages, 10Q and 10K SEC filings, audit schedules, and treasury fuanalysis including FIFO calculations and physical inventory and managed the cost accounting department Managed the accounting and finance departments including month end close, financial reporting packages, 10Q and 10K SEC filings, audit schedules, and treasury functions.

• Accurately processed payroll as well as monitored vacation / benefit accruals independently • Actively managed wage garnishments and processed termination checks • Accepted accountability for the overall teamwork and stood responsible for meeting the deadlines • Assisted HR department with compensation and benefits for payroll related tasks like processing benefits premiums, wage ceilings, long term disability claims, life insurance, group health insurance, fringe benefits, and overtime pay analysis • Assisted internal and external auditing procedures related to payroll by following company standards and policies • Monitored and reviewed complete payroll accounts for verification of accuracy and in case of any discrepancies made appropriate corrections and updates, at the end of every month • Communicated effectively with all staff responding to their requests and inquiries related to payroll information • Correctly made payroll related general ledger journal entries for each record • Created and dispersed payroll vouchers to the company employees every month on the pay day • Created benefit audits and reports for terminated / retired employees • Maintained perfect reconciliations of balance sheet accounts related to the payroll • Executed special research projects regarding payroll management and for detailed analysis of financial facets of payroll • Gave suggestions to the management for the policy and procedure updates and refreshers related to payroll management and its financial aspects • Organized and maintained outstanding payroll checks and lists in coordination with the HR department • Managed contacts and communicated regularly with all the internal and external stakeholders ensuring effective flow of information • Organized files, accounts, ledgers, records, employee books for payroll documents and other related purposes • Prepared SDLs — Salary Distribution Journals and other distribution journals every month for payroll accounts • Processed and prepared corporate payroll using Pay Expert Application, managing all paperwork for the wire transfers and generated return funds • Processed payroll changes for new hires and terminations ensuring accuracy and timeliness of the process • Proficiently used PRG (Millennium) payroll and TMx labor scheduling software applications for effective payroll management • Resolved all issues related to payroll tax payments and reported after every pay run making sure that all filings were accurately represented by the tax service provider • Reconciled tax payments for federal, state and local payroll as well as returns for multiple authorities on monthly basis.

Key Highlights: • Successfully completed 926 analysis, PFIC tracker, 743 disallowed tracker, tax allocations and tax basis.

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

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

To become qualified as a CDFA ™, I had to successfully complete a series of exams based on divorce fundamentals, the financial issues of divorce, and the tax issues of divorce and submit an analysis of a complicated case study.

As a result of the lower corporate tax rate, over the next 10 years the LIHTC program will probably produce 235,000 fewer units of affordable housing, according to an analysis by Novogradac & Co., an accounting firm based in San Francisco.

This free estimated tax saving benefit analysis can help you analyze your potential commercial real estate acquisition based on the potential increase in cash flow resulting from additional income tax deductions from accelerated depreciation schedules.

He has assisted clients to facilitate 1031 tax - deferred exchange transactions, execute IRR and leverage analysis for short or long term holding periods and scrutinize cash on cash as well as return on equity functions to see feasibility of an increased investment base.

All income on a paystub is considered, taxes paid are part of income, cafeteria plans have nothing to do with food and are part of income, there is a minimum time on a job based upon profession which is required to use as income, social security can be grossed up, unemployment income can not be used, etc... The debt - to - income ratio analysis (see below for sample) by www.screenthetenant.com takes current underwriting guidelines into consideration and combines it with theprojected housing payment then calculates if for a future date such as 18 months from now.

Zillow, a Web - based real estate marketplace, reported last week that an analysis of 50,000 single - family properties in Marin showed homeowners paid an average of $ 8,434 in property taxes in 2012.

Here are the five housing markets with some of the lowest tax burdens based on their analysis (including only the high and low household income information):