Sentences with phrase «tax considerations»

There is no reason to deny a segment of society the right to marry because of tax considerations, either.

For a property settlement, obtain or prepare a schedule of assets with tax considerations for each asset.

The decision when to draw on an income stream will often be based on tax considerations and the desire to maximize benefits.

Readers are encouraged to consult their accountants about tax considerations related to buying annuities.

That includes entity formation, mergers and acquisitions, real estate, financing transactions, all informed by federal income tax considerations.

When using cash value life insurance to fund a non qualified salary continuation plan, there are several important tax considerations.

Apart from tax considerations, investors should take a look at wallet providers or registered investment vehicles with the kind of security features that one might expect from a banking institution.

This hypothetical illustration doesn't reflect any particular investment nor does it account for inflation or any state tax considerations.

In fact there are so many other reasons that life insurance is a good deal that many people lose sight of the important tax benefits and special tax considerations life insurance proceeds enjoy.

You may be one of the situations where being married filing separately might be beneficial, though there are other tax considerations to think about.

Readers are encouraged to consult their accountants about tax considerations related to buying insurance.

All of this is without tax considerations which will typically further sweeten the deal!

The discussion of federal income taxation presented below supplements the discussion in the fund's prospectus and only summarizes some of the important federal tax considerations generally affecting shareholders of the fund.

They had invited a good CPA to come address tax considerations of real estate investing and a lawyer to address some of the legal challenges.

These, along with certain tax considerations, may have a bearing on any family law or divorce issue that must address a couple's shared finances.

Investment property owners have different tax considerations for their investment properties than they do for their primary residence.

There are also important income tax and capital gain tax considerations.

Ultimately, though, getting to a diversified portfolio that reflects your risk tolerance should trump tax considerations.

We'll assume this is all happening in your RRSP so you can ignore tax considerations, and that you are using a discount brokerage.

Instead, you hold to your asset allocation despite tax considerations.

There are additional tax considerations that must be made before investing.

On the other hand, couples who file separately receive few tax considerations.

The amount includes commissions and other currents tax considerations.

This page explains tax considerations that apply in this case.

Our attorneys know the importance of understanding business, and can identify which tax considerations matter most and which tax solutions are viable.

Then there's the extra tax considerations that come with having a family.

The partial win for the cryptocurrency exchange is an important step in general cryptocurrency tax consideration.

These are just a few of the many tax considerations a divorcing couple should discuss.

Because of the importance of tax considerations to all options transactions, the investor considering options should consult his / her tax adviser as to how taxes affect the outcome of each option strategy.

The more important tax consideration is between purchase and sale, which is the same in either case.

Tax considerations associated with retirement can be complicated.

Access to Work funding can be invaluable in supporting a disabled person to create a successful business, but there is not enough customer information on employment tax considerations when the funding - when given to a self - employed person - is used to buy the services of a support worker.

And to help you make the most of your ETF investments, we list six essentials you need to know before you buy — including tax considerations, the key to investing in international ETFs and other factors that will help you make the right choices.

Some people believe it is a result of year - end tax considerations, while others say it's because all the market pessimists are away on holidays or because people are buying stock in anticipation of the January effect.

Consultants may include: — financial neutrals, who help with tax considerations, financial projects, financial and child support calculations.

Ms. Crouse provides business - focused advice and solutions for U.S. federal, state, and international tax considerations pertinent to mergers and acquisitions, corporate divestitures, internal reorganizations, cross-border transactions, private equity and venture capital fund creation and investments, and organization, operation, and sale of start - up companies.

There are also tax considerations to keep in mind: When TIPS» principal value is adjusted upward because of inflation, the IRS considers the increase to be taxable income.

Purchasers of Shares are urged to consult their own tax advisors with respect to all federal, state, local and foreign tax law or any transfer tax considerations potentially applicable to their investment in the Shares.

Xuan Bac Pham Nghiem, the managing partner, advised a foreign multinational on compiling a tax matrix outlining local tax considerations for the transfer of direct and indirect shares for local subsidiary for its reorganisation.

After that, I'd stick most of the rest in stock market tracker funds, but you might go for actively managed funds instead (ask another question and take professional advice, there will presumably be local tax considerations too), and add in most of your monthly savings too.

Come on Vanguard, eliminate US estate tax considerations for those of us holding your US ETFs and offer lower cost unhedged alternatives in the US and EAFE segments for those holding TD e-series mutual funds.

In an active approach, investors would look to buy and sell the bonds prior to maturity in an attempt to realize a greater total return, which could bring capital gains and thus tax considerations into play.

Strategies commonly employed in tax - advantaged portfolio management, where tax considerations are consistently factored into ongoing decision making, include deferring sales, harvesting losses, selecting high - cost - basis lots for sale, transferring assets internally to circumvent wash - sale rules, timing purchases to avoid dividends, and holding low - yielding stocks, among others.

While tax considerations often favor traditional IRAs, a Roth IRA might still be appealing, thanks to some unique advantages.

If you want to pre-pay all premiums, you could utilize the Single Premium UL option, but there are different tax considerations here because it creates a Modified Endowment Contract, or MEC.

Also, this article is just scratching the surface of the tax issues that can arise, because if family trusts are used, or buy - sell agreements are involved, numerous tax considerations are brought into the picture.

For example, if tax considerations might influence the choice between two different courses of action, but you don't have enough tax expertise to take these considerations into account, document your recommendation that the client obtain tax advice.

That your investment strategy should be — first and foremost — based on your financial goals, not tax considerations