Sentences with phrase «tax efficiency plan»

Not exact matches

The next year, Cuomo created a program to give homeowners checks — arriving just before the general election, to every politician's delight — if their governments stayed within the tax cap and filed efficiency plans with the state.

«Tax justice, rebalancing the fiscal burden, welfare efficiency, industrial policy, a green plan and devolution.»

Overall, more than 2 million checks will go out over the next few months to reimburse taxpayers for tax growth — assuming their municipalities and schools stayed under the property - tax cap and submitted an efficiency plan.

That is why we pre-announced our plans to raise national insurance and the top rate of income tax alongside efficiency savings».

Last year, the state required those entities to submit «efficiency plans» to demonstrate cost - cutting measures in order for homeowners in those jurisdictions to qualify for tax rebates.

«The first round of the local shared services program has gotten results with plans across the state projecting reductions in property taxes, finding efficiencies, and achieving better coordination among local governments across the state,» said Jim Malatras, the president of the Rockefeller Institute of Government.

In the second year, Dutchess County must have a Government Efficiency Plan in place that saves one percent of the tax levy through cooperation agreements, shared services, mergers, and efficiencies, in order for homeowners to be eligible for the credit.

joint project leader for the development of the state - approved Government Efficiency Plan, ensuring property tax rebate checks for taxpayers;

In this role, he tells The Alt, he «achieved $ 2.5 million in tax rebates while working with 36 municipalities in a submitted government efficiency plan.»

, he «achieved $ 2.5 million in tax rebates while working with 36 municipalities in a submitted government efficiency plan.»

During his regional State of the State tour in January, the Democratic governor proposed a plan requiring each county outside of New York City to come up with a plan to reduce duplication of government services for efficiency and property - tax savings.

Andrew Warren, of the European Association for the Conservation of Energy, says member states will now not be able to meet CO2 targets pledged at last year's Earth Summit, because these required Community - wide efficiency standards, as originally planned in SAVE, and a Community - wide energy tax.

Our wealth management service extends beyond asset and investment management to include tax planning, charitable giving and estate planning, creating efficiencies wherever possible.

Planning for retirement, saving for college, maximizing tax efficiencies and creating a financial legacy are top concerns for most of our clients.

After this thorough analysis, your Financial Advisor will help you implement a financial plan that includes products, services, and tax - efficiency strategies that align with your goals.

A recommendation will be offered as it pertains to the type of account or specific investment should be owned based in part on your «tax efficiency» with consideration that there is a possibility of future changes to federal, state or local tax laws and rates that may impact your investment planning situation.

Additionally there is a huge amount of value to be gained by consumers who have high savings across tax efficiency, appropriate asset allocation and holistic planning that covers anticipated healthcare needs.

A lot of financial plans demand that the right kind of capital gains tax efficiency is also built into the structure.

Kirsty is responsible for a broad array of customized portfolio strategies including the concepts of asset allocation, portfolio optimization, cash flow, tax efficiency and retirement planning.

Here's how to invest a large sum, such as assets from a profit - sharing plan, with a mind toward tax efficiency.

That was followed by: not outliving their savings (46 %), tax efficiency of savings and investment (43 %), having a health care plan (39 %), achieving their investment return goals (36 %), having an estate plan (26 %), retiring earlier (22 %) and delaying taking Social Security in retirement (21 %).

We talk incessantly about the financial side of your retirement plan — rate of return, tax efficiency, income splitting and RRIF drawdowns.

They add value in areas like tax efficiency, risk management, estate planning and retirement planning.»

We'll analyze your financial situation or plan from a tax perspective to align your financial goals with tax - efficiency planning.

Other climate and energy campaigners see far too weak a plan, with Charles Komanoff of the Carbon Tax Center making this trenchant observation about how recent progress on emissions (through the surprise shift from coal to gas and rise in energy efficiency) compares to the planned cuts:

Moreover, this flexibility is somewhat of a chimera since the plans the states develop — renewable mandates, efficiency mandates, carbon taxes, etc. — are subject to EPA approval.

«New Hampshire Town Boosts Recycling with Pay - As - You - Throw,» Environment News Service, 21 March 2007; Tom Miles, «London Drivers to Pay UK's First Congestion Tax,» Reuters, 28 February 2002; Energy Council, Energy Efficiency Policies and Indicators (London: 2001), Annex 1; Howard W. French, «A City's Traffic Plans Are Snarled by China's Car Culture,» New York Times, 12 July 2005.

Sanders has no official climate change plan yet, but also seek to go well beyond Obama climate change policies, with a carbon tax, greatly increased renewable energy, energy efficiency measures, and international leadership by the US.

His work includes advising on the use of Wills and Trusts for succession planning as well as asset ownership structures to maximise tax efficiency.

In addition to the Basic tier features, Wealthsimple Black investors receive tax efficiency features like tax - loss harvesting and tax - efficient funds, a goal - based planning session, and access to over 1,000 VIP airport lounges, because why not?

The analysis of your financial state from point of view of tax efficiency in order to plan your finances in the most optimised way is referred to as Tax - plannitax efficiency in order to plan your finances in the most optimised way is referred to as Tax - planniTax - planning.

Accurately and expeditiously managing corporate tax strategies and planning, tax accounting procedures, report generation, and staff supervision to drive optimal efficiency and corporate success

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

Professional Duties & Responsibilities Served as operations manager for $ 7 billion wealth management firm Oversaw 75 employees and approximately 15,000 client accounts Restructured new account operations reducing expenses by $ 120,000 annually Implemented new procedures for trading, marketing, and new account operations increasing company efficiency by 200 % Processed new accounts, terminations, transfers, and account registration changes for individual taxable accounts, trusts, IRA's, pension plans, endowments, foundations, and Taft - Hartley plans Created and ran performance, tax, and cost basis reports Oversaw SEC compliance and performance reporting for numerous funds Generated significant new client accounts and provided quality customers service ensuring repeat business and customer satisfaction Created marketing and sales collateral for company presentations Assisted in creation of client relationship and project management software Aided Federal Department of the Treasury for money laundering in the Financial Crimes Enforcement Network