Sentences with phrase «tax efficient solution»

If you are likely to leave a taxable estate, or you have complex trust funding needs, whole life insurance may provide the most tax efficient solution.

Not exact matches

Your portfolio is managed by tailoring a tax - and fee - efficient mix of both in - house investment management and best - in - class, third - party solutions built with your unique situation in mind.

«First Asset Corporate Class ETFs represent the latest example of First Asset's drive to offer best - in - class solutions; layering the well - known benefits of ETFs with the tax - efficient benefits of a corporate class structure.

The BMO Discount Bond Index ETF (ZDB), launched in February 2014, provides a tax - efficient solution for non-registered portfolios.

The term bogleheadian is a bit ambiguous term but its simplification means low - cost, diversified, tax - efficient — solutions.

Find tax - efficient mutual fund solutions that can help you defer within your non-registered investments.

«We are pleased to offer investors the opportunity to build a full asset - allocation portfolio that incorporates RI [responsible investment] principles and helps to align [clients»] full portfolio with their values in a transparent, tax - efficient and low - cost solution,» says Martin Kremenstein, senior managing director and head of ETFs at Nuveen.

Our easy - to - understand solutions are customizable, tax - efficient and designed to weather tough markets.

Discover how Horizons Actively Managed ETFs income - oriented solutions can offer investors the benefits of low cost, tax efficient & flexible approach which may prove superior to traditional investment products.

Mark is a Vice President and Senior Portfolio Manager in the Global Equity Beta Solutions team and Tax - Efficient Market Capture team at State Street Global Advisors.

The Tulsa Community Foundation (TCF) is a tax - exempt, nonprofit organization that assists other nonprofits, corporations, individuals and families with meaningful and efficient charitable giving solutions.

Although I think su bs idi es, l o a n gu ar ant e es (I'm not taking chances on the spam filter), and building codes, etc, shouldn't be avoided, an across - the - board global - constant emissions tax should tend to be an efficient, fair solution and perhaps make all the rest run more smoothly (as well as provide funds where necessary).

During the cap - and - trade debate in the last Congress, there was something of a consensus among economists that EPA regulation of greenhouse gases (GHGs) is the worst option, a «comprehensive legislative solution» (i.e. cap - and - trade) has less economic risk, and a carbon tax is the most efficient option.

No need to compromise on the one solution that almost every economist agrees would be a prudential, efficient way to reduce emissions — a carbon tax.

Given that, if one wants freedom of choice and an efficient market, shouldn't one accept a market solution (tax / credit or analogous system based on public costs, applied strategically to minimize paperwork (don't tax residential utility bills — apply upstream instead), applied approximately fairly to both be fair and encourage an efficient market response (don't ignore any significant category, put all sources of the same emission on equal footing; if cap / trade, allow some exchange between CO2 and CH4, etc, based CO2 (eq); include ocean acidification, etc.), allowing some approximation to that standard so as to not get very high costs in dealing with small details and also to address the biggest, most - well understood effects and sources first (put off dealing with the costs and benifits of sulphate aerosols, etc, until later if necessary — but get at high - latitude black carbon right away)?

Our clients rely on us for integrated controversy, planning, and transactional advice to produce practical and efficient solutions to often highly complex tax issues.

Clients rely on us for integrated controversy, planning, and transactional advice to produce practical and efficient solutions to often highly complex tax issues.

We provide clear and practical solutions to a broad range of private client issues, such as the setting up of both onshore and offshore trusts for wealth preservation, succession planning to help ensure family businesses pass down through generations without being unduly burdened with tax liabilities and helping entrepreneurs to realise the sale of their successful venture in the most tax efficient way.

The group represents clients in complex transactions and creates tax efficient structures and innovative solutions.

With over twenty - five years of experience representing businesses and investors from a variety of industries, Mr. Peffer is able to efficiently analyze complex transactions and present clients with alternative structures to provide tax efficient, pragmatic solutions to achieve the desired business result.

Our specialist team can provide an expert analysis of your circumstances and assess your requirements, for both your personal assets and in relation to your business interests, in order to deliver practical tax - efficient solutions.

«When you talk about global tax solutions you're always trying to skirt that edge of being efficient and creative without being aggressive.»

We work with our clients to provide solutions which meet their requirements and those of their family, are tax - efficient and straightforward.

Financial Advisor / Consultant • Identified and developed leads of prospective clients of financial planning and investment services, focusing on generating sales to potential and existing clients as well as maintaining high - quality customer service, growing client base organically • Developed investment policy statements and strategy guidelines for individuals and corporations, utilizing portfolio theory and asset allocation techniques to manage risk and drive efficient return • Performed needs - based assessments to derive appropriate solutions for individual and corporate clients, generating genuine rapport and establishing productive relationships with clients, colleagues, and staff • Promote high - quality client service with extensive research and the quality presentation and communication of complicated market - and investment - related data • Utilized tools in estate planning, tax planning, investments, retirement, and asset protection to create financial plans and develop investment allocation strategies for high net worth clients

Property Solutions & Services LLC (Minneapolis, MN) 6/2007 — 5/2008 Executive Assistant • Supported Human Resource Manager with recruitment, hiring, and reviewing of staff • Oversaw daily office management and support services resulting in efficient operations • Managed information technology services including database and computer troubleshooting • Assisted accounting department with payroll, budgets, and periodic financial reports • Aided staff with client interviews, tenant tax re-certifications, and maintenance work orders