Sentences with phrase «tax planning objectives»

Such a finding might arguably have been avoided, had the original owner been able to conclusively demonstrate a contemporaneous intention to transfer equitable ownership of the assets, beyond his general tax planning objectives.

Our services include the preparation of domestic and worldwide documentation designed to comply with local requirements, assistance with the alignment of tax planning objectives and business objectives, and assistance with the assessment and management of tax risk.

Not exact matches

Sallie Mullins Thompson, CPA, offered some additional questions, such as asking whether a complete data - gathering process was conducted; whether a holistic, goal - oriented plan has been implemented to meet client objectives; if there's a monitoring mechanism in place; whether the tax impact of the plan has been evaluated and explained; and whether there is regular follow - up to meetings and reports.

Also, virtually all objective analysis of the Republican plans suggests the tax cuts will widen the budget deficit and add to the debt.

Under the Bonus Plan, our compensation committee, in its sole discretion, determines the performance goals applicable to awards, which goals may include, without limitation: attainment of research and development milestones, sales bookings, business divestitures and acquisitions, cash flow, cash position, earnings (which may include any calculation of earnings, including but not limited to earnings before interest and taxes, earnings before taxes, earnings before interest, taxes, depreciation and amortization and net earnings), earnings per share, net income, net profit, net sales, operating cash flow, operating expenses, operating income, operating margin, overhead or other expense reduction, product defect measures, product release timelines, productivity, profit, return on assets, return on capital, return on equity, return on investment, return on sales, revenue, revenue growth, sales results, sales growth, stock price, time to market, total stockholder return, working capital, and individual objectives such as MBOs, peer reviews, or other subjective or objective criteria.

Ms. Johnson's work focused on tailoring plans for clients that carefully integrated their investment objectives, insurance and income needs with their tax planning and legacy strategies.

Examples of forward - looking statements include, but are not limited to, statements we make regarding the Company's plans, assumptions, expectations, beliefs and objectives with respect to store openings and closings; product introductions; sales; sales growth; sales trends; store traffic; retail prices; gross margin; operating margin; expenses; interest and other expenses, net; effective income tax rate; net earnings and net earnings per share; share count; inventories; capital expenditures; cash flow; liquidity; currency translation; growth opportunities; litigation outcomes and recovery related thereto; the collectability of amounts due under financing arrangements with diamond mining and exploration companies; and certain ongoing or planned product, marketing, retail, manufacturing, information systems development, upgrades and replacement, and other operational and strategic initiatives.

If one of the objectives is saving for a home, up to $ 25,000 of your RRSP capital can be withdrawn under the Home Buyers Plan for first - time homeowners without attracting tax (but will need to be repaid over 15 years).

But without stronger macroeconomic policies - notably higher non-oil tax collections (to create fiscal space) and a more transparent foreign exchange regime (to facilitate adjustment and promote diversification)- the plan will not meet the objectives of fostering higher growth and employment»

«What we are seeing is a governor who does not want a thorough and balanced review by an objective tax commission and who is creating what should be called the «Commission to Endorse the Governor's Tax Cut Plan,»» said Ron Deutsch of New Yorkers for Fiscal Fairness, another progressive group that argues for government spending and, often, raising taxtax commission and who is creating what should be called the «Commission to Endorse the Governor's Tax Cut Plan,»» said Ron Deutsch of New Yorkers for Fiscal Fairness, another progressive group that argues for government spending and, often, raising taxTax Cut Plan,»» said Ron Deutsch of New Yorkers for Fiscal Fairness, another progressive group that argues for government spending and, often, raising taxes.

In terms of balancing this objective with prudent fiscal planning, however, a tax reduction plan half this size would have still been the largest state tax reduction in history but New York would have been much better positioned to weather the fiscal storms of the last several years and to meet the state's priority investment needs.

If you prefer this lesson as a main task to write a lively article you can find that at the link below: https://www.tes.com/teaching-resource/sugar-tax-writing-to-argue-and-persuade-11255722 Lesson Power Point includes a shock starter, learning objectives, links to video clips for information on the sugar tax and planning prompts throughout.

Jason Heath, a fee - only financial planner with Objective Financial Partners, says robo - advisors are a great choice for young investors who only require portfolio management for a specific savings goal and don't need to get into the more personal aspects of wealth management such as taxes and retirement or estate planning.

Because the federal estate tax imposes a lump sum obligation upon by the estate that is payable within 9 months of the date of death, a huge estate planning objective has been to avoid it at all costs.

To learn about the CollegeInvest Smart Choice College Savings Plan, its objectives, risks, charges, limitations, restrictions and qualifications regarding the Plan's benefits and potential tax advantages, please read the

Our Certified Financial Planners (CFPs) offer unbiased financial advice to create a personalized financial plan that takes into consideration your current net worth, tax liabilities, asset allocation, and future retirement and estate objectives.

Financial planner: This professional helps clients develop a plan for realizing their financial objectives and provide an assessment in almost every financial area ranging from estate planning, retirement, and taxes to insurance, investments, and savings.

If business continuity succession planning is required, then liquidity is also the objective, even if the estate tax is NOT an issue, because the life insurance proceeds may be used to finance the purchase of the business from the estate by a beneficiary OR a third party.

Liz provides a wide array of estate planning, fiduciary litigation, tax planning and private wealth services to clients who are seeking to strategically manage their wealth in a way that allows them achieve their estate planning goals and objectives and to do so as tax efficiently as possible.

With more than 20 years of experience in international business tax planning, Randy guides companies through the intricacies of U.S. and foreign tax rules and accounting considerations while achieving their corporate business objectives.

Chris Spesia works with the Firm's Estate Planning group on crafting plans that achieve the objectives of its clients, including Estate Tax and probate avoidance.

Tax experts produce a plan to accomplish this business objective on a tax - neutral basTax experts produce a plan to accomplish this business objective on a tax - neutral bastax - neutral basis.

He also assists individuals with the creation and implementation of complex estate plans for the purpose of achieving both tax and non-tax objectives.

The stated objective of the plan was «to achieve capital growth over a selected period of years in a sound and tax efficient way from the investment of a lump sum.

If your objective is to look for a risk - free endowment plan where you can get the dual benefits of tax - savings as well as life insurance, LIC Jeevan Praagti Plan is going to be your best plan where you can get the dual benefits of tax - savings as well as life insurance, LIC Jeevan Praagti Plan is going to be your best Plan is going to be your best bet.

True, it does offer tax benefits, but the primary objective while purchasing a medical insurance plan should be the coverage of your health needs and financial protection against medical emergencies.

Just pick couple of good ELSS funds (if one of your investment objectives is TAX SAVING) as mentioned in the above list and book SIPs (Systematic Investment Plans).

Analyze client's financial information; identify client's objectives, risk tolerance and circumstances to develop a thorough financial plan and to provide investment strategies, tax projections and financial guidance.

Interviewed clients to determine current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a financial plan.

Tax manager resume objective 4: Seeking employment that would enable by professional growth and at the same time exploit my strong educational, organizational and tax planning skills; also, giving me the scope to prepare independent tax management functioTax manager resume objective 4: Seeking employment that would enable by professional growth and at the same time exploit my strong educational, organizational and tax planning skills; also, giving me the scope to prepare independent tax management functiotax planning skills; also, giving me the scope to prepare independent tax management functiotax management functions.

Tax manager resume objective 2: An ambitious individual wanting to embark on a career of strategic tax planning is looking forward to work in an organization that utilizes my leadership and professional skills towards the further growth of the compaTax manager resume objective 2: An ambitious individual wanting to embark on a career of strategic tax planning is looking forward to work in an organization that utilizes my leadership and professional skills towards the further growth of the compatax planning is looking forward to work in an organization that utilizes my leadership and professional skills towards the further growth of the company.

Career Objective: To build a long term career plan and excel in this field to become a professional tax consultant.

Tax manager resume objective 5: Coordinating efforts for ensuring the optimum utilization of all the available methods of tax planning and management as also exploring newer grounds by which the organization's revenues can be savTax manager resume objective 5: Coordinating efforts for ensuring the optimum utilization of all the available methods of tax planning and management as also exploring newer grounds by which the organization's revenues can be savtax planning and management as also exploring newer grounds by which the organization's revenues can be saved.

• Streamlined administrative tasks, reducing errors and increasing the completion of organizational objectives, such as tax planning and cost containment.

Tax analyst resume objective 3: To faithfully pursue by career in an organization that would put to best use my analytical skills with regard to tax planning and management for the benefit of mutual success and growTax analyst resume objective 3: To faithfully pursue by career in an organization that would put to best use my analytical skills with regard to tax planning and management for the benefit of mutual success and growtax planning and management for the benefit of mutual success and growth.

Tax associate resume objective 5: Obtaining a position in a company that would give me an opportunity to apply my tax planning and management skills as also cede me the scope to gain sufficient work experience in the ever growing finance and economics industry and putting my skills to best uTax associate resume objective 5: Obtaining a position in a company that would give me an opportunity to apply my tax planning and management skills as also cede me the scope to gain sufficient work experience in the ever growing finance and economics industry and putting my skills to best utax planning and management skills as also cede me the scope to gain sufficient work experience in the ever growing finance and economics industry and putting my skills to best use.

For this reason, in most cases, a team of professionals, including a workout advisor, tax professional and legal counsel, should be consulted to help understand the objectives and likely resolution strategies of the special servicer and to develop an action plan that protects and preserves the valuable indemnification rights and financial interest of the debtor and equity holders.

With the objective to «make U.S. business the most competitive in the world,» Mnuchin said the new tax plan would reduce the «complicated and uncompetitive business rate» of 35 percent to 15 percent for corporate taxes.