Sentences with phrase «tax planning services for»

Alan has provided tax planning services for individuals, corporations and trusts for over 30 years while running multiple companies.

Not exact matches

John Stephens is senior executive vice president and chief financial officer, with responsibility for financial planning, corporate development, accounting, tax, auditing, treasury, investor relations, corporate real estate and shared services for AT&T.

Such risks, uncertainties and other factors include, without limitation: (1) the effect of economic conditions in the industries and markets in which United Technologies and Rockwell Collins operate in the U.S. and globally and any changes therein, including financial market conditions, fluctuations in commodity prices, interest rates and foreign currency exchange rates, levels of end market demand in construction and in both the commercial and defense segments of the aerospace industry, levels of air travel, financial condition of commercial airlines, the impact of weather conditions and natural disasters and the financial condition of our customers and suppliers; (2) challenges in the development, production, delivery, support, performance and realization of the anticipated benefits of advanced technologies and new products and services; (3) the scope, nature, impact or timing of acquisition and divestiture or restructuring activity, including the pending acquisition of Rockwell Collins, including among other things integration of acquired businesses into United Technologies» existing businesses and realization of synergies and opportunities for growth and innovation; (4) future timing and levels of indebtedness, including indebtedness expected to be incurred by United Technologies in connection with the pending Rockwell Collins acquisition, and capital spending and research and development spending, including in connection with the pending Rockwell Collins acquisition; (5) future availability of credit and factors that may affect such availability, including credit market conditions and our capital structure; (6) the timing and scope of future repurchases of United Technologies» common stock, which may be suspended at any time due to various factors, including market conditions and the level of other investing activities and uses of cash, including in connection with the proposed acquisition of Rockwell; (7) delays and disruption in delivery of materials and services from suppliers; (8) company and customer - directed cost reduction efforts and restructuring costs and savings and other consequences thereof; (9) new business and investment opportunities; (10) our ability to realize the intended benefits of organizational changes; (11) the anticipated benefits of diversification and balance of operations across product lines, regions and industries; (12) the outcome of legal proceedings, investigations and other contingencies; (13) pension plan assumptions and future contributions; (14) the impact of the negotiation of collective bargaining agreements and labor disputes; (15) the effect of changes in political conditions in the U.S. and other countries in which United Technologies and Rockwell Collins operate, including the effect of changes in U.S. trade policies or the U.K.'s pending withdrawal from the EU, on general market conditions, global trade policies and currency exchange rates in the near term and beyond; (16) the effect of changes in tax (including U.S. tax reform enacted on December 22, 2017, which is commonly referred to as the Tax Cuts and Jobs Act of 2017), environmental, regulatory (including among other things import / export) and other laws and regulations in the U.S. and other countries in which United Technologies and Rockwell Collins operate; (17) the ability of United Technologies and Rockwell Collins to receive the required regulatory approvals (and the risk that such approvals may result in the imposition of conditions that could adversely affect the combined company or the expected benefits of the merger) and to satisfy the other conditions to the closing of the pending acquisition on a timely basis or at all; (18) the occurrence of events that may give rise to a right of one or both of United Technologies or Rockwell Collins to terminate the merger agreement, including in circumstances that might require Rockwell Collins to pay a termination fee of $ 695 million to United Technologies or $ 50 million of expense reimbursement; (19) negative effects of the announcement or the completion of the merger on the market price of United Technologies» and / or Rockwell Collins» common stock and / or on their respective financial performance; (20) risks related to Rockwell Collins and United Technologies being restricted in their operation of their businesses while the merger agreement is in effect; (21) risks relating to the value of the United Technologies» shares to be issued in connection with the pending Rockwell acquisition, significant merger costs and / or unknown liabilities; (22) risks associated with third party contracts containing consent and / or other provisions that may be triggered by the Rockwell merger agreement; (23) risks associated with merger - related litigation or appraisal proceedings; and (24) the ability of United Technologies and Rockwell Collins, or the combined company, to retain and hire key personntax (including U.S. tax reform enacted on December 22, 2017, which is commonly referred to as the Tax Cuts and Jobs Act of 2017), environmental, regulatory (including among other things import / export) and other laws and regulations in the U.S. and other countries in which United Technologies and Rockwell Collins operate; (17) the ability of United Technologies and Rockwell Collins to receive the required regulatory approvals (and the risk that such approvals may result in the imposition of conditions that could adversely affect the combined company or the expected benefits of the merger) and to satisfy the other conditions to the closing of the pending acquisition on a timely basis or at all; (18) the occurrence of events that may give rise to a right of one or both of United Technologies or Rockwell Collins to terminate the merger agreement, including in circumstances that might require Rockwell Collins to pay a termination fee of $ 695 million to United Technologies or $ 50 million of expense reimbursement; (19) negative effects of the announcement or the completion of the merger on the market price of United Technologies» and / or Rockwell Collins» common stock and / or on their respective financial performance; (20) risks related to Rockwell Collins and United Technologies being restricted in their operation of their businesses while the merger agreement is in effect; (21) risks relating to the value of the United Technologies» shares to be issued in connection with the pending Rockwell acquisition, significant merger costs and / or unknown liabilities; (22) risks associated with third party contracts containing consent and / or other provisions that may be triggered by the Rockwell merger agreement; (23) risks associated with merger - related litigation or appraisal proceedings; and (24) the ability of United Technologies and Rockwell Collins, or the combined company, to retain and hire key personntax reform enacted on December 22, 2017, which is commonly referred to as the Tax Cuts and Jobs Act of 2017), environmental, regulatory (including among other things import / export) and other laws and regulations in the U.S. and other countries in which United Technologies and Rockwell Collins operate; (17) the ability of United Technologies and Rockwell Collins to receive the required regulatory approvals (and the risk that such approvals may result in the imposition of conditions that could adversely affect the combined company or the expected benefits of the merger) and to satisfy the other conditions to the closing of the pending acquisition on a timely basis or at all; (18) the occurrence of events that may give rise to a right of one or both of United Technologies or Rockwell Collins to terminate the merger agreement, including in circumstances that might require Rockwell Collins to pay a termination fee of $ 695 million to United Technologies or $ 50 million of expense reimbursement; (19) negative effects of the announcement or the completion of the merger on the market price of United Technologies» and / or Rockwell Collins» common stock and / or on their respective financial performance; (20) risks related to Rockwell Collins and United Technologies being restricted in their operation of their businesses while the merger agreement is in effect; (21) risks relating to the value of the United Technologies» shares to be issued in connection with the pending Rockwell acquisition, significant merger costs and / or unknown liabilities; (22) risks associated with third party contracts containing consent and / or other provisions that may be triggered by the Rockwell merger agreement; (23) risks associated with merger - related litigation or appraisal proceedings; and (24) the ability of United Technologies and Rockwell Collins, or the combined company, to retain and hire key personnTax Cuts and Jobs Act of 2017), environmental, regulatory (including among other things import / export) and other laws and regulations in the U.S. and other countries in which United Technologies and Rockwell Collins operate; (17) the ability of United Technologies and Rockwell Collins to receive the required regulatory approvals (and the risk that such approvals may result in the imposition of conditions that could adversely affect the combined company or the expected benefits of the merger) and to satisfy the other conditions to the closing of the pending acquisition on a timely basis or at all; (18) the occurrence of events that may give rise to a right of one or both of United Technologies or Rockwell Collins to terminate the merger agreement, including in circumstances that might require Rockwell Collins to pay a termination fee of $ 695 million to United Technologies or $ 50 million of expense reimbursement; (19) negative effects of the announcement or the completion of the merger on the market price of United Technologies» and / or Rockwell Collins» common stock and / or on their respective financial performance; (20) risks related to Rockwell Collins and United Technologies being restricted in their operation of their businesses while the merger agreement is in effect; (21) risks relating to the value of the United Technologies» shares to be issued in connection with the pending Rockwell acquisition, significant merger costs and / or unknown liabilities; (22) risks associated with third party contracts containing consent and / or other provisions that may be triggered by the Rockwell merger agreement; (23) risks associated with merger - related litigation or appraisal proceedings; and (24) the ability of United Technologies and Rockwell Collins, or the combined company, to retain and hire key personnel.

As a Partner and Regional Business Tax Services Leader at EY, Belinda Pestana works with leadership on strategy for tax advisory and planning, and is the Global Tax Account Leader on one of the firm's largest clients, managing $ 50 million plus of tax revenTax Services Leader at EY, Belinda Pestana works with leadership on strategy for tax advisory and planning, and is the Global Tax Account Leader on one of the firm's largest clients, managing $ 50 million plus of tax reventax advisory and planning, and is the Global Tax Account Leader on one of the firm's largest clients, managing $ 50 million plus of tax revenTax Account Leader on one of the firm's largest clients, managing $ 50 million plus of tax reventax revenue.

No, some other firms have net worth or assets under management minimums, but we believe quality financial planning, investment management, and tax services is for everyone.

Services Advisory Assurance Attest Services Audit, Reviews & Compilations Employee Benefit Plan Audits Internal Audit Services International Financial Reporting Standards (IFRS) IT Audit Services SEC Services SOC 1 and 2 Services Statutory Financial Audits Tax Accounting Methods Cost Segregation Estate Tax Credits Executive Compensation Federal Corporate Tax Generational Wealth Planning International Tax Mergers & Acquisitions Real Estate Research & Development Tax Credits Sales and Use Tax State & Local Tax Tax Accounting Tax Reform Transfer Pricing Business Support DHG Search DHG Staffing Forensics Commercial Damages Digital & Computer Forensics Domestic Matters Fraud & Corporate Investigations Personal Damages Healthcare Consulting Alternative Payment Models Center For Industry Transformation Points Beyond Blog CFO Advisory Bundled Payment Models Clinical Documentation Improvement Enterprise Intelligence iluminus Reimbursement Revenue Cycle Senior Living Strategy Physician Enterprise Optimization International Services Chinese Business Services Japanese Business Services Investment Management DHG Agency DHG Wealth Advisors IT Advisory Retirement Plan Administration Risk Advisory Finance & Process Transformation Internal Audit & Compliance Regulatory Services & Risk Management Technology Services Transaction Advisory Valuation Services Financial Reporting Healthcare Valuations

And unless you qualify for Public Service Loan Forgiveness, you could be facing a hefty tax bill if you have a large amount of principal and interest forgiven after making 20 or 25 years of payments in a government repayment plan.

We provide this other compensation to enhance the competitiveness of our executive compensation program and to increase the productivity (corporate aircraft travel, professional assistance with tax return preparation and financial planning), safety (security services and equipment) and health (annual physical examinations) of our executives so they can focus on producing superior financial returns for our shareowners.

Adjusted EBITDA is defined as net income / (loss) from continuing operations before interest expense, other expense / (income), net, provision for / (benefit from) income taxes; in addition to these adjustments, the Company excludes, when they occur, the impacts of depreciation and amortization (excluding integration and restructuring expenses)(including amortization of postretirement benefit plans prior service credits), integration and restructuring expenses, merger costs, unrealized losses / (gains) on commodity hedges, impairment losses, losses / (gains) on the sale of a business, nonmonetary currency devaluation (e.g., remeasurement gains and losses), and equity award compensation expense (excluding integration and restructuring expenses).

SBA loan consulting services generally include a dedicated representative to help you with the application, tax document collection, building a strong business plan and then taking your deal out to banks to get you the best loan for you.

We offer digitally integrated, in - house services for investment, planning, tax, legal, private banking, family governance, concierge, and travel.

All of this doesn't even begin to account for the potential for higher taxes to service and repay the substantial run up in federal debt that has taken place already and that is planned for the future.

We provide Family Office services — personalized and in - house — for investment, planning, tax, legal, private banking, family governance, concierge, and travel.

She was responsible for tax planning and consulting for both public and private companies, specializing in financial services.

To determine which service is most appropriate for you, we consider how you plan to use the assets, how long you expect to hold them, your tax situation and your income needs.

Our dedicated team provides personalized, boutique services for investments, financial planning, tax, legal, private banking, family governance, concierge, and travel.

We provide Family Office services — digitally integrated and in - house — for investment, planning, tax, legal, private banking, family governance, concierge, and travel.

We offer digitally integrated, in - house services for investment, planning, tax, legal, private banking, family governance, and concierge.

The True Fiduciary ™ Family Office provides personalized, in - house services for investment, planning, tax, legal, private banking, family governance, and concierge.

Even though, for social security tax and Medicare tax purposes, you are considered a self - employed individual in performing your ministerial services, you may be considered an employee for income tax or retirement plan purposes.

Rosenstein & Associates provides legal services to its clients in all business related matters, including: business formations; business & corporate litigation; transactional matters (contractual matters); wills, trusts and estate planning; assistance with filing for copyrights and trademarks; real estate transactions; asset protection; assistance with tax audits and litigation, asset protection and if necessary, reorganization of a business including providing for protection by filing of a business Bankruptcy.

Algonquin resident Larry Mountain, one of about a dozen people who attended Wednesday's gathering when the master plan was unveiled, said he thinks Algonquin citizens also might vote down a tax hike for more recreational services no matter who runs them.

The bill would direct a small portion of the city's sales tax revenue to pay for half of the transportation authority's $ 836 million, short - term plan to improve subway service.

The bill, sponsored by state Sen. Jeff Klein, would direct a small portion of the city's sales tax revenue to pay for half of the transportation authority's $ 836 million, short - term plan to improve subway service.

At Pratt, he led many successful community - planning efforts, as well as campaigns to expand affordable housing and create NYC's «inclusionary zoning» program, which requires developers seeking tax breaks to set aside 20 percent of their units for low and moderate income families and pay a living wage to their service workers.

Governor Cuomo's plan to pay for tax cuts for the richest New Yorkers by attacking hospitals, schools and social services is unacceptable.

The plans for city regions to regulate bus services on the model of Transport for London were attacked by Martin Griffiths, the chief executive of Stagecoach, as an «uncosted and unnecessary plan [that] would land people in England's biggest city regions overnight with a tax bill running to hundreds of millions of pounds, as well as leading to higher bus fares.»

Remember: An added wrinkle for the MTA could be the loss of the so - called.34 percent payroll tax in the 12 - county MTA service region that was part of the 2009 bailout plan.

Cuomo's plan for controlling property taxes would require county governments to work with municipalities to develop shared services and consolidation plans, which would then be approved by voters in a referendum this November.

In addition to the new fees on for - hire services, the Assembly plan would impose a real estate transfer tax on residential and commercial properties valued above $ 5 million and a New York City - only surcharge on properties purchased solely for investment purposes.

ALBANY — With Congress nearing approval of a tax plan that could end up costing some New Yorkers money, Gov. Andrew M. Cuomo on Monday renewed a call for local governments to share services to cut costs.

And as Cuomo plans to run for re-election on a platform reducing taxes, Silver is likely to oppose any reduction in revenue after years of flat budgeting have lowered the quality of public services.

County Administrator Suzanne Sinclair highlighted many of the projects the county is working on including the office of Real Property working on assessment services with the Town of Niles, water quality monitoring and lead testing, improvements to the Cato - Brutus Trail, more efficient tax collection methods and plans for manure management.

He wants to limit state spending to available resources, address unfunded pension costs, focus on paying for core services and reform the budgeting process by not waiting until the final days to pass a new tax - and - spending plan.

And Labour will set out our plan for tackling the deficit not through punishing the most vulnerable and decimating our public services but by ending the unfair tax cuts to the wealthy, tackling tax evasion and investing for growth.»

And in what could be a challenge to his potential 2018 opponents in next years race for governor, Cuomo's property tax plan puts the onus on county executives to develop a proposal for shared services.

He insisted Labour's plans for extra spending on police and other public services, to be funded by an estimated # 2.7 bn in savings from reversing capital gains tax cuts, were «fully costed».

Sources close to the governor said they were confident the budget will include another plan to raise money for cash - strapped MTA by retaining a hefty portion of the new tax revenue generated when the city ups an assessment on properties in designated areas directly because of subway and rail service improvements in those areas.

Under Cuomo's plan, the tax freeze would kick in for individual property owners only if local governments kept tax increases minimal and took steps toward consolidating services.

Original discharge papers are proof of your military service, and can be used to establish eligibility for a variety of benefits including property tax exceptions, civil service credits and if you are planning to be buried in any of the National Cemeteries, your heirs will need your DD - 214.

«I strongly believe the Oneida County Shared Services Plan is a step in the right direction and will lead to immediate savings for our residents and businesses who already pay enough in taxes.»

Erie County Executive Mark Poloncarz has released his shared services plan for the country, part of the push by Gov. Andrew Cuomo to reduce property taxes on the local government level.

«By reining in excessive property tax costs and building on accomplishments achieved over the past six years, our efforts to reduce wasteful spending and increase public involvement in local government with these shared services plans will lessen the tax burden for residents and ensure New York remains the greatest state in the nation.»

POUGHKEEPSIE, N.Y. >> Dutchess County Executive Marc Molinaro says Gov. Andrew Cuomo's proposal for counties to put shared - services plans before voters is an attempt to divert the public's attention from state mandates being the root of local tax increases.

His plan to freeze property tax rates for two years is dependent on local governments and schools demonstrating that they are consolidating and sharing some services with other governments in the second year.

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.

Governor Cuomo has said he's agreed to add more than $ 8 billion to the state budget plan towarding closing the MTA budget gap, and the governor has repeatedly pointed out that the city benefits the most from MTA services; while a spokesperson for the mayor said that «New York City, through taxes, tolls and fares already contributes over 70 percent of the MTA's operating budget.»

On property taxes, Cuomo explains his plan for an effective property tax freeze is premised on «requiring local governments to work together» by sharing services, Gannett reported.

The ECIDA board also approved $ 388,000 in tax abatements for Simmers Crane Design & Service, which plans to construct a $ 1.7 million manufacturing facility at the former Spaulding Fibre site in the City of Tonawanda.

With an agreement on a final New York City budget due by the end of June, the growing Strong Economy for All coalition of nearly 20 City Council members, unions and social service advocacy groups announced a «People's Budget» plan at a June 21 rally on the steps of City Hall that calls for a millionaire's tax and an end to corporate subsidies and tax loopholes.