Sentences with phrase «tax planning strategy for»

This type of financing can also be a very effective income tax planning and / or estate tax planning strategy for you if you do not want to 1031 Exchange into other like - kind replacement properties.

We'll have to re-work our tax planning strategies for some of our clients and make sure they don't get hit with unexpected tax bills.

Not exact matches

Important factors that could cause actual results to differ materially from those reflected in such forward - looking statements and that should be considered in evaluating our outlook include, but are not limited to, the following: 1) our ability to continue to grow our business and execute our growth strategy, including the timing, execution, and profitability of new and maturing programs; 2) our ability to perform our obligations under our new and maturing commercial, business aircraft, and military development programs, and the related recurring production; 3) our ability to accurately estimate and manage performance, cost, and revenue under our contracts, including our ability to achieve certain cost reductions with respect to the B787 program; 4) margin pressures and the potential for additional forward losses on new and maturing programs; 5) our ability to accommodate, and the cost of accommodating, announced increases in the build rates of certain aircraft; 6) the effect on aircraft demand and build rates of changing customer preferences for business aircraft, including the effect of global economic conditions on the business aircraft market and expanding conflicts or political unrest in the Middle East or Asia; 7) customer cancellations or deferrals as a result of global economic uncertainty or otherwise; 8) the effect of economic conditions in the industries and markets in which we operate in the U.S. and globally and any changes therein, including fluctuations in foreign currency exchange rates; 9) the success and timely execution of key milestones such as the receipt of necessary regulatory approvals, including our ability to obtain in a timely fashion any required regulatory or other third party approvals for the consummation of our announced acquisition of Asco, and customer adherence to their announced schedules; 10) our ability to successfully negotiate, or re-negotiate, future pricing under our supply agreements with Boeing and our other customers; 11) our ability to enter into profitable supply arrangements with additional customers; 12) the ability of all parties to satisfy their performance requirements under existing supply contracts with our two major customers, Boeing and Airbus, and other customers, and the risk of nonpayment by such customers; 13) any adverse impact on Boeing's and Airbus» production of aircraft resulting from cancellations, deferrals, or reduced orders by their customers or from labor disputes, domestic or international hostilities, or acts of terrorism; 14) any adverse impact on the demand for air travel or our operations from the outbreak of diseases or epidemic or pandemic outbreaks; 15) our ability to avoid or recover from cyber-based or other security attacks, information technology failures, or other disruptions; 16) returns on pension plan assets and the impact of future discount rate changes on pension obligations; 17) our ability to borrow additional funds or refinance debt, including our ability to obtain the debt to finance the purchase price for our announced acquisition of Asco on favorable terms or at all; 18) competition from commercial aerospace original equipment manufacturers and other aerostructures suppliers; 19) the effect of governmental laws, such as U.S. export control laws and U.S. and foreign anti-bribery laws such as the Foreign Corrupt Practices Act and the United Kingdom Bribery Act, and environmental laws and agency regulations, both in the U.S. and abroad; 20) the effect of changes in tax law, such as the effect of The Tax Cuts and Jobs Act (the «TCJA») that was enacted on December 22, 2017, and changes to the interpretations of or guidance related thereto, and the Company's ability to accurately calculate and estimate the effect of such changes; 21) any reduction in our credit ratings; 22) our dependence on our suppliers, as well as the cost and availability of raw materials and purchased components; 23) our ability to recruit and retain a critical mass of highly - skilled employees and our relationships with the unions representing many of our employees; 24) spending by the U.S. and other governments on defense; 25) the possibility that our cash flows and our credit facility may not be adequate for our additional capital needs or for payment of interest on, and principal of, our indebtedness; 26) our exposure under our revolving credit facility to higher interest payments should interest rates increase substantially; 27) the effectiveness of any interest rate hedging programs; 28) the effectiveness of our internal control over financial reporting; 29) the outcome or impact of ongoing or future litigation, claims, and regulatory actions; 30) exposure to potential product liability and warranty claims; 31) our ability to effectively assess, manage and integrate acquisitions that we pursue, including our ability to successfully integrate the Asco business and generate synergies and other cost savings; 32) our ability to consummate our announced acquisition of Asco in a timely matter while avoiding any unexpected costs, charges, expenses, adverse changes to business relationships and other business disruptions for ourselves and Asco as a result of the acquisition; 33) our ability to continue selling certain receivables through our supplier financing program; 34) the risks of doing business internationally, including fluctuations in foreign current exchange rates, impositions of tariffs or embargoes, compliance with foreign laws, and domestic and foreign government policies; and 35) our ability to complete the proposed accelerated stock repurchase plan, among other thintax law, such as the effect of The Tax Cuts and Jobs Act (the «TCJA») that was enacted on December 22, 2017, and changes to the interpretations of or guidance related thereto, and the Company's ability to accurately calculate and estimate the effect of such changes; 21) any reduction in our credit ratings; 22) our dependence on our suppliers, as well as the cost and availability of raw materials and purchased components; 23) our ability to recruit and retain a critical mass of highly - skilled employees and our relationships with the unions representing many of our employees; 24) spending by the U.S. and other governments on defense; 25) the possibility that our cash flows and our credit facility may not be adequate for our additional capital needs or for payment of interest on, and principal of, our indebtedness; 26) our exposure under our revolving credit facility to higher interest payments should interest rates increase substantially; 27) the effectiveness of any interest rate hedging programs; 28) the effectiveness of our internal control over financial reporting; 29) the outcome or impact of ongoing or future litigation, claims, and regulatory actions; 30) exposure to potential product liability and warranty claims; 31) our ability to effectively assess, manage and integrate acquisitions that we pursue, including our ability to successfully integrate the Asco business and generate synergies and other cost savings; 32) our ability to consummate our announced acquisition of Asco in a timely matter while avoiding any unexpected costs, charges, expenses, adverse changes to business relationships and other business disruptions for ourselves and Asco as a result of the acquisition; 33) our ability to continue selling certain receivables through our supplier financing program; 34) the risks of doing business internationally, including fluctuations in foreign current exchange rates, impositions of tariffs or embargoes, compliance with foreign laws, and domestic and foreign government policies; and 35) our ability to complete the proposed accelerated stock repurchase plan, among other thinTax Cuts and Jobs Act (the «TCJA») that was enacted on December 22, 2017, and changes to the interpretations of or guidance related thereto, and the Company's ability to accurately calculate and estimate the effect of such changes; 21) any reduction in our credit ratings; 22) our dependence on our suppliers, as well as the cost and availability of raw materials and purchased components; 23) our ability to recruit and retain a critical mass of highly - skilled employees and our relationships with the unions representing many of our employees; 24) spending by the U.S. and other governments on defense; 25) the possibility that our cash flows and our credit facility may not be adequate for our additional capital needs or for payment of interest on, and principal of, our indebtedness; 26) our exposure under our revolving credit facility to higher interest payments should interest rates increase substantially; 27) the effectiveness of any interest rate hedging programs; 28) the effectiveness of our internal control over financial reporting; 29) the outcome or impact of ongoing or future litigation, claims, and regulatory actions; 30) exposure to potential product liability and warranty claims; 31) our ability to effectively assess, manage and integrate acquisitions that we pursue, including our ability to successfully integrate the Asco business and generate synergies and other cost savings; 32) our ability to consummate our announced acquisition of Asco in a timely matter while avoiding any unexpected costs, charges, expenses, adverse changes to business relationships and other business disruptions for ourselves and Asco as a result of the acquisition; 33) our ability to continue selling certain receivables through our supplier financing program; 34) the risks of doing business internationally, including fluctuations in foreign current exchange rates, impositions of tariffs or embargoes, compliance with foreign laws, and domestic and foreign government policies; and 35) our ability to complete the proposed accelerated stock repurchase plan, among other things.

The time to think about tax season isn't at the first of the year — it's all year long, and these five strategies can help any small business plan for a simpler tax season with fewer headaches.

Here's a look at five factors that could trigger unexpected taxes as well as strategies for planning around them.

Individuals with a net worth of close to or more than $ 11 million ($ 22 million for couples) can still lower the tax hit to their heirs with the use of trusts and estate - planning strategies.

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.

«Planning before year - end will provide valuable insight about current tax savings strategies for your business while estimating future retirement benefits for both you and the employees.

Forward - looking statements may include, among others, statements concerning our projected adjusted income (loss) from operations outlook for 2018, on both a consolidated and segment basis; projected total revenue growth and global medical customer growth, each over year end 2017; projected growth beyond 2018; projected medical care and operating expense ratios and medical cost trends; our projected consolidated adjusted tax rate; future financial or operating performance, including our ability to deliver personalized and innovative solutions for our customers and clients; future growth, business strategy, strategic or operational initiatives; economic, regulatory or competitive environments, particularly with respect to the pace and extent of change in these areas; financing or capital deployment plans and amounts available for future deployment; our prospects for growth in the coming years; the proposed merger (the «Merger») with Express Scripts Holding Company («Express Scripts») and other statements regarding Cigna's future beliefs, expectations, plans, intentions, financial condition or performance.

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.

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Create a retirement plan that considers every aspect of planning for retirement, including tax strategies, we can help guide you.

If you have a good business with potential for growth, Factor Funding can speed up your cash flow and unleash your power to survive and thrive, whether you are one, a couple, or one hundred or more people business, working from home or away, already established or just getting started to implement your plans and strategies, buy supplies, meet payroll, pay debts, taxes, or meet other expenses.

Estate planning includes developing strategies for estate taxes, incapacity, avoiding probate, wealth transfer, charitable giving, trusts, business succession, and special needs.

A critical planning strategy for many businesses and individuals is to periodically review whether you could be paying too much in property taxes.

«The strategies for reducing your tax bill for 2017 revolve around claiming all of the deductions and tax credits you legally deserve,» said certified public accountant Debbie J. Freeman, director of financial planning at Peak Financial Advisors in Denver.

He is also a Partner at HPM Partners where, with his 32 partners and 50 associates in six offices, he works with owners of businesses on their growth strategies, M&A, financing, liquidity, wealth management, cross - border / multi-national issues, estate planning and tax strategies; and for his multi-generational and family clients, he brings several lifetimes of dealing with family dynamics, trusts, business - ownership, family charters and youth education as a member of two large, historic business families.

In releasing the report, OECD secretary - general Angel Gurría said, «Our recommendations constitute the building blocks for an internationally agreed and coordinated response to corporate tax - planning strategies that exploit the gaps and loopholes of the current system.»

Here are some strategies to reduce your taxes: 1031 exchange, monetized installment sale, land conservation easement, defined benefit plans for business owners.

All of AAII's investor guides are placed within the Investing basics area for easy access: Discount Broker Guide, Guide to Exchange - Traded Funds, Top Mutual Funds Guide, Guide to Top Websites, AAII Tax Guide, Investment Information Guide, Guide to Dividend Reinvestment Plans, Lifetime Investment Strategy, Computerized Investing Guidebook, and Computer Hardware Guide.

George Osborne is to introduce yet more austerity measures as he sticks to his failed economic strategy, but has he costed this tax cut into his budget plans for 2016/17?

Some of these policy strategies have been enumerated recently, all of which focus on reducing caloric intake or increasing physical activity, and include taxes on calorically dense, nutritionally sparse foods (eg, sugar - sweetened beverages); subsidies for healthier foods, especially in economically disadvantaged groups; agricultural policy changes; and urban planning aimed at encouraging walking and other modes of physical activity.

Important questions remain over the details of some of the funding plans — particularly over capital expenditure for Research Councils and universities, funding for the Technology Strategy Board, and the status of R&D tax credits.

Dubbed the «Republican climate jailbreak strategy,» the plan calls for taxes to be collected at the source — on oil at the refinery, for instance — then built into the prices for products made from that material.

Part of the planning is to know your tax rate for 2009, so you can adjust your tax strategies for the new year accordingly.

Here are six strategies you can use to reduce taxes and maximize your retirement wealth — whether you are planning for the future or have already retired.

For example, tax planning strategies to reduce regular tax oftentimes include deferring income and accelerating deductions.

An investment strategy that aims to save for future educational expenses such as college; there are tax benefits to this type of plan.

Under current rules, which remain in effect until 2011, starting CPP at the earliest age of 60 entails a 30 - per - cent reduction in monthly payments but «you would have to live well past 75 in order to receive more from the plan than by waiting until the normal retirement age of 65,» writes tax and estate lawyer Christine Van Cauwenberghe in her book, Wealth Planning Strategies for Canadians 2010.

If you plan to use this strategy, be aware that the Canada Revenue Agency (CRA) insists that you leave the money in the spousal RRSP for up to three years after the higher - income spouse has made a deposit, otherwise, it's taxed in the higher earner's hands.

They also discuss strategies for contributing to your retirement plans tax efficiently.

Understand the role taxes play in your retirement planning, and use these tax strategies as you save for — and live in — retirement.

We weren't planning a 2010 edition until we realized that the forthcoming changes in tax rates for 2011 would affect certain strategies for 2010.

The same goes for your financial plan — hopefully for the better, but regardless, right after tax season is a good time to update the game plan, including your savings strategy for retirement.

If you don't have the money to pay your taxes in full, you need an alternative strategy for dealing with CRA that includes both a payment schedule that you can afford and a plan that protects you from CRA enforcement action.

Some financial planners assess every aspect of your financial life — including saving, investments, insurance, taxes, retirement, and estate planning — and help you develop a detailed strategy or financial plan for meeting all your financial goals.

In addition, management is investigating tax strategies for its remaining stake in Alibaba and plans to provide an update on or before its year - end call.

The year is nearing its end — and before the year finally comes to a close, it is important to formulate some tax planning strategies which can give us a favorable position for next year, and the years to come.

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.

Such estate tax law changes can turn a good estate planning strategy into a bad one for the same client.

The tax law changes for 2013 could present taxpayers with a better planning strategy to make charitable donations.

As if that wasn't enough, Joe and Big Al have 10 tips to boost your retirement savings, the pros and cons of rolling your 401 (k) into an IRA, tax strategies to consider when paying for long - term care, the latest on the Department of Labor Fiduciary Rule, the age - old men vs women debate: who is better at investing, and Prince's $ 250 million estate planning mistake.

It is difficult to have less tax withheld for many planning strategies that create tax refunds (such as RRSPs or Smith Manoeuvre).

While the marginal tax rate impact may not be huge for most strategies (although it can be much larger for clients close to a threshold who just barely cross it and add a flat additional premium amount), it still represents an indirect tax that impacts the relative benefit of planning strategies, and should be planned for accordingly!

Generally that advice would be limited to high level things like asset allocation, tax planning and investment strategies — areas that are more black and white — and not necessarily the specific investment advice that you might be looking for in this case, Mike.

One key to this tax planning strategy is to know when it is possible to lower income for a tax benefit.

Prior to joining Pure Financial Advisors, Peter worked for a large Broker - Dealer in the Financial Planning Group where he helped advisors with complex estate and tax strategies.

It's a commonly used tax planning strategy, especially towards the end of year, to lower your taxes for the year.

Let's assume I pose the following set of facts: 1) I need to plan for a 60 year retirement, 2) I want to have at the end of Year 60 100 % of my original balance (inflation adjusted obviously), 3) Only 10 % of my savings / investments is in tax deferred accounts (e.g., the bulk are in a taxable accounts), 4) I need a 6 % withdrawal rate pre-tax, and 5) I am indifferent to strategy (VII, etc) and asset choices (annuity vs. dividend blend vs. income, etc) but to guarantee the goals above.

Depending on your tax planning expertise, and, which real estate investment strategy you use, the higher premium shouldn't be a show stopper for you.