Sentences with phrase «tax strategy into»

And always consult a tax professional when incorporating tax strategy into your investments.

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.

And they also don't incur all the trading costs, taxes, and other expenses that go into some of the more active strategies.

This example also does not take into account capital loss carry - forwards or other tax strategies that could be used to reduce taxes that could be incurred in a taxable account; to the extent these strategies apply to your situation, the comparative advantage of the variable annuity and tax - deferred account would be diminished.

One strategy to reduce the tax sting is to put some of your take - home pay into tax - free retirement vehicles.

Elements of the Institute's strategy could be incorporated into the CCPA strategy particularly tax simplification and a change in the tax mix.

Attorney and CPA Mark J. Kohler and expert financial planner Randall A. Luebke deliver a guide catered to your entrepreneurial journey as they teach you how to create assets that provide income so work is no longer a requirement, identify money and tax - saving strategies, and address business succession plans to help you transition into the investment phase of business ownership.

Another strategy you can use to minimize paying penalty taxes if you need to access your 401k for early retirement is to roll your account balance into an IRA.

Even young couples who are juggling student loan payments can crack into some tax strategies that can work.

If you wait until after December 31st it will be too late to implement any of these tax planning strategies since you are already into your next tax year by that point.

Incorporate these tax - smart investing ideas into your year - round financial strategy.

Examples of these risks, uncertainties and other factors include, but are not limited to the impact of: adverse general economic and related factors, such as fluctuating or increasing levels of unemployment, underemployment and the volatility of fuel prices, declines in the securities and real estate markets, and perceptions of these conditions that decrease the level of disposable income of consumers or consumer confidence; adverse events impacting the security of travel, such as terrorist acts, armed conflict and threats thereof, acts of piracy, and other international events; the risks and increased costs associated with operating internationally; our expansion into and investments in new markets; breaches in data security or other disturbances to our information technology and other networks; the spread of epidemics and viral outbreaks; adverse incidents involving cruise ships; changes in fuel prices and / or other cruise operating costs; any impairment of our tradenames or goodwill; our hedging strategies; our inability to obtain adequate insurance coverage; our substantial indebtedness, including the ability to raise additional capital to fund our operations, and to generate the necessary amount of cash to service our existing debt; restrictions in the agreements governing our indebtedness that limit our flexibility in operating our business; the significant portion of our assets pledged as collateral under our existing debt agreements and the ability of our creditors to accelerate the repayment of our indebtedness; volatility and disruptions in the global credit and financial markets, which may adversely affect our ability to borrow and could increase our counterparty credit risks, including those under our credit facilities, derivatives, contingent obligations, insurance contracts and new ship progress payment guarantees; fluctuations in foreign currency exchange rates; overcapacity in key markets or globally; our inability to recruit or retain qualified personnel or the loss of key personnel; future changes relating to how external distribution channels sell and market our cruises; our reliance on third parties to provide hotel management services to certain ships and certain other services; delays in our shipbuilding program and ship repairs, maintenance and refurbishments; future increases in the price of, or major changes or reduction in, commercial airline services; seasonal variations in passenger fare rates and occupancy levels at different times of the year; our ability to keep pace with developments in technology; amendments to our collective bargaining agreements for crew members and other employee relation issues; the continued availability of attractive port destinations; pending or threatened litigation, investigations and enforcement actions; changes involving the tax and environmental regulatory regimes in which we operate; and other factors set forth under «Risk Factors» in our most recently filed Annual Report on Form 10 - K and subsequent filings by the Company with the Securities and Exchange Commission.

He injected much - needed optimism into American politics, and his proposals for across - the - board tax cuts would become standard Republican strategy for the next two generations.

As a part of this strategy, Landfill Tax was brought into being by the Finance Act 1996, and it came into force on October 1 that year.

A 2009 audit report revealed that up to 60 billion Cedis of the tax payer's money taken from the TOR debt recovery levy, the HIPC etc. was used to fund a so called communication strategy which was only a euphemism for a conduit used to siphon state funds into the NPP campaign.

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?

That's why Labour needs to offer hope: a living wage, for instance; letting councils build Britain out of its housing crisis; an industrial strategy to create the renewable energy jobs of the future; turning the bailed - out banks into accountable public investment banks; tax justice; and public ownership of our key utilities.

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.

FLORENCE, Italy — The new chief executive of the Salvatore Ferragamo luxury leather goods and fashion house says the prospect of a possible new tax on imports into the US won't deter his growth strategy in the country.

In addition to a successful replication of the summer melt study that my colleague Lindsay Page and I conducted, numerous other researchers have demonstrated that behavioral nudge strategies, from integrating financial aid application support into the income tax preparation process to sending college students reminders to renew their financial aid, can lead to large improvements in college entry and persistence.

While I'm not surprised they are going to make sure they can implement the best tax avoidance strategies before going into the realm of retail, I would think that Amazon has plenty of ordinary business expenses that they can use to deduct their taxable income.

Plus, Joe and Al have 10 tips to boost retirement savings, the pros and cons of rolling your 401 (k) into an IRA, long - term care tax strategies, the latest on the Department of Labor... Read more

Our financial planning services help you maximize wealth by integrating tax, investment and insurance strategies into one synchronized, individualized roadmap to total financial success.

So the lesson here is that the higher your bracket (which is directly related to your annual earnings), the more diligent you should be in including tax - efficient investing strategies into your investment plan.

Our wealth planning services help you maximize wealth by integrating tax, investment and insurance strategies into one synchronized, individualized roadmap to total financial success.

Always make sure you understand your broad financial picture before you delve into complicated tax strategies.

On 10/24/16, the Schroder Broad Tax - Aware Value Bond Fund (the «Predecessor Fund») was reorganized into the Hartford Schroders Tax - Aware Bond Fund, a new Hartford Fund that has substantially the same objective and strategies as the Predecessor Fund.

This is a strategy for those who are afraid to lock up money into a 529 account early, for fear of paying a 10 % penalty if not used for college expenses, but still looking for a tax advantaged way to save.

NextShares, which, as an exchange - traded managed fund («ETMF»), offer investors a new way to tap into and capitalize on actively managed strategies with potential cost and tax advantages, seek to outperform their benchmark index and peer funds based on their manager's investment insights and research judgments.

You can put tax - efficient investments into taxable accounts and investments with a heavier tax burden into tax - advantaged accounts, a strategy known as «asset location.»

I think part of why the government is so eager to crank minimum wage isn't only socialist ideology and desire to buy votes, it also pushes more Canadian wages into a taxable range, or even higher tax brackets, and low - income earners are unlikely to use tax - avoidance strategies (which means guaranteed additional income for the government.)

In my writings on managing stock options — Consider Your Options, a book for option holders, and Equity Compensation Strategies, a text for professional advisors — I explain why the optimal approach from a tax perspective for people who have very large profits built into their ISOs is to sell 65 % of the shares immediately after exercise of the option and hold 35 % long enough to convert the profit on those shares to long - term capital gain.

The information presented does not take into consideration commissions, tax implications, or other transactions costs, which may significantly affect the economic consequences of a given strategy or investment decision.

As founder of SavingsMap, our goal is to forecast future cash flows based on your current budget, while using strategies to minimize US tax obligations and taking into account expected major life events.

More importantly, in a non-registered account taxes would severely cut into the returns of a timing strategy.

Tax planning should be a long term strategy that takes into consideration the timing of Social Security benefits and pensions.

Factoring in taxes and insurance rates into your overall investing strategy is a small piece of the puzzle, but one that can have a real long - term impact on your operating margins over time.

Strategies commonly employed in tax - advantaged portfolio management, where tax considerations are consistently factored into ongoing decision making, include deferring sales, harvesting losses, selecting high - cost - basis lots for sale, transferring assets internally to circumvent wash - sale rules, timing purchases to avoid dividends, and holding low - yielding stocks, among others.

If my passive income strategy works out, I may never have to tap into it Anyways, the REIT index fund will have many many years to compound all the dividends in a tax efficient way.

Also, I used a similar strategy to build my RRSP and TFSA accounts — transfer money from TFSA to RRSP, then put back into TFSA from tax return.

In a typical ISO strategy, the capital gains tax from selling ISO stock gets absorbed into the AMT credit, a delayed tax benefit for people who exercise ISOs, so the higher tax rate may not translate into a greater tax cost, but it could affect the number of shares that have to be retained after exercising the option to achieve the optimal result.

Dive Deeper into these Tax Deferral Strategies on Our Blog Transcript Today we're going to talk about tax deferral strategiTax Deferral Strategies on Our Blog Transcript Today we're going to talk about tax deferral sStrategies on Our Blog Transcript Today we're going to talk about tax deferral strategitax deferral strategiesstrategies.

In mid-March, ISI Total Return U.S. Treasury Fund (TRUSX) and North American Government Bond Fund (NOAMX, which had 15 % each in Canadian and Mexican bonds) reorganized into Centre Active U.S. Treasury Fund (DHTRX, which has no such exposure to explain its parlous performance); ISI Strategy Fund (STRTX, which holds a 10 % bond stake) merged into Centre American Select Equity Fund (DHAMX, which doesn't but which still manages to trail STRTX, its peers and the S&P 500); and, finally, Managed Municipal Fund (MUNIX, which was also a substantial laggard) was absorbed by Centre Active U.S. Tax Exempt Fund (DHBIX).

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

I will go deeper into this as it would simply be amazing to combine the Tax - Free Savings Account to a Smith Manoeuvre Strategy.

When taxes are factored into the analysis, the picture arguably becomes more compelling for the use of passive strategies.

That said, I see no reason why a systematic application of some value - based investment strategies should not outperform the market even after taking into account those transaction costs and taxes.

Our financial planning services team helps you by integrating tax, investment and insurance strategies into one synchronized, individualized roadmap to total financial success.

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.

The backdoor Roth IRA is a strategy that has been used for higher income earners to take advantage of tax - free growth by making a contribution directly into a traditional IRA (step 1) and then converting it into a Roth (step 2).