Sentences with phrase «unrealized capital gains as»

The table to the left indicates current unrealized capital gains as a fraction of surplus.

As for private equity, they could not disclose changes in unrealized capital gains as part of their returns without being taxed on it.

WFC, -0.96 % Although the stock portfolio's value has declined recently, the company sits on more than $ 111 million in unrealized capital gains as of its last fiscal year - end.

The table to the left indicates current unrealized capital gains as a fraction of surplus.

Not exact matches

Historically, these taxes have been seen as a way to break up «unhealthy» concentrations of family wealth, and as a backstop to tax gains missed by the income tax system, such as unrealized capital gains at death.

These unrealized capital gains account for a significant proportion of the assets held by estates — ranging from 32 percent for estates worth between $ 5 million and $ 10 million to as much as about 55 percent of the value of estates worth more than $ 100 million (Source).

Tax - conscious mutual fund investors should determine a mutual fund's unrealized accumulated capital gains, which are expressed as a percentage of its net assets, before investing in a fund with a significant unrealized capital gain component.

In non-qualified investments, to be as unbiased as possible, these amounts are deducted first from basis and then from the balance of unrealized capital gains (for example, columns BI & BL on the Non-Qual No - Load MF sheet).

I find it useful to keep track of pre - vs. post-tax values, as well as unrealized capital gains, as they all have different usable values.