Sentences with phrase «using tax strategies»

The main goal of the alternative minimum tax is to prevent high - earners from using tax strategies and special benefits to greatly decrease their tax liability.

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

Not exact matches

Corporate tax inversions have been in the spotlight as a controversial strategy used by U.S. companies to ease the burden of the country's 35 - percent corporate tax rate.

«There are strategies the company might use to make the S selection sooner without incurring a huge tax liability, but Jason and his father need help in exploring those options.

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.

Consumers using their tax refund to pay down credit card debt should also look for ways to improve their cash flow, said Andrea Blackwelder, a certified financial planner and a co-founder of Wisdom Wealth Strategies in Denver.

These companies are using several different strategies to lower their taxes, but the government just keeps adding to their arsenal.

We independently scoured the financial statements of select large corporations in Canada to come up with a shortlist of 15 companies that are using legal strategies to achieve unbelievably low tax rates.

Both services use tax - loss harvesting, the strategy of selling a security that has experienced a loss, in order to offset taxes on both gains and income.

Jaskol turned up two immediate priorities for Bunn: raising its minuscule bank credit line (with an eye toward eventually financing part of its acquisitions through borrowing); and minimizing taxes through more effective use of income - deferral strategies.

In particular, this strategy can be executed successfully by using tax - free, non-alternative minimum tax (AMT) municipal bonds.

strategy can be executed successfully by using tax - free, non-alternative minimum tax municipal bonds.

This is the same strategy then - President George W. Bush used to pass his tax cuts under budget reconciliation in 2001, essentially getting around the Byrd deficit restriction by making the tax cuts temporary.

That would have essentially taken control of Russian oil out of the national patrimony, and probably left it with little sales and export revenue after Exxon's accountants had done the usual creative tax strategies using flags of convenience and offshore banking centers to leave no reported taxable earnings.

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.

In recent months, revelations from European authorities about the tax avoidance strategies used by Google, Starbucks and Amazon have all stirred public anger and spurred several European governments, as well as the Organization for Economic Cooperation and Development, a Paris - based research organization for the world's richest countries, to discuss measures to close the loopholes.

Strategic Advisers, Inc., a Fidelity company, will actively manage your personalized portfolio using their disciplined, research - driven approach, and will apply tax - sensitive investment strategies, where appropriate, that seek to enhance after - tax investment returns.

While many investment management firms only offer tax - loss harvesting at year's end, Strategic Advisers uses this and a number of other strategies throughout the year designed to help reduce your tax liability and help reach your goals as quickly as possible.1

Will any of the five provincial governments have the spunk to request an opt - out from this harmonization initiative in order to instead use their share of the trust to finance targeted tax measures or other industrial strategies that promote capital investment?

Eaton Vance Tax Advantaged Bond and Option (EXD) is a closed end fund that seeks to provide tax - advantaged current income and gains through the use of a tax - advantaged short - term, high quality bond strategy and a rules - based option overlay strateTax Advantaged Bond and Option (EXD) is a closed end fund that seeks to provide tax - advantaged current income and gains through the use of a tax - advantaged short - term, high quality bond strategy and a rules - based option overlay stratetax - advantaged current income and gains through the use of a tax - advantaged short - term, high quality bond strategy and a rules - based option overlay stratetax - advantaged short - term, high quality bond strategy and a rules - based option overlay strategy.

The one - time GOP presidential candidate said he was able to turn around New York by using the same strategies Donald Trump wants to deploy nationally, including lowering taxes, reducing regulations and creating a business - friendly environment.

Make sure you use tax - advantaged retirement accounts and other strategies to help reduce or eliminate your tax bill.

You can also touch a Roth without the 10 penalty using the same strategy, although I understand you will pay taxes so you lose the Roth's advantage.

While many investment management firms only use tax - loss harvesting at year end, your Investment Team uses this and a number of other strategies throughout the year in an effort to reduce your tax liability and help you reach your goals as quickly as possible.

Important factors that may affect the Company's business and operations and that may cause actual results to differ materially from those in the forward - looking statements include, but are not limited to, increased competition; the Company's ability to maintain, extend and expand its reputation and brand image; the Company's ability to differentiate its products from other brands; the consolidation of retail customers; the Company's ability to predict, identify and interpret changes in consumer preferences and demand; the Company's ability to drive revenue growth in its key product categories, increase its market share, or add products; an impairment of the carrying value of goodwill or other indefinite - lived intangible assets; volatility in commodity, energy and other input costs; changes in the Company's management team or other key personnel; the Company's inability to realize the anticipated benefits from the Company's cost savings initiatives; changes in relationships with significant customers and suppliers; execution of the Company's international expansion strategy; changes in laws and regulations; legal claims or other regulatory enforcement actions; product recalls or product liability claims; unanticipated business disruptions; failure to successfully integrate the Company; the Company's ability to complete or realize the benefits from potential and completed acquisitions, alliances, divestitures or joint ventures; economic and political conditions in the nations in which the Company operates; the volatility of capital markets; increased pension, labor and people - related expenses; volatility in the market value of all or a portion of the derivatives that the Company uses; exchange rate fluctuations; disruptions in information technology networks and systems; the Company's inability to protect intellectual property rights; impacts of natural events in the locations in which the Company or its customers, suppliers or regulators operate; the Company's indebtedness and ability to pay such indebtedness; the Company's dividend payments on its Series A Preferred Stock; tax law changes or interpretations; pricing actions; and other factors.

Using a tax - smart withdrawal strategy, the Smiths withdraw most of the needed income from their traditional IRA ($ 62,000) and a small portion from their Roth IRA ($ 29,907).

With this strategy, generally, excess capital losses can be used as loss carryforwards to offset capital gains and portions of ordinary income in future tax years.

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Important factors that may affect the Company's business and operations and that may cause actual results to differ materially from those in the forward - looking statements include, but are not limited to, operating in a highly competitive industry; changes in the retail landscape or the loss of key retail customers; the Company's ability to maintain, extend and expand its reputation and brand image; the impacts of the Company's international operations; the Company's ability to leverage its brand value; the Company's ability to predict, identify and interpret changes in consumer preferences and demand; the Company's ability to drive revenue growth in its key product categories, increase its market share, or add products; an impairment of the carrying value of goodwill or other indefinite - lived intangible assets; volatility in commodity, energy and other input costs; changes in the Company's management team or other key personnel; the Company's ability to realize the anticipated benefits from its cost savings initiatives; changes in relationships with significant customers and suppliers; the execution of the Company's international expansion strategy; tax law changes or interpretations; legal claims or other regulatory enforcement actions; product recalls or product liability claims; unanticipated business disruptions; the Company's ability to complete or realize the benefits from potential and completed acquisitions, alliances, divestitures or joint ventures; economic and political conditions in the United States and in various other nations in which we operate; the volatility of capital markets; increased pension, labor and people - related expenses; volatility in the market value of all or a portion of the derivatives we use; exchange rate fluctuations; risks associated with information technology and systems, including service interruptions, misappropriation of data or breaches of security; the Company's ability to protect intellectual property rights; impacts of natural events in the locations in which we or the Company's customers, suppliers or regulators operate; the Company's indebtedness and ability to pay such indebtedness; the Company's ownership structure; the impact of future sales of its common stock in the public markets; the Company's ability to continue to pay a regular dividend; changes in laws and regulations; restatements of the Company's consolidated financial statements; and other factors.

Important factors that may affect the Company's business and operations and that may cause actual results to differ materially from those in the forward - looking statements include, but are not limited to, increased competition; the Company's ability to maintain, extend and expand its reputation and brand image; the Company's ability to differentiate its products from other brands; the consolidation of retail customers; the Company's ability to predict, identify and interpret changes in consumer preferences and demand; the Company's ability to drive revenue growth in its key product categories, increase its market share or add products; an impairment of the carrying value of goodwill or other indefinite - lived intangible assets; volatility in commodity, energy and other input costs; changes in the Company's management team or other key personnel; the Company's inability to realize the anticipated benefits from the Company's cost savings initiatives; changes in relationships with significant customers and suppliers; execution of the Company's international expansion strategy; changes in laws and regulations; legal claims or other regulatory enforcement actions; product recalls or product liability claims; unanticipated business disruptions; failure to successfully integrate the business and operations of the Company in the expected time frame; the Company's ability to complete or realize the benefits from potential and completed acquisitions, alliances, divestitures or joint ventures; economic and political conditions in the nations in which the Company operates; the volatility of capital markets; increased pension, labor and people - related expenses; volatility in the market value of all or a portion of the derivatives that the Company uses; exchange rate fluctuations; risks associated with information technology and systems, including service interruptions, misappropriation of data or breaches of security; the Company's inability to protect intellectual property rights; impacts of natural events in the locations in which the Company or its customers, suppliers or regulators operate; the Company's indebtedness and ability to pay such indebtedness; tax law changes or interpretations; and other factors.

High earners may attempt to use tax planning strategies to avoid higher taxes.

Index funds generally have extremely low turnover rates and there are currently some other mutual funds that use this tax - saving strategy.

Using life insurance as part of your charitable giving strategy may allow you to accomplish both of the above goals and provide tax benefits to you as well.?

He cited the example of someone wanting to use the «backdoor Roth» strategy, in which rolling a large 401k balance to a traditional IRA would subject their conversion to much higher taxes.

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.

The third strategy for netting a higher return is using tax - efficient investments in your taxable investment accounts.

There are additional strategies that S - corporations can use to reduce income tax expenses.

The most effective tax strategy to use for a particular client may differ from year to year and will often be based on what has already happened during their client's tax year.

The home office tax deduction is a great tax strategy if you know how to use it.

I set aside money in tax - advantaged retirement accounts and use a Health Savings Account as part of my strategy.

This particular cost cutting strategy impacts consumers as lower taxes for a corporation leads to greater profits which can be used to stabilize consumer prices.

Under no circumstances should any information contained in the presentation, the webinar or the materials presented be used or considered as an offer or commitment, or a solicitation of an offer or commitment, to participate in any particular transaction or strategy or should it be considered legal or tax advice.

Bonus: Your free registration includes our Inside the Deal Segment — your chance to examine a real investment over the life of the investment to see the strategies used to buy the property, build incredible cash flow, and how to do it all tax free!

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There may be other strategies you can use to minimize the tax effect of your business sale.

People who require reduced taxes on income may choose a closed end fund that uses a tax - fee income strategy, which invests mainly in municipal bonds.

Knowledgeable use of tax strategies and laws combined with state of the art technology permits us to quickly and efficiently manage these assets.

Government strategies to use tax reliefs to help small businesses grow must be validated by regular reviews of them, says the Chartered Institute of Taxation (CIOT).

Your government is introducing innovative ways of payment methods using Information technology tools and policies to drive the strategy as seen in the Tax Amnesty Bill which has just been passed by the Legislature arm of government.

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.