Sentences with phrase «various tax assets»

Not exact matches

«You'll also need to evaluate whether you should have a trust, and how you can be most effective, from a tax standpoint, in leaving various assets to your heirs and beneficiaries.

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.

To offset the various revenue - losing provisions introduced Thursday, House tax writers opted to increase tax rates on foreign assets that multinational corporations move back to the United States.

Knowing the benefits of donating various appreciated assets is an important component of an overall tax - smart financial plan.

Tax pros in the cryptocurrency space are applying a hodgepodge of rules that historically have been applied to stocks, bonds and various other assets.

Our investment management practice advises on investment funds, tax law and regulatory issues in the context of structuring various kinds of collective capital assets investing in private equity, real estate, renewable energy, leasing agreements and other asset classes.

Last week ended relatively flat for the broader indices as markets digested the finalization of the 2011 Tax Plan, but there were some pockets of performance in various sectors and asset classes.

The returns (or) gains generated by these various asset classes are taxed differently.

In this post, let us understand the tax implications on various asset classes, how are the returns / gains from various asset classes like Stocks, Mutual Funds, Real Estate, Bonds, Gold etc., taxed?

One historical record of the impact of taxes on returns in Australia is the annual Russell Investments / Australian Securities Exchange (ASX) Long - term Investing Report, which measures pre - and post-tax returns for various asset classes over 20 - year periods.

In addition, the differential tax characteristics of various asset classes and the different treatment of taxable investment accounts versus tax - advantaged retirement investment accounts creates valuable opportunities to optimize your overall investment portfolio returns from an after - tax point - of - view.

[jms: my emphasis] You may want to seek the advice of a tax advisor and or your financial advisor for assistance in determining your cost basis and allocation between the various assets received, or if you received additional assets from MLC.

I have read various articles on proper asset location, i.e., put the most tax efficient funds (stocks, etf) in taxable accounts and bonds / reits in tax inefficient funds.

This allows you to take profits from your various assets (real estate, oil, dividend stocks, you name it) and convert those profits into tax free dollars via policy loans, to use for additional cash flow asset purchases, large ticket purchases (vehicles, office equipment), retirement income, etc..

Munro provides highly personal service to clients all over North and South Carolina, helping them to identify tax savings through various safe financial products, and utilizing the various tax strategies available to seniors to protect their assets.

There are various ways to make the tax payments on your assets easier for heirs to handle.

However, when these assets are passed to your heirs (other than your surviving spouse), they are subject to federal income tax and may also be subject to federal estate tax (depending upon the value of your estate) as well as various state income, inheritance and estate taxes.

It is important to retain an experienced law firm that has significant expertise with the financial issues involved in Divorce, including property division, the valuation of assets, spousal maintenance (alimony), real estate issues, cash flow schedules, balance sheet preparation, debt division, business valuation, present value calculations for pensions, the analysis of retirement accounts and various tax issues associated with Divorce.

On top of that, the scope of the previous Insurance Premium Tax (IPT) has been modified and extended, and insurance tax is payable to various accidental and asset insurances as weTax (IPT) has been modified and extended, and insurance tax is payable to various accidental and asset insurances as wetax is payable to various accidental and asset insurances as well.

Private client lawyers advise wealthy families, individuals, trustees and fiduciaries on all aspects of estate planning, including asset management, tax planning, wills and trusts, charitable contributions and various types of estate litigation.

This experience equips us to defend our various financial services clients — domestic banks, foreign banks, asset managers, broker - dealers, and tax firms — in every forum.

The team recently advised on a number of voluntary asset declarations, personal bankruptcy cases and tax - related issues, and also has a strong track record in representing private individuals before courts of various jurisdictions.

There are various plans wherein tax assets can claim benefits for the amount invested in Tax saving platax assets can claim benefits for the amount invested in Tax saving plaTax saving plans.

The move comes amidst a larger, international conversation about the tax treatment of blockchain - enabled assets, and the various approaches regulators can (or should) take.

But since there are various unanswered questions regarding the legal qualification and taxation of digital assets a lot of users struggle to calculate their taxable gains and losses and need help to fulfill their regulatory and tax declaration obligations.

Then, in team meetings where the whole collaborative divorce team is discussing various settlement ideas, the financial neutrals frequently chime in with their advice or commentary about the settlement possibilities under discussion from a specifically financial perspective, perhaps offering information regarding how certain assets behave over time (appreciate or depreciate) or how taxes might affect the parties» decision - making.

Make certain you understand the tax consequences of various assets — for example funds in an IRA are not equal to dollars in a savings account because the pension funds will be taxed when they are withdrawn.

Various factors are taken into consideration when distributing assets including the incomes of the parties prior to and at the beginning of the divorce, duration of the marriage, need to occupy the marital home, loss of inheritance or pension rights, maintenance awards, future financial circumstances of each spouse, tax consequences, dissipation of assets, contributions as a non-wage earner to the income of the spouse and home, and the character of the property itself.

They also act as a resource in dealing with such financial issues as tax implications, the projection of investment incomes and have available computer software for analyzing various options for the division of the family assets and the determination of support payments if necessary.

Our financial experts can advise you on potential tax consequences for various division of asset scenarios, advise you on how to split your retirement accounts, and know what future wealth, or debt, management might look like, as well as other important topics.

It is extremely important that investors always review any transaction and the various tax deferred and tax exclusion strategies and structures available with their tax and legal advisors before proceeding with any sale of assets or property.