Sentences with phrase «various tax strategies»

I got to see wealth creation happen with real estate as I would advise my wealthy tax clients on various tax strategies to save them money for their own real estate businesses.

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.

Not exact matches

Repealing Obamacare and its various taxes was a major component of the GOP's tax cut strategy.

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.

Mr. Handa has had involvement in several international jurisdictions and his professional experience has included: work on primary and secondary IPO listings on the Toronto and Hong Kong Stock Exchanges; experience in various debt and equity financing transactions including convertible debentures, off - take agreements, metal streaming agreements, and, brokered and non-brokered financings; implementation of ERP systems to manage full - scale mining operations; implementation of domestic and international tax planning strategies; and implementation of corporate governance and internal control policies to comply with various stock exchange jurisdictions.

A key piece of your retirement withdrawals strategy will involve taxes and it is important to understand both how taxes work for various accounts and investments, as well your overall tax situation.

Estate taxes may now be an issue and you may want to explore various estate planning strategies to reduce your taxes or minimize the impact of those taxes.

Since the final federal tax bill appeared on Friday, many people have had questions about prepaying taxes, a wide - ranging strategy that encompasses various efforts to save money by paying some taxes early.

Sessions during this year explore the financial aspects of various career paths, identify strategies for accommodating big purchases and examine tax obligations and debt - to - income ratio and how these impact financial health.

The scope of tax strategy is beyond the scope of this article, but realize that how you withdrawal funds from various account structures can significant affect your spending needs in retirement.

Malkiel also discusses the various tax deferral and (legal) avoidance strategies that are available to US investors (IRAs, Roth IRAs, Keogh Plans, annuities).

You might overshoot in performance if you are lucky, but you are far more likely to underperform, because of the various higher expenses, higher costs, and higher taxes that cumulatively drag down active strategies.

Grantor trusts are also often used for various strategies such as using intentionally defective grantor trusts with a «gift and note» concept in order to gain income and estate tax savings.

(The strategies in the old hedge fund have been turned into the various ETFs which should be a more liquid and tax efficient vehicle.)

A prime goal of many attendees, from carbon campaigners Charles Komanoff and Peter Barnes to James Hansen of NASA, was to explore various strategies for creating a carbon tax that American consumers could accept.

To cover this vast amount of ground, it discusses, at a high level, subjects ranging from observations of various parts of the climate system and climate modelling to the limits of economic assessments, the different pathways of greenhouse gas emissions considered, adaptation response strategies and methods of mitigation that include everything from from taxing greenhouse gas emissions to removing carbon dioxide directly from the atmosphere.

A life insurance loan rescue plan (or «life insurance rescue» for short) is a way to describe various strategies that aim to avoid the tax consequences of lapsing life insurance due to a policy loan, ideally while maintaining at least some of the life insurance death benefit as well.

ICICI Prudential Life Insurance - offers various plans to help secure one's future: ICICI Pru Smart Life is a unit linked insurance plan that lets you choose your investment strategy, avail tax benefits, avail part withdrawals and get rewards for longer investment durations.

When it comes to using life insurance for estate planning, there are various strategies available using cash value life insurance that can be used to increase the value of your estate and avoid taxes.

Kim Dong - yeon, South Korea's deputy prime minister and the minister of strategy and finance, revealed earlier this week that the government is investigating various methods to better regulate the local Bitcoin market and tax Bitcoin users accordingly.

Financial Specialists can work with a client in order to file annual fiscal returns or to recommend various tax - saving strategies.

Accounting and Financial Administration Professional — Duties & Responsibilities Develop and maintain a strong and extensive working knowledge of various accounting principles, regulations, tax codes, and applications, continuously applying changes to accounting landscape to current responsibilities Apply various accounting rules and procedures to critical tasks, including the review and approval of journal entries, data and financial reconciliations, balance sheet and income statement accounting, cash flow analyses, account collections, capital utilization and on - going budgetary considerations Provide relevant oversight and administration to all aspects of business finance, including billing and collections, payroll execution, vendor relationships, payroll and salary management, and other pertinent functions Perform regular book reconciliations and variance resolutions to ensure audit - ready financials and provide continuous relevant insight into the financial health of the company, in both a regular and ad - hoc manner, to company management Manage important and sensitive financial documents, receipts, and invoices on a daily basis, providing organization for audit assistance and execution as well as compliance with various accounting standards Perform analysis, research and evaluation of current accounting policies and procedures, implementing change where necessary to drive corporate efficiency, manage costs and drive revenue Facilitate the efficiency and implementation of all accounting operations from concept to execution, while coordinating actions on all daily operational and logistical aspects from corporate financial management to payroll Utilize technological resources, including software and accounting applications, to track all aspects of firm accounting and financial operations as well as prepare important and sensitive tax documents related to all aspects of organizational operations Collaborate with respect to effective communication between all departments and coordinate all daily business operations with other leadership staff and other personnel Work closely with and support senior - level management in budgeting and corporate planning strategies Address client, vendor, and management queries, resolving them in an expedited manner Assist management with various other duties as assigned to facilitate efficient administration and operations, making appropriate and effective recommendations with respect to performance optimization

Business Manager — Duties & Responsibilities Manage multiple technology companies ensuring effective, efficient, and profitable operations Design and implement sales and marketing strategies, campaigns, and collateral materials Recruit, train, and direct sales and customer service teams resulting in significant company revenue Consistently meet or exceed sales goals through networking, cold calling, and other tactics Represent company brand with poise, integrity, and positivity Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study internal literature to become an expert on products and services Interact with support staff and company resources effectively to create the best consumer experience Conduct research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Conduct public relations activities and attend relevant events, fairs, and conferences Negotiate and execute contracts with C - Level decision makers Maintain records of site visits to potential and existing clients to assist in assessing their future needs Collaborate with junior level sales people to develop action plans to govern their performance Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Oversee accounting activities including budgets, accounts payable / receivable, and tax filings Prepare and present periodic financial reports to fellow members of senior leadership

Professional Experience CMG Worldwide Inc. (City, ST) 5/2008 — Present Finance Manager • Oversaw finances of intellectual property law firm generating $ 6 - $ 12 million in annual revenue • Hired, trained, supervised, and reviewed junior accounting associates and support staff • Authored and implemented corporate and departmental budgets • Analyzed expenses and recommended strategies to cut costs while increasing efficiency • Tracked and managed expenditures of approximately $ 100,000 per week • Verified accuracy of all expenses and revenues ensuring precise financial records • Prepared income statements, balance sheets, and monthly, quarterly, and yearly financial reports • Assisted senior leadership and outside personnel with the annual corporate audit • Operated and maintained the computerized accounting system and all hard files • Monitored and documented employee expense accounts, credit cards, and purchase orders • Managed general ledger and various credit, checking, stock, and other corporate accounts • Created monthly clientele reports detailing expenses and revenues from each account • Proficient in Microsoft Money, Quicken, QuickBooks, Tax Cut, Turbo Tax, and other software

Accounting Professional — Duties & Responsibilities Develop and maintain a strong and extensive working knowledge of various accounting principles, regulations, tax codes and related applications, continuously applying shifts in the accounting landscape to current responsibilities and client situations Manage important and sensitive financial documents, receipts and invoices on a daily basis, providing organization for audit assistance and execution as well as compliance with various accounting standards Execute various functions and tasks including risk management, discrepancy analyses and resolution, compliance and controls, transaction accounting and other critical functions Perform analysis, research and evaluation of current accounting policies and procedures, providing thorough presentation on the potential positive and negative impacts of any modifications to present strategies Facilitate the efficiency and implementation of all accounting operations from concept to execution, partnering with clients to understand, assess and resolve current financial - and accounting - related issues Utilize technological resources, including software and accounting applications, to execute all aspects of both corporate and personal accounting as well as prepare, audit and file important and sensitive tax documents with appropriate authorities Employ in - depth knowledge of the Internal Revenue Code, IRS, SOX, audit executions, strategy development, financial statement development and maintenance, tax filings and other critical functions Work closely with clients to develop specific plans - of - action to address future taxation and accounting issues, collaborating with other professional advisors as needed Understand and apply accounting and financial reporting standards (GAAP), rules and regulations, and FASB statements Address and resolve client queries and issues in an expedited manner while delivering personalized and professional service Ensure adherence to professional codes of conduct, applicable rules and regulations, laws and other relevant benchmarks

If you attended our past events you should now have some basic knowledge on various real estate tax strategies, a break down of different deal structures, what goes into creating a market analysis, insight to our current deals, how to pitch to an investor by watching a live shark tank, how to underwrite a deal and due diligence.

Sorting through all of the various tax - deferral and tax - exclusion strategies and structures available, including the Structured Sale, can be very confusing.

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.

This concise overview of some of the available tax - deferral and tax - exclusion income tax strategies will assist you in evaluating the various tax options available to you and prepare you for your conversation with your legal and tax advisors.

Since it takes time to sell real estate and it involves various costs (such as capital gains tax) it makes better sense to use money gained from a purchased property to leverage onto another property and do the same thing with the combined gains of the two to add a third, repeating this strategy until / unless you amass considerable capital.