BlueMind

FEBRUARY 15, 2023

Disability Tax Credit (DTC) The Disability Tax Credit was introduced by the federal government in 1988 due to the fact that a broader definition of disability became necessary and relief was required for the handicapped and those suffering from mental illnesses as well.

Financial Planning

Random Roger's Retirement Planning

JULY 22, 2022

Of course it was more expensive than that because of the tax and penalty. We were mortgage free from 2005 until we bought our current place in 2012 (two more payments on the current house and we'll be mortgage free again). A few months later I went back to Schwab for much higher pay. The dollars involved were very small.

Investing

Trade Brains

JANUARY 22, 2024

In 2005, the Company acquired a UK-based ER&D Company named INCAT International. 36% YoY Growth (%) 48% 25% KPIT reported a Profit after tax of Rs. However, we should take Tata Tech’s Net Profit growth in FY23 with a pinch of salt as it involves a Deferred Tax Income of Rs. 387 Cr, which increased by 40% from Rs.

Planning

Validea

SEPTEMBER 26, 2024

Joel Greenblatt, founder of Gotham Capital, introduced his “Magic Formula” in the 2005 bestseller “The Little Book That Beats the Market.” ” This deceptively simple strategy aims to identify high-quality companies trading at attractive valuations. A higher earnings yield indicates a more attractive valuation.

Valuation

The Irrelevant Investor

NOVEMBER 30, 2015

Making changes to your portfolio based on this type of study would probably not be in your best interest when taking into consideration taxes, transaction costs, and most importantly, the cost of being wrong. In 2005, stocks were up 4.5% and with just a month left to go, stocks are flat for 2015.

Portfolio Management

Validea

MAY 16, 2025

Motley Fool Small-Cap Growth Investor 10 Tax Efficient 7/15/2003 13.50% 8.50% 5.00% 1.11 Martin Zweig Growth Investor 20 Tax Efficient 7/15/2003 12.70% 8.50% 4.20% 1.06 Wesley Gray Quantitative Momentum Investor 10 Monthly 12/30/2005 12.30% 8.40% 3.90% 1.21 Validea Momentum Investor 10 Monthly 7/15/2003 11.40% 8.50% 2.90% 1.01

Marketing

Brown Advisory

JUNE 23, 2016

Based in Beijing from 2005 until 2013, Osnos won the National Book Award in 2014 for Age of Ambition: Chasing Fortune, Truth and Faith in the New China. We sometimes use a blunt instrument when we need a scalpel.” They are intended for the sole use of the addressee.

Communication

Brown Advisory

JUNE 23, 2016

Based in Beijing from 2005 until 2013, Osnos won the National Book Award in 2014 for Age of Ambition: Chasing Fortune, Truth and Faith in the New China. We sometimes use a blunt instrument when we need a scalpel.”. They are intended for the sole use of the addressee.

Communication

The Big Picture

NOVEMBER 21, 2023

We, we made in 2005, I believe. That 00:15:42 [Speaker Changed] Was first AI investment, 2005. If you start with a thousand and you only have an addition of $750 a year, okay, families can contribute to that, your 00:44:48 [Speaker Changed] Corporate tax free. You take it out tax free as well. Listen to this, Barry.

Investments

Random Roger's Retirement Planning

MAY 16, 2025

This was around 2005 or 2006, something like that. They are not intended to constitute legal, tax, securities or investment advice or a recommended course of action in any given situation. Before Justin Walters and Paul Hickey founded Bespoke Investment Group, they worked at Birinyi & Associates.

Portfolio

Trade Brains

MARCH 31, 2023

Vijay Mallya had roped in Yana Gupta ( featured in the video) for this purpose) After its launch in 2005, Kingfisher Airlines soon became synonymous with Five Star Air Travel. This was almost a two-fold increase in comparison to the 2005 – 2010 average of $72.68. The Kingfisher Takeoff Demo which was ahead of its time.

Banking

Trade Brains

SEPTEMBER 18, 2023

Sai Silks Kalamandir IPO Review – About the Company The company commenced its operations in 2005. It is amongst the top 10 retailers of ethnic apparel, particularly sarees, in south India in terms of revenues and profit after tax in Fiscal 2020, 2021 and 2022.

Retail

Random Roger's Retirement Planning

OCTOBER 2, 2024

On Christmas Day, 2005 I wrote about alternatives including a look at the Merger Fund (MERFX). They are not intended to constitute legal, tax, securities or investment advice or a recommended course of action in any given situation. The ramp up process to using alternatives is also an exercise in patience.

Portfolio

Trade Brains

SEPTEMBER 15, 2024

List Of Cancer Pharma Stocks Beta Drugs Beta Drugs , established in 2005, is a leading manufacturer of oncology drugs and part of the Adley Group. The company will also benefit from government tax cuts on cancer drugs, allowing it to make treatments more affordable while increasing market share. Current Market Price ₹ 843.1

Pharmaceutical

ClearMoney

DECEMBER 5, 2021

But, while government spending may provide a short-term stimulatory effect on the economy, the prospect of higher future taxes and long-run impacts on spending and investment introduces many channels through which spending and debt levels might affect expected stock returns. 2005), MSCI Turkey Index (gross div.)(2000),

Government

ClearMoney

DECEMBER 5, 2021

But, while government spending may provide a short-term stimulatory effect on the economy, the prospect of higher future taxes and long-run impacts on spending and investment introduces many channels through which spending and debt levels might affect expected stock returns. 2005), MSCI Turkey Index (gross div.)(2000),

Government

The Big Picture

JANUARY 9, 2024

I published what’s called a comment, so like a very short one about this great tax law case with this guy who like won the lottery and then wanted to get his lottery winnings treated as capital gains. You know, it was all this like structuring and like tax and legal and accounting stuff. Matt Levine : 00:03:44 You know, I did.

Banking

The Big Picture

MARCH 5, 2024

So I saw many companies then taxed and financial services. So a town 20 minutes from Burn, it was a tax free Canton. But no taxes, no income taxes. So Magnetar launches in 2005 with some capital, and you joined you, you weren’t one of the original founders, but you joined not long afterwards.

Banking

The Big Picture

OCTOBER 24, 2022

So I applied and was hired as an ETF analyst in 2005. And so Morningstar coverage was really just getting started on ETFs, right in the 2005, period. NORTON: So 2005-2006 timeframe. And you could look around and find Munis running a tax equivalent — NORTON: That’s right. RITHOLTZ: — back then.

Portfolio

Good Financial Cents

AUGUST 1, 2022

The main advantage enjoyed by municipal bonds is their tax-exempt status for federal income tax purposes. And if you purchase a municipal bond issued by your home state, or a municipality within that state, the interest will also be tax-exempt for state income tax purposes. Longer Term Certificates of Deposit (CDs).

Investing

The Big Picture

NOVEMBER 15, 2022

Hey, show me companies where the board has at least two women on it, or you could tilt towards value, or you could tilt towards small cap, or you can use it for tax loss harvesting or philanthropy. NADIG: Because the ETF structure is inherently more tax fair, and that sounds like a weird — RITHOLTZ: No, it’s a 100% true.

Management

Brown Advisory

MAY 31, 2018

for more than a decade—it began to decline in 2005 through the credit crisis and since then has recovered, but at a tepid pace. To address poor growth, policymakers cut taxes and increase government spending. Productivity growth has been weak in the U.S. This gets mixed in with opioid abuse and other indicators of social problems.

Economics

Brown Advisory

MAY 31, 2018

for more than a decade—it began to decline in 2005 through the credit crisis and since then has recovered, but at a tepid pace. To address poor growth, policymakers cut taxes and increase government spending. Productivity growth has been weak in the U.S. This gets mixed in with opioid abuse and other indicators of social problems.

Economics

Walkner Condon Financial Advisors

FEBRUARY 6, 2024

The emerging markets asset class outperformed all others in 2003, 2005, 2007 and 2009, while finishing second in 2004, 2006, and 2012. In contrast, Emerging Markets over the 2003-2012 period provided investors with Doc Brown’s requisite 1.21 jigawatts of investing power (and volatility)! Sounds unstoppable, right?

Assets

Trade Brains

SEPTEMBER 28, 2023

This is a form of indirect tax charged by the government of the respective state. In 2005, a tax demand of Rs 120 crore was levied on Telgi, which was one of the highest tax liabilities imposed on an individual at the time. In the AY1996–97 alone, the Tax Department evaluated his income to be Rs.

Government

The Big Picture

AUGUST 29, 2022

And I think that’s maybe part of my legacy if there is one here is to — I was — in 2005’-‘07, I was like, oh, my god, I was like kicking the tires on ETFs, and I’m like, “These things are going to take over.” BALCHUNAS: … a couple trillion stuck in there because of taxes. RITHOLTZ: Super tax-efficient …. Not really.

Assets

The Big Picture

APRIL 25, 2023

We of course can continue to negotiate around the fringes and help mitigate risk and optimize the transaction to fit a more ideal tax structure. HAMBURGER: And then they don’t look at the tax structure, right? People used to market all the time death, taxes, regulatory exams. That happens, right? HAMBURGER: It can.

Compliance

The Big Picture

SEPTEMBER 5, 2023

And even before the pandemic, we had changes in laws like the mansion tax, the rent law changed so that conversions of existing buildings are almost impossible. RITHOLTZ: More than that, double, and it’s no bargain in terms of real estate taxes. Florida real estate taxes are like New York real estate taxes.

Sales

The Big Picture

OCTOBER 17, 2023

[Barry Ritholtz] : 00:17:05 [Speaker Changed] The, the rule to be tax exempt in the US is you have to disperse 5% of the foundation. You don’t have to pay any tax and just let the rest ride. If you go back to 2005, when I joined Orbis, the bricks was all the rage. You give out 5%. You had productivity growth.

Investing

The Big Picture

SEPTEMBER 26, 2022

Initially, it was started in 2005 and it was called Revolution, but it was just my capital. Whenever I see, you know, a groundbreaking where some giant company comes in with all these tax abatements, we start with Foxconn in Wisconsin, turned out to be a bust. A little over a decade ago, we decided to open up to outside capital.

Startup

The Irrelevant Investor

JANUARY 2, 2021

The tax burden on large-cap stocks has been falling for a long time, lining shareholder's pockets. If Biden has it his way, corporations will pay more taxes than they have in the recent past. Cembalest notes, "In aggregate, Biden’s corporate tax plans would raise $2.2 I'm not sure I've ever seen it before.

Taxes

The Big Picture

MARCH 12, 2024

It was a wild ride because by the time you got, well, so in 2005, we went on a road show trying to tell people what we had learned, and there wasn’t a lot of reception. And in the 2000 at the 2005 conference, it’s kind of wild. Maybe the market hadn’t priced something properly. Sean Dobson : It was a wild ride.

Banking

The Big Picture

AUGUST 23, 2022

And they must have struggled to figure out what to do with me but they figured it out and in early November of 2005, I was flying back to Moscow from London, I have been living in Moscow for 10 years, I was the largest foreign investor in the country and I get arrested at Sheremetyevo Airport by four heavily armed border guards.

Government

Calculated Risk

MAY 21, 2024

C]urrent forecasts suggest that under a reasonably wide variety of possible tax and spending policies, the resulting surpluses will allow the Treasury debt held by the public to be paid off. 3) The 2001 and 2003 Bush Tax Cuts. Instead, the tax cuts (mostly for the wealthy) turned the surpluses into deficits and reduced revenue by $1.5

Taxes

Calculated Risk

MAY 22, 2023

C]urrent forecasts suggest that under a reasonably wide variety of possible tax and spending policies, the resulting surpluses will allow the Treasury debt held by the public to be paid off. 3) The 2001 and 2003 Bush Tax Cuts. Instead, the tax cuts (mostly for the wealthy) turned the surpluses into deficits and reduced revenue by $1.5

Budgeting

Brown Advisory

MAY 16, 2016

Buffett then presented a table of the after-tax earnings of Berkshire separated into earnings from operations and capital gains on investments running from 1999 through 2015. government has encouraged renewables through tax credits of about 2.5 Ruane passed away in 2005. cents per kilowatt hour. Derivatives and Banking.

Insurance

The Big Picture

JANUARY 19, 2023

Investors Most Underweight on US Stocks Since 2005 Source: BAML via Bloomberg Sign up for our reads-only mailing list here. —the sentiment shifts, and so you’ve seen negative sentiment creep into the market. Can you do that? many asked during the Trump era. The post 10 Thursday AM Reads appeared first on The Big Picture.

Healthcare