VCFO

NOVEMBER 1, 2023

This review often starts with assessing topline revenue and then examining gross margins, overhead expenses, net income, EBITDA, and free cash flow. This is certainly true in the area of taxation, where there are often opportunities to legally minimize or defer the timing of tax payments and to claim income tax credits.

Finance 91

Finance Strategic Planning Auditing CFO 91

CFO News Room

NOVEMBER 30, 2022

Roth conversion strategies involve recognizing taxable income via the conversion to ensure funds are taxed at the lowest possible rate). Might be a source of tax-free income ( unless the IRS says otherwise )! by routing income through a foreign or tax-exempt entity which results in it not being taxed). Team Kitces.

Tax Planning 130

Tax Planning Compliance Planning Communication 130

Musings on Markets

OCTOBER 19, 2021

Using the words of IFRS (1.7), ‘ Information is material if omitting, misstating or obscuring it could reasonably be expected to influence decisions that the primary users of general purpose financial statements make on the basis of those financial statements, which provide financial information about a specific reporting entity ’.

Profit and Loss 70

Profit and Loss Accounting Numbers IFRS 70

Barry Ritholtz

APRIL 11, 2023

They were taxed as ordinary income at the highest marginal tax rate that was 80 percent. You have a blog. Universities are actually contributing to their own disruption. RITHOLTZ: So what sort of pushback did you get from the academic community to the statement which seem to have resonated in certain quarters?

Valuation 114

Valuation Education Finance Investments 114