Search for: "FEDERATED CAPITAL APPRECIATION FUND II"
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17 Apr 2020, 9:54 am
QOFs allow taxpayers to invest qualified capital gains into real property or businesses located in QOZs, and to defer and partially reduce taxation on the original capital gain while potentially eliminating all taxation on appreciation while in the QOF. [read post]
20 May 2009, 7:33 am
In the transaction, a donor reserves an annuity or unitrust interest in a charitable remainder trust and funds the trust with highly-appreciated assets. [read post]
17 Aug 2017, 7:00 am
Qualified Clients Private fund managers typically are compensated with a management fee based on a percentage of the assets under management (often 2%) and a performance fee based on the capital appreciation of the value of the fund’s holdings (often 20% of the appreciation). [read post]
11 Aug 2021, 9:26 am
Private fund advisers (hedge fund, private equity and venture capital fund managers) that rely on the federal ‘private fund adviser” exemption from investment adviser registration will not be impacted, including with respect to their 3(c)(1) funds. [read post]
21 May 2019, 3:55 pm
The tax incentives obtained by investing in a qualified opportunity fund (“QOF”) allow taxpayers to (i) defer paying taxes on capital gain from the sale or exchange of appreciated assets; (ii) receive a permanent exclusion from taxation of up to 15 percent of the originally deferred gain, and (iii) for taxpayers that hold their investment in the QOF for at least 10 years, a permanent exclusion from taxation for any appreciation in excess of… [read post]
24 May 2019, 11:39 am
The tax incentives obtained by investing in a qualified opportunity fund (“QOF”) allow taxpayers to (i) defer paying taxes on capital gain from the sale or exchange of appreciated assets; (ii) receive a permanent exclusion from taxation of up to 15 percent of the originally deferred gain; and (iii) for taxpayers that hold their investment in the QOF for at least 10 years, a permanent exclusion from taxation for any appreciation in excess of… [read post]
28 Aug 2012, 11:55 am
* Expanding on the definition of a "venture capital company" to include the federal definitions of a "venture capital fund" and "venture capital operating company. [read post]
8 Mar 2011, 1:59 pm
[ii] Such investors want to be free to contract with a fund that provides investment strategies that they view as desirable and in their best interest. [read post]
9 Feb 2010, 11:22 am
So, depending on the circumstances of their overall estate value and the estate plan Dick and Jane made (or failed to revise) these children may be liable for capital gains taxes upon the sale of the building... for its $900,000 in capital appreciation since 1970. [read post]
5 Oct 2020, 9:05 pm
The original goals of the federal securities laws—encapsulated in the SEC’s mission of protecting investors; maintaining fair, orderly, and efficient markets; and facilitating capital formation—are just as sound today as they were when the landmark federal securities legislation was enacted in 1933, 1934, and 1940. [read post]
10 Mar 2014, 7:35 am
The first is the creation of a capital structure that reflects the contributions to the coop but that is as flexible and intuitive as basic corporate securities instruments. [read post]
8 Jan 2017, 1:48 pm
II. [read post]
30 Apr 2019, 4:23 pm
Taxpayers can defer paying taxes on capital gain from the sale or exchange of appreciated assets by investing such gain in a QOF within 180 days following such sale or exchange. [read post]
30 Apr 2019, 2:51 pm
Taxpayers can defer paying taxes on capital gain from the sale or exchange of appreciated assets by investing such gain in a QOF within 180 days following such sale or exchange. [read post]
20 Dec 2022, 9:22 am
Donating appreciated stock, rather than liquidating securities and donating after-tax proceeds, to charity is a win-win: the charity receives a larger donation and the donor receives a larger charitable deduction.8 Establishing / Funding a Donor Advised Fund A donor-advised fund (“DAF”) is essentially an investment account dedicated solely to supporting charities. [read post]
13 Jan 2021, 11:59 am
Investors also pay tax when stock appreciates and is sold for a gain. [read post]
24 Sep 2008, 11:41 am
But it's the international institutions that are getting the blame for the failure of the SEC to adequately supervise investment banks (remember that the remaining two i-banks, Morgan Stanley and Goldman Sachs, just agreed to become bank holding companies supervised by the Fed) in yesterday's congressional testimony:the market-wide failure to appreciate and measure the risk of mortgage-related assets, including structured credit products, has shown that neither the… [read post]
31 Aug 2014, 4:42 pm
This is how National Banks were originally structured, how Federal Reserve Notes originally worked, and how the FDIC’s Deposit Insurance Fund works. [read post]
21 Oct 2012, 10:33 am
BDCs make investments in the form of long-term debt or equity capital with the goal of generating capital appreciation and/or current income. [read post]
6 Jan 2018, 7:32 am
The first purpose was its contribution to the productivity of capital and investment across global markets, enriching those societies in which it might graze—as long as it played by the rules. [read post]
