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How capital gains tax works - MoneyWeek Investment Tutorials
 
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Before you sell an investment, you need to think about the tax on any profits you make. In this video, Tim Bennett introduces capital gains tax.
Views: 112796 MoneyWeek
How to write off a large investment loss
 
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A caller who lost $20,000 in a bad investment asked Dan if there is any tax relief for them as a result of this financial loss. Dan explains that while you cannot write it all of in one year you can claim it over time.
Allowable Business Investment Loss
 
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How to take advantage of investment losses in a small Canadian controlled business.
Views: 241 Tax Audit Solutions
Federal Income Tax:  Chap 5 -- Intro to Capital Gains and Losses
 
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In this first class on capital gains and losses we 1) contrasted historical provisions on special treatment for capital gains and losses; 2) considered the types of assets which cause capital gains and losses; 3) named various ways in which capital assets could be acquired; 4) covered rules for establishing basis of capital assets purchased, received as a gift, and inherited; 5) determined the amount of gift tax which could be added to the basis in certain circumstances, and 6) worked examples to illustrate these various rules.
Views: 29653 oruaccounting
The trick that turns banking losses into profits - MoneyWeek Investment Tutorials
 
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Like this MoneyWeek Video? Want to find out more on profit and loss? Go to: http://www.moneyweekvideos.com/the-trick-that-turns-banking-losses-into-profits/ now and you'll get free bonus material on this topic, plus a whole host of other videos. Search our whole archive of useful MoneyWeek Videos, including: · The six numbers every investor should know... http://www.moneyweekvideos.com/six-numbers-every-investor-should-know/ · What is GDP? http://www.moneyweekvideos.com/what-is-gdp/ · Why does Starbucks pay so little tax? http://www.moneyweekvideos.com/why-does-starbucks-pay-so-little-tax/ · How capital gains tax works... http://www.moneyweekvideos.com/how-capital-gains-tax-works/ · What is money laundering? http://www.moneyweekvideos.com/what-is-money-laundering/
Views: 22739 MoneyWeek
Tax Basics for Stock Market Investors!
 
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This video today is about tax basics for stock market investors. Taxes for beginners can be hard to understand but today this tax video should be helpful to any new stock market investor. Taxes explained and stocks go together and now you should know tax basics. Taxes on stocks can either work to your advantage or not. My favorite book on Investing http://amzn.to/2xpcpWs My second Favorite book on Investing http://amzn.to/2cQqPDD My favorite book on business http://amzn.to/2cfY71k My favorite Personal Finance http://amzn.to/2ckIqUE My favorite movie about the stock market http://amzn.to/2cQLLx1 My second favorite movie about the stock market http://amzn.to/2cGyxhL My favorite movie about business http://amzn.to/2cGzLcI Awesome Camera I use http://amzn.to/2cGznuW Professional Microphone I use http://amzn.to/2d5eLh5 Nice affordable Tripod I use http://amzn.to/2cfXPaD Bright lighting set I use http://amzn.to/2cQMw9B Laptop I use to Edit http://amzn.to/2d5dJ4U Camera I use for professional business photography http://amzn.to/2ckGLP6 Drone I use for my Business http://amzn.to/2ctNlAw
Views: 73272 Financial Education
LCGE II - Cumulative Net Investment Loss (2014)
 
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Business Career College is a national financial services education provider. See our insurance, financial planning and continuing education courses, including self-paced and instructor led options, at https://www.businesscareercollege.com For great industry articles, follow on Twitter (https://twitter.com/JasonWattBCC) or like on Facebook (https://www.facebook.com/BusinessCareerCollege/).
Views: 2213 BCC Education
Net Operating Losses (NOLs) on the 3 Financial Statements
 
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There’s A LOT of confusion over how Net Operating Losses (NOLs) and Deferred Tax Assets (DTAs) work on the 3 financial statements. By http://breakingintowallstreet.com/ "Financial Modeling Training And Career Resources For Aspiring Investment Bankers" In this lesson, you’ll learn how NOLs are created and used up, how that impacts the DTA, and what the full impact on the 3 financial statements under different scenarios is. NOLs on the 3 Statements Spreadsheet: http://youtube-breakingintowallstreet-com.s3.amazonaws.com/105-13-Net-Operating-Losses-NOLs.xlsx NOLs and DTAs on a Real Company's Financial Statements: http://youtube-breakingintowallstreet-com.s3.amazonaws.com/105-13-JAZZ-NOLs-DTAs.pdf Table of Contents: 1:23 The Concept Behind Net Operating Losses (NOLs) 4:06 How NOLs Get Created and Used Up Based on Pre-Tax Income 8:52 Cash Taxes Payable and Changes to the DTA 11:33 Walkthrough of NOLs and DTAs on the 3 Financial Statements 16:44 Recap and Summary Net Operating Losses – How They Get Created and Used Up Idea: If a company has lost money (negative Pre-Tax Income) in prior years, it can reduce its future Taxable Income with these losses ("carry-forwards"), or even receive refunds for some of its past taxes ("carry-backs"). It's easier to explain carry-forwards, so that's what we'll focus on here (plus, it's a far more common interview question and on-the-job modeling task). KEY CONCEPTS: 1. You do NOT adjust the Income Taxes shown on the Income Statement for anything related to NOLs – you make these adjustments separately and show the cash impact on the CFS. 2. The NOL itself does not appear on the Balance Sheet – only the tax savings it corresponds to show up there, within the Deferred Tax Asset (DTA) line item. Example: A company has many years of prior losses accumulated in its Net Operating Loss (NOL) balance, but it suddenly turns profitable and starts recording positive Pre-Tax Income... sometimes. Scenario 1: The company earns $100 in Pre-Tax Income, and has an initial NOL balance of $175. In This Case: The company applies $100 of its NOL balance to offset its Pre-Tax Income and reduce its Taxable Income to $0. It therefore pays $0 in true cash taxes. Its DTA decreases by the tax rate of 40% * $100, or $40. On the Income Statement, nothing changes because taxes are recorded as-is. So the company’s Net Income is simply $60, or $100 of Pre-Tax Income minus $40 of Taxes. On the Cash Flow Statement, the DTA decreasing by $40 causes cash flow to increase by $40. So at the bottom, cash is up by $100 due to $60 of Net Income and the $40 decrease in the DTA. On the Balance Sheet, cash is up by $100, the DTA is down by $40, so the Assets side is up by $60. On the other side, Retained Earnings is up by $60 due to the Net Income of $60, so both sides balance. Scenario 2: The company records a $200 Pre-Tax Income loss, and has an initial NOL balance of $75 from the previous step. In This Case: The company’s NOL balance increases by $200. It pays $0 in cash taxes. Its DTA increases by $200 * 40%, or $80. On the Income Statement, Net Income is simply negative $120 (negative $200 of Pre-Tax Income, minus negative taxes of $80). On the Cash Flow Statement, Net Income is negative $120, and the DTA increasing by $80 reduces cash flow by $80. So cash is down by $200 at the bottom. On the Balance Sheet, cash is down by $200, the DTA is up by $80, so the Assets side is down by $120. On the other side, Retained Earnings is down by $120 due to the Net Income of negative $120, so both sides balance. Scenario 3: The company earns $300 in Pre-Tax Income, and has an initial NOL balance of $275 from the previous step. In This Case: The company applies $275 of its NOL balance to offset its Pre-Tax Income, and reduce its Taxable Income to $25. It therefore pays $10 in true cash taxes ($25 * 40%). Its DTA decreases by 40% * $275, or $110. On the Income Statement, nothing changes. So the company’s Net Income is simply $180, or $300 of Pre-Tax Income minus $120 of Taxes. On the Cash Flow Statement, the DTA decreasing by $110 causes cash flow to increase by $110. So at the bottom, cash is up by $290 due to $180 of Net Income and the $110 decrease in the DTA. On the Balance Sheet, cash is up by $290, the DTA is down by $110, so the Assets side is up by $180. On the other side, Retained Earnings is up by $180 due to the Net Income of $180, so both sides balance.
How to Reduce Your Investment Taxes
 
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Financial Advisor John Lesser is using long-short funds, municipal bonds, and aggressive tax-loss selling to keep clients' tax exposure in check. Subscribe to the WSJ channel here: http://bit.ly/14Q81Xy Visit the WSJ channel for more video: https://www.youtube.com/wsjdigitalnetwork More from the Wall Street Journal: Visit WSJ.com: http://online.wsj.com/home-page Follow WSJ on Facebook: http://www.facebook.com/wsjlive Follow WSJ on Google+: https://plus.google.com/+wsj/posts Follow WSJ on Twitter: https://twitter.com/WSJLive Follow WSJ on Instagram: http://instagram.com/wsj Follow WSJ on Pinterest: http://www.pinterest.com/wsj/ Follow WSJ on Tumblr: http://www.tumblr.com/tagged/wall-street-journal Don’t miss a WSJ video, subscribe here: http://bit.ly/14Q81Xy More from the Wall Street Journal: Visit WSJ.com: http://www.wsj.com Visit the WSJ Video Center: https://wsj.com/video On Facebook: https://www.facebook.com/pg/wsj/videos/ On Twitter: https://twitter.com/WSJ On Snapchat: https://on.wsj.com/2ratjSM
Views: 1262 Wall Street Journal
Tax-Loss Harvesting and Your Investment Planning
 
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My comments today complement another tax-loss harvesting video previously recorded by Bethany Muensterman, an investment manager here at Payne Wealth Partners. If you’re unsure what tax-loss harvesting is, you’ll first want to watch Bethany’s video and then come back to this one. One key point to remember is that tax-loss harvesting applies to taxable or non-qualified investment accounts. It does NOT apply to retirement accounts such as IRAs or 401(k)s. How to consider Tax-Loss Harvesting in your Investment Planning In our firm, many tax-loss harvesting decisions are coordinated through interactions between our investment team and our planning team. Why? Because each member brings different knowledge and different specialty to the discussion. As Bethany described, overall portfolio decisions are very important to ensure the “tax tail” doesn’t wag the “investment dog” so to speak. In other words, it’s probably not wise to throw your desired portfolio make-up (asset allocation) out the door to harvest losses. That’s one key part of what the investment team is evaluating. They also must avoid breaking a certain rule called the “wash sale rule.” When to Advise Against Tax-Loss Harvesting To complement this investment analysis, Wealth Planners like myself are often looking more closely at each client’s specific income tax situation. In fact, there may be instances when tax-loss harvesting (from a Planner’s perspective) may not be wise. For example, under current law taxpayers who fall below the 25% federal tax bracket are taxed on long-term capital gains at 0%. That’s right! You heard me correctly. 0%! Now there may be state and local taxes to pay, but those are often minimal compared with federal income tax. If someone’s in that situation, we may advise against tax-loss harvesting. In fact, we may even consider realizing long-term gains that year since they’re taxed federally at 0%. There are other planning considerations in that decision that we won’t cover today, and there are other reasons why we may not advise tax-loss harvesting for someone in a particular year. In the previous video, Bethany told you how losses can offset portfolio gains. If those losses are more than your total gains, additional losses can often offset ordinary income up to $3,000 per year per tax return. As planners, we want to think about this as it may be very valuable to some high income earners. The bottom line is this. We believe a team approach can often provide well informed recommendations and decisions. If you have questions about tax-loss harvesting in your investment accounts, please feel free to contact someone on our team at Payne Wealth Partners. Remember... Uncle Sam isn’t really your uncle so be wise in your tax planning.
SEIS & EIS Enterprise Investment schemes. How to get a Tax Rebate on Investments
 
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Looking for a tax rebate of up to 50% of your investment in a new business? Both the EIS & SEIS Enterprise Investment schemes are incredibly generous tax schemes that enable investors to reclaim up to 50% of their initial investment on purchasing a business. The Seed Enterprise Investment Scheme (SEIS) was introduced in April 2012 by HMRC to help small, early-stage companies raise funds through individual investors by providing a series of tax reliefs on investments made into qualifying companies. Investors may claim relief on up to £100,000 invested through the scheme per annum and can receive reliefs covering 78% of their investment or more. The EIS is similar but for larger businesses. You can take advantage of the following reliefs on up to £1m of investment made into eligible companies per year:  Income tax relief of 30% of your investment. This can be used in the year of investment or carried back one-year prior  Capital Gains exemption on profits earned on shares held for a minimum of three years  Loss relief, should the company you’ve invested in fail, equivalent to your tax bracket multiplied by your ‘at risk capital’ (the total loss on the shares once income tax relief has been accounted for)  Capital Gains deferral on gains realised on the disposal of any asset which is reinvested in an EIS eligible company  Inheritance Tax exemption on shares held for a minimum of two years. For details of both the EIS and SEIS call Jacob & Jones now on 0141 334 8068.
What tax reform means for your investment portfolio
 
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1/18/2018 Webcast: Tax and estate planning in a changing environment No dramatic changes foreseen in terms of investment advice. Our experts recommend looking closely at your bond investments in this low-interest-rate environment, rebalancing your asset allocation, and maximizing after-tax returns. Otherwise, basic principles like broad diversification and low-cost investing still hold. Important information All investing is subject to risk, including the possible loss of the money you invest. There is no guarantee that any particular asset allocation or mix of funds will meet your investment objectives or provide you with a given level of income. Diversification does not ensure a profit or protect against a loss. Bond funds are subject to the risk that an issuer will fail to make payments on time, and that bond prices will decline because of rising interest rates or negative perceptions of an issuer's ability to make payments. Investments in bonds are subject to interest rate, credit, and inflation risk. Although the income from municipal bonds held by a fund is exempt from federal tax, you may owe taxes on any capital gains realized through the fund's trading or through your own redemption of shares. For some investors, a portion of the fund's income may be subject to state and local taxes, as well as to the federal Alternative Minimum Tax. This webcast is for educational purposes only. We recommend that you consult a tax or financial advisor about your individual situation. Advice services are provided by Vanguard Advisers, Inc., a registered investment advisor. © 2018 The Vanguard Group, Inc. All rights reserved.
Views: 2007 Vanguard
How Often Should You Tax-Loss Harvest?
 
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Published: June 27, 2012 https://www.pwlcapital.com/Justin-Bender-blog Justin Bender, Associate Portfolio Manager with PWL Capital in Toronto, explains a quick rule of thumb for taxable investors on when they should consider realizing their capital losses.
Views: 998 PWL Capital Inc
2018 Income Tax Changes For Individuals (2018 Federal Income Tax Rules) (Tax Cuts and Jobs Act 2018)
 
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(Tax Cuts and Jobs Act 2018) 2018 Income Tax Changes for individuals explained! (2018 Federal Income Tax Rules) . VERY DETAILED AND EASY TO FOLLOW.... Learn about Donald Trump's new tax laws. Tax Reform 2018. 2018 Federal Income Tax Rules! Downloadable notes included below. The Tax Cuts and Jobs Act bill brings numerous new changes to the world of taxes. In this video you learn how these changes may impact your personal tax return. You can follow the links here to download the spreadsheet: https://www.dropbox.com/s/7q0595b3kt9jv5t/2018%20tax%20updates.xlsx?dl=0 Video Outline and Time Stamps so you can quickly jump to any topic: • Regarding filing your tax return as of 4/15/18 - 0:52 • References used to create spreadsheet - 1:39 • The actual tax bill - 2:07 • The 2018 Federal Income Tax Bracket Rates - 3:40 • About your payroll withholdings - 4:40 • Changes to the 2018 standard deducatoin - 5:04 • 2018 Personal Exemptions - 5:46 • Child tax credit rules for 2018 - 7:36 • 2018 State and local tax law changes - 8:20 • 2018 Mortgage interest deductions - 10:03 • 2018 Miscellaneous itemized deductions - 12:03 • 2018 Education and 401(K) Rules - 12:47 • Alimony rules for 2019 - 14:06 • 2018 Federal Estate Tax Exemption - 15:42 • Alternative Minimum Tax - 18:59 • Affordable care act tax penalties - 19:32 • 2018 Capital Gains, Charitable Contributions, Moving expenses, etc - 20:26 Check out some of our other videos and playlists here: ♦ Investing in the stock market!: https://goo.gl/yVAoES ♦ Save money, budget, build wealth and improve your financial position at any age: https://goo.gl/E97nJj ♦ Learn more about how federal income taxes work: https://goo.gl/D1hCX1 ♦ Ways to improve your life at any age: https://goo.gl/uq72bu Subscribe for our future weekly videos. New videos typically every Sunday or Wednesday. Do not forget to help out a friend and share this information with them as well. About me: I'm passionate about helping people build wealth by learning more about personal finances, investing and taxes. My mission is to help people improve their financial position career and life. I also enjoy teaching others about the accounting profession, tech tips, and helping people overcome challenges in their everyday life as well as their career. You can find our content on other internet planets such as....... My Website: Moneyandlifetv.com Twitter: https://twitter.com/Mkchip123 Facebook: https://www.facebook.com/moneyandlifetv/ ***Disclaimer*** All of the information in this video is presented for educational purposes only and should not be taken as financial, tax, or investing advice by any means. I am not a financial adviser. Although I am a CPA I cannot advise someone for tax purposes without knowing their complete tax situation. You should always do your own research before implementing new ideas or strategies. If you are unsure of what to do you should consider consulting with a financial adviser or tax accountant such as an Enrolled Agent, or Certified Public Accountant in the area in which you live. Thanks for taking time to check out this video, and our channel. Have a great day and we will see you in the next video!
Views: 145352 Money and Life TV
What To Do When Investments Lose Money? | Investment Losses
 
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What are the questions you should ask yourself when an investment is underperforming or losing money in order to decide whether to sell it or not. Money For the Rest of Us is a personal finance channel on money, investing and the economy with new videos released every Monday and Wednesday. Please subscribe to my channel here: https://www.youtube.com/user/jdavidstein1?sub_confirmation=1 You can get more info about Money For the Rest of Us here: https://moneyfortherestofus.com
While-You-Wait Investing: Tax-Loss Harvesting
 
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Tax-Loss harvesting is the process of selling securities at a loss to minimize your capital gains tax. To learn more and develop your optimal tax strategy, download Personal Capital's Tax Guide: https://www.personalcapital.com/land/holistic-tax-guide/?utm_source=Youtube&utm_medium=Video&utm_campaign=WhileyouWait&utm_content=Rideshare The While-You-Wait video series goes over important financial topics when life puts us on hold. Reheating your lunch? Rebooting your computer? That’s the perfect time to watch. Leave a comment on what topics you’d like to see us cover next. Connect with us: Website: https://www.personalcapital.com?utm_source=Youtube&utm_medium=Video&utm_campaign=WhileyouWait Facebook: https://www.facebook.com/PersonalCapital/ LinkedIn: https://www.linkedin.com/company/personal-capital/ Twitter: https://twitter.com/PersonalCapital Personal Capital combines award-winning online financial tools that provide unprecedented transparency into your finances with personal attention from registered financial advisors. The result is a complete transformation in the way you understand, manage and grow your net worth.
Views: 841 Personal Capital
Allowable Business Investment Loss Canada
 
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Free Guide to help claim an Allowable Business Investment Loss here: http://www.taxwatchcanada.com/abil-allowable-business-investment-loss Includes: How to Qualify for an ABIL Eight Common Situations That Can Trigger a Successful ABIL Claim Critical Factors For a Successful Claim What is an Allowable Business Investment Loss (ABIL)? If you feel you have lost or will lose money investing or loaning money to a Small Business Corporation (including your own business) you may be able to recover some of that loss as a tax reduction or refund. Canadian tax laws are purposefully designed to reduce the risk of loss of investments or loans involving small business corporations. This is called an Allowable Business Investment Loss (ABIL) which is a special type of capital loss. ABILs are deductible against all other incomes in certain applicable tax years. Provided Canada Revenue Agency (CRA) has the proper proof and documentation of your loss and proper filing procedures are followed, the actual cash or tax saved could be 15% to 21% of the amount invested or loaned depending on your marginal income tax rates. Recently, tax court case outcomes have been more favourable for taxpayers disputing CRA's denial of loss claims. The reasons for such success are subtle but provide for more arguments provided by TaxWatch to CRA for accepting your loss claim. All you have to do is gather the information and documentation and TaxWatch will do the rest. Personal Comment: I am not saying these loss claims are easy. But persistence is the key to success. Arbitray denials by CRA are unacceptable. It is always good to know what the outcome will be if the challenge is met with compelling vigour. ABIL Tax Refund Service FAQ Note: More FAQ on the web site What do I need to send to you? The package you receive from us clearly lists all the required items. Why can’t I simply ask my own accountant to file for my ABIL loss claims? You should consider asking your accountant to do this, but it has been our experience that the probability of a successful outcome increases when a specialized service is recognized as being required. TaxWatch works well with many other accountants and legal reps because they are sometimes engaged in providing the information needed and are insightful and helpful. There is also the timing and comparable cost factor to be considered. How much will all this cost me? After completion of our free evaluation (which includes an estimate of your refund, if any) you will be provided with your options which include our fee. Fees are based on complexities of the claim. The fees of TaxWatch Canada are always fixed unless special circumstances arise. As a result of successfully filing a loss claim in a particular year, will CRA attempt to review other parts of my tax return for that year? No. CRA generally restricts adjustments of prior tax years to a separate group within CRA - not an audit group. If you have a notice of objection outstanding for the year of a loss claim, you may not receive the tax reduction related to your loss claim until your objection is resolved. How can I find out whether or not any capital gains deductions were reported on any of my previous income tax returns? You can call CRA for this information and request a print-out (RC143) of your previous filing history. Alternatively, we can do this for you once we have your signed consent (which is filed with CRA) to discuss your income tax matters with CRA. What if I have previously claimed a capital gains deduction? Will my claim be allowed? It depends. These deductions cancelled over ten years ago but, if claimed, still affect ABILS. Generally, the amount of the loss that can be deducted will be restricted by the capital gains deduction previously reported. The loss will be reduced by the amount of the previous capital gains deductions and only the amount in excess of the previous deduction, if available, will be eligible for an ABIL deduction. Other restrictions, if applicable to your situation, may reduce or restrict your claim. Ken Lagasse - Business Tax Specialist TaxWatch Canada LLP. http://www.taxwatchcanada.com/abil-allowable-business-investment-loss
Views: 923 TaxWatch Canada LLP
How Does Your Investment Property Reduce Your Tax?
 
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How Does Your Investment Property Reduce Your Tax? Right. How does an investment property reduce your tax? Let’s say we own the property up here on the top right of the slide. Worth $500,000, it’s got a $450,000 loan on it, and a 5% interest rate. It’s renting for $500 a week, or $26,000 per year. On the left-hand side, we have the Australian tax brackets. And you can see there the first bracket is $18,200, the second 37, 87, 180, and you can see the percentages. Now, let’s say we have a job where we earn $100,000 a year. Now, our employer pays tax on our behalf on the assumption that we’re only going to earn $100,000 a year. So, some money’s been paid to the tax office for that. However, when we have an investment property, the rent we get from a property is actually added to our taxable income. So, at this point in time, we actually haven’t paid enough tax, so unless we make some claims against it, we’re going to have a tax bill not a tax return. But of course, we’ve got plenty of things we can claim. We can claim the loan interest. We can claim the rates. We can claim rental management fees and insurance. Now, all of these things are what we call cash deductions, which means money has to physically leave our bank account in return for getting a third of it back, or 37% back in this case. But there’s one thing that really makes all the difference to property investing and to making sure your properties pay for themselves, and it’s a little magic thing called depreciation. Now, depreciation is what we call a non-cash deduction, or an on-paper deduction. What does it actually mean? Well, the building you are sitting in now is theoretically going down in value. The carpets are going down in value, the curtains are going down in value. Different parts of it are going down in value. But of course, in real life, it’s not. In real life, that property is going up in value or staying the same. Rarely going down in value. But the government allows us to write off the depreciating value of a building. Now, the magic here is that we get to claim this money on tax without actually spending any money from our bank account. This in turn drives our on-paper assessment right down into the red, but in real terms, the cash in and out of our account is not in the red at all. So, lets analyse what we’ve got here. So, our taxable income went up to $126,000, and then came down to $83,000. But we paid tax on $100,000. Therefore, we now are entitled to a tax return. If we paid tax on $100,000 but our revised taxable income is $83,000, then $16,450 of income we paid tax on that we shouldn’t have. So, we should get that back. The refund would therefore be, the first $13,000 would be at 37%, and the balance of that money would be at 32.5% because of where it crosses the line at the $87,000 threshold. So, we would get a tax return against that property of $5,931 in theory. Now, that makes a massive, massive difference. If we’re getting back over $5,000 on a property for depreciation, then that’s about $100 a week. And if we’re getting an extra $100 a week back from our property, on top of a $500 per week rent, well that depreciation is making a 20% increase in the total return that that property gets back. And this can be the difference between a successfully positive cash flow property and a negative cash flow property. Now, ask yourself this question: how many properties can you own that have to put $100 a week or more of your own money into? visit our website: http://www.integritypropertyinvestment.com.au Legal Disclaimer: This information ('the information') is presented for illustrative and educational purposes only. It is not presented nor should it be treated as real estate advice, legal advice, investment advice, or tax advice. All investments involve risk and potential loss of money. If you require advice in any of these fields you should contact a suitably qualified professional to assist and advise you. Your personal individual financial circumstances must be taken into account before you make any investment decision. We urge you to do this in conjunction with a suitably qualified professional. Daimien Patterson, Integrity Property Investor Services, and their associated trading names, companies, researchers, authorised distributors and licensees, employees and speakers do not guarantee your past, present or future investment results whether based on this information or otherwise. Daimien Patterson, Integrity Property Investor Services and their associated trading names, companies, researchers, authorised distributors and licensees, employees and speakers disclaim all liability for your purchase decisions. You should do your own independent due diligence and seek the advice of qualified advisors before making any investment decision.
Prevent LOSS: 6 Ways to Prepare your Investments for 2019.
 
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Invest in real estate, stocks, or something, but get your act together and be prepared for 2019.✅Learn Real Estate Investing LIVE: https://meetkevin.teachable.com/p/real-estate-investing ✅Learn Real Estate Sales LIVE: https://meetkevin.teachable.com/p/real-estate-sales ✅Access to the Trademarks: https://meetkevin.teachable.com/p/trademarks ✳️Follow me on Instagram: @MeetKevin ⚠️Best way to Reach Kevin: DM on Instagram⚠️ 📅M-F: 8:30 a.m.: Public LIVE Market Updates, Advice, & Commentary. 📅T & Th: 9:30 a.m.: Private LIVE Real Estate Investing Consulting & Coaching. 📅W & Fri: 9:30 a.m.: Private LIVE Real Estate Sales Consulting & Coaching. 📅M 9:00 a.m.: Something is Exposed. ╔══════════════════════════╗ ----♻️ Incredible, LIVE Real-Estate Courses ♻️ ---- ------ https://meetkevin.teachable.com/ ------ -----------$50 Off if you Purchase Both ----------- ---- Email for Details: [email protected] ---- ╚═══════════════════════════╝ ●▬▬▬▬▬๑۩۩๑▬▬▬▬▬▬● Bonus Tesla super charging if you use this Tesla referral link: ☑️ http://ts.la/kevin5689 (benefits might change / this does give me a minor benefit at no extra cost to you). -----------LINKS TO STUFF----------- (These links help support the channel in a way that does not cost you anything extra.) ☑️ INSANE 4k Camera: https://amzn.to/2Ph5lki ☑️ You want this for the camera above: https://amzn.to/2Qd1ERZ ☑️ COMPACT, 4k Drone: http://amzn.to/2DKJYC5 ☑️ CASH Canon: https://amzn.to/2E02Lgf ☑️ Gimbal: https://amzn.to/2JmyKdS ☑️ Backup Cam / Previous Primary: http://amzn.to/2GfKvRy ☑️ Mic: https://amzn.to/2sy6QRF ☑️ Lens: http://amzn.to/2HVnQY4 ☑️ lens stuff: NEEDED for lenses (esp. outside). https://amzn.to/2UaXckR ☑️ BEST Tripod: https://amzn.to/2DVk6Hc ☑️ Need for tripod: https://amzn.to/2zDPuqG ☑️ Reasonable STUDIO LIGHTS (no sweating again!): https://amzn.to/2E8x4Tb ☑️ muff: https://amzn.to/2JonU7c ☑️ cam2: https://amzn.to/2JmuE5f ☑️ muff for cam2: https://amzn.to/2LdU56F ☑️ selfiestick / dslr: http://amzn.to/2ucZWFl ☑️ boxes: http://amzn.to/2HU4CCk ☑️ gun case in car: http://amzn.to/2IMWjJM ☑️ IN-CAR Laptop Stand: http://amzn.to/2GjGtbf ☑️ Studio mic: http://amzn.to/2GfL3H6 must use on construction sites: https://amzn.to/2MWbHFJ ☑️ PRINTER for real estate: https://amzn.to/2QeYnBK ☑️ Portable Guitar Amp: https://amzn.to/2zzamQ7 ☑️ Lights behind Desk: https://amzn.to/2Qcf94k ☑️ Wall-Mounted BOOMS: https://amzn.to/2rkT0lf ☑️ vintage Macbook cover: https://amzn.to/2Pj3U4V ☑️ headphones I RUN with: https://amzn.to/2QdIewp ●▬▬▬▬▬๑۩۩๑▬▬▬▬▬▬● ❎I am not a CPA, attorney, or financial advisor and the information in these videos shall not be construed as tax, legal, or financial advice from a qualified perspective. If you need such advice, please contact a qualified CPA, attorney, or financial advisor. Linked items may create a financial benefit for Meet Kevin. Meet Kevin is a real estate brokerage. Trademarked Slogans (Do NOT Use without Permission): ⛔️Meet Kevin ® ⛔️No-Pressure Agent ® ⛔️Providing More ® #RealEstate #RealEstateInvesting #Investing
Views: 8837 Meet Kevin
Equity Investments, Part 4: Gains and Losses on the Sale of an Investment
 
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In this video (Part 4 of this series on Equity Investments AKA Associate Companies AKA Minority Stakes or Minority Investments) By http://breakingintowallstreet.com/ "Financial Modeling Training And Career Resources For Aspiring Investment Bankers" We'll also walk through what happens when you SELL your stake in another company and record a gain or loss on the sale of the investment. Step 1: Determine the Purchase Price and Gain or Loss In real life, you would do this by valuing Charter Communications via public comps, precedent transactions, and a DCF and assigning a value to the entire company, figuring out its implied Equity Value and multiplying by Liberty Media's ownership percentage. Or you could take the price offered by potential or existing buyers of this minority stake. Here, we're more focused on the mechanics so we're assuming a price of $3.5B, which would represent about a $505 million Gain on the book value of the Equity Investment at the time of the sale (which we assume happens on December 31st of the year in the model). We'll also look at the case where it's sold for $2.5B instead and Liberty Media therefore records a $495 million Loss. Step 2: Reflect the Changes on the Financial Statements Easiest method here: create a "Transaction Adjustments" area and only bother to adjust the Balance Sheet - yes, you COULD also adjust the IS and CFS and create pro-forma historical statements, but it would take longer and is not truly necessary for the analysis. It's better / easier to build a pro-forma Balance Sheet and then alter the forward numbers beyond the year 2014 here. Step 2.1: Add the proceeds from the sale itself (~$3.0B) to Cash on the Assets side. Step 2.2: ALSO add the after-tax gain or loss to Cash on the Assets side. Remember, we're taxed on capital gains and we can receive a tax deduction for capital losses, but we are NOT taxed on the cash received for selling the investment itself! So in this case, cash increases from $804 million to $4.1 billion... if there were a loss instead, cash would still go up but would go up by less than this. Step 2.3: Remove the Equity Investments line item - Credit the entire amount prior to the sale, so that the Pro-Forma column shows $0 there. Step 2.4: Adjust the Retained Earnings on the L&E side and also reflect the after-tax gain or loss there. Why? Because it would ordinarily show up on the Income Statement and therefore affect Net Income, and Net Income flows into Retained Earnings... so we're just taking a "shortcut" here and show the ultimate impact after it flows through the Income Statement. Step 2.5: Check that the Balance Sheet still balances - pretty important to get this right... Step 3: Modify the Future Financial Statements Remove the Net Income from Equity Investments and the Dividends Received from Equity Investments on future Income Statement and Cash Flow Statement projections. Not necessary here, but you'd need to do this in real life if you had projections beyond our final year here. Best to just set all these to a hard-coded $0. What Next? Now you're done! That's how Equity Investments work, and how you reflect the initial purchase, the flow-through of Net Income and Dividends, a stake increase, and the eventual sale of these investments and any accompanying gain or loss. Go practice by yourself and take a deal or company of your choosing and try to replicate this - and for a slightly more advanced topic, start learning about Noncontrolling Interests (formerly known as Minority Interests) and how those work... coming up in another set of tutorials from us soon.
Tax File Content : ITR, Balance Sheet & Profit/Loss Account, Investment
 
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Hi, Again ITR.....TodayTax File Content Involved Input If [email protected] Official : https://anandrathi05.wixsite.com/cacs05rathiservices
Unrealized Gains and Losses on Available for Sale Debt Investments
 
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This video shows how to recognize unrealized gains or losses on available-for-sale debt investments. AFS debt investments are marked to market each period, which means they are presented on the Balance Sheet at fair value. Any unrealized gain or loss bypasses the Income Statement and instead flows through Other Comprehensive Income. Edspira is your source for business and financial education. To view the entire video library for free, visit http://www.Edspira.com To like Edspira on Facebook, visit https://www.facebook.com/Edspira To sign up for the newsletter, visit http://Edspira.com/register-for-newsletter Edspira is the creation of Michael McLaughlin, who went from teenage homelessness to a PhD. The goal of Michael's life is to increase access to education so all people can achieve their dreams. To learn more about Michael's story, visit http://www.MichaelMcLaughlin.com To follow Michael on Twitter, visit https://twitter.com/Prof_McLaughlin To follow Michael on Facebook, visit https://www.facebook.com/Prof.Michael.McLaughlin
Views: 2655 Edspira
How are Investments Taxed?
 
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How are stocks, options and dividends taxed? What determines short-term/long-term capital gains? How are gains and losses treated? How do you determine your tax bracket? What is a wash?
Views: 2023 Happi Fix
Transferring capital losses to a spouse - Tax Tip Weekly
 
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Do you and your spouse invest in stocks? Are you experiencing gains, while your spouse is incurring losses? Well, there is a way to use your spouse's losses to offset your gains and save on tax - check out this week's video! 0:19 - Intro 0:36 - Tax strategy 1:17 - Step one 1:29 - Step two 2:05 - Step three 2:24 - Step four 3:00 - So here's the tip Visit our website for more information and tax-related advice: http://madanca.com Follow us on social media Twitter: https://twitter.com/Madan_CA Facebook: https://www.facebook.com/MadanCharteredAccountant/ Instagram: https://www.instagram.com/madanaccounting/ Google+: https://plus.google.com/108551869453511666601/posts Download any of our free eBooks available on our website: http://madanca.com/free-tax-secrets/ (Including Tax Tips for Canadians, Personal Tax Planning Guide for Canadians: 2014 Edition and 20 Tax Secrets for Canadians) Disclaimer: The information provided in this video is intended to provide general information. The information does not take into account your personal situation and is not intended to be used without consultation from accounting and financial professionals. All figures and dollar amounts are used for example purposes only. Allan Madan and Madan Chartered Accountant will not be held liable for any problems that arise from the usage of the information provided in this video.
Views: 392 Allan Madan
Ken Lagasse Describes the Allowable Business Investment Loss
 
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http://www.taxwatchcanada.com/abil-allowable-business-investment-loss. Just what is an Allowable Business Investment Loss? If you feel you have lost or will lose money investing or loaning money to a Small Business Corporation (including your own business) you may well be able to recover some of that loss as a tax reduction or refund.
Views: 49 Sam Goldwin
Money Saving Year-End Tax Strategies S. 5 | Ep. 12
 
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Does just thinking of your taxes give you butterflies in your stomach? You’re not alone. Feeling powerless and not having a strategy to reduce your taxes may cause you to completely ignore tax planning. Whether you are having a good year, recovering from loses or just working to stay the course; financial experts Joe Anderson and Alan Clopine break down strategies that can help you minimize the money you pay in taxes. Important Points: (00:33) – End of Year Taxes (1:01) – Federal Income Taxes – Different Wage Brackets (2:30) – Money Saving Year-End Tax Strategies (2:52) – Tax Strategies for Employees (3:08) – Retirement Plan Taxes for Employees (4:48) – New Tax Law Changes for Individuals (Standard Deductions, Itemized Deductions, Charitable Donations) (7:55) – 2018 Tax Planning Checklist (8:48) – Tax Loss Harvesting (11:40) – Tax Gain Harvesting (12:53) – Tax Diversification: Taxable, Tax-Free, Tax Deferred Income (16:28) – Qualified Charitable Distribution (18:23) – Maximizing Retirement Plan Contributions (19:05) – Considering Charitable Strategies (Bunching Donations, Donor Advised Fund, Qualified Charitable Distribution) (20:29) – Reviewing Your Investments (Tax Loss and Tax Gain Harvesting Opportunities) (21:21) – Roth Conversions (22:04) – Maximizing Tax Strategies for Small Business Owners (23:11) – Required Minimum Distributions (23:52) – Taxes for an Independent Contractor (24:23) – Pure Takeaway If you would like to schedule a free assessment with one of our CFP® professionals, click here: https://purefinancial.com/lp/free-assessment/ Make sure to subscribe to our channel for more helpful tips and stay tuned for the next episode of “Your Money, Your Wealth.” http://bit.ly/2FDSfK2 Channels & show times: http://yourmoneyyourwealth.com https://purefinancial.com IMPORTANT DISCLOSURES: • Investment Advisory and Financial Planning Services are offered through Pure Financial Advisors, Inc. A Registered Investment Advisor. • Pure Financial Advisors Inc. does not offer tax or legal advice. Consult with their tax advisor or attorney regarding specific situations. • Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. • Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. • All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. • Intended for educational purposes only and are not intended as individualized advice or a guarantee that you will achieve a desired result. Before implementing any strategies discussed you should consult your tax and financial advisors.
ABIL - Allowable Business Investment Loss Claims
 
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http://taxwatchcanada.com Welcome to the TaxWatch Canada channel. You can expect videos that provide quick, insightful information to help your business thrive in a world of complex tax regulations and hidden agendas. Our unique slant and attitude tells it like it is and will give you advantages you never thought of before. Ken Lagasse, owner of TAxWatch Canada LLP, and assocaited consultants, accountants, tax specialists and legal representatives were brought together to solve issues and problems in challenging tax situations that calls for specialized expertise, experience and knowledge. Our areas of specialized expertise include: - late tax filers expecially those with severe issues with back taxes and a potential need for voluntary disclosure. - negotiating with the Canada Revenue Agency (CRA) eg. appeals - applying for Allowable Business Investment Losses or ABIL, - incorporating a business the right way, - Corporate tax returns, - Corporate tax reviews, - and more go to http://taxwatchcanada.com for details.
Introduction to Taxes Two -- Investment Income
 
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This is the second video in an introduction to taxes video. While the first focused on the personal income tax, this focuses on the role of investment income -- capital gains/losses, dividends, interest. It also introduces retirement plans.
Views: 488 Kevin Bracker
Use Excel to Calculate Gain/Loss and Weighted Average of Stock Investments
 
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Use Excel to Calculate Gain/Loss and Weighted Average of Stock Investments
Views: 12921 Ralph Phillips
Check whether loss relief against income tax is applicable to your investment.
 
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By using our online checker at http://www.svrefunds.co.uk/checker we can provide you with a free and no obligation assessment of whether we believe your situation would entitle you to make a claim against ordinary income tax.
Views: 41 svrefunds
Improve your practice by harvesting tax losses and capital gains | Tax Investment Strategies
 
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One of the the basic balance sheet strategies for tax reduction is matching deductions, exemptions and credits against differing forms of income. But the next level of education is learning how to match up market gains and losses through tax harvesting to minimize taxation. Nationally recognized product taxation expert Ken Davis is interviewed by Steve Savant, syndicated financial columnist and talk show host, on this episode of "Let's Get Down to Business." http://youtu.be/Zaz_bZRqM8I
Views: 775 Ash Brokerage
Realtors: government plans to overhaul property tax system could lead to investment losses
 
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Plans are underway for an overhaul of Taiwan’s property taxation system, which would include a joint tax on building and land sales. But the proposal faces a backlash from some lawmakers and realtors who worry that strategies to stabilize high housing prices could send investors elsewhere. While the proposal to tax building and land jointly is still in the discussion stage, there is evidence that owners are already seeking to avoid payment. Among the loopholes being used are transactions that involve passing luxury property from one family member to another.According to the Ministry of Finance plan, the combined tax would be progressive in nature, with rates of 5 to 45 percent. For example, gains of NT$10 million would be taxed at the maximum 45 percent.Wu Ping-juiDPP LegislatorIf you tax too heavily, it is like killing the chicken to get the eggs. It wouldn’t help society. More careful thought is needed.Chang Sheng-fordFinance MinisterWe are still listening to public opinions. We want to achieve this goal, but it could be carried out in phases.A realtor said that too high of taxes could lead capital to flee Taiwan.Wu Kuo-yuanRealtorIf rate of return on investment is higher in other nations, or if taxes are lower, consumers or investors will buy property overseas. Capital could move to neighboring Southeast Asian nations.The ministry believes that tax reform could be a powerful tool in stabilizing Taiwan’s property market. But without supplementary policies, the reform could lead to little additional tax revenues and loss of investment.
Views: 172 Formosa EnglishNews
How to Fill Out Schedule C for Business Taxes
 
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If, after watching the video, you decide you want help filing we are currently accepting new clients. Check out our website, www.cpaonfire.com, or email us directly [email protected] Step by step instructions for filling out Schedule C on tax return. Schedule C is used to report business income or loss. By watching this video you can learn to either fill the form out yourself, or how to better organize your documents for your CPA to fill out. For more tax and accounting information visit our website at www.cpaonfire.com/
Views: 191107 Josh Bauerle
How Do My Investments Affect My Taxes?
 
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Nate Ritchison, CFP® answers your question of the week by sharing how to do tax smart investing by learning how investments will affect your taxes. There are different types of accounts where you can hold your money and they are all taxed at different rates. Investors have the option to invest in tax-deferred, tax free and taxable accounts. It's important to be strategic with where you hold your money and which accounts you use to invest for more optimal tax savings. By investing tax-efficiently and employing strategies such as tax loss harvesting, you're able to save more in long term. Transcription: "Hi, I'm Nate Ritchison, Certified Financial Planner™ with Pure Financial Advisors, and this is Question of the Week. This week's question is: How do my investments affect my taxes?There're a couple things to consider. Number one is how you how you save the money. You can use certain accounts to give you tax advantages--things like a deductible 401(k) or an IRA will give you tax deductions, but be careful because you'll have to start paying taxes on those when you start withdrawing those funds. Other accounts like a Roth IRA don't give you the tax deduction but they give you tax-free growth. So you have to be aware of how those dollars going in to that account are taxed in order to figure out how you're going to pay tax down the road. Those are tax advantaged accounts. The other thing you have to consider is anything outside of those types of retirement accounts would be a regular investment, a taxable investment account. The two things you have to consider on those are the gains and the income that are produced. The gains are going to be taxed typically if you've held it for over a year, at capital gains rates, which are always lower than your ordinary income tax rates. If you've held it for less than a year, you'll be subject to that same ordinary income tax rate on those gains. The second thing is the income. The income on those investments are also going to be taxed. It depends if you have dividend income from stocks or if you have interest income from bonds. There are many different ways, but dividend income generally speaking is taxed the same rate as capital gains. Interest, however, can be either taxed at ordinary income tax rates or tax-free. An example of the ordinary income tax rate would be corporate bonds; you receive that income so you have to claim that on your tax return. However, with municipal bonds, you're going to be subject to no tax--you actually get a tax advantage and tax re-growth in income off that. Those are just some examples of ways that investments can affect your taxes. Again, my name is Nate Ritchison, with Pure Financial Advisors, and this has been Question of the Week." http://purefinancial.com IMPORTANT DISCLOSURES: • Investment Advisory and Financial Planning Services are offered through Pure Financial Advisors, Inc. A Registered Investment Advisor. • Pure Financial Advisors Inc. does not offer tax or legal advice. Consult with their tax advisor or attorney regarding specific situations. • Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. • Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. • All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. • Intended for educational purposes only and are not intended as individualized advice or a guarantee that you will achieve a desired result. Before implementing any strategies discussed you should consult your tax and financial advisors.
Shocking Loss / Gain Relationship in Regards to Investments | Doug Andrew
 
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Find more at http://liveabundant.com/ - or, get our Tax-Free Retirement Kit - http://get.liveabundant.com/getyourkit2/ Most people don't realize what a loss in the stock market must be followed up with to get back to the break even point. Doug Andrew from the TV show "Top Money Myths" exposes this "funny math" and explains it plainly. Doug Andrew and Live Abundant will empower you to live a more abundant life by replacing your old, outdated retirement philosophy with a predictable and abundant retirement lifestyle. We are committed to assisting you in optimizing your assets and redefining your retirement. We do this through a unique and transformational three-step process that optimizes Authentic Wealth for you and your family, ultimately creating generational wealth. Doug Andrew established his financial practice in 1974, and it has grown to serve clients in 47 of 50 states. Below is a link that will give you access to our free "Tax-Free Retirement Kit" (a $97 value). The kit includes a 27-page report and audio download that gives you access to a little known retirement strategy used by the wealthy that can potentially make your retirement years the most comfortable and secure years you've ever experienced. It also includes a bonus 39-minute audio called Three Dimensions of Authentic Wealth, which talks about how wealth and retirement is more than just the money. Link: http://get.liveabundant.com/getyourkit2/ Visit http://www.liveabundant.com or call (888) 987-5665 for more information. Doug is also a New-York Times Best Seller with his Missed Fortunes Series: "Missed Fortune 101" - http://bit.ly/MissedFortune101 "Last Chance Millionaire" - http://bit.ly/LastChanceMillionaire "Millionaire by Thirty" - http://bit.ly/MillionaireBy30 "Missed Fortune" - http://bit.ly/MissedFortune
What Does "Long Term Capital Loss" on Schedule D Mean? : Personal Finance Advice
 
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Subscribe Now: http://www.youtube.com/subscription_center?add_user=ehowfinance Watch More: http://www.youtube.com/ehowfinance "Long term capital loss" is a term that you might find on a schedule D form. Find out what "long term capital loss" on a schedule D form means with help from a professional public speaker and radio personality in this free video clip. Expert: Kenneth Himmler Contact: www.kenhimmler.com Bio: Kenneth Himmler is a professional public speaker, radio personality, go-to for financial press, and has been featured in multiple financial magazines, such as "Smart Money." Filmmaker: Nick Brosco Series Description: Personal finance is a complicated topic, which is why it is always important to do as much research into it as possible. Get information on all your personal finance issues with help from a professional public speaker and radio personality in this free video series.
Views: 1130 ehowfinance
Reduce your investment gains tax bill
 
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To help our clients mitigate their tax bill, we use the strategy called “tax loss harvesting.” Watch this video to find out why selling your investments at a loss can be a good thing.
Allowable Business Investment Loss (ABIL) Expert Help for Canadians
 
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Expert Free Guide for Allowable Business Investment Loss claims Go Here: http://www.taxwatchcanada.com/abil-allowable-business-investment-loss Includes: Qualifying for an ABIL Eight Common Situations That Can Trigger a Successful ABIL Claim Critical Factors for a Successful Claim What you need to know about claiming an Allowable Business Investment Loss and getting a tax refund. What is an Allowable Business Investment Loss (ABIL)? If you feel you have lost or will lose money investing or loaning money to a Small Business Corporation (including your own business) you may be able to recover some of that loss as a tax reduction or refund. Canadian tax laws are purposefully designed to reduce the risk of loss of investments or loans involving small business corporations. This is called an Allowable Business Investment Loss (ABIL) which is a special type of capital loss. ABILs are deductible against all other incomes in certain applicable tax years. Provided Canada Revenue Agency (CRA) has the proper proof and documentation of your loss and proper filing procedures are followed, the actual cash or tax saved could be 15% to 21% of the amount invested or loaned depending on your marginal income tax rates. Recently, tax court case outcomes have been more favourable for taxpayers disputing CRA's denial of loss claims. The reasons for such success are subtle but provide for more arguments provided by TaxWatch to CRA for accepting your loss claim. All you have to do is gather the information and documentation and TaxWatch will do the rest. Personal Comment: I am not saying these loss claims are easy. Persistence is the key to success. Arbitray denials by CRA are unacceptable. It is always good to know what the outcome will be if the challenge is met with compelling vigour. Ken Lagasse - Business Tax Specialist TaxWatch Canada LLP. Free ABIL Guide: http://www.taxwatchcanada.com/abil-allowable-business-investment-loss
Views: 1005 TaxWatch Canada LLP
Even Investment Losses Can Save You Money
 
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http://www.MarottaOnMoney.com/V410 for free white papers, newsletters and more information In the process of building wealth, saving a penny on your taxes is just as important as earning a penny in the markets.
Views: 349 Marotta On Money
Richard Schwartz Investors - Investment Loss Recovery Options
 
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This is a presentation for investors in Richard Schwartz's scheme. For more information about the Schwartz case, investors may visit the Richard Schwartz Investor Center at richardschwartzfraud.com Alan is a securities attorney in Cleveland, Ohio, of counsel to the law firm of Peiffer Rosca Abdullah & Carr LLC. He teaches Securities Regulation at the Cleveland-Marshall College of Law, Cleveland State University. Alan primarily represents individual and institutional investors who suffered losses as a result of fraud, Ponzi schemes, stockbroker misconduct, and other securities rule violations. He has participated to numerous FINRA arbitrations as well as to class actions and other litigation proceedings, and has co-counseled cases on behalf of over 600 investors nationwide. He focuses his legal practice on complex commercial and financial litigation and arbitration, particularly in the areas of securities and investment fraud. Alan has been quoted in the media on the topic of investment loss recovery from Ponzi schemes. He has co-authored amicus curiae briefs submitted to state Supreme Courts on behalf of investors in securities litigation proceedings. He is currently authoring a study on the characteristics of the typical Ponzi scheme perpetrator and recovery venues available to investors. He is also a speaker and author on attorney professionalism. He received his Juris Doctor degree summa cum laude from the Cleveland-Marshall College of Law, Cleveland State University. While in law school, he served as a Managing Editor of the Cleveland State Law Review, received the Dean's (full) scholarship for the entire Juris Doctor program, was on the Dean's List, and won the "Best Oralist" award in the Jessup Moot Court competition, Pacific Region. He passed the Ohio Bar exam in top 1%, with the highest grade in the state to the multi-state (federal law) section. He is a member of the Public Investors Arbitration Bar Association, a nationwide association of securities lawyers dedicated to representing investors in securities-related disputes. He also holds a Master of Business Administration degree from Baldwin Wallace University, Ohio. Before becoming a lawyer, Alan worked in the securities industry and developed first-hand knowledge of the industry's compliance and supervisory procedures and their practical enforcement. His exposure to the inner workings of the securities industry has helped him better represent investors as an attorney-at-law, in cases against industry members that fail in their duties to protect the investing public and abide by the securities rules and regulations. Alan is licensed to practice law in Ohio, Fourth Circuit, Northern District of Ohio, Northern District of Texas, and Eastern District of Virginia. Alan's direct contact information: Email: [email protected] T. (216) 570-0097 F. (504) 586-5250 ============================ Important Disclaimer © 2013. This page may be deemed to contain attorney advertising. Valid where not prohibited. No particular investors targeted by this page. Prior results cannot and do not guarantee or predict a similar outcome with respect to any future matter in which a lawyer or law firm may be retained. The information visitors obtain at this site is not, nor is it intended to be, legal advice. Visitors should consult an attorney for individual advice regarding your case. Alan and the Peiffer Rosca firm handle financial fraud cases in most states. However, Alan is licensed to practice law in Ohio, and the firm's lawyers are not admitted to practice law in every state. In those states in which Alan is not admitted to practice, he will associate with local co-counsel to assist with the matter, at no additional cost to our clients, whenever permitted or required by the respective jurisdiction. Although Alan has experience handling various types of cases, he has not been certified as an expert or specialist in any area of the law by any accrediting or licensing authority or by any bar association.
Views: 57 Alan Rosca
Rental Property Tax Deductions
 
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Rental Property Tax Deductions My mentor in real estate investing once said "if you invest in real estate and you're paying taxes then you're doing it wrong." In this video we are walking through ten tax deductions that you can take today if you're a real estate investor. VIDEOS ABOUT GETTING STARTED IN REAL ESTATE https://www.youtube.com/playlist?list=PLZdhTWJ6Yawp1LPllyyeQho_ouMhrbOy6 VIDEOS ABOUT REAL ESTATE NEWS https://www.youtube.com/playlist?list=PLZdhTWJ6Yawp7aUQgMPmAanHSYgP-UI0i SUBSCRIBE AND JOIN OUR AWESOME COMMUNITY: https://www.youtube.com/c/MorrisInvest BOOK A CALL WITH OUR TEAM TODAY AT MORRIS INVEST: http://www.morrisinvest.com LISTEN TO THE PODCAST: iTunes: https://itunes.apple.com/us/podcast/investing-in-real-estate-clayton/id1115024566?mt=2 FOLLOW ME ON SOCIAL MEDIA: Twitter: http://www.twitter.com/claytonmorris Facebook: https://www.facebook.com/MorrisInvest Instagram: https://www.instagram.com/claytonmorris
Views: 93959 Morris Invest
Investment Loss Selling -- Still Time
 
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Have you had any capital gains during 2013? If so you might think about whether there are any shares in your portfolio that you should sell to create an offsetting loss. When you sell shares for less than you paid for them (think RIM) the loss is called a capital loss. The capital loss can only be deducted from a capital gain. You can carry a capital loss back for three years and forward forever. The best use of a capital loss is to keep you from paying tax on a capital gain. So if you have some loser investments in your portfolio you should sell them before the end of 2013 and save the tax on any 2013 capital gains. Talk to your broker today.
Views: 28 Debi Peverill
I lost money on my investments last year. How does this impact my taxes?
 
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http://descpa.com/ Unfortunately investing in the market has its risks; you win some and you lose some. In the event that you had a loss on your personal return you can deduct up to $3000 of capital loss and you can use the remaining to offset capital gains in future years. Again, that limit is $3000 loss in any one year and you can roll it forward and offset capital gains in future years.
Views: 38 Desnoyers CPA
How to Pay No Taxes Through Real Estate Legally - Depreciation - Capital Cost Allowance
 
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Stock Market Mastery Program: http://bit.ly/2hurfQO Podcast: http://chapplerei.com/pay-no-taxes-real-estate/ How to Pay No Taxes Through Real Estate Legally - Depreciation - Capital Cost Allowance Website! http://chapplerei.com (under construction) On Instagram! https://instagram.com/jack_chapple_real/ On Vine! https://vine.co/u/1176331971736293376 On Twitter! https://twitter.com/JackChappleSci On Faceook! https://www.facebook.com/ChappleREI/
Views: 10866 Jack Chapple
Easy Way to Increase After-Tax Investment Returns
 
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My favorite thing to do, in the world, is find ways to increase someone's net worth by reducing taxes. Taxes aren't going away. So, we can't eliminate them, but some simple planning can greatly, GREATLY reduce them. Here we bring a study Vanguard did a few years back on the tax difference between indexfunds and ETFs vs. their actively managed mutual fund counterparts. The MEDIAN tax loss of actively managed mutual funds was 1.90%. The market average return was 10.4%. That means you lost nearly 20% of your total return to taxes! And that's BEFORE fees too! Throw in an average fund fee of 1.24 and you're 30% less wealthy than just sitting in an index. That's crazy. Yet, it's true. And the Vanguard study shows why ETFs and index funds are so much more tax efficient. So, watch...and learn...and increase your portfolio outcomes. https://personal.vanguard.com/pdf/flgtei.pdf ================================= GET ALL MY LATEST BLOGPOSTS: https://heritagewealthplanning.com If you like what you see, a thumbs up helps A LOT. It tells YouTube that people are engaged and so the Youtube algorithm will show the vide to others who may be interested in the content. So, give me a thumbs up, please! Don't forget to SUBSCRIBE by clicking here: https://www.youtube.com/channel/UCSEzy4i9xrKPoaU9z0_XbmA?sub_confirmation=1 Contact me: [email protected] GET MY BOOKS: Both are FREE to Kindle Unlimited Subscribers! The Tax Bomb In Your Retirement Accounts: How The Roth IRA Can Help You Avoid It https://amzn.to/2LHwQpt Strategic Money Planning: 8 Easy Ways To Put Your House In Order https://amzn.to/2wKGi50 PODCAST: https://itunes.apple.com/us/podcast/josh-scandlen-podcast/id1368065459?mt=2 http://heritagewealthplanning.com/category/podcasts/ LET'S SOCIALIZE! Facebook: http://Facebook.com/heritagewealthplanning Linkedin: https://www.linkedin.com/in/joshscandlen/ Quora: https://www.quora.com/profile/Josh-Scandlen Google +: https://plus.google.com/u/1/108893802372783791910
Capital Gains Tax on the Sale of Real Estate
 
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Have a 1031 exchange question you'd like addressed? Post it in the comments! A basic calculation of tax on the cash-out of an investment property of real estate and the potential to defer these taxes by reinvesting sales revenue into a 1031 like-kind exchange.
Views: 60865 Accruit
Moves That Can Save You Thousands in Taxes | S. 1 Ep. 27
 
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Learn strategies to save thousands of dollars in taxes, but you have to act before the end of the year. Joe Anderson, CFP® and "Big Al" Clopine, CPA cover topics such as charitable gifting, tax efficient retirement plans for small business owners, tax exempt trusts, tax loss harvesting and other tax strategies. If you live in southern California and would like to schedule a free assessment with one of our CFP® professionals, click here: https://purefinancial.com/lp/free-assessment/ Make sure to subscribe to our channel for more helpful tips and stay tuned for the next episode of “Your Money, Your Wealth.” Channels & show times: http://yourmoneyyourwealth.com http://purefinancial.com Aired: 12-12-14 http://purefinancial.com IMPORTANT DISCLOSURES: • Investment Advisory and Financial Planning Services are offered through Pure Financial Advisors, Inc. A Registered Investment Advisor. • Pure Financial Advisors Inc. does not offer tax or legal advice. Consult with their tax advisor or attorney regarding specific situations. • Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. • Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. • All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. • Intended for educational purposes only and are not intended as individualized advice or a guarantee that you will achieve a desired result. Before implementing any strategies discussed you should consult your tax and financial advisors.
Enterprise Investment Scheme (EIS) – New 2018/19 Rules, Tax Relief, Allowances – Introduction to EIS
 
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What are EIS investments? This video explains how you can invest tax-efficiently in smaller companies with the Enterprise Investment Scheme. *NEW*: From 6 April 2018, investors can get twice the EIS allowance when investing in knowledge-intensive companies. Also, since the Finance Bill went through parliament in March 2018, asset-backed and contract-backed (the so-called ‘safer’) EIS investments are no longer likely to qualify. So what do you need to know about EIS investments in 2018/2019 and beyond? For a start there are generous tax incentives: investors can receive 30% income tax relief (up to £600,000 a year, when investing in knowledge-intensive companies) and defer unlimited capital gains. Any income and growth is also tax free, losses are tax deductible, and the value of your investment can be IHT-free after two years. EIS investments can be into single companies or a managed portfolio. They are always into young, entrepreneurial and growth-oriented companies. This video explains quickly how EIS investments work. Find out more about EIS investments, and see current offers: https://www.wealthclub.co.uk/enterprise-investment-scheme/ Important note: This video is not advice nor personal recommendation. EIS investments are higher risk and not for everyone. Capital is at risk. Tax benefits depend on circumstances and tax rules can change.
Views: 1278 Wealth Club
Fiscal Cliff Fight Investment Losses
 
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http://www.profitableinvestingtips.com/investing-trading/fiscal-cliff-fight-investment-losses Fiscal Cliff Fight Investment Losses By www.ProfitableInvestingTips.com Despite the very public agreement to extend middle class tax cuts and increase taxes on the very rich, the fiscal cliff fight continues. Our concern in this investment column is fiscal cliff fight investment losses. One bright spot for those who believe in the right for parents to pass their wealth on to their heirs is that the $5 million inheritance tax exemption, plus COLA adjustments, passed along with the other tax bills. However, the issue of economic uncertainty continues and here is where we believe fiscal cliff fight investment losses are likely to occur. Supporters of low taxes commonly say that high taxes drives investment offshore. That may be true but our belief is that uncertainty is a greater deterrent to long term investment. Thus we believe that fiscal cliff fight investment losses will be related to the fact that many with money are not sufficiently sure of the future to engage in long term investing. Fundamental analysis becomes a joke when congress repeatedly threatens not to pay the bills that it has caused the country to accumulate. A joke going the rounds is that the US Treasury should mint a $1 Trillion platinum coin and use it to pay for a large chunk of US debt. What is a little frightening is that no one seems to understand that we are already printing money to keep the economy going. Where Will Fiscal Cliff Investment Losses Occur? The stock market will likely suffer if Congress and the White House cannot come to an agreement limiting US spending and agreeing to pay necessary debts. Last time around the perfect US government credit rating took a hit. To the extent that those in charge cannot get a handle on spending, the dollar will continue to fall over time and everyone with money in the bank or a paycheck will see the value of their holdings and earnings decrease with inflation. The dollar may not fall versus the Euro but it may suffer when traded against the currencies of the BRICS nations or even countries like Colombia whose currency did the best of all against the dollar in 2012. When Americans start investing in foreign stocks or engage in foreign real estate investments as a result of the politicking in Washington, it means fiscal cliff fight investment losses at home. Can We All Just Learn to Agree? The United States is badly in need of consensus. Better put, the nation is badly in need of leaders who govern by consensus. This gets back to our assertion that fiscal cliff fight investment losses will come from uncertainty instead of from a specific set of policies that may be enacted. The nation has come through a large number of economic and political scrapes, global wars and a civil war. It all works out over time if individuals, families, and investors have a sense of a fair playing field and a sense that what the rules are today will be the rules tomorrow. In the meantime, look at consumer stocks as an anchor during tough times, dividend stocks like power companies for steady return, and do not let fiscal cliff stock worries give you and ulcer as it may just work out in the end. And, always do your own fundamental analysis. For more insights and useful information about investments and investing, visit www.ProfitableInvestingTips.com. http://youtu.be/RraejgO0LJE
Views: 58 InvestingTip

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