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1,448 results on '"Mutual funds -- Taxation"'

102. ALLETE subsidiaries secure tax equity funding for two wind sites

Subjects
Smithfield Foods Inc. -- Taxation, Starbucks Corp. -- Taxation, Walmart Inc. -- Taxation, Wind power -- Buildings and facilities, Coffeehouses -- Taxation, Meat industry -- Taxation, Mutual funds -- Taxation, Discount stores -- Taxation, Green technology, Energy industry, Business, Business, international
Abstract

DULUTH, Minn. -- Two wholly owned subsidiaries of ALLETE (NYSE: ALE) have secured a total of nearly $350 million in tax equity financing in support of two recently completed wind [...]

Published
2021

104. Noranda Income Fund Announces Special Distribution of 2020 Taxable Income

Subjects
Mutual funds -- Taxation, Income tax, Company earnings/profit, Banking, finance and accounting industries, Business
Abstract

TORONTO, Dec 18, 2020 (GLOBE NEWSWIRE via COMTEX) -- Noranda Income Fund (TSX:NIF.UN) (the 'Fund') announced today that the Board of Trustees of Noranda Operating Trust (the 'Board' or 'Trustees') [...]

Published
2020

105. Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund Declares Initial Monthly Distribution and Distributions for January, February, March 2021

Subjects
Initial public offerings, Mutual funds -- Taxation, Preferred stocks -- Taxation, Company public offering, Company securities, General interest, News, opinion and commentary
Abstract

NEW YORK: Cohen & Steers has issued the following news release: The Board of Directors of the Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund announced the Fund's first [...]

Published
2020

106. Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund Declares Initial Monthly Distribution and Distributions for January, February, March 2021

Subjects
Going public (Securities), Mutual funds -- Taxation, Capital stock -- Taxation, Preferred stocks -- Taxation, Company public offering, Company securities, Business, News, opinion and commentary
Abstract

NEW YORK, Dec. 14, 2020 /PRNewswire/ -- The Board of Directors of the Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund announced the Fund's first monthly distribution of $0.130 [...]

Published
2020

107. John Hancock Premium Dividend Fund and John Hancock Tax-advantaged Dividend Income Fund Declare Monthly Distributions and Capital Gain Distributions

Subjects
Dividends -- Taxation, Capital gains tax, Mutual fund industry -- Taxation, Mutual funds -- Taxation, Company dividends, General interest, News, opinion and commentary
Abstract

BOSTON: John Hancock Investment Management has issued the following news release: The John Hancock closed-end Premium Dividend Fund and John Hancock Tax-Advantaged Dividend Income Fund declared their monthly distributions and [...]

Published
2020

108. John Hancock Premium Dividend Fund and John Hancock Tax-advantaged Dividend Income Fund Declare Monthly Distributions and Capital Gain Distributions

Subjects
Manulife Financial Corp. -- Taxation, Capital gains tax, Mutual funds -- Taxation, Insurance industry -- Taxation, Mutual fund industry -- Taxation, Dividends -- Taxation, Company dividends, Insurance industry, Business, News, opinion and commentary
Abstract

BOSTON, Dec. 1, 2020 /PRNewswire/ - The John Hancock closed-end Premium Dividend Fund and John Hancock Tax-Advantaged Dividend Income Fund declared their monthly distributions and capital gain distributions today as [...]

Published
2020

110. Italian undertakings for collective investment: overview of the current tax framework and potential developments

Author

Banfi, Lorenzo and Mantegazza, Francesco

Subjects
Italy -- Tax policy, Mutual funds -- Laws, regulations and rules, Mutual funds -- Taxation, Mutual funds -- Forecasts and trends, Government regulation, Market trend/market analysis, Banking, finance and accounting industries, Business, Business, international
Abstract

A look at the tax framework for Italian undertakings for collective investment (UCI) is presented. Italian UCIs include both mutual funds and variable capital investment companies. Details of enacted provisions for mutual funds that invest in transferrable securities and real estate investment funds, from both domestic and intenational prespective, are also discussed.

Published
2010

113. A pragmatic case for taxing an equity fund manager's profit share as compensation: Mark P. Gergen discusses taxing a private equity fund manager's profit share as compensation.

Author

Gergen, Mark P.

Subjects
Stock options -- Laws, regulations and rules, Mutual funds -- Taxation, Private equity funds -- Taxation, Profit sharing -- Taxation, Government regulation, Internal Revenue Code (I.R.C. 710)
Abstract

This article responds to a challenge David Weisbach has put to proponents of taxing a private equity fund manager's profit share as compensation. (1) In a spirited defense of the [...]

Published
2009

114. Understanding the option dating controversies--part I: setting the stage

Author

Taylor, Jeffrey M.

Subjects
Tax law -- Interpretation and construction, Mutual funds -- Laws, regulations and rules, Mutual funds -- Taxation, Tax policy -- Evaluation, Tax law, Government regulation, Business, Human resources and labor relations, Insurance
Abstract

The formerly unknown world of public company option grant and exercise practices has been swiftly, and in some cases, painfully, exposed to sunlight through a corporate controversy that was generated, [...]

Published
2008

115. Ropes & Gray Advises on Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund $1.25 Billion IPO

Subjects
Cohen & Steers Inc. -- Taxation -- Securities, Initial public offerings, Mutual funds -- Taxation, Preferred stocks -- Taxation, Company public offering, Company securities, General interest, News, opinion and commentary
Abstract

Massachusetts: Ropes & Gray has issued the following press release: Cohen & Steers, Inc. (NYSE: CNS), announced on Oct. 28, 2020 the initial public offering of the Cohen & Steers [...]

Published
2020

117. Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund (PTA) Raises $1.25 Billion

Subjects
Cohen & Steers Inc. -- Taxation -- Securities, Initial public offerings, Mutual funds -- Taxation, Preferred stocks -- Taxation, Company public offering, Company securities, General interest, News, opinion and commentary
Abstract

NEW YORK: Cohen & Steers, Inc. has issued the following press release: Cohen & Steers, Inc. (NYSE: CNS), announced today the initial public offering of the Cohen & Steers Tax-Advantaged [...]

Published
2020

118. Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund (PTA) Raises $1.25 Billion

Subjects
Cohen & Steers Inc. -- Taxation -- Securities, Going public (Securities), Mutual funds -- Taxation, Capital stock -- Taxation, Real estate investment trusts -- Securities -- Taxation, Preferred stocks -- Taxation, Securities -- Taxation, Company public offering, Company securities, Business, News, opinion and commentary
Abstract

NEW YORK, Oct. 28, 2020 /PRNewswire/ -- Cohen & Steers, Inc. (NYSE: CNS), announced today the initial public offering of the Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund, [...]

Published
2020

120. Duke Energy Renewables closes $109.4 million in a preferred tax equity funding from Goldman Sachs

Subjects
Duke Energy Corp. -- Taxation, The Goldman Sachs Group Inc. -- Taxation, Mutual funds -- Taxation, Renewable energy, Industrial districts, Energy industries, General interest, News, opinion and commentary
Abstract

Charlotte, North Carolina: Duke Energy Corporation has issued the following press release: Duke Energy Renewables, a subsidiary of Duke Energy (NYSE: DUK), today announced the closing of $109.4 million in [...]

Published
2020

121. Duke Energy Renewables closes $109.4 million in a preferred tax equity funding from Goldman Sachs

Subjects
Duke Energy Corp. -- Taxation, Mutual funds -- Taxation, Electric utilities -- Taxation, Industrial districts, Alternative energy sources, Energy industry, Business, News, opinion and commentary
Abstract

- Portfolio contains approximately 75 MW of solar and solar plus storage projects CHARLOTTE, N.C., Aug. 19, 2020 /PRNewswire/ -- Duke Energy Renewables, a subsidiary of Duke Energy (NYSE: DUK), [...]

Published
2020

122. Proposed Regulations Clarify UBTI 'Silo' Rules, Preserve Relief For Tax-Exempt Investments In Private Equity Funds

Subjects
United States. Department of the Treasury, United States. Internal Revenue Service, Corporate income taxes, Private equity funds, Mutual funds -- Taxation, Investors, Tax exemptions, Investments, Income tax, Business, international
Abstract

The U.S. Internal Revenue Service (IRS) and the U.S. Treasury Department ('Treasury') issued proposed regulations (REG-106864-18) addressing the so-called 'silo' rule under Section 512(a)(6) of the Internal Revenue Code, which [...]

Published
2020

123. ALLETE Clean Energy Secures Tax Equity Funding for Its Newest Wind Site

Subjects
ALLETE Inc. -- Taxation, Green technology, Mutual funds -- Taxation, Electric utilities -- Taxation, Renewable energy, Energy industries, Beer, General interest, News, opinion and commentary
Abstract

DULUTH: ALLETE, Inc. has issued the following press release: ALLETE Clean Energy, a wholly owned subsidiary of ALLETE (NYSE: ALE), sold Class A passive membership interests in Great American West [...]

Published
2020

124. ALLETE Clean Energy Secures Tax Equity Funding for Its Newest Wind Site

Subjects
Green technology, Mutual funds -- Taxation, Renewable energy, Energy industries, Beer, Business, Business, international
Abstract

DULUTH, Minn. -- ALLETE Clean Energy, a wholly owned subsidiary of ALLETE (NYSE: ALE), sold Class A passive membership interests in Great American West Wind LLC to JPM Capital Corporation [...]

Published
2020

125. Taxes May Be a Bigger Deal Than Alpha, This Fund Manager Says

Subjects
Capital gains tax, Stock offerings, Mutual fund industry -- Taxation, Mutual funds -- Taxation, Securities industry, Mutual fund managers, Capital gains, Taxation, Media executives, Investment companies, Company business management, Business, general
Abstract

(Bloomberg Markets) -- Joe Huber is a big investor in mutual funds. The founder and chief executive officer of El Segundo, Calif.-basedHuber Capital Managementruns four funds he invests in, so [...]

Published
2020

126. ICICI Pru MF declares dividend under Long Term Equity (Tax Saving) Fund

Subjects
Dividends -- Taxation, Tax planning, Mutual funds -- Taxation, Company securities, Company dividends, Business, international
Abstract

ICICI Prudential Mutual Fund (MF) has declared dividend under ICICI Prudential Long Term Equity (Tax Saving) Fund. The record date for the same is March 13, 2020. The quantum of [...]

Published
2020

127. Eaton Vance Management Adds Portfolio Manager to Eaton Vance Tax-Advantaged Dividend Income Fund

Subjects
Vice presidents (Organizations) -- Taxation, Dividends -- Taxation, Mutual funds -- Taxation, Financial services, Consultants (Persons), Financial analysts, Company securities, Company dividends, General interest, News, opinion and commentary
Abstract

BOSTON: Eaton Vance Management has issued the following press release: Eaton Vance Management ('EVM'), investment adviser to Eaton Vance Tax-Advantaged Dividend Income Fund (NYSE: EVT) (the 'Fund'), announced that Bradley [...]

Published
2020

128. Eaton Vance Management Adds Portfolio Manager to Eaton Vance Tax-Advantaged Dividend Income Fund

Subjects
Eaton Vance Corp. -- Management -- Securities -- Taxation, Vice presidents (Organizations) -- Taxation, Dividends -- Taxation, Mutual fund industry -- Taxation, Mutual funds -- Taxation, Financial services -- Securities -- Taxation, Financial management, Financial analysts, Consultants (Persons), Company dividends, Company securities, Company business management, Financial services industry, Business, News, opinion and commentary
Abstract

BOSTON, Feb. 3, 2020 /PRNewswire/ -- Eaton Vance Management ('EVM'), investment adviser to Eaton Vance Tax-Advantaged Dividend Income Fund (NYSE: EVT) (the 'Fund'), announced that Bradley Galko will join Michael [...]

Published
2020

129. AMFI urges govt to allow low cost debt-linked saving schemes with tax benefits

Subjects
Financial markets, Life insurance -- Taxation, Savings, Mutual funds -- Taxation, Gold, Capital gains, Exchange-traded funds, Bonds (Securities), Securities industry, Insurance industry, Dividends, Retirement benefits, Insurance companies, Credit markets, Business, international
Abstract

In its Budget proposals, the Association of Mutual Funds in India (AMFI) has requested the government to allow low cost debt-linked saving schemes, with tax benefits, to deepen bond market, [...]

Published
2020

130. ITAT: Equity Oriented MF Units, Not 'Shares'; STCG Not Taxable Under India-UAE Treaty

Subjects
Capital gains tax, Indian foreign relations, Tax treaties, Stocks -- Taxation, Mutual funds -- Taxation, Securities, Capital gains, Alienation, Income tax, Business, international
Abstract

Background The Income Tax Appellate Tribunal, Cochin (ITAT) ruled that Short Term Capital Gains (STCG) earned by Sri K.E. Faizal (assessee) through alienation of units of 'equity oriented mutual funds' [...]

Published
2020

131. United States : ALLETE Clean Energy Secures Tax Equity Funding for Its Two Newest Wind Sites

Subjects
Wind power, Green technology, Mutual funds -- Taxation, Energy industries, Wind power plants -- Taxation, Renewable energy, Business, international
Abstract

ALLETE Clean Energy, a wholly owned subsidiary of ALLETE, sold Class A passive membership interests in Great American West Wind LLC to JPM Capital Corporation on Dec. 30, 2019, in [...]

Published
2020

132. ALLETE Clean Energy Secures Tax Equity Funding for Its Two Newest Wind Sites

Subjects
Green technology, Mutual funds -- Taxation, Renewable energy, Energy industries, Beer, General interest, News, opinion and commentary
Abstract

DULUTH, Minn: ALLETE has issued the following news release: ALLETE Clean Energy, a wholly owned subsidiary of ALLETE (NYSE: ALE), sold Class A passive membership interests in Great American West [...]

Published
2020

133. ALLETE Clean Energy Secures Tax Equity Funding for Its Two Newest Wind Sites

Subjects
Green technology, Mutual funds -- Taxation, Renewable energy, Energy industries, Beer, Business, Business, international
Abstract

DULUTH, Minn. -- ALLETE Clean Energy, a wholly owned subsidiary of ALLETE (NYSE: ALE), sold Class A passive membership interests in Great American West Wind LLC to JPM Capital Corporation [...]

Published
2020

134. United States Tax court's order in the case of INTERSTATE INTRINSIC VALUE FUND A, ) INTERSTATE ADVISORS, LLC, TAX ) MATTERS PARTNER, ) ) Petitioner(s), v. COMMISSIONER OF INTERNAL REVENUE,Respondent (Docket No. 12295-18. )

Subjects
United States. Tax Court, Mutual fund industry -- Taxation, Mutual funds -- Taxation, Consultants (Persons), News, opinion and commentary
Abstract

Washington: United States Tax Court has issued the following order: UNITED STATES TAX COURT WASHINGTON, DC 20217 DRC INTERSTATE INTRINSIC VALUE FUND A, ) INTERSTATE ADVISORS, LLC, TAX ) MATTERS [...]

Published
2020

135. Treasury Action: taxable bond mutual funds saw an $8.48 B inflow

Subjects
Financial markets, Bonds (Securities) -- Taxation, Mutual funds -- Taxation, Business, News, opinion and commentary
Abstract

Treasury Action: taxable bond mutual funds saw an $8.48 B inflow in the October 4 week, according to ICI. That's a 44th straight week of gains (since late November 2016) [...]

Published
2017

136. Mutual Fund: Start Early and Save Tax with ELSS

Subjects
Tax planning, Mutual funds -- Taxation, Personal finance
Abstract

Byline: Vijay Thapliyal As a parent, it is likely that in this exam season, you must have urged your child to study consistently throughout the year and prepare well in [...]

Published
2017

137. Ashutosh Bishoi: Taxes are Good News

Subjects
Taxation, Mutual fund industry -- Taxation, Mutual funds -- Taxation, General interest, News, opinion and commentary
Abstract

Ashutosh Bishnoi is the Managing Director and CEO of Mahindra Asset Management Company Private Limited, India's youngest mutual fund house. There are already more than 40 mutual fund companies in [...]

Published
2017

138. Taxes are Good News

Subjects
Taxation, Mutual fund industry -- Taxation, Mutual funds -- Taxation, General interest, News, opinion and commentary
Abstract

Ashutosh Bishnoi is the Managing Director and CEO of Mahindra Asset Management Company Private Limited, India's youngest mutual fund house. There are already more than 40 mutual fund companies in [...]

Published
2017

139. Advertorial: Open Avenues - Ashutosh Bishnoi: Taxes are Good News

Subjects
Taxation, Mutual fund industry -- Taxation, Mutual funds -- Taxation, General interest, News, opinion and commentary
Abstract

There are already more than 40 mutual fund companies in India. In such a crowded space why did Mahindra decide to start a new fund company now? The need for [...]

Published
2017

140. Noranda Income Fund Announces Special Cash Distribution of 2019 Taxable Income

Subjects
Mutual funds -- Taxation, Income tax, Company earnings/profit, General interest, News, opinion and commentary
Abstract

TORONTO: Noranda Income Fund has issued the following press release: Noranda Income Fund (TSX:NIF.UN) (the 'Fund') announced today that the Board of Trustees of Noranda Operating Trust (the 'Board' or [...]

Published
2019

141. Noranda Income Fund Announces Special Cash Distribution of 2019 Taxable Income

Subjects
Mutual funds -- Taxation, Income tax, Company earnings/profit, Banking, finance and accounting industries
Abstract

(GlobeNewswire) - Noranda Income Fund (TSX:NIF.UN) (the Fund) announced today that the Board of Trustees of Noranda Operating Trust (the Board or Trustees) has approved a special cash distribution of [...]

Published
2019

142. Noranda Income Fund Announces Special Cash Distribution of 2019 Taxable Income

Subjects
Mutual funds -- Taxation, Income tax, Company earnings/profit, Business, international, Law
Abstract

(GlobeNewswire) - Noranda Income Fund (TSX:NIF.UN) (the Fund) announced today that the Board of Trustees of Noranda Operating Trust (the Board or Trustees) has approved a special cash distribution of [...]

Published
2019

143. Noranda Income Fund Announces Special Cash Distribution of 2019 Taxable Income

Subjects
Mutual funds -- Taxation, Income tax, Company earnings/profit, Banking, finance and accounting industries, Business
Abstract

TORONTO, Dec 19, 2019 (GLOBE NEWSWIRE via COMTEX) -- Noranda Income Fund (TSX:NIF.UN) (the 'Fund') announced today that the Board of Trustees of Noranda Operating Trust (the 'Board' or 'Trustees') [...]

Published
2019

145. Preparing for tax season with tax-loss selling

Subjects
Investment plans, Legal liability, Tax administration, Tax planning, Mutual funds -- Taxation, Bonds (Securities), Investments, General interest, News, opinion and commentary
Abstract

Byline: James Quackenbush As we near the end of 2019, individuals with taxable investment accounts should be proactively evaluating their tax situation and considering strategies to minimize their tax liability [...]

Published
2019

146. Put LTCG money in MFs and get tax exemption

Subjects
Capital gains tax, Tax law, Mutual funds -- Taxation, Capital gains, Bonds (Securities), Tax exemptions, Investments, Income tax, Tax law, News, opinion and commentary
Abstract

Byline: Arvind Rao Money Sense | Personal tax Long-term capital gains need to be reinvested in specified assets like a residential house, bonds, etc within the time stipulated under the [...]

Published
2019

147. CDC reduces tariff up to 57pc for mutual fund industry

Subjects
Tariffs, Mutual fund industry -- Taxation, Mutual funds -- Taxation, Legal fees, General interest, News, opinion and commentary
Abstract

Karachi -- Central Depository Company has significantly reduced its service tariff for the Mutual Fund Industry up to 57% applicable to different categories of funds. Apart from the said reduction, [...]

Published
2019

148. Lock-in for tax-saving MF SIPs will apply to each unit individually

Subjects
Tax planning, Mutual funds -- Taxation, News, opinion and commentary
Abstract

Byline: Chirag Nangia Ask the Expert Personal Tax I am investing in tax-saving MF though monthly SIP for which lock-in period is three years for last five years, with some [...]

Published
2019

149. Only gains in MFs are taxed, not entire redemption amount

Subjects
Mutual funds -- Taxation, Tax law, Capital gains, Tax law, News, opinion and commentary
Abstract

Byline: Chirag NangiaAsk the Expert personal taxIf I redeem my mutual fund will the entire redemption amount be added to my income and taxed? Or will only gains be taxed? [...]

Published
2019

150. The value of tax efficient investments: an analysis of after-tax mutual fund and index returns

Author

Longmeier, Geoff and Wotherspoon, Gordon

Subjects
Mutual funds -- Investments, Mutual funds -- Taxation, Income tax -- Laws, regulations and rules, Tax law -- Interpretation and construction, Tax law, Company investment, Government regulation, Banking, finance and accounting industries, Business
Abstract

The authors start by observing that, in 2004, mutual funds distributed $55 billion in capital gains to shareholders. Approximately 40 percent of these distributions were paid to taxable accounts, with [...]

Published
2006

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