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

3. North Carolina Utilities Commission regulatory update: CH Realty IX-GVA MF Charlotte Coffey, LP has submitted (WR-4460 Sub 1) Order Approving Tariff Revision

Subjects
Mutual funds -- Taxation, Tariffs, Real property -- Taxation, News, opinion and commentary
Abstract

Raleigh, NC: North Carolina Utilities Commission has issued the following regulatory document: STATE OF NORTH CAROLINA UTILITIES COMMISSION RALEIGH DOCKET NO. WR-4460, SUB 1 BEFORE THE NORTH CAROLINA UTILITIES COMMISSION [...]

Published
2024

4. North Carolina Utilities Commission regulatory update: MF-ESG Bellingham Owner, LLC has submitted (WR-4071 Sub 1) Order Approving Tariff Revision

Subjects
Mutual funds -- Taxation, Public utilities -- Taxation, Tariffs, News, opinion and commentary
Abstract

Raleigh, NC: North Carolina Utilities Commission has issued the following regulatory document: STATE OF NORTH CAROLINA UTILITIES COMMISSION RALEIGH DOCKET NO. WR-4071, SUB 1 BEFORE THE NORTH CAROLINA UTILITIES COMMISSION [...]

Published
2024

7. Tax Saving: Unlock Tax Savings and Long-Term Growth Potential with ELSS Mutual Funds

Subjects
Mutual funds -- Taxation, Tax planning, Savings, Economic forecasting, Personal finance
Abstract

Byline: Mittul Kalawadia In the dynamic and ever-evolving world of finance, Indian investors are constantly seeking investment avenues that offer a winning combination of tax benefits and long-term wealth creation [...]

Published
2024

8. ST - Incentive received for promotion & marketing of mutual funds, in addition to normal commission received for sale of mutual funds, is not liable to tax under Business Auxiliary Service: CESTAT

Subjects
Asset Management Co. -- International economic relations -- Taxation, Mutual funds -- Taxation, Marketing, Business, international
Abstract

Byline: TIOL News Service 2024-TIOL-787-CESTAT-AHM IN THE CUSTOMS, EXCISE AND SERVICE TAX APPELLATE TRIBUNAL REGIONAL BENCH AHMEDABAD COURT NO. II Service Tax Appeal No. 11758 of 2014 [Arising out of [...]

Published
2024

9. ST - Activity of providing training to sub-distributors w.r.t. sale of mutual funds, amounts to providing vocational training, which is exempted under Notfn No 24/2004-ST - Such activity cannot be brought to tax under Commercial Training or Coaching service: CESTAT

Subjects
Asset Management Co. -- International economic relations -- Taxation -- Training, Mutual funds -- Taxation, Vocational education -- Taxation, Mutual fund industry -- International economic relations -- Training, Business, international
Abstract

Byline: TIOL News Service 2024-TIOL-787-CESTAT-AHM IN THE CUSTOMS, EXCISE AND SERVICE TAX APPELLATE TRIBUNAL REGIONAL BENCH AHMEDABAD COURT NO. II Service Tax Appeal No. 11758 of 2014 [Arising out of [...]

Published
2024

10. LIC MF declares IDCW under ELSS Tax Saver

Subjects
Mutual funds -- Taxation, Income distribution, Business, international
Abstract

LIC Mutual Fund (MF) has informed that LIC Mutual Fund Trustee, the Trustee to LIC Mutual Fund, has approved distribution under Income Distribution cum Capital Withdrawal (IDCW) under LIC MF [...]

Published
2024

11. AMFI urges govt to consider significant tax concessions for debt mutual funds

Subjects
Mutual funds -- Taxation, Financial markets, Tax rates, Securities -- Taxation, Business, international
Abstract

In its proposal for the Union Budget FY 2024-25, the Association of Mutual Funds in India (AMFI) has urged the government to consider significant tax concessions for debt mutual funds. [...]

Published
2024

12. Tax Requirements For Private Equity Funds In Germany: What You Need To Know

Subjects
Private equity funds, Mutual funds -- Taxation, Tax returns, Partnership, Business, international
Abstract

Background Private equity (PE) funds with at least two German tax resident investors are required to file an annual partnership tax return in Germany, even if they do not have [...]

Published
2024

15. Invesco India MF declares IDCW under ELSS Tax Saver Fund

Subjects
Mutual funds -- Taxation, Mutual fund industry -- Taxation, Savings, Business, international
Abstract

Invesco India Mutual Fund (MF) has informed that Invesco Trustee, (the Trustee to Invesco MF) has approved the declaration of Income Distribution cum Capital Withdrawal ('IDCW') in Invesco India ELSS [...]

Published
2024

16. ICICI Pru MF declares IDCW under ELSS Tax Saver Fund

Subjects
Mutual funds -- Taxation, Income distribution, Business, international
Abstract

ICICI Prudential Mutual Fund (MF) has informed that ICICI Prudential Trust, Trustee to ICICI Prudential Mutual Fund approved distribution under Income Distribution cum capital withdrawal option (IDCW option) of ICICI [...]

Published
2024

17. HDFC MF announces IDCW record date under ELSS Tax saver

Subjects
Mutual funds -- Taxation, Income distribution, Business, international
Abstract

HDFC Mutual Fund (MF) has informed that HDFC Trustee Company, the Trustee to HDFC Mutual Fund approved the Distribution under Income Distribution cum Capital Withdrawal (IDCW) Option of HDFC ELSS [...]

Published
2024

23. Tax Tweak in Finance Bill Dulls Debt Mutual Funds: CRISIL

Subjects
Capital gains tax, Mutual funds -- Taxation, Economics
Abstract

Byline: Moneylife Digital Team The Union government's amendment to the finance bill has done away with the long-term tax benefit of indexation for debt mutual funds. According to the amendment, [...]

Published
2023

27. Origis Energy Secures USD 317 Mn in Project Tax Equity Funding from J.P. Morgan

Subjects
JPMorgan Chase & Co. -- Taxation, Mutual funds -- Taxation, Banking industry -- Taxation, Solar power plants -- Taxation, Banking industry, Petroleum, energy and mining industries
Abstract

Origis Energy announced it has secured USD 317 million in project tax equity funding from J.P. Morgan for two utility-scale solar and solar plus battery storage projects located in New [...]

Published
2024

28. I-T - If redemption of mutual funds were in nature of investment and not motivated by trade, then gains from same shall be chargeable to tax as capital gains and not as business income: HC

Subjects
Capital gains tax, Mutual funds -- Taxation, Securities industry -- Taxation, Securities industry, Business, international
Abstract

2024-TIOL-105-HC-DEL-IT IN THE HIGH COURT OF DELHI ITA 169/2020 PRINCIPAL COMMISSIONER OF INCOME TAX-18 Vs M/s WIG INVESTMENT Rajiv Shakdher & Girish Kathpalia, JJ Dated: January 15, 2024 Appellant Rep [...]

Published
2024

29. Chemtrade Logistics Income Fund Issues 2024 Guidance and Raises Monthly Distribution

Subjects
Mutual funds -- Taxation, Company financing, Company business forecast/projection, General interest, News, opinion and commentary
Abstract

TORONTO: Chemtrade Logistics Income Fund has issued the following news release: Chemtrade Logistics Income Fund (TSX: CHE.UN) ('Chemtrade') today issued 2024 Guidance and increased the level of monthly distributions to [...]

Published
2024

30. Northland Power Secures Final Tax Equity Funding On U.S.-Based Bluestone And Ball Hill Wind Farms

Subjects
New York. Energy Research and Development Authority, Northland Power Inc. -- Taxation, JPMorgan Chase & Co. -- Taxation, Wind power -- Buildings and facilities, Mutual funds -- Taxation, Banking industry -- Taxation, Banking industry, Petroleum, energy and mining industries
Abstract

Northland Power Inc. (Northland) (TSX: NPI) has successfully secured final tax equity funding on U.S.-based Bluestone (112 MW) and Ball Hill (108 MW) onshore wind projects with J.P. Morgan. The [...]

Published
2023

31. Invesco India MF declares IDCW under ELSS Tax Saver Fund

Subjects
Mutual funds -- Taxation, Mutual fund industry -- Taxation, Savings, Business, international
Abstract

Invesco India Mutual Fund (MF) has informed that Invesco Trustee, (the Trustee to Invesco MF) has approved the declaration of Income Distribution cum Capital Withdrawal ('IDCW') in Invesco India ELSS [...]

Published
2023

32. Avangrid Receives First Tax Equity Funding for Nation-Leading Vineyard Wind 1 Project

Subjects
Avangrid Inc. -- Taxation, Wind power -- Buildings and facilities, Mutual funds -- Taxation, Electric utilities -- Taxation, Green technology, Alternative energy sources, Vineyards, Business, Business, international
Abstract

Funding represents critical milestone toward delivery of first power from nation's first large-scale offshore wind project BOSTON -- Avangrid, Inc. (NYSE: AGR), a leading sustainable energy company and member of [...]

Published
2023

33. ICICI Pru MF declares IDCW under ELSS Tax Saver Fund

Subjects
Mutual funds -- Taxation, Income distribution, Business, international
Abstract

ICICI Prudential Mutual Fund (MF) has informed that ICICI Prudential Trust, Trustee to ICICI Prudential Mutual Fund approved distribution under Income Distribution cum capital withdrawal option (IDCW option) of ICICI [...]

Published
2023

35. Avoid a nasty RRIF tax surprise for your heirs; Naming a beneficiary is a crucial step when converting your RRSP into a registered retirement income fund

Subjects
Registered retirement savings plans, Personal finance -- Taxation, Mutual funds -- Taxation, General interest, News, opinion and commentary
Abstract

Byline: TIM CESTNICK TAX MATTERS FCPA, FCA, CPA(IL), CFP, TEP, author, and co-founder and CEO of Our Family Office Inc. Last year my wife and I were travelling in Europe. [...]

Published
2023

36. These 3 Tax Saver ELSS Mutual Funds Gave Best Returns In 3-Years

Subjects
Mutual funds -- Taxation, Tax planning, Business, Business, international
Abstract

January 18 -- It is a time of the season, where investors are busy doing tax planning. In this regard, several investors look to Equity Linked Savings Scheme (ELSS) to [...]

Published
2023

39. JM Financial AMC announces change in nomenclature of JM Tax Gain fund

Subjects
Mutual funds -- Taxation, Savings, Business, international
Abstract

JM Financial Asset Management (AMC) has announced addendum to the Scheme Information Document (SID), Key Information Memorandum (KIM) Of JM Tax Gain Fund (the scheme) and Statement of Additional Information [...]

Published
2023

40. MUTUAL FUND TAX OVERHANG.

Author

Yale, Ethan

Subjects
Dividends -- Taxation, Tax incidence -- Analysis -- Laws, regulations and rules -- Remedies, Mutual funds -- Taxation, Income tax -- Laws, regulations and rules, Tax deductions -- Laws, regulations and rules, Tax allocation -- Analysis -- Laws, regulations and rules, Government regulation, Company dividends, Internal Revenue Code (I.R.C. 852(b)(6))
Abstract

I. INTRODUCTION 398 II. UNDERSTANDING TAX OVERHANG 401 A. Conceptual Example 402 B. Numerical Example 402 C. Countervailing Benefits 404 D. Overhang Versus Rebalancing 405 E. Overhang is Unique to [...], The built-in gain in a mutual fund's portfolio is referred to as "tax overhang." Tax is imposed on investors who buy shares in mutual funds with tax overhang even though the gain accrued before their investment. The consequence is accelerated tax, increasing the shareholders' effective tax rate. This article (I) explains why this occurs and why it is a problem, (2) describes the magnitude of the problem, (3) describes and illustrates avoidance strategies funds use to avoid the bad effects of tax overhang, (4) argues that reform is warranted, and (5) describes and evaluates the options for reform.

Published
2019

41. HDFC AMC informs about provisions on taxation

Subjects
Mutual funds -- Taxation, Taxation, Business, international
Abstract

HDFC Asset Management Company (AMC) has announced addendum to the Statement of Additional Information (SAI) of HDFC Mutual Fund (MF). HDFC MF has informed that, consequent to the enactment of [...]

Published
2023

43. Cove Capital Investments Unveils New 'Cove Opportunistic Income Fund 75', a Real Estate Fund Designed to Potentially Provide Investors with Monthly Income, Capital Appreciation, and Tax Efficiencies

Subjects
Mutual funds -- Taxation, Commercial real estate -- Taxation, Real estate investment -- Taxation, Real estate industry -- Taxation, Company investment, General interest, News, opinion and commentary
Abstract

LOS ANGELES: Cove Capital Investments has issued the following news release: Cove Capital Investments, LLC, a private equity real estate firm and DST sponsor company announced it has launched its [...]

Published
2023

44. Cove Capital Investments Unveils New 'Cove Opportunistic Income Fund 75', a Real Estate Fund Designed to Potentially Provide Investors with Monthly Income, Capital Appreciation, and Tax Efficiencies

Subjects
Mutual funds -- Taxation, Real estate investment -- Taxation, Company investment, Business, News, opinion and commentary
Abstract

The private equity real estate firm, DST sponsor company, and leader of debt-free real estate investment offerings for accredited investors, announced its new real estate fund will focus on acquiring [...]

Published
2023

45. Answers to Common Questions From New Investors on Investor Apps, Accounts, and Tax Forms

Subjects
Mutual funds -- Taxation, Personal finance -- Taxation, Tax returns, Business
Abstract

To access, purchase, authenticate, or subscribe to the full-text of this article, please visit this link: https://www.thestreet.com/taxes/answers-to-common-questions-new-investors-apps-accounts-and-tax-forms Answers to your questions To grow wealth, you need to invest. As a [...]

Published
2023

46. PGIM India MF announces IDCW under ELSS Tax Saver Fund

Subjects
Mutual funds -- Taxation, Business, international
Abstract

PGIM India Mutual Fund (MF) has informed that that PGIM India Trustees, Trustee to PGIM India Mutual Fund, approved declaration of Income Distribution cum Capital Withdrawal (IDCW) under PGIM India [...]

Published
2023

47. You're Facing a Big Tax Bill If You Hold These Mutual Funds

Subjects
Capital gains tax, Mutual funds -- Taxation, Business, general
Abstract

(Bloomberg) -- What's worse than watching your mutual fund investmentsdeclinein value? Getting hit with a big tax bill too. That's therealitysome Americans are facing this year as the deadline to [...]

Published
2023

48. U.S. Global Investors Continues GROW Dividends and Shares Benefits of Mutual Fund Tax Exempt Dividends as Taxes Could Be Set to Rise

Subjects
Mutual funds -- Taxation, Taxation, Dividends -- Taxation, Company dividends, Company securities, General interest, News, opinion and commentary
Abstract

San Antonio: U.S. Global Investors, Inc has issued the following press release: U.S. Global Investors, Inc. (NASDAQ: GROW) (the 'Company'), a boutique registered investment advisory firm with longstanding experience in [...]

Published
2023

49. NJ MF introduces ELSS Tax Saver Scheme

Subjects
Mutual funds -- Taxation, Savings, Business, international
Abstract

The scheme opens for subscription on March 13, 2023 and closes on June 09, 2023 NJ Mutual Fund (MF) has launched NJ ELSS Tax Saver Scheme, an open-ended equity linked [...]

Published
2023

50. U.S. Global Investors Continues GROW Dividends and Shares Benefits of Mutual Fund Tax Exempt Dividends as Taxes Could Be Set to Rise

Subjects
Mutual funds -- Taxation, Taxation, Dividends -- Taxation, Company dividends, Company securities, Banking, finance and accounting industries
Abstract

(GlobeNewswire) - U.S. Global Investors, Inc. (NASDAQ: GROW) (the Company), a boutique registered investment advisory firm with longstanding experience in global markets and specialized sectors, will continue its payment of [...]

Published
2023

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