Skip to main content

Questions tagged [tax]

The tag has no usage guidance.

0 votes
0 answers
11 views

Solvency 2: Loss Absorbing Capacity of Deferred Taxes, is this correct?

In Solvency 2, there is something called "Loss Absorbing Capacity of Deferred Taxes". I am not asking about the details of this, but how it works on a general level. Is what I write below ...
user394334's user avatar
2 votes
0 answers
81 views

PTP 10% Withholding [closed]

Apparently there's a new IRS rule that can be summarized as "starting January 1st, 2023, investors who are not U.S. taxpayers must withhold 10% of proceeds from the sale of PTPs (Publicly Traded ...
Gabi's user avatar
  • 131
2 votes
0 answers
24 views

Tax obligation in collaterised loan

Typically physical assets e.g. gold are held as collateral for corporate loan. In case of default, the holder of the corporate loan (i.e. bank) can liquidate the collateral asset held to recover the ...
Bogaso's user avatar
  • 838
0 votes
0 answers
69 views

Why do we get a higher yield when we pay the interest at the end?(bonds)

I have an example where I show that if you pay the tax at the end of the bond period, the yield after tax is higher, but I am wondering if it is possible to give an explanation as to why it is like ...
user394334's user avatar
3 votes
1 answer
99 views

How do people transfer money to offshore accounts while avoiding any connection with that money? [closed]

I'm reading a book called "The Laundromat" about Mossack-Fonseca and The Panama Papers "scandal" (was it really a scandal;?). I understand the point of having an offshore company ...
Deane's user avatar
  • 131
0 votes
1 answer
287 views

How is the present value of tax shield of constant and perpetual debt derived? [duplicate]

According to this site, the present value of tax shield of constant and perpetual debt is: corporate tax rate × interest payment ÷ expectd return on debt I understand the part about "corporate ...
Aqqqq's user avatar
  • 227
1 vote
0 answers
45 views

How do I calculate the real taxes paid from 10-K forms

I guess we are familiar with the discussion, whether companies especially tech companies are paying their due in taxes. There was the huge discussion of Amazon paying nearly no taxes, using loopholes ...
Lars Wissler's user avatar
0 votes
0 answers
38 views

Tax loss harvesting: Market ETF vs. Sector ETFs that add to the same

Seems like wash rule doesn't apply for a similar - but not identical - security. Like maybe Vanguard Total Stock ETF vs SPDR Total Stock ETF. Suppose I buy 5 to 10 sector ETFs. Maybe I make it so they ...
sukha's user avatar
  • 1
0 votes
1 answer
80 views

How is the pre-tax and post-tax return calculated?

I am looking at the lectures about advanced investments and in the first lecture of the series, the professor mentions, To increase the return without bearing more risk one has to invest with pre-tax ...
user13892's user avatar
  • 131
4 votes
2 answers
561 views

Why is there inconsistency in WACC vs unlevered return?

To evaluate an enterprise we can discount free cash flow by either the unlevered required rate of return or the WACC. With Tax we have: $WACC=R_e \frac{E}{E+D}+R_f\frac{D}{E+D}(1-t)$ where $R_e$ is ...
impossibru's user avatar
1 vote
0 answers
24 views

Simulating Taxed Equity Return Series (U.S.)

I'm looking to learn how to correctly simulate taxes on dividends and capital gains on simulated return series for U.S. Equities with dividend reinvestment. I understand I will have to keep track of ...
rhaskett's user avatar
  • 1,641