AOL

Understanding Deferred Tax Assets: Calculations, Applications, and Real-World Examples

Anyone who has run a business of any size understands how confusing and, at times, complex the tax code can seem. So deferred tax assets (DTAs) can be challenging. However, understanding them is ...
Business Insider

Banner Corporation Announces Write Down of Deferred Tax Asset and Balance Sheet Restructuring; Year End Assets of Less Than $10 Billion | Markets Insider

WALLA WALLA, Wash., Jan. 04, 2018 (GLOBE NEWSWIRE) -- Banner Corporation (NASDAQ GSM:BANR), the parent company of Banner Bank and Islanders Bank, today announced that as a result of the Tax Cuts and ...
Financial Advisor

What's A Deferred Sale Trust?

Recently, a private equity fund manager approached me for my insight on a business sale. He knew a person selling a business who was complaining about the amount he’d have to pay in commissions, fees ...
Morningstar

Unlock Tax-Deferred Diversification: A 351 ETF Exchange is an Innovative Option for Investors in a Record-Setting Market, says Toews Asset Management

NEW YORK, Sept. 17, 2025 /PRNewswire/ -- Investors sitting on appreciated assets are seeding Exchange Traded Funds (ETFs) via a section 351 ETF Exchange, as they look to defer capital gains taxes, ...
WealthManagement.com

Why Asset Location is Key to Enhancing Tax Efficiency

For many clients and their advisors, taxes are a critical part of the wealth management equation. By reducing taxes, advisors can help clients enhance performance and keep more money compounding in ...
Nasdaq

Deferred Sales Trust: What It Is, Examples, Pros and Cons

A deferred sales trust (DST) is an advanced tax strategy that allows investors to delay capital gains taxes on the sale of assets that have significantly risen in value, such as real estate or ...