Lola, age 67, began receiving a $1,000 monthly annuity in the current year upon the death of her husband. She received seven payments in the current year. Her husband contributed $48,300 to the qualified employee plan.
Use the Simplified Method Worksheet below to calculate Lola's taxable amount from the annuity.
If your answer is zero, enter "0". If required, round your answers to the nearest whole dollar.
Simplified Method Worksheet
1. Enter total amount received this year.
1. $________
2. Enter cost in the plan at the annuity starting date.
2. $_______
3. Age at annuity starting date
Enter
55 and under 360
56–60 310
61–65 260
66–70 210
71 and older 160
3.________
4. Divide line 2 by line 3.
4. $______
5. Multiply line 4 by the number of monthly payments this year. If the annuity starting date was before 1987, also enter this amount on line 8, and skip lines 6 and 7. Otherwise, go to line 6.
5. $______
6. Enter the amount, if any, recovered tax-free in prior years.
6. $______
7. Subtract line 6 from line 2.
7. $______
8. Enter the smaller of line 5 or 7.
8. $______
9. Taxable amount this year: Subtract line 8 from line 1. Do not enter less than zero.
9. $______

Answers

Answer 1

Answer:

1.$7,000

2.$48,300

3.210

4.$230

5.$1,610

6.$0

7.$48,300

8.$1,610

9.$5,390

Explanation:

1. The total amount lola will received this year will be:

$1,000 monthly annuity*7 payments in the current year

=$7,000

2. The cost in the plan at the annuity starting date will be :

$48,300

3. The Age at annuity starting date will be 210 because Lola age is 67 in which age 66–70 is 210

4. When we Divide line 2 by line 3 we would have $230 calculated as

$48,300/210=$230

5. In a situation where we Multiply line 4 by the number of monthly payments this year we would have $1,610 calculated as:

$230*7=1,610

6. We have $0 recovered tax-free in prior years.

7. When we Subtract line 6 which is $0 from line 2 which is $48,300 we would have $48,300.

$48,300-$0=$48,300

8. The smaller of line 5 which is 1,610 or 7 which is $48,300 will be $1,610

9. The Taxable amount this year will be calculated as the Subtraction of line 8 which is $1,610 from line 1 which is $7,000 we would have $5,390

$7,000-$1,610=$5,390


Related Questions

Cost Flow Relationships
The following information is available for the first year of operations of Creston Inc., a manufacturer of fabricating equipment:
Sales $12,375,000
Gross profit 5,200,000
Indirect labor 410,000
Indirect materials 180,000
Other factory overhead 810,000
Materials purchased 4,125,000
Total manufacturing costs for the period 7,880,000
Materials inventory, end of period 290,000
Using this information, determine the following amounts:
a. Cost of goods sold $
b. Direct materials cost $
c. Direct labor cost $

Answers

Answer:

(A) Cost of goods sold=$7,175,000

(B) Direct material cost= $3,655,000

(C) Direct labor cost= $2,825,000

Explanation:

(A) The cost of goods sold can be calculated as follows

Cost of goods sold= Sales-gross profit

Sales= $12,375,000

Gross profit= $5,200,000

Cost of goods sold= $12,375,000-$5,200,000

= $7,175,000

(B) The direct materials cost can be calculated as follows

Direct cost of materials= materials purchased-indirect materials-materials inventory

Materials purchased= 4,125,000

Indirect materials= 180,000

Materials inventory= 290,000

Direct materials cost= 4,125,000-180,000-290,000

= $3,655,000

(C) The direct labor costs can be calculated as follows

Direct labor costs= Total manufacturing cost for the specified period-direct materials-factory overhead

Total manufacturing costs= 7,880,000

Direct materials= 3,655,000

Factory overhead= indirect labor+indirect materials+other factory overhead

= 410,000+180,000+810,000

= 1,400,000

Direct labor costs= 7,880,000-3,655,000-1,400,000

= $2,825,000

Prescott Bank offers you a five-year loan for $55,000 at an annual interest rate of 7.25 percent. What will your annual loan payment be? (Do not round intermediate calculations and round your answer to 2 decimal places, e.g., 32.16.)

Answers

Answer:

Annual loan payment = $13,146.78

Explanation:

Loan Amortization: A loan repayment method structured such that a series of equal periodic installments will be paid for certain number of periods to offset both the loan principal amount and the accrued interest.

The monthly equal installment is calculated as follows:  

Monthly equal installment= Loan amount/Monthly annuity factor  

Monthly annuity factor  

=( 1-(1+r)^(-n))/r  

r- Monthly interest rate (r)  

= 7.25%/12= 0.604 %  

n- Number of months ( n) in 5 years  

= 12* 6 = 60  

Annuity factor  

= ( 1- (1.00604)^(-60)/0.00604= 50.2024

Monthly installment= 55,000 /50.2024 = $1,095.56

 Monthly installment = $1,095.56

Annual loan payment = monthly installment × 12

Annual loan payment =$1,095.56 ×12=13,146.78

Annual loan payment = $13,146.78

Based on predicted production of 28,000 units, a company anticipates $574,000 of fixed costs and $511,000 of variable costs. The flexible budget amounts of fixed and variable costs for 26,000 units are

Answers

Answer:

$574,000 fixed costs and $474,500 variable cost

Explanation:

According to the predicted production of 28,000 units, a company has a fixed cost of $574,000

The variable costs is $511,000

Therefore the flexible budget amount for the fixed and variable costs when 26,000 units are produced can be calculated as follows

The fixed costs still remains constant at $574,000

Variable cost = 511,000/28,000×26,000

= 18.25×26,000

= $474,500

Hence the fixed cost is $574,000 and the variable cost is $474,500

Assume Joe Harry sells his 25 percent interest in Joe's S Corp., Inc., to Tyrone on January 29. Using the daily allocation method, how much income does Joe Harry report if Joe's S Corp., Inc., earned $200,000 from January 1 to January 29 and a total of $1,460,000 from January 1 through December 31 (365 days)?

a. $28,000.
b. $50,000.
c. $112,000.
d. $200,000.
e. None of the above.

Answers

Answer:

$29,000

Explanation:

Joe sells 25% of his interest to Joe's S corporation

= 25/100

= 0.25

Therefore using the daily allocation method, the amount of income reported if Joe earns $200,000 from January 1st to January 29th and a total of $1,460,000 for 365 days

= 1,460,000/365 days × 29 days × 0.25

= 4,000×29×0.25

= $29,000

Hence the amount of income reported by Joe Harry is $29,000

The common stock of Sweet Treats is selling for $50.15 per share. The company is expected to have an annual dividend increase of 3.6 percent indefinitely and pay a dividend of $3.80 in one year. What is the total return on this stock?

Answers

Answer:

11.2%

Explanation:

Here, we want to calculate the total return on the stock.

From the question, Price = $50.15

Mathematically;

P = D1/Ke-g

D1 = $3.80

g = 3.60%

So let’s calculate Ke-g

50.15 = 3.8/ke-g

Ke-g = 3.8/50.15

Ke-g = 7.6%

but g = 3.6%

Total return Ke = 3.6% + g = 3.6% + 7.6% = 11.2%

Harvey develops gaming apps from home instead of working as an engineer and earning $50,000 a year. He has invested $20,000 to upgrade to the hardware that he needs and estimates his expenses at $17,000 a year. Downloads generated $130,000 in revenue during the first year. What is his economic profit

Answers

Answer:

Economic profit =$43,000

Explanation:

Accounting profit is the difference between revenue from from production or service activities and the expenditures incurred.

On the other hand, economic profit includes accounting profit plus opportunity cost. Opportunity cost is the value of the benefits sacrificed in favour of a decision.  

For example, the salary of $50,000 forfeited by Harvey in favor of his decision to become an entrepreneur is an example of opportunity cost

Economic profit = Accounting profit- opportunity cost

Accounting profit = Revenue - cost

Accounting profit = 130,000 - (20,000 + 17,000) = 93,000

Economic profit =  93,000  - 50,000 =$43000

Economic profit =$43,000

                 

Robin Masters wants to establish an account that will supplement his retirement income beginning 30 years from now. Find the lump sum he must deposit today at 5%, compounded daily, so that $500,000 will be available when he retires. Round your answer to the nearest penny. Show your work using the fx tool.

Answers

Answer:

lump sum = $111,576.54

Explanation:

we can use the future value formula:

future value = principal x (1 + i)ⁿ

future value = $500,000i = 5% / 365 = 0.000136986n = 30 x 365 = 10,950

principal = future value / (1 + i)ⁿ

principal = $500,000 / (1 + 0.000136986)¹⁰⁹⁵⁰ = $500,000 / 4.481228688 = $111,576.54

George bought the following amounts of Stock A over the years: (Loss amounts should be indicated with a minus sign.) Date Purchased Number of Shares Adjusted Basis Stock A 11/21/1993 1,100 $ 26,400 Stock A 3/18/1999 550 9,900 Stock A 5/22/2008 850 30,600 On October 12, 2019, he sold 1,350 of his shares of Stock A for $38 per share. a. How much gain/loss will George have to recognize if he uses the FIFO method of accounting for the shares sold

Answers

Answer:

George

Using the FIFO method of accounting for the shares sold, the gain to be recognized is $20,400.

Explanation:

a) Data:

         Date Purchased     Number of Shares         Adjusted Basis  Cost/unt

Stock A 11/21/1993                  1,100                          $ 26,400          $24

Stock A 3/18/1999                   550                                9,900           $18

Stock A 5/22/2008                 850                             30,600           $36

On October 12, 2019, he sold 1,350, $38 per share

Stock A remaining                 1,150

Stock A:

Cost of sales = 1,100 x $24 = $26,400

            plus        250 x $18 =   $4,500

Total cost of sales                 $30,900

Sales revenue 1,350 x $38 = $51,300

Gain on sale                          $20,400

b) The FIFO (First-In, First-Out) method is an inventory method of recognizing the cost of goods sold and the ending inventory based on the assumption that the items that were first brought into inventory are the the ones to be sold.  With this method, the cost of sales will be determined by the earlier purchases of inventory while the cost of ending inventory will be calculated based on the later purchases of inventory.  Other methods in use in inventory costing are the Last-In, First-Out, the Weighted-Average, and Specific Identification Methods.

             

A 4-year project has an annual operating cash flow of $54,000. At the beginning of the project, $4,500 in net working capital was required, which will be recovered at the end of the project. The firm also spent $22,900 on equipment to start the project. This equipment will have a book value of $4,860 at the end of the project, but can be sold for $5,820. The tax rate is 40 percent. What is the Year 4 cash flow

Answers

Answer:

$64,704

Explanation:

Year 4 cash flow = operating cash flow + non operating cash flow

non operating cash flow = salvage value + net working capital - tax(Salvage value - book value)

$5,820 + $4,500 - 0.4($5,820 - $4,860) = $10,704

$10,704 + $54,000 = $64,704

Nadia Company, a merchandising company, prepares its master budget on a quarterly basis. The following data has been assembled to assist in preparation of the master budget for the second quarter.
a. As of March 31 (the end of the prior quarter), the company’s balance sheet showed the following account balances:
Cash $9,000
Acct Receviable 48,000
Inventory 12,6000
Buildings & Equip. (net) 214,100
Acct. Payable 18,300
Common Stock 190,000
Retained Earnings 75,400
Totals 283,700 283,700
b. Sales for March total 10,000 units. Each month’s sales are expected to exceed the prior month’s results by 5%. The product selling price is $25.00 per unit.
c. Sales are 20% for the cash and 80% on credit. All payments on credit sales are collected in the month following the sale. The accounts receivable at March 31 are a result of March credit sales.
d. Company’s policy calls for a given month’s ending inventory to equal 80% of the next month’s expected unit sales. The March 31 inventory is 8,400 units, which complies with the policy. The purchase price is $15.
e. Monthly selling and administrative expenses are budgeted as follows: salaries and wages, $7500 per month; shipping 6% of sales; advertising, $6,000 per month; other expenses, 4% of sales. Depreciation including depreciation on new assets acquired during the quarter, will be $6,000 for the quarter. Sales representatives’ commissions are 12.5 % of sales and are paid in the month of the sales. The sales manager’s salary will be $3,500 in April and $4,000 per month thereafter.
f. Half a month’s inventory purchases are paid in the month of purchase and half in the following month.
g. Equipment purchases during the quarter will be as follows: April, $11,500; and May, $3,000.
h. Dividends totaling $3,500 will be declared and paid in June.
j. No cash payment for income taxes are to be made during the second calendar quarter. Income taxes will be assessed at 35% for the quarter.
k. Management wants to maintain a minimum cash balance of $8,000. The company has an agreement with a local bank that allows the company to borrow in increments of $1,000 at the beginning of each month, up to a total balance of $20,000. The interest rate of these loans is 1% per month, and for simplicity, we will assume that the interest is not compounded. The company would as far as it is able, repay the loan plus accumulated interest at the end of the quarter.
Required: Using the above data, complete the following statements and schedules for the second quarter.
1. Expected cash receipts from customers
2. Expected cash payments for purchases
3. Cash budget

Answers

Answer:

Nadia Company

1. Schedule of expected cash receipts from customers :

                               April          May          June

Cash  20%          $52,500     $55,125    $57,880

Credit 80%            48,000     210,000   220,500

Total receipts   $100,500   $265,125  $278,380

2. Schedule of expected cash payments for purchases :

Payment for purchases:           April            May            June

50% (month of purchase)     $81,900     $85,995    $90,293

50% (following month)            18,300         81,900      85,995

Total cash payment           $100,300     $167,895   $176,288

3. Statement of Cash budget for the second quarter ended June 30:

                                                       April          May            June       Total

Beginning cash balance            $9,000   ($58,363) ($23,649)      $9,000

Cash receipts from customer  100,500    265,125    278,380     644,005

Total cash available               $109,500  $206,762  $254,731   $653,005

Cash payments:

Purchases                              $100,300     $167,895   $176,288  $444,483

Selling & Administrative            76,063         79,516       82,615     238,194

Equipment purchase                  11,500          3,000                          14,500

Dividends                                                                           3,500        3,500

Total cash payments:            $187,863     $250,411  $262,403  $700,677

Cash shortfall                        ($78,363)    ($43,649)     ($7,672)

Bank overdraft                         20,000        20,000      16,000      56,000

Cash balance                       ($58,363)    ($23,649)     $8,328       $8,328

Explanation:

a) Data:

Nadia Balance Sheet as of March 31:

Cash                                $9,000

Acct Receivable              48,000

Inventory                       12,6000

Buildings & Equip. (net) 214,100

Total                            $283,700

Acct. Payable                 $18,300

Common Stock             190,000

Retained Earnings          75,400

Total                            $283,700

b) Sales:

Month     Quantity                       Unit Price        Total

March 10,000 units                       $25.00          $250,000

April = 10,500 (10,000 x 1.05)          "                  $262,500

May = 11,025 (10,500 x 1.05)            "                 $275,625

June = 11,576 (11,025 x 1.05)            "                 $289,400

July = 12,155 (11,576 x 1.05)             "                  $303,875

c) Sales Terms:

                       March          April          May          June

Cash  20%                      $52,500     $55,125    $57,880

Credit 80%                        48,000     210,000    220,500

d) Inventory:

                         March          April          May          June

                        8,400       8,820         9,261         9,724

Ending         $126,000  $132,300   $138,915    $145,860

Beginning                     $126,000   $132,000   $138,915

e) Selling & Administrative Expenses  

                                          April          May            June      Total

Salaries and wages       $7,500      $7,500      $7,500    $22,500

Shipping                           15,750       16,538       17,364       49,652

Advertising                       6,000        6,000        6,000        18,000

Others                            10,500        11,025         11,576         33,101

Depreciation                                                                            6,000

Sales commissions        32,813       34,453        36,175       104,441

Sales Manager's Salary  3,500         4,000         4,000         11,500

Total                            $76,063      $79,516     $82,615

f) Purchases of Inventory

                                                   April            May            June      Total

Ending Inventory                        8,820          9,261         9,724

Units of Inventory sold             10,500         11,025        11,576

Inventory available for sale      19,320       20,286       21,300

less beginning inventory           8,400         8,820         9,261

Purchases                                 10,920        11,466        12,039

Cost of purchases x $15     $163,800     $171,990   $180,585

Payment for purchases:           April            May            June

50% (month of purchase)     $81,900     $85,995    $90,293

50% (following month)            18,300         81,900      85,995

Total cash payment           $100,300     $167,895   $176,288

g)                                        April            May            June

Equipment purchase      $11,500        $3,000

h) Nadia Company's preparation of quarter budgets helps it to foresee cash shortages and make necessary arrangements to meet up with cash obligations.  It focuses management efforts to achieve sales and deliver on other perimeters, including the control of expenses.  It is important for the master budget to be prepared with inputs from other subsidiary budgets so that management plans ahead.

Following are the transactions of a new company called Pose-for-Pics. Aug. 1 Madison Harris, the owner, invested $12,000 cash and $51,600 of photography equipment in the company in exchange for common stock. 2 The company paid $2,300 cash for an insurance policy covering the next 24 months. 5 The company purchased office supplies for $2,280 cash. 20 The company received $3,250 cash in photography fees earned. 31 The company paid $870 cash for August utilities. Prepare general journal entries for the above transactions.

Answers

Answer:

Aug. 1

Cash $12,000 (debit)

Equipment $51,600  (debit)

Common Stock $63,600 (credit)

Aug. 2

Prepaid Insurance $2,300 (debit)

Cash $2,300 (credit)

Aug. 5

Office Supplies $2,280 (debit)

Cash $2,280 (credit)

Aug. 20

Cash $3,250 (debit)

Fees Earned $3,250 (credit)

Aug. 31

Utilities Expenses $870 (debit)

Cash $870 (credit)

Explanation:

Aug. 1

Recognize the Cash, Equipment as well as the Equity element : Common Stock

Aug. 2

Recognize the Asset : Prepaid Insurance and de-recognize the Cash Assets

Aug. 5

Recognize the Asset : Office Supplies and de-recognize the Cash Assets

Aug. 20

Cash $3,250 (debit)

Fees Earned $3,250 (credit)

Recognize the Asset : Cash and also recognize the Revenue : Fees Earned.

Aug. 31

Recognize the Expense : Utilities Expenses and de-recognize the Cash Assets

Marcie and her husband, Franklin, each own 50 shares of Chestnut, Inc. Sally, Marcie's old high school friend, owns the remaining 50 shares (150 total shares outstanding). Chestnut redeems 40 of Marcie's shares for $38,000 (her adjusted basis was $5,000). What is the tax treatment of the basis of the shares redeemed

Answers

Answer:

$38,000 Dividend

Explanation:

Based on the information given the tax treatment of the redemption to Marcie will be $38,000 dividend reason been that her husband shares was been attributed to her, and Since she owns 60 shares her remaining 10 shares including that of her husband 50 shares of Chestnut's will be 110 shares calculated as 150 shares - 40 shares outstanding.

Therefore when we look at this 60 shares/110 shares is greater than 50% which means that Marcie fails the 50% test which makes the redemption to be treated as a dividend.

Hence, the tax treatment of the basis of the shares redeemed will be $38,000 Dividend.

The Closed Fund is a closed-end investment company with a portfolio currently worth $200 million. It has liabilities of $3 million and 5 million shares outstanding. a. What is the NAV of the fund?

Answers

Answer:

$39.40

Explanation:

According to the situation, the solution is as follows

The Net asset value of the fund is

= (Current worth of portfolio - liabilities) ÷ (outstanding shares)

= ($200 million - $3 million) ÷ (5 million shares)

= $39.40

Basically we applied the above formula in order to determine the net asset value of the fund.

Stocks are shares of ownership in a company. A stock certificate represents stock ownership. It specifies the name of the company, the number of shares owned, and the type of stock it represents. Today, stock is generally held electronically; that is, the owners don't get a paper certificate unless they specifically want to hold the certificates themselves.
Please evaluate the following statements from the standpoint of the issuing company and the place each statement in the category of Advantages or Disadvantages Disadvantage
Advantages Dividends
1. Repaid
2. Shareholders
3. Future Buy Back
4. Net Profit After Taxes
5. One Vote Per Share

Answers

Answer:

Advantages

Dividends

These are payments to shareholders as a way to share the profits the company has accumulated.

This is an advantage to the issuing company because they are usually not under any obligation to pay Dividends with respect to common Equity. As a result profits can be plowed back into the company to increase profitability.

Repaid

This refers to the fact that shareholders do not have to be repaid for their investment like debt holders are. Stock Holders bought a piece of the company instead of loaning money to the company so they do not have to be paid back. This is an advantage because it frees up Cashflow for the company as well as allowing it to maintain a better credit rating due to lower debts.

Future Buy-Back

This is a clause inherent in most shares. It means that the Issuing company can choose to buy back the stock at a given time in future.

This is an Advantage because it allows the Issuing company to regain control of the company at a future date.

Disadvantages.

Shareholders

Shareholders are people or entities who buy shares in the Issuing company. As such, they are owners in the company and have voting rights on decisions that the company makes. This is a disadvantage because it means loss of Independence for the company who now legally have to take the opinions of shareholders into account.

Net Profit After Tax

This is money that the company has after paying off interests and then taxes. This is the money that the company retains. Having shareholders means that a company may have to pay shareholders from this amount instead of retaining all of it thereby making it at a disadvantage to the Issuing company.

One Vote per Share

This means that every shareholder has a vote for every share they hold in the company. This means that Shareholders therefore have a say in the affairs of the company. This is a disadvantage to the Issuing company because it means a loss of Independence for them when decisions need to be made.

Smith Services, Inc., was a trucking company established in 2000 and owned by Tony Smith as the sole shareholder. Smith Services, Inc., had an account with Laker Express, a fuel provider, and often would charge fuel purchases for the company trucks to that account. Smith’s employees would fuel their vehicles and sign the account slip with a notation that the purchase was for Smith Services, Inc. Laker Express would bill Smith Services regularly for the charges on the account. After several months of low business, Smith Services ceased doing business and was dissolved in 2013, with its assets being distributed to creditors. Laker Express only recovered a small part of the amount owed by Smith Services, Inc. Tony Smith then opened up a new trucking service business as a sole proprietor. Laker Express sought to recover Smith Services' unpaid fuel charges, which amounted to about $35,000, from Smith. He argued that he was not personally liable for a corporate debt. Should a court hold Tony Smith personally liable?

Assume that in addition to the facts given, that evidence was presented to the court that Smith, his wife, and their kids regularly used the account at Laker Express to fill up their personal vehicles. Does this change the outcome?

1. Given this new evidence, a court likely (would, would not) find that Laker Express was tricked or misled into dealing with the corporation rather than the individual.
2. The court likely (would, would not) find that the corporation was undercapitalized.
3. The court likely (would, would not) find that the corporation was created to evade an existing legal obligation.
4. The court likely (would, would not) find that the corporation failed to comply with the required corporate formalities and meetings.
5. The court likely (would, would not) find that the personal and corporate interests were commingled to such an extent that the corporation had no separate identity with regard to the relationship with Laker Express.
6. Because of these findings, the court likely (would, would not) pierce the corporate veil and hold Tony Smith personally responsible for the debt to Laker Express.

Answers

Answer:

Smith Services, Inc. and Laker Express

a. A court should not hold Tony Smith personally liable for the corporate debt of Smith Services, Inc to the tune of $35,000 representing unpaid fuel charges to Laker Express.  This decision is given based on the facts presented in the case, so far.

b. Assuming that in addition to the given facts, evidence was presented to the court that Smith, his wife, and their kids regularly used the account at Laker Express to fill up their personal vehicles, then this evidence changes the outcome.  Smith Service, Inc. has met one of the conditions for piercing the corporate veil.  This condition is commingling the corporate account with personal expenses and use of corporate assets.  This may also question if proper accounting records were being kept at the Smith Services.

c. Therefore,

1. Given this new evidence, a court likely (would, would not) find that Laker Express was tricked or misled into dealing with the corporation rather than the individual.

2. The court likely (would, would not) find that the corporation was undercapitalized.

3. The court likely (would, would not) find that the corporation was created to evade an existing legal obligation.

4. The court likely (would, would not) find that the corporation failed to comply with the required corporate formalities and meetings.

5. The court likely (would, would not) find that the personal and corporate interests were commingled to such an extent that the corporation had no separate identity with regard to the relationship with Laker Express.

6. Because of these findings, the court likely (would, would not) pierce the corporate veil and hold Tony Smith personally responsible for the debt to Laker Express.

Explanation:

To protect the legal status of corporations like Smith Services Inc. as limited liability entities, State courts reluctantly pierce the corporate veil, unless the requirements, which vary from state to state, are met.  If Tony Smith does not the court to pierce the corporate veil of Smith Services, Inc., his former company should have used corporate assets only for corporate purposes.   Based on the unpaid fuel charges, Tony Smith did not maintain the separation of ownership from his Smith Services, Inc. since he, his wife, their kids, and apparently the employees fuelled their personal cars on fuel charge to Laker Express for Smith Services, Inc. to offset.

1. Given this new evidence, a court would likely find that Laker Express was tricked or misled into dealing with the corporation rather than the individual.

2. The court  would not likely find that the corporation was undercapitalized.

3. The court would not likely find that the corporation was created to evade an existing legal obligation.

4. The court likely  would not find that the corporation failed to comply with the required corporate formalities and meetings.

5. The court likely would find that the personal and corporate interests were commingled to such an extent that the corporation had no separate identity with regard to the relationship with Laker Express.

6. Because of these findings, the court likely would pierce the corporate veil and hold Tony Smith personally responsible for the debt to Laker Express.

According to the case in hand, Tony Smith, the sole owner of Smith Services, a trucking company was accused of misappropriation of fuel for several years, up to the tune of $35, 000 which may or may not be the reason why the company went bankrupt.

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Raymond Autobody Shop has the following accounts
Accounts Payable Service Revenue
Cash Equipment
Utilities Expense Common Stock
Automotive Supplies Advertising Expense
Dividends Unearned Revenue
Retained Earnings
Create a chart of accounts for Raymond Autobody Shop using the standard numbering system.
Each account is separated by a factor of 10. For example, the fist asset account be 100 and the net asset account will 110. Use the first available under each section, Asset Liabilities, etc, when selecting the accounts.

Answers

Answer and Explanation:

The creation of the chart of the account by applying the standard numbering system is presented below:

For the assets it would be started by 100

For the liabilities it would be started by 200

For the owner equity it would be started by 300

For the revenue it would be started by 400

And, for the expenses it would be started by 500

Now the creation is as follows

                                                        Balance sheet

Assets                                       Liabilities                    Stockholder equity

100  Cash                              200 Account payable    300 R. capital

110 Automotive supplied     210 unearned revenue  300 R. withdrawal

120 equipment

                                                         Income statement

                                            Revenue                               Expenses

                                        400 service revenue       500 utilities expense

                                                                                   510 advertising expense

All of the following are examples of market segments except a.sales territories. b.advertising. c.customers. d.products.

Answers

Answer:

b.advertising

Explanation:

Market segment is a strategy that a organisation decides which market to appease.

Market Segments can be drawn from sales territories , groups of customers. and products but not advertising

On January​ 1, 2017,​ Sophie's Sunlounge owned 4 tanning beds valued at​ $20,000. During​ 2017, Sophie's bought 3 new beds at a total cost of ​$10 comma 00010,000. At the end of the​ year, the market value of all of​ Sophie's beds was ​$26 comma 00026,000. Calculate​ Sophie's gross investment and depreciation during 2017. ​Sophie's gross investment during 2017 was ​$nothing. ​Sophie's depreciation during 2017 was ​$nothing.

Answers

Answer:

Net Investment = 4,000

Explanation:

Gross Investment = 10,000

Depreciation = Market Value - Book value

Depreciation =26,000 - 20,000

Depreciation = 6,000

Net Investment = Gross Investment - Depreciation

Net Investment = 10,000 - 6,000

Net Investment = 4,000

NOTE: Gross investment for 2017 will be the 3 new beds that Sophie bought during 2017 at a total cost of 10,000. To calculate Net investment we should calculate depreciation first by deducting book value from market value.

The city of Oak Ridge is considering the construction of a four kilometer​ (km) greenway walking trail. It will cost ​$1 comma 000 per km to build the trail and ​$340 per km per year to maintain it over its 22​-year life. If the​ city's MARR is 11​% per​ year, what is the equivalent uniform annual cost of this​ project? Assume the trail has no residual value at the end of 22 years.

Answers

Answer:

equivalent uniform annual cost = $1,849.25

Explanation:

Initial cost $4,000

then 22 cash outflows of $1,360

discount rate 11%

using a financial calculator, we determine the NPV = -$15,119.01

EAC = (NPV x r) / [1 - (1 + r)⁻ⁿ]

EAC = (-$15,119.01 x 11%) /  [1 - (1 + 11%)⁻²²] = -$1,663.09 / 0.89933 = -$1,849.25

Cammie received 100 NQOs (each option provides a right to purchase 10 shares of MNL stock for $10 per share) at the time she started working for MNL Corporation (5/1/Y1) four years ago when MNL’s stock price was $8 per share. Now that MNL’s stock price is $40 per share (8/15/Y5), she intends to exercise all of her options. After acquiring the 1,000 MNL shares with her options, she held the shares for over one year (10/1/Y6) and sold them at $60 per share.

b. What are MNL Corporation’s tax savings on the grant date (5/1/Y1), exercise date (8/15/Y5), and sale date (10/1/Y6)?

Answers

Answer:

b. What are MNL Corporation’s tax savings on the grant date (5/1/Y1), exercise date (8/15/Y5), and sale date (10/1/Y6)?

MNL Corporation will have no tax effects on the grant date and (5/1/Y1) and the date that Cammie sold the stocks (10/1/Y6).

The only tax effect results from the exercise date (8/15/Y5). Tax savings = (total amount of stocks exercised x market price at the time) x marginal tax rate = (1,000 stocks x $40) x tax rate = $40,000 x tax rate

Since no marginal tax rate is given in the question, we can calculate it for different options:

if tax rate = 21%, then tax savings = $40,000 x 21% = $8,400if tax rate = 35%, then tax savings = $40,000 x 35% = $14,000

Surefeet Corporation changed its inventory valuation method. Which characteristic is jeopardized by this change? Multiple Choice Comparability. Representational faithfulness. Consistency. Feedback value.

Answers

Answer:

Surefeet Corporation

Change of Inventory Valuation Method and the characteristic jeopardized by the change:

Consistency.

Explanation:

Consistency in accounting terms is the ability to continue a practise or method from one period to the next.   It is one of the five characteristics of high quality accounting information.  Others are accuracy, completeness, uniqueness, and timeliness.  Inventory valuation method in use affects the cost of goods and the reported profit or income.  Different methods used by entities include the First-in, First-out Method, Last-in, First-out Method, Weighted Average Method, and Specific Identification.

A firm contemplating foreign expansion must make three basic decisions: which markets to enter, when to enter those markets, and on what scale. Once a firm decides to enter a foreign market, the question arises as to the best mode of entry. Firms can use six different modes to enter foreign markets: exporting, turnkey projects, licensing, franchising, establishing joint ventures with a host-country firm, or setting up a new wholly owned subsidiary in the host country. Each entry mode has advantages and disadvantages.

Read each advantage and disadvantage listed below and then match it to corresponding mode.

a. Development cost and operational Strategy
b. Costs, risks, and profits
c. Manufacturing and transportation costs
d. Host country and controls
e. FDI and foreign country
f. Risks and capital investment

1. Exporting
2. Turnkey Contracts
3. Licensing
4. Franchising
5. Joint Ventures
6. Who Ply-own
7. Subsidiaries

Answers

Answer:

1. Exporting - c. Manufacturing and transportation costs

2. Turnkey Contracts e. FDI and foreign country

3. Licensing  f. Risk and Capital investment

4. Franchising d. Host country and controls

5. Joint Venture - a. Development cost and Operational Strategy

6. Who Ply-own - Risks and profits

7. Subsidiaries - b. Costs, risks and profits

Explanation:

Exporting is beneficial for a country as it brings money to the country but it has many disadvantages. There is high manufacturing and transportation cost. There can be trade barriers in some countries which will restrict the trade benefit. Owing a subsidiary is beneficial when it is profitable but when subsidiary incurs loss the parent has to bear it. It involves high risk investment.

The advantage and disadvantage listed below and their matches in their corresponding mode.

Exporting- Manufacturing and transportation costs Turnkey Contracts- FDI and foreign country Licensing  - Risk and Capital investment Franchising- Host country and controls Joint Venture - Development cost and Operational Strategy Who Ply-own (wholly owned subsidiary)- Risks and profits Subsidiaries -  Costs, risks and profits

Firms can often use different modes to enter foreign markets. They can use  exporting, turnkey projects, licensing, franchising, establishing joint ventures with a host-country firm  etc.

Turnkey project : the contractor is in good terms and agrees to handle every detail of the project for a foreign client.

Licensing agreement : licensor often gives the rights to intangible property to another entity for time period under a fee. Franchising is involve longer-term commitments than licensing.

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Harpeth Valley Water District has a bond outstanding with a coupon rate of 3.63 percent and semiannual payments. The bond matures in 23 years, with a yield to maturity of 4.17 percent, and a par value of $5,000. What is the market price of the bond

Answers

Answer:

Market price of Bond = $4603.116669 rounded off to $4603.12

Explanation:

To calculate the price of the bond, we need to first calculate the coupon payment per period. We assume that the interest rate provided is stated in annual terms. As the bond is a semi annual bond, the coupon payment, number of periods and semi annual YTM will be,

Coupon Payment (C) = 5000 * 0.0363 * 1/2 = $90.75

Total periods (n)= 23 * 2 = 46

r = 4.17% * 1/2 = 2.085% or 0.02085

The formula to calculate the price of the bonds today is attached.

Bond Price = 90.75 * [( 1 - (1+0.02085)^-46) / 0.02085]  +  5000 / (1+0.02085)^46

Bond Price = $4603.116669 rounded off to $4603.12

Haver Company currently produces component RX5 for its sole product. The current cost per unit to manufacture the required 70,000 units of RX5 follows.
Direct materials $ 4.00
Direct labor 8.00
Overhead 9.00
Total costs per unit 21.00
Direct materials and direct labor are 100% variable. Overhead is 80% fixed. An outside supplier has offered to supply the 70,000 units of RX5 for $20.00 per unit.
Required:
1. Calculate the incremental costs of making and buying component RX5.
Total incremental costs of: Making the units Buying the units
Total direct materials $ 244,000 $ 0
Total direct labor 488,000 0
Variable overhead costs 122,000 0
Cost to buy the units 1,159,000
Total costs $ 854,000 $ 1,159,000
Should the company continue to manufacture the part,
or should it buy the part from the outside supplier? Make the units

Answers

Answer:

1.Incremental cost of making and buying the RX5 is $434,000

2. Since the cost of buying is more than the cost of producing by $305,000, therefore, the company should continue to produce the component parts.

Explanation:

1.We need to first compute the cost of making the component part.

Cost of making are;

Direct material = 70,000 units × $4

= $280,000

Direct labor = $70,000 units × $8

= $560,000

Variable over head cost = 70,000 units × $9 × 20%

= $126,000

Therefore, total cost of making the components = direct material cost + direct labor cost + variable overhead cost

= $280,000 + $560,000 + $126,000

= $966,000

Also, total cost of buying the components

= Units × RX5 per unit

= 70,000 × $20

= $1,400,000

Therefore,

Incremental cost = Cost of making - Cost of buying

= $966,000 - $1,400,000

=$434,000

2. Total costs of making the units = Total direct material cost + Total direct labor costs + Variable overhead costs

= $244,000 + 488,000 + $122,000

= $854,000

Since total cost to buy is $1,159,000

Total incremental cost = Total cost of making the units - Total cost of buying the units

= $854,000 - $1,159,000

= $305,000

Ringmeup Inc. had net income of $126,500 for the year ended December 31, 2019. At the beginning of the year, 45,000 shares of common stock were outstanding. On May 1, an additional 18,000 shares were issued. On December 1, the company purchased 4,300 shares of its own common stock and held them as treasury stock until the end of the year. No other changes in common shares outstanding occurred during the year. During the year, Ringmeup paid the annual dividend on the 7,000 shares of 4.25%, $100 par value preferred stock that were outstanding the entire year.
Calculate basic earnings per share of common stock for the year ended December 31, 2019.

Answers

Answer:

Earning per share = $3.18

Explanation:

In order to calculate basic earning per share firstly, we need to calculate the weighted average number of share outstanding

                                         Shares    months        (months x shares)

1 January to 30 May        45,000       4                     $180,000

1 May to 30 November    18,000        7                     $126,000

1 Dec to 31 December     58,700        1                     $58,700

Total                                                     12                   $364,700

Weighted average = $364,700/12

Weighted average = 30,391

Dividends required on preferred stock = 7000 x 4.25% x $100

Dividends required on preferred stock = $29,750

Net income available for shareholders = Net  Income - dividend

Net income available for shareholders = $126,500 - $29,750

Net income available for shareholders = $96,750

Earning per share = Net Income/ no of shares

Earning per share = $96,750/30,391

Earning per share = $3.18

❗️❗️can anyone help me out with BIM PLEASE ❗️❗️(banking & credit cards)❗️Which terms describe an account that does not have sufficient funds to cover all the charges made to it? Select all that
apply.
Overdrawn
Non-sufficient funds
Insufficient funds
Loan
Overdraft

Answers

Answer:

Overdrawn

Insufficient funds

Explanation:

An account that doesn't have sufficient funds to cover all charges made against it, has special terms which bankers use to describe it. They include:

i. Insufficient funds: this refers to situation where the amount in the account is less than amount drawn on it or charges made against it.

ii. Account overdrawn: this doesn't have a special bank permit to withdraw more than what is in the account.

Assume Canada can either produce three bushels of barley or six bushels of hay in a set period of time, and China can produce either two bushels of barley or three bushels of hay in a set period of time. Which nation has a comparative advantage in producing hay

Answers

Answer:

Explanation:

Abcdefg

Petra Company uses standard costs for cost control and internal reporting. Fixed costs are budgeted at $36,000 per month at a normal operating level of 10,000 units of production output. During October, actual fixed costs were $40,000 and actual production output was 12,000 units.

Required:
a. Determine the fixed overhead budget variance.
b. Assume that the company applied fixed overhead to production on a per-unit basis. Determine the fixed overhead volume variance.

Answers

Answer: tough

Explanation:

Company A has an internal cost of capital of 7% annually. It is evaluating its investment options against its internal costs and has identified three potential investments:

Answers

Answer:

c. A and C only

Explanation:

Here is the full question :

Company A has an internal cost of capital of 7% annually. It is evaluating its investment options against its internal costs and has identified three potential investments:

Investment A: Bond with annual returns of 8%

Investment B: Bond with annual returns of 4%

Investment C: Bond with annual returns of 12%

Which of the above investments should the company consider taking on given its internal cost of capital?

Select one:

a. A only

b. C only

c. A and C only

d. B only

since the cost of capital is 7%, the investment the company chooses should generate returns more than 7% so that the company can earn profits.

It is only investment a and c that would be suitable based on this criteria

The corporate office of Novartis, formerly Ciba-Geigy, acts to improve many key activities, including resource allocation and reward and evaluation systems. This is an example of creating value by using

Answers

Options:

A. related diversification to achieve value by leveraging pooled negotiating power to attain economies of scope.

B. related diversification to acquire market power by leveraging pooled negotiating power.

C. unrelated diversification to acquire financial synergies through portfolio management.

D. related diversification to acquire parenting, restructuring, and financial synergies through corporate restructuring and parenting.

Answer:

C. unrelated diversification to acquire financial synergies through portfolio management.

Explanation:

Such a strategy employed by Novartis is meant to create value for the organization in particular and other stakeholders through unrelated diversification from company objectives.

By so doing Novartis creates and acquires financial synergies through it's portfolio management.

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