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  2. Qualified personal residence trust - Wikipedia

    en.wikipedia.org/wiki/Qualified_personal...

    Residence trusts in the United States are used to transfer a grantor's residence out of the grantor's estate at a low gift tax value. Once the trust is funded with the grantor's residence, the residence and any future appreciation of the residence are excluded from the grantor's estate, if the grantor survives the term of the trust, as explained below.

  3. List of business and finance abbreviations - Wikipedia

    en.wikipedia.org/wiki/List_of_business_and...

    Among other things, the value of Ke and the Cost of Debt (COD) [6] enables management to arbitrate different forms of short and long term financing for various types of expenditures. Ke applies most prominently to companies that regularly generate excess capital (free cash flow, cash on hand) from ongoing operations.

  4. Credit union service organization - Wikipedia

    en.wikipedia.org/wiki/Credit_Union_Service...

    The permitted services fall into several categories which are delineated in the regulation and include checking and currency services, clerical, professional and management services, business loan origination, consumer mortgage origination, electronic transaction services, financial counseling services, fixed asset services, insurance brokerage ...

  5. Collateral management - Wikipedia

    en.wikipedia.org/wiki/Collateral_management

    Collateral management is the method of granting, verifying, and giving advice on collateral transactions in order to reduce credit risk in unsecured financial transactions. The fundamental idea of collateral management is very simple, that is cash or securities are passed from one counterparty to another as security for a credit exposure. [9]

  6. What is a bank holding company? Definition and examples

    www.aol.com/finance/bank-holding-company...

    While a bank holding company doesn’t offer banking services directly, it manages banks that do. Chances are good the financial institution where you have your checking and savings accounts is a ...

  7. Business relationship management - Wikipedia

    en.wikipedia.org/wiki/Business_relationship...

    Business relationship management consists of knowledge, skills, and behaviors (or competencies) that foster a productive relationship between a service organization (e.g. Human Resources, Information technology, a finance department, or an external provider) and their business partners.

  8. Outline of business management - Wikipedia

    en.wikipedia.org/wiki/Outline_of_business_management

    Business managementmanagement of a business – includes all aspects of overseeing and supervising business operations. Management is the act of allocating resources to accomplish desired goals and objectives efficiently and effectively; it comprises planning, organizing, staffing, leading or directing, and controlling an organization (a ...

  9. Collective trust fund - Wikipedia

    en.wikipedia.org/wiki/Collective_trust_fund

    Collective trusts are commonly used for defined benefit plans and, when daily valuation is possible, for defined contribution plans.Collective trusts generally are excluded from the definition of an “investment company” under Section 3(c)(11) of the Investment Company Act of 1940, and interests in these funds are generally exempt from registration under Section 3(a)(2) of the Securities ...