Tax and Financial Planning Services Sample Clauses

Tax and Financial Planning Services. During each year of the term of this Agreement, Company agrees to reimburse Executive, up to $10,000 per fiscal year, for the costs of all tax return preparation, including any United States, state, or local returns, as well as for professional estate and financial planning services, if any, with Executive choosing the tax and other professionals who will provide such services. In addition, the Company shall pay or reimburse the Executive for reasonable legal fees incurred in connection with this Agreement.
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Tax and Financial Planning Services. During the Period of Employment, the Company shall pay (or reimburse the Executive) for the cost of personal tax and financial planning services and related expenses in an amount up to fifteen thousand dollars ($15,000.00) per year.
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Tax and Financial Planning Services. In lieu of continuing to reimburse Executive's cost of tax and financial consulting services, the Company will pay to Executive a non-accountable annual stipend of $5,000 through the Expiration Date.
Sample 1
Tax and Financial Planning Services. In further exchange for Xx. Xxxxxxx’x agreement and adherence to his obligations under this Agreement, Huntington agrees to pay Xx. Xxxxxxx ten thousand dollars ($10,000.00) to compensate him for the cost of tax and financial planning services that he incurs in 2007. This payment will be paid to Xx. Xxxxxxx as soon as administratively feasible after July 1, 2007, but no later than July 31, 2007.
Sample 1
Tax and Financial Planning Services. For each calendar year during the term of this Agreement, the Company will pay or reimburse Xx. Xxxxx for the payment of costs incurred for tax return preparation, including any United States, state, or local returns, as well as for professional estate and financial planning services, subject to a maximum annual amount of $15,000.
Sample 1
Tax and Financial Planning Services. For the 2020 and 2021 tax years (or longer if required by French law), the Executive shall be entitled to tax consulting and preparation services at no cost to the Executive on substantially the same basis as such were previously provided to him during his employment with the Company. Financial planning services currently provided by Otis through AYCO shall be continued at no cost to Executive through September 30, 2020. 10)
Sample 1

Related to Tax and Financial Planning Services

  • Financial Planning Services The Executive shall receive financial planning services, on an in-kind basis, for a period of eighteen (18) months following the Date of Termination. Such financial planning services shall include expert financial and legal resources to assist the Executive with financial planning needs and shall be limited to (i) current investment portfolio management, (ii) tax planning, (iii) tax return preparation, and (iv) estate planning advice and document preparation (including xxxxx and trusts); provided, however, that the Company shall provide such financial planning services during any taxable year of the Executive only to the extent the cost to the Company for such taxable year does not exceed $25,000. The Company shall provide such financial planning services through a financial planner selected by the Company, and shall pay the fees for such financial planning services. The financial planning services provided during any taxable year of the Executive shall not affect the financial planning services provided in any other taxable year of the Executive. The Executive’s right to financial planning services shall not be subject to liquidation or exchange for any other benefit. Such financial planning services shall be provided in a manner that complies with Treasury Regulation Section 1.409A-3(i)(1)(iv).

  • Financial Planning The Employer will provide, or cause to be provided, continued access, for the remainder of the calendar year in which the Covered Termination occurs or for 60 days (if greater), to the financial planning services available to executive employees at the time of the Covered Termination.

  • Annual Business Plan and Financial Projections As soon as practicable and in any event within ninety (90) days after the beginning of each Fiscal Year, a business plan of the Borrower and its Subsidiaries for such Fiscal Year, such plan to be prepared in accordance with GAAP and to include, on a quarterly basis, the following: a projected income statement, statement of cash flows and balance sheet and a statement containing the volume and price assumptions by product line used in preparing the business plan, accompanied by a certificate from a Responsible Officer of the Borrower to the effect that, to the best of such officer’s knowledge, such projections are good faith estimates (utilizing assumptions believed to be reasonable) of the financial condition and operations of the Borrower and its Subsidiaries for such Fiscal Year.

  • Financial, Accounting, and Administrative Services The Manager shall maintain the existence and records of the Corporation; maintain the registrations and qualifications of Fund Shares under federal and state law; monitor the financial, accounting, and administrative functions of the Fund; maintain liaison with the various agents employed by the Corporation (including the Corporation’s transfer agent, custodian, independent accountants and legal counsel) and assist in the coordination of their activities on behalf of the Fund.

  • Transition Planning 28 4.5. Control of Other Party's Business . . . . . . . . . 28

  • Tax Accounting Services (1) Maintain accounting records for the investment portfolio of the Fund to support the tax reporting required for “regulated investment companies” under the Internal Revenue Code of 1986, as amended (the “Code”).

  • Additional Accounting Services Ultimus shall also perform the following additional accounting services for each Portfolio:

  • Training Services Fiserv shall provide training, training aids, user manuals, and other documentation for Client's use as Fiserv finds necessary to enable Client personnel to become familiar with Fiserv Services. If requested by Client, classroom training in the use and operation of Fiserv Services will be provided at a training facility designated by Fiserv. All such training aids and manuals remain Fiserv's property.

  • Accounting Services The Manager will provide all accounting services customarily required by investment companies, in accordance with the requirements of applicable laws, rules and regulations and with the policies and practices of each Series as communicated to the Manager from time to time, including, but not limited to, the following:

  • Fund Valuation and Financial Reporting Services (1) Account for Fund share purchases, sales, exchanges, transfers, dividend reinvestments, and other Fund share activity as reported by the Fund’s transfer agent on a timely basis.

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