Finance

This section of the report is important because it provides a big picture of how the chosen company is managing their investments in the future value of their organization through purchases and research and development. Carefully review the information you have included in your drafted section and create your video. Carefully review the information you have included in your drafted section and click on the Submit Assignment button above to create your 3-5 minute video explaining your approach to your instructor. In your 3-5 minute video address the following points. Explain what the results of your calculations say about the overall health of the company and its future value. (1 – 1.5 minutes) Describe the data points you found in the annual report that relate to the company’s capital constraints and spending trends. (1 – 1.5 minutes) Interpret the data points and explain whether or not the company is making appropriate capital expenditure allocations. (30 seconds – 1 minute) Pose any questions you have regarding the content and/or assignment so your mentor can provide you with assistance to improve your work this week. (30 seconds – 1 minute)

Please give me a history of the GST, and it’s impact on estate planning for wealthy families. I would like to write under the assumption that the left will continue to dominate American politics for the next decades. As such, the GST will go up. So in conclusion 1) A history of GST 2) GST the last two decades 3) The future of GST under the assumption that the left takes control of all branches of government. Please also discuss the Lifetime giving amount…these two issues go hand in hand.  Please feel free to let me know if you have any questions. The attached document was not very well written, but you may be able to get some ideas or sources from it.

This is a two part Essay Essay 1, Summative Assessment is divided into two Short essays of 1000 words each. Essay two is 2000. References could be more if possible.  Harvard referencing is requested.

Assessment brief 010: case study After several rounds of interview, you are successfully appointed as the CFO of the Company. The Company has enjoyed considerable success in recent years and the board of directors have decided to adopt a growth strategy by making further investment in their current production line and acquiring an existing company in their industry. As the newly appointed CFO of the Company, you are tasked to evaluate the performance of the Company and prepare a report to the board of directors with evaluation of the potential investment opportunities. The first investment under consideration is to make further investment in their current product, which needs initial investment between £40,000,000 and £50,000,000 and has a life of 10 years. The finance department appraised some other similar investments before using different investment appraisal techniques. At the same time, the Company plans to acquire another company in the same industry in the near future. However, the board of directors require more information for the potential target. You are tasked with the responsibility of identifying a potential target company and preparing a report to the board of directors justifying the choice of a target company and potential implications from mergers and acquisitions. Required: Suppose you are successfully appointed as the CFO for ONE of the listed companies below. ? The Berkeley Group Holdings plc ? InterContinental Hotels Group ? Marks & Spencer Group plc ? GlaxoSmithKline ? Burberry Group PLC ? Aviva As the newly appointed CFO of your chosen company, you are required to write a report to the senior management team – fully referenced, and address the following: 1. Evaluate financial performance: Choose FOUR categories from the list of five categories of financial ratios below and use ONE financial ratio from each category to assess the financial health of your chosen company using past 5-year financial information: a. Profitability b. Efficiency c. Liquidity d. Financial gearing e. Investment Note: Analyse your chosen financial ratios using information from financial statements. Considering word limit, please choose ONE financial ratio from FOUR different categories listed above; therefore, you should focus on four ratios in total in this part of analysis. Critical analysis of the four ratios under four categories is required for a good work. Please critically evaluate past five-year firm performance, i.e., 2015-2019, using your chosen ratios and discuss the problems and limitations of financial ratios as a tool of financial analysis before make recommendation to the board of directors. Create your own small tables, diagrams and charts in your analysis and present professionally. Financial ratios can be collected using Osiris and Fame through ARU library (https://anglia.libguides.com/az.php?a=o), annual reports or other professional resources. Compare with competitors and industry will be helpful. Suggested word: 750-850 words. 2. Investment appraisal: You plan to use NPV and IRR techniques to evaluate the project. Critically discuss NPV and IRR techniques and the implications of the investment on the Company. Risk and uncertainty in investment appraisal should be considered before you make recommendation. The discount rate is 12% for the Company (Ignore inflation and taxation). Note: Please present NPV and IRR results using small tables. You need to make decision on which investment appraisal format that you will choose. The project will be based on your chosen company, therefore, you have the flexibility to decide the project using your ESTIMATE. The investment should be around £40m to £50m, but how the money is invested would depend on the nature of the investment. Sensitivity analysis will be helpful to analyse different scenarios for the appraisal. Suggested word: 600-750 words. 3. Potential acquisition: After you identify a potential target company, you will address the following in your report to the senior management team: a. Rationale for choosing the target company b. The synergistic gain of the acquisition for the Company c. Proposed deal value and finance of the acquisition d. The potential implications of such acquisition on firm performance e. Challenges and risk assessment of the acquisition Note: Based on analyses of your chosen company, please identify a target company in the real business world. Good work will provide critical analysis of the deal, rather than provide some general discussion without in-depth analysis. Good work will also link potential implications from the deal with your chosen financial ratios discussed in the financial performance section. Suggested word: 800- 900 words. 4. Appendix: Supporting information to help the senior management team make their final decision. Present your own tables and do NOT copy and paste annual report in your appendix.

Few related articles should be referred to which were worked on the topic dematerialization of Shares – Indian Capital market and then provide the gaps or recommendations gained from the same. Please include measures and statistics wherever possible. And include a questionnaire as part of the research which should be in the Appendix. Title, abstract, an overview of research aims and explanation of its importance- 10% Identification, evaluation, and synthesis of relevant literature      – 30% Discussion and justification of research objectives/questions/hypotheses- 30% Description and justification of the research method -20% Referencing, research of literacy, quality of sources – 10%

REIT (Real Estate Investment Trust) is often publicly traded, thus would be easier to write an essay in quantitative research.

Consider preparation for an audit. Go to the American Institute of CPAs web site and find two CPAs in your state at https://www.aicpa.org/forthepublic/findacpa.html (Links to an external site.). (Select a category and enter the 3 digit code at the bottom of the page for access)For each CPA, evaluate them for the factors that reduce information risk and explain which one best meets the criteria for reducing information risk. ok just compare the cpa companies my teacher said compare the companies in the information risk of them Which one will I work the audit with 500-600 words with two cit./ref The cit./ref is the CPA company site

Your assignment is to choose one of the following companies:Best BuyGeneral MotorsBank of AmericaDo some research on your company and identify four risks they are facing. A good place to start is with the company annual report and 10-K filings. You can use SEC.gov to find this information, or another site like AnnualReport.com. The investor relations section of public companies’s websites also has information on their financial performance.For each risk please answer the following:Why is this a risk?What type of risk is it?What is the likelihood of the risk? How great is the impact?What strategy or policy does the company use to manage the risk?At the end also state any recommend changes to any of these strategies or changes to the company’s enterprise risk management approach.Using SourcesYou may refer to the course material for supporting evidence, but you must also use at least two credible outside sources and cite them using APA format. Please include a mix of both primary and secondary sources. If you use any Study.com lessons as sources, please also cite them in APA (including the lesson title and instructor’s name).Primary sources are first-hand accounts such as interviews, advertisements, speeches, company documents, statements, and press releases published by the company in question.Secondary sources come from peer-reviewed scholarly journals, such as the Journal of Management. You may use sources like JSTOR, Google Scholar, and AnnualReport.com to find articles from these journals. Secondary sources may also come from reputable websites with .gov, .edu, or .org in the domain. (Wikipedia is not a reputable source, though the sources listed in Wikipedia articles may be acceptable.)

Learning is enhanced when you take time to reflect on the process. This week, you will have a journal that asks you to discuss your thoughts in relation to the topic for the unit. Your reflection and writing will help with your understanding of the content covered.Your response to this journal should be clear, concise, and organized. The expression of information must be well written and original, with few or no errors in format and mechanics.Human services program funding fluctuates depending upon available resources. To prepare for fluctuations in financial resources, human services managers need to develop effective budgeting strategies. The Community Tool Box in your reading this week provides guidance for planning and writing an annual budget.Please respond to the following questions:1.  What are some ways to respond to a deficit in the budget at the end of the fiscal year?2.  What are some ways to prepare in advance for budget shortfalls by cutting spending or increasing revenue?Web ResourcesA.    Center for Community Health and Development, University of Kansas. (n.d.). Section 1. Planning and writing an annual budget. Community Tool Box. https://ctb.ku.edu/en/table-of-contents/finances/managing-finances/annual-budget/mainB.    Fiscal Management Associates. (n.d.). Resources. https://fmaonline.net/nonprofit-financial-management/financialresources/C.    Nonprofitworks. (2018). Budget basics.https://www.nonprofitworks.com/wp-content/uploads/2018/04/Budget_Basics.pdfD.    Nonprofitworks. (2018). Budgetplanner. https://www.nonprofitworks.com/wp-content/uploads/2018/05/Budget_Planner.pdfE.    Nonprofitworks. (2018). Sample revenue projection. https://www.nonprofitworks.com/wp-content/uploads/2018/06/Sample-Revenue_Projection.pdf

One of the tools finance professionals use to determine the rate of return an investment should provide given its level of risk is the Capital Assets Pricing Model or CAPM. For this assignment, you will create your own CAPM and apply it to find various returns on investments.PromptPart 1Please lookup the risk-free return on US Treasury Bills on December 31st 2019 and the return on the S&P 500 for 2019. Using this information, construct a CAPM graph using MS Excel or another tool of your choice. You’ll need to refer to the CAPM formula from this course for your calculations, but you can use this page to help with constructing your graph.Once your graph is complete, please copy it or take a screenshot of it and paste it into a Word doc that you can submit for this assignment.Part 2Below your CAPM graph on your Word doc, please answer the following questions:1. Using the CAPM formula, calculate the required rates of return for betas of 0.50, 1.0, 1.25 and 3.0. Show the formula filled in with the numbers you looked up. If the market return was 15% what would the required rate of return be on a stock with a beta of 0.75?2. What kind of stocks would have betas of 0.5, 1.0 and 3.0? Please describe these stocks in terms of risk in a few sentences and provide an example stock for each.Formatting & Sources Please write your paper in APA format. You may refer to the course material for supporting evidence, but you must also use 2 credible, external sources to support the data in your CAPM graph and your answers to the questions in part 2. Please cite your sources using APA format. If you use any Study.com lessons as sources, please also cite them in APA (including the lesson title and instructor’s name).If you’re having trouble finding sources from peer-reviewed scholarly journals, try resources such as the Harvard Business Review, Investopedia or Marketwatch. Secondary sources may also come from reputable websites with .gov, .edu, or .org in the domain. (Wikipedia is not a reputable source, though the sources listed in Wikipedia articles may be acceptable.)