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el tratamiento fiscal de la inversion mobiliaria

English translation: tax treatment of investments


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GLOSSARY ENTRY (DERIVED FROM QUESTION BELOW)
Spanish term or phrase:el tratamiento fiscal de la inversion mobiliaria
English translation:tax treatment of investments
Entered by: Andy Watkinson
Options:
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10:57 Jun 12, 2008
Spanish to English translations [PRO]
Bus/Financial - Finance (general)
Spanish term or phrase: el tratamiento fiscal de la inversion mobiliaria
The piece is discussing a heavy drop in the Madrid Index in 1990 partly due to the Gulf Crisis and also to the effects of the following:

No cabe duda que 1990 ha sido un ano dificil y no solo por la crisis del Golfo, hay que citar como factores negativos los alto tipos de interes, el tratamiento fiscal de la inversion mobiliaria, la desaceleracion economica...

'Tax management, treatment of real estate investment'? Or does it refer to 'changes' in taxation?
Many thanks
Cindy Robinson
United Kingdom
Local time: 06:08
tax treatment of investments
Explanation:
Hi,

"Inversión inmobiliaria" is "real estate investment"
"Inversión mobiliaria" is investment in securities, equities, fixed income...etc...i.e. financial instruments, NOT real estate.

The term for "tratamiento" is not management (this would refer to how the investors "manage" their tax affairs)

The correct term is "treatment", i.e. how the tax authorities treat the investments.

For example:
Waddell & Reed - Investment Planning- [ Traducir esta página ]Tax treatment of investments The way an investment is taxed can influence its suitability for your portfolio. There are three primary tax treatments for ...
www.waddell.com/jsp/index.jsp?top=1&side=1&inner=2&subinner...


Andy
Selected response from:

Andy Watkinson
Spain
Local time: 07:08
Grading comment
Thank you very much. It was a last minute post on a piece I thought I'd finished and wanted to check 'tax treatment' and whether it was a real term or not and thank goodness I did. It helped to recognise what I'd taken for granted. I hadn't noticed the 'mobiliaria' part. Thanks to everyone.
4 KudoZ points were awarded for this answer



Summary of answers provided
5 +2tax treatment of real estate investment
María T. Vargas
4 +2tax treatment of equity investment
John Milan
4 +1tax treatment of investments
Andy Watkinson
4tax code regulations governing real estate investments
andres-larsen
4tax management of non-fixed asset investments
Jenny Moussabel
4'Tax management of real estate investmentdominirosa
3the tax status of real estate investments
Laura Rodriguez


Discussion entries: 3





  

Answers


28 mins   confidence: Answerer confidence 4/5Answerer confidence 4/5
'Tax management of real estate investment


Explanation:
management me parece mas adecuado.

dominirosa
Native speaker of: Native in SpanishSpanish
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1 hr   confidence: Answerer confidence 4/5Answerer confidence 4/5
tax management of non-fixed asset investments


Explanation:
"inversión mobiliaria" has been translated on a previous kudoz thread.

--------------------------------------------------
Note added at 2 hrs (2008-06-12 13:07:55 GMT)
--------------------------------------------------

Sorry, should be "investment" in the singular!


    Reference: http://www.proz.com/kudoz/spanish_to_english/finance_general...
Jenny Moussabel
United Kingdom
Local time: 06:08
Native speaker of: English
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2 hrs   confidence: Answerer confidence 4/5Answerer confidence 4/5 peer agreement (net): +1
tax treatment of investments


Explanation:
Hi,

"Inversión inmobiliaria" is "real estate investment"
"Inversión mobiliaria" is investment in securities, equities, fixed income...etc...i.e. financial instruments, NOT real estate.

The term for "tratamiento" is not management (this would refer to how the investors "manage" their tax affairs)

The correct term is "treatment", i.e. how the tax authorities treat the investments.

For example:
Waddell & Reed - Investment Planning- [ Traducir esta página ]Tax treatment of investments The way an investment is taxed can influence its suitability for your portfolio. There are three primary tax treatments for ...
www.waddell.com/jsp/index.jsp?top=1&side=1&inner=2&subinner...


Andy

Andy Watkinson
Spain
Local time: 07:08
Specializes in field
Native speaker of: Native in EnglishEnglish
PRO pts in category: 64
Grading comment
Thank you very much. It was a last minute post on a piece I thought I'd finished and wanted to check 'tax treatment' and whether it was a real term or not and thank goodness I did. It helped to recognise what I'd taken for granted. I hadn't noticed the 'mobiliaria' part. Thanks to everyone.

Peer comments on this answer (and responses from the answerer)
agree  Álida Gándara
43 mins
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3 hrs   confidence: Answerer confidence 3/5Answerer confidence 3/5
the tax status of real estate investments


Explanation:
Creo que se refiere a cómo se aplicaban los impuestos sobre estos bienes en esa época.

Laura Rodriguez
Local time: 07:08
Native speaker of: Native in GalicianGalician, Native in SpanishSpanish
Login to enter a peer comment (or grade)

3 hrs   confidence: Answerer confidence 4/5Answerer confidence 4/5 peer agreement (net): +2
tax treatment of equity investment


Explanation:
In this case, "mobiliaria" is referring to equity (as opposed to fixed income), both of which are financial-market investments.


    Reference: http://en.wikipedia.org/wiki/Equity_investment
John Milan
United States
Local time: 01:08
Specializes in field
Native speaker of: Native in EnglishEnglish
PRO pts in category: 8

Peer comments on this answer (and responses from the answerer)
agree  Helen Huthnance
30 mins
  -> Thanks, Helen

agree  Ana Dubra
1 hr
  -> Thanks, Ana
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3 hrs   confidence: Answerer confidence 4/5Answerer confidence 4/5
tax code regulations governing real estate investments


Explanation:
[PDF] The Tax Implications for Authorised Investment Funds Following the ...Formato de archivo: PDF/Adobe Acrobat - Versión en HTML
active in the real estate investment market. The membership reflects .... have been the combination of overly constraining regulations governing ...
www.bpf.org.uk/pdf/15711/policy109630164528451-1.pdf - Páginas similares

TPS Tax Incentives- [ Traducir esta página ]The Internal Revenue Service regulations governing the tax credits for ..... the Internal Revenue Code affect the way in which real estate investments are ...
www.cr.nps.gov/hps/tps/tax/brochure1.htm - 69k - En caché - Páginas similares

Like-Kind Exchanges Under IRC Code Section 1031- [ Traducir esta página ]This fact sheet, the 21st in the Tax Gap series, provides additional guidance to taxpayers regarding the rules and regulations governing deferred like-kind ...
www.irs.gov/newsroom/article/0,,id=179801,00.html - 22k - En caché - Páginas similares

[PDF] Federal Register /Vol. 68, No. 139/Monday, July 21, 2003/Proposed ...Formato de archivo: PDF/Adobe Acrobat - Versión en HTML
Real Estate Mortgage Investment. Conduits; Application of Section 446 ... Final regulations governing REMICs,. issued in 1992, contain rules governing ...
edocket.access.gpo.gov/2003/pdf/03-18212.pdf - Páginas similares

Banker's Glossary - American Banker- [ Traducir esta página ]real estate investment trust (REIT). A trust used to hold ownership of real property for investors. The trust structure is used to benefit from tax code ...
www.americanbanker.com/glossary.html?alpha=R - 94k - En caché - Páginas similares

Foundation Law in Greece- [ Traducir esta página ]Income from real estate rental is taxed at a rate of 10% instead of 37.5% and income from capital investments at 20% instead of 37.5%. The tax code does not ...
www.efc.be/cgi-bin/articlepublisher.pl?filename=EP-SE--P-1.... - 14k - En caché - Páginas similares

Accruit: Exclusive Provider of 1031 Like Kind Exchanges for ...- [ Traducir esta página ]Personal property or real estate assets held for investment or used in your ... the Internal Revenue Code regulations governing 1031 Like-Kind Exchanges. ...
www.accruit.com/rb/rbfaqs.html - 22k - En caché - Páginas similares

Charitable Contributions of Real Estate- [ Traducir esta página ]The regulations governing charitable remainder trusts are silent on this issue. .... TFR is an "UPREIT," an "all equity" real estate investment trust(9). ...
www.exempttaxlaw.com/CM/Articles/articles12.asp - 59k - En caché - Páginas similares

El Paso-owned and proud Jun. 8 - Jun. 14 Downtown REIT on track ...- [ Traducir esta página ]The real estate investment trust founded by members of the Paso del Norte ... Regulations governing the kinds of information a company can release during an ...
www.elpasoinc.com/showArticle.asp?articleId=931 - 28k - En caché - Páginas similares

How U.S. Financial Regulations Reduce the Time Horizons for U.S. ...- [ Traducir esta página ]To isolate capital gains, an area where the U.S. tax code is blatantly .... to third world countries, overfunding real estate, and overleveraging companies. ...
www.cato.org/pubs/regulation/reg16n4e.html - 41k - En caché - Páginas similares


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Note added at 3 hrs (2008-06-12 14:16:41 GMT)
--------------------------------------------------

I delete my suggested translation of "tratamiento fiscal de inversión mobiliaria"



andres-larsen
Venezuela
Local time: 00:38
Specializes in field
Native speaker of: Native in EnglishEnglish
PRO pts in category: 117
Login to enter a peer comment (or grade)

8 mins   confidence: Answerer confidence 5/5 peer agreement (net): +2
tax treatment of real estate investment


Explanation:
This is what the legal bilingual dictionary of Alcaraz Varo - B. Hughes says in page 1308. Good luck.

--------------------------------------------------
Note added at 3 hrs (2008-06-12 14:44:18 GMT)
--------------------------------------------------

Today is not my day. "accprdomq" should read: "according to". (My fingers are crossed after so many hours typing yesterday and today).

María T. Vargas
Spain
Local time: 07:08
Works in field
Native speaker of: Native in SpanishSpanish, Native in EnglishEnglish
PRO pts in category: 47

Peer comments on this answer (and responses from the answerer)
agree  Fabio Descalzi
2 mins
  -> Thanks, Fabio

neutral  Andy Watkinson: I agree with "treatment", but not with "real estate"
59 mins
  -> Andy, you're right I read "inmobiliaria" and it's "mobiliaria". It should be substituted by investment in movables/stocks & shares/negotiable/marketable securities (accprdomg ACV-B-Hughes)

agree  LauraCavatorta: I agree with andy
8 hrs
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Changes made by editors
Jun 13, 2008 - Changes made by Andy Watkinson:
Created KOG entryKudoZ term => KOG term
Jun 12, 2008 - Changes made by Fabio Descalzi:
LevelNon-PRO => PRO


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