Skip to main content

Private Equity

On November 7th, 2024, the IRS released Form 15620 as the standardized form for taxpayers making the Section 83(b) election. This election allows taxpayers to pay taxes on the fair market value (FMV) of certain property, such as restricted stock and options, received in connection with the ...

When determining their tax reporting and compliance requirements, there are many factors that private equity firms must consider. Private equity firms are setup as tiered structures, generally with four levels: the portfolio investment level, the investor level, the fund level, and the fund manager ...