Tax analysis of fund structures
Review of private placement memorandum
Investor reporting forms
Onshore and offshore tax returns for funds, GPs, and investment managers
Compliance for foreign funds and investors
Compliance with Foreign Account Tax Compliance Act (FATCA), Common Reporting Standard (CRS) and Automatic Exchange of Information (AEOI)
Tax notices and tax authority audits
Tax allocations
Waterfall calculations
Funds and their portfolio companies turn to us to creatively address a wide range of issues, including tax structuring and due diligence, transaction planning, compliance, and IPO readiness.
We frequently help U.S. and foreign hedge funds mitigate risk, gain tax advantages, and elevate their operational efficiency.
Tax analysis of fund structuring
Review of private placement memorandum
Preparation of K-1s for investors
Preparation of partnership income tax returns
Analysis of income for asset classification
Annual trader vs. investor analysis
Trader vs. investor deduction planning
Unrelated business taxable income calculations
Partner tax allocations under IRC Section 704
Foreign investment compliance
Wash sale, constructive sale, and straddle rule compliance
