Tax Services
Expert knowledge and service to optimize your tax strategy
The tax implications of fund structuring are of paramount importance to alternative fund general partners and investors. Our team of tax experts can help you optimize your tax strategies and minimize your tax burden, enabling you to deliver added value and high-quality service to your investors. Our people have a passion for tax, a drive for new thinking, and a commitment to providing excellent client service at every turn.
Comprehensive Tax Services and Support
From analysis, strategy and planning to thorough, accurate and timely tax filings, our specialists provide proactive tax services across each entity, including:
- Preparation of federal and state Schedule K-1 reporting for investors
- Preparation of K-1 Equivalents and PFIC statements for non-US domiciled funds
- Preparation of federal, state and local partnership income tax returns
- Preparation of Foreign Partnership, Blocker Corporations and REIT returns
- Preparation and compliance of foreign investments
- US tax reporting and compliance for foreign investors (FATCA, CRS)
- Annual trader vs investor analysis
- Review of partnership agreements and private placement memoranda tax sections
- Reliable Partnership tax allocations
In addition, we provide specialized tax services tailored to the requirements of each fund type:
Private Equity
- Analysis of waterfall distributions for tax allocation purposes
- Qualified Small Business Stock (Section 1202) analysis
- Management fee waivers and reallocations
Hedge Funds
- Aggregate, layering or financial income allocation methods for realized gains
- Qualified dividend analysis and adjustments
- Analysis and adjustment for book-to-tax differences such as wash sales, short dividend expense, straddles, constructive sales, foreign currency transactions, open covers and mark-to-market rules