U.S. Investment Partnership Taxation

Stay focused & think ahead

U.S. investment partnership taxation is one of the largest compliance obligations. Recent changes in tax laws and policies have made managing proceeds more time-consuming and expensive. Specializing in U.S. investment partnership taxation in the alternative investment vehicle space, we offer comprehensive tax compliance services. With over 10 years of expertise and knowledge in hedge fund and private equities, we are committed to helping clients deal with tax issues and reporting so clients can focus on their businesses.

 

  • Compliance:

       1065 & K1 — Preparation of K1, Federal, States and Local fund tax returns

       PFIC — Preparation of Passive Foreign Investment Corporation

       8865, 5471, 926, 8832, 1099 & 1042 — Preparation of various Forms

       FIN 48 — Computation of the potential foreign tax liability for the uncertain tax positions under the FIN 48

  • Consulting:

       Start up — Structure master & feeder for hedge funds. Set up multi-layer entities and blocker for the PE funds

       Tax Planning — Develop and tailor tax saving strategies for hedge funds and private equity

       Transfer Pricing — Transfer pricing computation of the management company

       Representation — Tax audit representation service before the IRS as well as state & local taxing authorities

  • Outsourcing:

       Tax Specialist — Offer client loan staff program to deal with special tax projects or temporary staffing issues

       Tax Director —  We understand clients have limited resources and financial constraints, but are in need of a 

                                  professional tax adviser to handle tax obligations. We offer mid-sized or start up funds tailored

                                  services of an in-house tax director at a fractional price