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Services for Funds & Partnerships

The United States remains a favorite location for international investors. With its extremely complex tax system, investment returns can be seriously reduced with poor tax planning or a lack of understanding of the “ins and outs” of the unwieldy US Internal Revenue Code. For the US investors who wish to venture into the international markets, the US tax system has hidden obstacles around every corner which can catch the uninitiated unaware and often at a great cost.

We have a dedicated team of fund-focused tax professionals and assist investment fund clients in maximizing after-tax cash flows, help tailor their structures for operational efficiency, and ensure a clean exit.

With the continuing statutory and regulatory changes, the rising cost of compliance is an increasingly important consideration for fund administration. We offer clients a fee-sensitive US tax compliance solution while ensuring they meet all fund reporting requirements.

Whether you are looking to establish a new fund, raise new capital, satisfy compliance reporting requirements, or plan an exit, we can proactively help you with a personalized service at every stage of a fund’s lifecycle. Note: we do NOT provide legal services in setting up the Fund.

We work with many different types of funds including:

  • Private Equity Funds
  • Venture Capital Funds
  • Hedge Funds
  • Real Estate Funds

Advisory:

  • Structuring the Investment (Equity vs. Debt)
  • Exit Strategy
  • Limitations on Attributes (deductibility of losses)
  • Buy-Side Due Diligence (tax exposures)
  • Assisting the Fund with its obligations under FATCA & CRS (see also FATCA)

Compliance:

  • Federal and state tax returns
  • K-1 preparation and distribution
  • Passive Foreign Investment Company (PFIC) Annual Information Statements
    and related shareholder allocations, Form 8621
  • Foreign Corporations, Form 5471
  • Foreign Partnerships, Form 8865
  • Foreign Disregarded Entities, Form 8858

Download our brochure for Funds

Did you Know?

  • Fact Seven

    Thanks to FATCA banks must disclose their American account holders to the IRS or local tax authority.
  • Fact Six

    The IRS is actively looking for non compliant US persons.
  • Fact Five

    It takes an average of 16 hours to do IRS Form 1040.
  • Fact Four

    There are over 500 IRS tax forms.
  • Fact Three

    Since 1916, illegal income has been taxable.
  • Fact Two

    US persons must file tax
    returns no matter where they live and work.
  • Text One

    7 million Americans abroad
    only 500,000 compliant