Services for Funds & Partnerships

The United States remains a favorite location for international investors. With its extremely complex tax system, US 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 international markets, the US tax system has hidden obstacles around every corner that can catch the uninitiated unaware and often at a great cost.

Fund advisory specialists for US Connections

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

Fee-sensitive, full service

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 funds.)

We work with many different types of funds:

• Private equity funds
• Venture capital funds
• Hedge funds
• Real estate funds

We offer a full breadth of advisory services:

• Investment structure (equity vs. debt)
• Exit strategy planning
• Limitations on attributes (deductibility of losses)
• Buy-side due diligence (tax exposures)
• Assisting the fund with its obligations under FATCA & CRS
• Partnership Representative services

We excel at US tax compliance and reporting:

• Federal and state tax returns and informational reports
• K-1 preparation and distribution
• Passive foreign investment company (PFIC) annual information statements
  and related shareholder allocations, Form 8621
• Controlled foreign corporations, Form 5471
• Foreign partnerships, Form 8865
• Foreign disregarded entities, Form 8858

Download our brochure for Funds