Tax & Consulting Services

 

Tax Services Include:

  • Preparation federal and state investor K-1s
  • Preparation fund level federal and state returns
  • Preparation of annual tax estimates
  • Foreign withholding on US income
  • Tax consulting with respect to fund structure and transactions
  • Individual and estate tax compliance

Consulting Service Areas:

  • Fund structure
  • Investor allocations
  • Performance reporting
  • Anti Money Laundering (AML) & Know Your Client (KYC)
  • Fund liquidation / wind up