Tax Services
Tax Preparation:
- Your tax team will be managed by a CPA who has extensive experience in the financial services industry.
- We will prepare your federal and state partnership tax returns, including K-1's, on a timely basis.
- In most cases we complete your returns and have your K-1's delivered to your partners by March 15th for calendar year tax
filers.
Tax Allocations:
- We complete your tax allocations using aggregate methods approved by IRS regulations.
- We update your tax allocations throughout the year and can provide you with preliminary tax estimates when requested.
- We have experience dealing with special tax allocations related to withdrawing partners, contributions and distributions of
securities, incentive reallocations, deferred incentive fees, and other special situations.
Specific Tax Issues / Tax Efficiency:
- You will have access to an experienced tax professional to help you understand specific tax issues when they arise.
- We take pride in helping you with the tax planning process and will be available to discuss your options before and after
significant tax transactions.
- We have extensive experience dealing with tax issues related to numerous investment and trading strategies.
- We can help you to develop strategies to maximize the tax efficiency of your investment results.
Other Services:
- Tax preparation for your general partner and management company entities
- Preparation of individual tax returns for hedge fund managers
- Help with the year-end tax planning process
