Tax Compliance

For Alternative Investment Funds

Initial fund structuring aimed at minimizing overall tax exposure of the fund and its investors; tax due diligence services; federal, state and international tax reporting, including preparation of Forms K-1s and 1099s; partner tax allocations; obtaining and maintaining W-8BEN, W-9, and W-IMY forms, as appropriate; preparation of PFIC (passive foreign investment company); reporting FBAR (Report of Foreign Bank and Financial Accounts) nonresident state withholding requirements; annual/quarterly tax projections; responding to taxing authority inquiries; tax audit representation; cost segregation studies; facilitate the structuring of like-kind exchanges; and ongoing federal, state and international tax consulting services

For Managers and General Partners

Initial company structuring; federal, state and international tax reporting for the company and its owners, including preparation of Forms K1s and 1099s; owner compensation and benefit consulting; annual/quarterly tax projections and estimated tax payment requirements; responding to notices from taxing authorities; tax audit representation; wealth transfer and succession tax planning; and ongoing tax consulting services