Meghan Matthews
Partner, Tax - Financial Services
Featured
Featured
Featured
Insights & Resources
Learn about the Net Investment Income Tax (NIIT) and how it impacts investors. We explore key considerations that may help minimize tax liability.
Zach Anderson and Meghan Matthews discuss how investment fund blockers help foreign and tax-exempt investors with tax obligations and fund operations.
Investment funds face complex state compliance challenges, including withholding obligations, pass-through taxes and multistate filing requirements.
Understand how the TCJA’s suspension of miscellaneous deductions impacts the deductibility of portfolio expenses for fund managers and investors.