Insights & Resources

For venture capital fund managers, understanding the Qualified Small Business Stock (QSBS) exemption presents a lucrative opportunity. Learn more in this overview.

Investment funds face complex state compliance challenges, including withholding obligations, pass-through taxes and multistate filing requirements.

Owners of management companies must often choose between S-corporations and LLCs for pass-through taxes. Here's a comparison to know the difference.

California tax rules for partnerships and LLCs are complex, with strict obligations for business structures, annual taxes and compliance requirements.

Blocker entities can help fund managers attract tax-exempt and non-U.S. investors, preserve tax profiles and navigate financial and tax reporting.

Understand how the TCJA’s suspension of miscellaneous deductions impacts the deductibility of portfolio expenses for fund managers and investors.

First-time fund managers face complex compensation and tax challenges in an LLC or LP, with key considerations necessary when approaching personal income.

Navigating the tax implications of pass-through entity investments is crucial for fund managers. Our professionals can guide you through the complexities.

To improve tax compliance, the U.S. Treasury Department proposed four changes to "modernize" the corporate and individual reporting of digital assets.

Senators Kirsten Gillibrand and Cynthia Lummis proposed the Responsible Financial Innovation Act to create a comprehensive regulatory framework for digital assets.

The Tax Cuts and Jobs Act (TCJA) eliminated a significant tax benefit for investors that are charged investment fund management fees.