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Understand the key differences between state withholding and composite filing before making a decision for your fund's limited partners.
PodcastStay ahead of 2025 regulatory and tax changes affecting private fund advisers, including SEC priorities, the CTA and tax planning.
Executive ResourceWhen a small to medium-sized business owner exits a company, the factors they need to ponder are varied and complex. Here’s an overview of those considerations.
Management fee waivers and cashless contributions offer tax efficiencies for fund managers, but planning is essential to avoid compliance risks.
Investment funds face complex state compliance challenges, including withholding obligations, pass-through taxes and multistate filing 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.
Learn about rollovers in business transactions and gain insights on their significance and tax implications.
Discover the key benefits and potential pitfalls of qualified small business stock (QSBS) in this essential guide for those navigating the QSBS landscape.
Whether you are a buyer or a seller, we can help you model the tax consequences of a transaction & determine the impact of making a Section 338(h)(10) election for an acquisition.