OUR TAX SERVICES FOR PRIVATE EQUITY AND VENTURE CAPITAL FUNDS INCLUDE:
Tax analysis of fund structuring, including master-feeder, side-by-side, splitters and blocker corporations Review of private placement memorandum (PPM/OM/LPA) tax sections for compliance and tax efficiencies Preparation of investor reporting forms such as Schedule K-1’s, K-3’s, 8805’s, 1042’s, etc. Preparation of onshore and offshore partnership and corporate income tax returns for the fund, general partner and investment manager
Preparation and U.S. compliance for multi-country foreign investment funds located in jurisdictions such as Luxembourg, United Kingdom, Cayman Islands, Bermuda, Ireland, etc. U.S. tax reporting and compliance for foreign investors including FDAP withholding based on U.S. tax treaties and effectively connected income
Calculation of withholding of state income taxes
Compliance with Foreign Account Tax Compliance Act (FATCA), Common Reporting Standard (CRS) and Automatic Exchange of Information (AEOI), including withholding statements and validations of U.S. tax certifications Respond to federal and state tax notices and provide assistance by working with the relevant tax authorities on behalf of our clients to resolve any issues in a timely and efficient manner
Calculation of unrelated business taxable income
Complex and plain vanilla tax allocations including IRC Section 704, 754, 743, 965, book-ups/-downs Waterfall calculations including hypothetical liquidation or historical targeted capital
CONTACT INFORMATION
Matthew John McNally
Zaid Butt
Jarrod Galassi Senior Manager
Managing Partner
Director
D 646-539-2371 mmcnally@evolvedtax.com
D 646-539-2372 zbutt@evolvedtax.com
D 646-539-2373 jgalassi@evolvedtax.com
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