Tax Services
We work to minimize your tax liabilities and to help you successfully navigate through complicated federal and state tax laws, regulations and issues.
Tax Return Coordination and Preparation
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Prepare federal and state tax returns for private equity partnerships and private equity of funds, including those that have elected to be taxed as foreign or domestic corporations
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Prepare:
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Partners' Share of Income, Deductions, Credits, etc. (Schedule K-1 - Form 1065)
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Annual Withholding Tax Return for U.S. Source Income of Foreign Persons (Form 1042) and Foreign Person's U.S. Source Income Subject to Withholding (Form 1042-S)
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Foreign Partner's Information Statement of Section 1446 Withholding Tax (Form 8805)
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Foreign Bank Account Report (FinCEN 114)
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State income tax withholding calculations and required forms for compliance
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Investor tax booklets
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Forms 1099
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Provide technical tax support
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Provide tax audit support and correspondence
Tax Consulting
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Answer tax-related investor inquiries
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Coordinate Forms W-8 and W-9 compliance and assess FATCA compliance
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Calculate and track tax basis of investments and flow-through entity tax basis
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Maintain individual partners' 704(b) and tax capital accounts
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Advise on fund setup and entity structuring
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Advise on the tax implications associated with investor or fund level transfers or mergers, including identifying FIRPTA transactions
