Investment Management

Critical projects done right – and on time.

Investment_ManagementWe have an in-depth understanding of the tax compliance needs of firms with complex financial products and alternative investments.  We provide federal, state and local income tax compliance and consulting services (including related accounting support) for domestic and foreign investment funds with foreign investors and worldwide investments.  We also provide year-round tax and accounting support for hundreds of  related special purpose entities including joint ventures, blocker corps, carried interest entities and other similar enterprises.  We work closely with our clients’ internal personnel and other advisors to ensure their accounting and tax needs are met in a prompt, accurate, and cost effective manner.

We regularly provide support for proposed transactions with analysis, research, and practical advice.  When detailed technical analysis is required, our experienced and well-trained professionals are ready and able to help.

Following are examples of some of the services we have provided to our investment management clients:

  • Analyze tax treatment of distressed investments in securities and real estate through restructuring and disposition
  • Provide accounting and tax services for hundreds of lower tier entities
  • Income tax planning and compliance for blocker corporations with multi-state activities
  • Provide tax calculations to taxable investors with separate accounts
  • Confidential accounting and tax support for employee partnerships
  • Handling revenue agent examinations and responding to notices and other inquiries
  • Reporting and withholding for foreign investors
  • Check-the-box elections and U.S. reporting of foreign entities