Taxation of Investment Funds, Investment Fund Managers, Stock Market Traders

Our tax practice possesses significant expertise in multiple areas of taxation of investment funds, managers, and investors, including advising clients with respect to the tax aspects of fund incubation and formation and the qualifications for regulated investment company status. We provide advice with respect to tax consequences of fund investments, including structured financial products and complex off-shore legal arrangements. We advise fund and investor clients with respect to taxable U.S. presence and U.S. tax reporting requirements. We advise investment funds and managers with respect to tax aspects of fund manager’s compensation.