Private equity managers face unique tax issues as they work to obtain the best possible investment returns for themselves and their investors. We understand and know how to deal with those issues.

Logo-Bullet Ownership Structures

TaxGroup is experienced in structuring equity investment vehicles. We are knowledgeable in the various techniques of structuring those vehicles, including administering tiered ownership interests. We advise on and assist in the implementation of carried interests and other management ownership structures. We are adept in analysis of distributions, including tiered distributions and leveraged distributions.

In addition, we understand that private equity firms must provide tax reporting to their investors in a way that satisfies both the investors and the government. We are experienced in tax investor reporting, including withholding and exemptions from withholding for foreign investors and reporting for various types of carried interests.