At Jacobson Lawrence, we understand the complex tax landscape that hedge funds and private equity firms navigate. Our dedicated financial services team provides comprehensive tax solutions that help alternative investment funds minimize tax burdens, maintain regulatory compliance, and achieve their financial objectives.
With decades of experience serving the alternative investment community, our professionals possess in-depth knowledge of the unique tax challenges and opportunities facing hedge funds and private equity firms. We stay current with evolving tax legislation, accounting standards, and regulatory requirements to deliver strategic guidance that positions your fund for success.
Tax analysis of optimal fund structures (master-feeder, mini-master, side-by-side, blocker corporations)
Consultation on tax implications of partnership agreements
Review of Private Placement Memoranda (PPM), Offering Memoranda (OM), and Limited Partnership Agreements (LPA) for tax compliance and optimization
Strategic planning for initial capitalization and organizational structure
Tax-efficient entity selection for domestic and offshore investments
Preparation and filing of partnership income tax returns (Form 1065) for funds, general partners, and investment managers
Schedule K-1 preparation and reporting for investors
Multi-state tax compliance and filing
International tax reporting for foreign investors and investments
PFIC (Passive Foreign Investment Company) reporting and analysis
Quarterly and annual tax provision services
Wash sale and straddle rule compliance analysis
Carried interest planning and structuring
Section 754 basis adjustment calculations
Analysis for proper income classification under mark-to-market, Section 1256, 988, and other special rules
Tax planning for investment manager compensation
Blocker corporation structuring for tax-exempt and foreign investors
Strategic tax planning for fund wind-downs and liquidations
Tax planning for limited partners and general partners
Guidance on tax implications of investment strategies
Tax-efficient structuring for high-net-worth individuals
Family office tax planning and compliance
We focus on proactive tax planning to address concerns before they become issues, enabling you to concentrate on investment performance. Our collaborative approach ensures seamless coordination between your fund's legal counsel, administrators, and other advisors.
Our team serves a diverse portfolio of alternative investment entities, including:
Hedge funds with various strategies (long/short equity, global macro, distressed debt, quantitative trading)
Private equity funds
Venture capital funds
Fund of funds
Real estate investment funds
Family offices
Broker-dealers and investment advisors
Specialized Knowledge: Our professionals understand the intricate tax issues specific to alternative investments.
Proactive Approach: We identify tax planning opportunities that align with your investment strategies.
Regulatory Expertise: We help you navigate complex regulatory requirements while optimizing tax positions.
Personalized Service: You'll work directly with senior professionals who understand your unique needs.
Technology Solutions: We employ proprietary software tools for efficient and accurate tax analysis.
Contact our dedicated alternative investments team to schedule a consultation and learn how our tax services can enhance your fund's performance and investor satisfaction.