The Hidden State Tax Trap at Disposition
State taxes can blindside fund managers after a sale. Without planning, GPs risk clawing back investor distributions or absorbing six-figure bills themselves.
Outsized Depreciation Allocations: The GP Advantage
When structured correctly, GPs can capture far more depreciation than their co-invest. Here’s how outsized allocations work, why LPs benefit too, and why most CPAs miss it.
How Fund Managers Can Turn Debt Fund Income Into Tax-Efficient Passive Income
Most debt funds generate portfolio income that’s heavily taxed. With the right structure, fund managers can reclassify it as passive income and create powerful tax advantages.
The $300K Mistake and What It Means for Fund Managers
Fund managers lose six figures every year to missed elections and poor structuring. Here’s how a $300K mistake happened — and how to avoid it before year-end.
The Cost of a Box-Checker CPA for Fund Managers
Box-checker CPAs cost fund managers more than fees. They miss structuring opportunities, depreciation allocations, and state tax traps. Here’s what you need to know before year-end.
Taxes Are the Biggest Expense Fund Managers Overlook
Fund managers focus on raising capital and cutting fees, but ignore their biggest expense: taxes. Here’s why most overpay the IRS and what you can do before year-end.
⚡ Site Built with BAMF Technology ⚡