The Tax Battle Plan: What Fund Managers Really Need From Their CPA
Fund managers don’t need another CPA to file history. They need a battle plan: a proactive roadmap that aligns fund docs, captures GP allocations, and protects credibility.
The Cost of Waiting: Why Fund Managers Lose Millions in Compounding Savings
Every year fund managers wait to plan, they overpay the IRS and lose compounding savings. Missed elections, lost depreciation, and credibility damage all add up fast.
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.
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