Why Entity Choice Still Determines Long Term Tax Outcomes for Fund Managers

Why Entity Choice Still Determines Long Term Tax Outcomes for Fund Managers

Entity choice shapes long term tax outcomes for fund managers. Learn how private equity entity structure, income classification, and strategic planning affect fund performance.

Why Strategic Tax Planning Is a Moral and Economic Responsibility for Fund Managers

Why Strategic Tax Planning Is a Moral and Economic Responsibility for Fund Managers

Strategic tax planning for fund managers requires intentional structure, disciplined execution, and proactive private equity tax planning supported by the right advisory approach.

Beyond the Headlines: How Fund Managers Should Respond to the One Big Beautiful Bill

Beyond the Headlines: How Fund Managers Should Respond to the One Big Beautiful Bill

A strategic analysis of the One Big Beautiful Bill for fund managers. Learn how policy shifts affect fund structure, private equity tax planning, and long-term investor outcomes.

Tax Is Stacked, Real Estate CPA Explains Tax Strategy and Clean Books

Tax Is Stacked, Real Estate CPA Explains Tax Strategy and Clean Books

CPA and fractional CFO James Bohan explains how tax strategy, clean accounting, and real estate operations combine to build long term wealth for investors and operators.

The Cost of Waiting: Why Fund Managers Lose Millions in Compounding Savings

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

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.