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White Papers

Our collection of white papers offers in-depth insights into various tax-related topics essential for fund managers. These resources are designed to educate and inform about current best practices and strategies.

Maximizing After-Tax Returns in Fund Management

This white paper explores techniques and strategies that fund managers can employ to optimize after-tax returns. It covers various approaches to tax-efficient investing and highlights the importance of tax planning in maximizing overall fund performance.

Navigating Carried Interest in the Current Tax Landscape

Understanding carried interest and its implications in the current tax environment is crucial for fund managers. This paper delves into the nuances of carried interest taxation, discussing potential strategies for minimizing tax liabilities while ensuring compliance with evolving regulations.

International Tax Considerations for Global Funds

For funds operating across borders, understanding international tax implications is vital. This white paper outlines key considerations for global fund managers, including tax treaties, compliance requirements, and effective strategies for managing international investments.

Leveraging Private 401(k) Plans for Fund Managers

This resource examines the benefits and strategies associated with Private 401(k) Plans, specifically tailored for fund managers. It discusses how these plans can enhance tax efficiency and provide significant retirement savings opportunities for high earners.

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Alicia Smith

Please contact me to ZERO OUT my tax liabilities