Tax planning and compliance

Tax planning & compliance

Rely on specialists who know alternative investment funds 

Alternative investments present a unique set of tax reporting and compliance challenges. With deep expertise in asset management and alternative investments, Crowe can help you improve your fund’s performance and reduce the risk of noncompliance. 
 
We understand the industry-specific issues that exist at the fund level and can help you address highly complex tax issues that may arise over time. 

Our services:

  • Onshore and offshore fund structuring
  • Federal, state, and local returns; Schedule K-1s and PFIC statements
  • Interim tax estimates and withholdings
  • Assistance with capital account maintenance
  • Fee-waiver considerations
  • Unrelated business taxable income (UBTI), effectively connected income (ECI), and state-sourced income analyses
  • Inbound and outbound international tax investment matters, including:
    • U.S. branch profits tax
    • U.S. withholding tax
    • Portfolio interest exemption
    • FIRPTA
    • Controlled foreign corporations
    • Passive foreign investment companies
  • FBAR reporting
  • FATCA compliance

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Contact us

The Crowe financial services tax team is made up of regulatory specialists and thought leaders who provide deep expertise in alternative investment tax issues and fund audit services. Contact us today.
Steve Lalor - social
Steve Lalor
Managing Director, Private Equity Tax Services Leader