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US Emerging Manager Institute

GOLD SPONSOR:
Andersen

About

Andersen is built for the fund space.

 

Alternative investment funds demand bespoke tax solutions that are meticulously crafted to address their distinct strategies and challenges. Drawing on our deep expertise, we tailor our services to the individual nuances of each fund, ensuring optimal tax efficiency while aligning with evolving investment strategies.

Andersen provides a wide range of tax, valuation, financial advisory, and related consulting services to individuals, families, businesses, and funds. As an independent advisory firm unaffiliated with auditing, Andersen provides comprehensive tax and advisory solutions without restriction. Combining the global scale and expertise of a multinational firm with the personalized attention of a local boutique, Andersen delivers tailored solutions that meet each client’s unique needs.

 

With experience that ranges across venture capital funds, private equity funds, hedge funds, real estate funds, fund of funds, family partnerships, and distressed assets. Andersen’s comprehensive, practical approach focuses on the funds, their investments, and investors, as well as their general partners, assisting them in planning for and making decisions that will help them achieve their goals on a tax-efficient basis.

 

Our integrated solutions include:

·         Fund Formation & Structuring

·         Tax Compliance & Operations

·         U.S. International Tax

·         State & Local Tax

·         Transaction Advisory

·         Tax Controversy

·         Valuation

·         Private & Outsourced Accounting

·         Credits & Incentives

·         Compensation & Benefits

·         Private Wealth

·         Tax & Financial Modeling

Services for Emerging Managers

Maintenance of schedule of partners’ capital
Computation of capital calls and preparation of capital call notices
Allocation of partnership net income (loss) to partners, management fees, and other expenses
Accounting for distributions and preparing distribution notices, including calculation of carry and investments in portfolio companies
Valuing a wide array of tangible assets, intangible assets, and liabilities
Quarterly financial reporting to partners
Issues associated with hot assets and other potential tax consequences of selling an interest in a partnership

Contact

John Griffin, Managing Director

john.griffin@Andersen.com