Year-End Tax Planning Considerations for Investment Fund Management Companies and Their Principals

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Article Excerpt:
With the ever-increasing demands placed on hedge fund and private equity principals and executives — including raising capital, managing portfolio(s), dealing with regulators, etc. — it is not uncommon for personal income and estate tax planning opportunities to be overlooked. These lost opportunities can occur throughout the life cycle of the entity, but at inception or launch of the fund the problem is particularly acute. The unique interplay between management companies and their principals and executives gives rise to significant year-end income and estate tax planning opportunities. In this article, we will explore several of those opportunities — some of which may be familiar to you, and some which may not.