2017 - End of the Road for Hedge Fund Fee Deferral?

2017 - End of the Road for Hedge Fund Fee Deferral?

Neil Winward Neil Winward

Neil Winward

Founder and CEO I Dakota Ridge Capital I Clean Energy Tax Credit Expert Helping Family Offices/HNWIs and Mid-Sized Banks Preserve and Grow Their Wealth While Saving Millions in Taxes

发布日期: 2015年11月19日
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2017 is the year when hedge fund deferral is supposed to end and all of the management fees and carried interest that are sitting offshore must be brought into the US tax net.  Could that money be redeployed in a way that mitigates immediate taxation?  We believe that with careful planning it can be.  Would love to start a conversation. What do people think?

Anthony Tuths

Leader - Digital Asset Group. Senior KPMG partner - Asset Management Tax. *** The views expressed here are my own and not that of my employer or other party ***

9 年

I believe it can be redeployed without immediate taxation. I recently spoke at the FRA Hedge Fund Effective Tax Practices event in NYC where I presented several alternatives to accomplish this result. I would love to hear your ideas as well.

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