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Funds & Asset Managers
Funds that invest in tokens, offshore entities, and early-stage companies face tax questions at the fund level and the investor level. We handle both, and we work the portfolio side when a position needs restructuring.
Focus areas
What we work on
Fund and blocker structures
Feeder, blocker, and parallel structures for investing in tokens, offshore vehicles, and operating companies.
Investor-level reporting
PFIC statements, QEF information, and the inputs investors need for their own returns.
Portfolio restructurings
Tax analysis of exchange offers, recapitalizations, and negotiated exits at portfolio companies.
Investment diligence
Tax diligence on target companies and token projects before you commit capital.
Realization and distributions
Timing and character of gains on token positions, lockups, and distributions in kind.
Blocker-level accounting
Fair value measurement, the tax provision for corporate blockers, and book-tax reconciliation for token positions.
How we help
Our practices, applied to Funds & Asset Managers
Bring us the hard question.
Tell us what you're working on. We'll tell you whether we can help, who would do the work, and what it would take.