Tax Compliance and Advisory (U.S.)

IQ-EQ has a highly experienced tax team that provides a quality of service unmatched in the industry and at a competitive cost compared to the larger accounting firms. Our team has developed a unique insight into the complicated world of tax compliance for alternative investment managers. We provide assistance and advice on a multitude of complex issues that managers often face, including tax structuring, FIRPTA, ECI and UBTI issues, equity and compensation plan design, and other complicated tax issues and situations.

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Tax advisory

We provide assistance and advice on a multitude of complex issues that alternative investment managers face, including:

  • Tax structuring and entity formation
  • Compliance with federal and state tax
  • Partners’ capital roll-forward schedules
  • New entity partnership agreements/offering memoranda
  • International treaty analysis

Tax Compliance Services

  • Federal, state and local partnership and corporate tax returns
  • Schedule K-1 preparation and substitute/equivalent reporting for foreign domiciled investment funds  including new reporting requirements i.e Schedule K-2/K-3
  • Quarterly filings and estimates
  • Foreign filings
  • ASC 740 (FIN 48) reviews
  • Passive foreign investment company (PFIC) testing and reporting
  • Partnership representative services