Posts tagged as:

hedge fund tax

Fund Appreciation Rights

December 6, 2009

Alternative Hedge Fund Compensation Structure
At the very beginning of this year there was much discussion about the hedge fund compensation structure in light of the horrible returns from 2008.  Many funds lost money but managers aren’t typically subject to the same types of clawback provisions as private equity fund managers.  Additionally some funds had to [...]

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Hedge Funds, the Secondary Market and PTP Issues

December 4, 2009

Secondary Hedge Fund Market Poses Issues for Fund Managers
Recently there have been a number of groups springing up to provide a secondary hedge fund market.  While such platforms provide investors with a potential avenue to get out of their illiquid investment (the investment in the fund may be illiquid for a number of reasons including [...]

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Proposition Q and Hedge Funds

October 26, 2009

San Francisco Tax Law Could Affect Hedge Fund Managers
A little known tax law which was passed last year by San Francisco voters may create some harsh consequences for hedge fund managers based in The City by the Bay.  The following article was contributed by Karl Cole-Frieman of Cole-Frieman & Beugelmans.
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San Francisco’s Proposition Q and its [...]

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Hedge Fund Carried Interest Tax Increase?

April 8, 2009

Legislation Introduced to Eliminate Carried Interest “Loophole”
As we are all well aware, the partnership structure of hedge funds allows the management companies of these funds to receive an “allocation” of the fund’s income.  Under general partnership taxation principles, this allocation is taxed to the management company (and the other investors in the hedge fund) according [...]

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Hedge Fund Taxes May Increase under Obama

February 23, 2009

Obama to Propos Taxing Hedge Fund Carried Interest
Groups such as the New York Times and Daily Finance are reporting that Obama’s proposed fiscal 2010 budget, which will be released tomorrow, will include provisions which will increase taxes for hedge fund managers (and private equity fund managers).   Such a provision would likely be written to provide [...]

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Revising Hedge Fund Offering Documents

January 16, 2009

It is very important that hedge fund managers always provide potential investors with hedge fund offering documents which are current and up to date.* Because of certain changes to the various hedge fund laws within the past few months (and because of the increased likelihood of future rules/regulations changes) a hedge fund private placement [...]

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IRC Subchapter K - Partners and Partnerships

January 14, 2009

Below is Subchapter K of the Internal Revenue Code.  Most hedge funds are taxed as partnerships and we discuss some of these provisions from time to time on this website.  Please let us know if you have any questions on hedge fund tax or if you would like to start a hedge fund. 

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