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Evolution of the K-1 process for alternative investment funds

Author

Listed:
  • Abraham, Miriam
  • Wiley, Crystal
  • Helton, Rusty
  • Friedenberg, Kara

Abstract

The tax process in the alternatives and private equity world has changed dramatically over the past few years. Common trends getting increased attention are investor transparency, reporting volume and complexity, and legislative, regulatory and enforcement changes, all of which place additional burdens on fund tax departments. In order to ease this burden, tax compliance should be part of the year-round process instead of an end-of-year project. This paper will explore and provide practical ideas on how to streamline the tax process, including topics on risk management, collaboration and monitoring, data management and collection, and other investor considerations.

Suggested Citation

  • Abraham, Miriam & Wiley, Crystal & Helton, Rusty & Friedenberg, Kara, 2012. "Evolution of the K-1 process for alternative investment funds," Journal of Securities Operations & Custody, Henry Stewart Publications, vol. 5(2), pages 150-158, July.
    • Handle: RePEc:aza:jsoc00:y:2012:v:5:i:2:p:150-158
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    More about this item

    Keywords

    K-1 preparation; risk management; compliance; alternative investments; data management;
    All these keywords.

    JEL classification:

    • G2 - Financial Economics - - Financial Institutions and Services
    • E5 - Macroeconomics and Monetary Economics - - Monetary Policy, Central Banking, and the Supply of Money and Credit
    • K22 - Law and Economics - - Regulation and Business Law - - - Business and Securities Law

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