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💰️ Tax Structuring for Tax-Exempt Investors
Feb 14, 2025

💰️ Tax Structuring for Tax-Exempt Investors

Strategies for Unrelated Business Tax Income (UBTI)

Michael Huseby
Adam Krotman
Michael Huseby, +1
🛠️ Offshore Parallel Offerings, Part 2
Feb 07, 2025

🛠️ Offshore Parallel Offerings, Part 2

Pros and cons of raising capital via Luxembourg, Cayman Islands, and Ireland

Michael Huseby
Philip Wiseman
Michael Huseby, +1
🛠️ Offshore Parallel Offerings, Part 1
Jan 31, 2025

🛠️ Offshore Parallel Offerings, Part 1

Why Form a Fund in a Non-US Jurisdiction?

Michael Huseby
Philip Wiseman
Michael Huseby, +1
🛠️ Starter Guide for Fund/Syndication Managers
Jan 24, 2025

🛠️ Starter Guide for Fund/Syndication Managers

A recap of our how-to articles of 2024 (and early 2025)

Michael Huseby
Michael Huseby
⚖️ 506(b): Who can you raise money from?
Jan 17, 2025

⚖️ 506(b): Who can you raise money from?

How to Comply with the “Pre-existing, Substantive Relationship” Test

Michael Huseby
Chris Schuering
Michael Huseby, +1
🛠️ The LP Punchlist
Jan 10, 2025

🛠️ The LP Punchlist

5 Things Every Limited Partner Must Know About Investment Funds and Syndications

Michael Huseby
Michael Huseby
⚖️ Corporate Transparency Act: Compliance and Updates
Dec 27, 2024

⚖️ Corporate Transparency Act: Compliance and Updates

Key Deadlines, Recent Developments, and Steps to Prepare for CTA Reporting

Michael Huseby
Michael Huseby
💰️ Investment Fund Tax Planning, Part 3: Simple US Fund Structure
Dec 20, 2024

💰️ Investment Fund Tax Planning, Part 3: Simple US Fund Structure

A typical setup for US funds with US investors and investments

Michael Huseby
Adam Krotman
Michael Huseby, +1
💰️ Investment Fund Tax Planning, Part 2: Pass-Throughs vs. C-Corps
Dec 13, 2024

💰️ Investment Fund Tax Planning, Part 2: Pass-Throughs vs. C-Corps

The two most common tax classifications in investment funds and syndications

Michael Huseby
Adam Krotman
Michael Huseby, +1
💰️ Investment Fund Tax Planning, Part 1: The Foundation
Dec 06, 2024

💰️ Investment Fund Tax Planning, Part 1: The Foundation

Reasons to care about tax, types of tax applicable to funds, and factors affecting tax structure

Michael Huseby
Adam Krotman
Michael Huseby, +1
🛠️ How to Hold the "Initial Closing" of Your Fund or Syndication
Nov 29, 2024

🛠️ How to Hold the "Initial Closing" of Your Fund or Syndication

What to do before taking your investors' money.

Michael Huseby
Michael Huseby
🛠️ What happens if someone joins an investment fund late?
Nov 22, 2024

🛠️ What happens if someone joins an investment fund late?

A review of equalization payments, interest charges, and management fees

Michael Huseby
Michael Huseby
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Your friendly guide to investment funds and SPVs.

Fundamentals

Your friendly guide to investment funds and SPVs.

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