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💰️ 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
🛠️ What Happens If an Investor Doesn't Send the Money?
Nov 15, 2024

🛠️ What Happens If an Investor Doesn't Send the Money?

The consequence of becoming a "Defaulting Partner"

Michael Huseby
Michael Huseby
🛠️ How to Call Capital From Investors
Nov 08, 2024

🛠️ How to Call Capital From Investors

The mechanics of getting money from LPs

Michael Huseby
Michael Huseby
⚖️ 5 Laws Investment Funds and Syndications Can't Ignore
Nov 01, 2024

⚖️ 5 Laws Investment Funds and Syndications Can't Ignore

Common pitfalls in the investment management industry

Michael Huseby
Kareim Oliphant
Michael Huseby, +1
🛠️ Who Do You Need on Your Investment Fund/Syndication Team?
Oct 25, 2024

🛠️ Who Do You Need on Your Investment Fund/Syndication Team?

The key players to successful fundraising and operations

Michael Huseby
Michael Huseby
🛠️ "Side Letters" in Funds and Syndications
Oct 18, 2024

🛠️ "Side Letters" in Funds and Syndications

A deep dive into the back-stage world of "side deals"

Michael Huseby
Michael Huseby
🛠️ How to Negotiate Investment Fund/Syndication Documents
Oct 11, 2024

🛠️ How to Negotiate Investment Fund/Syndication Documents

Strategies for general partners and limited partners

Michael Huseby
Michael Huseby
🛠️ 20 Key Terms in Investment Funds (and Syndications)
Oct 04, 2024

🛠️ 20 Key Terms in Investment Funds (and Syndications)

A summary of the most-negotiated deal points

Michael Huseby
Michael Huseby
🛠️ What Legal Documents Do You Need to Raise an Investment Fund?
Sep 27, 2024

🛠️ What Legal Documents Do You Need to Raise an Investment Fund?

LPAs, PPMs, Subscription Documents, Oh My!

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

Fundamentals

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