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Tax Essentials

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💰️ Fee Waivers to Fund Your GP Commitment
Feb 28, 2025

💰️ Fee Waivers to Fund Your GP Commitment

How to (Hopefully) Convert Ordinary Income to Capital Gains

Michael Huseby
Adam Krotman
Michael Huseby, +1
💰️ Tax Structuring for Non-US Investors
Feb 21, 2025

💰️ Tax Structuring for Non-US Investors

Strategies for Effectively Connected Income (ECI)

Michael Huseby
Adam Krotman
Michael Huseby, +1
💰️ 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
💰️ 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
Your friendly guide to investment funds and SPVs.

Fundamentals

Your friendly guide to investment funds and SPVs.

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