Investors seeking to diversify their traditional portfolios have shown increasing interest in private investment strategies — whether that means launching or managing an interval or tender offer fund, or other retail alternative product. The ongoing intersection of private and public investments gives advisers the flexibility to distribute alternative strategies more broadly, but in turn creates complex considerations regarding Registered Investment Company (RIC) rules and taxation concerns, as well as considerations regarding assurance, valuation, controls and disclosures. We can help advisers navigate every one of these complexities. Our team of professionals 100% dedicated to the investment industry work with approximately one-third of the interval and tender offer fund market across diverse asset classes. From emerging managers to global leaders, our practitioners work with you to provide comprehensive, hands-on expertise.
In this edition of End2End, take a deep dive into important tax issues for retail alternative funds, find the latest in regulatory happenings, and catch up on fresh insights designed to help you navigate what’s ahead!
The One Big Beautiful Bill Act (OBBBA) will have widespread impact for almost every taxpayer. From its extension of Tax Cuts & Jobs Act provisions, to modifications of other tax laws and the addition of entirely new provisions, the OBBBA will affect businesses, individuals and even international taxpayers. Visit our OBBBA Resource Center regularly for continuing updates and guidance on the tax impact of this legislation to you and your industry.