Satish Katikala, EA, MBA

Commitment to communication and partnership distinguishes Satish from other practitioners. Focused on helping asset managers navigate complex tax challenges with clarity, precision and a solutions oriented mindset, Satish listens first, works collaboratively and uses his deep expertise to build solutions aligned with each client’s investment goals. They know he will make even the most intricate tax issues understandable and actionable, giving them confidence and clarity in an increasingly complex tax environment.

Beginning his public accounting career in 2006 and spending nearly two decades at global and other firms, Satish advises across the full alternatives landscape, including private equity funds, fund of funds, private credit funds, securitization vehicles, hedge funds, and GP and management entities. His background spans proactive tax planning, efficient fund level compliance and investor focused reporting, all tailored to the structure and objectives of each fund. He delivers guidance that not only meets regulatory requirements but also enhances after tax results for investors. Satish’s technical capabilities cover key areas such as ECI, FDAP, UBTI, IRC Section 1061 and self-employment taxes. He also has expertise in a broad range of structuring strategies, including domestic blocker arrangements, master feeder structures, and offshore planning involving CFCs and PFICs. For organizations facing intricate regulatory demands and growing global tax challenges, Satish offers more than technical expertise — he provides strategic partnership, steady guidance and a proven ability to turn complexity into opportunity.

• Frequent presenter and leader of tax trainings across local and national platforms, including appearing as a featured podcast guest and co presenting on tax issues for CLOs and private credit funds at the New York State Society of CPAs’ Taxation of Financial Instruments Conference

Satish lives in Monroe Township, New Jersey, with his wife and two children. He loves playing pickleball, always up for a friendly match. He’s also big on family time, staying involved in his kids’ activities and cheering from the sidelines.