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Taxation
The impact of inflation and greater regulation is putting more pressure on managers to keep up with tax and accounting rules.
Fund managers and financial institutions can gain a lot from corporate service and fund administration providers with the right experience, technical competencies and technology, say Brijesh Patel and Paul Séjournant at Sanne Group.
GPs may be willing to invest in technology to meet transparency demands from LPs and regulators, but they need solutions that use that data for more than just reporting, say RSM’s Scott Helberg and Christa Clark.
Earlier efforts to reform carried interest taxation had stalled, before US Senator Joe Manchin announced on Wednesday that he and Senate Majority Leader Chuck Schumer had worked out a deal.
Direct lending managers are looking for partners to take the reins on day-to-day operations as they navigate rapid expansion, says MUFG’s Treabhor Mac Eochaidh, executive director and head of debt services.
The fund administrator expands its tax capabilities with latest acquisition.
Lombard International head of investments Virginia Klein debunks three common myths about private placement variable insurance structures and argues they’re more like traditional funds than many managers believe, but with major potential tax benefits.
Carried interest, capital gains and SALT all sting but worse may be coming.
A House bill, as currently written, came as a surprise to the market, as other regulatory, inflation and competitive headwinds abound in private equity. But Fall Forum panelists kept their chins up about the future.
A US Chamber of Commerce report predicts the tax could see the PE/VC industry shrink by nearly 20%. But a House committee moved to take its edge off, and one finance exec shrugs at even the worst proposals.