Private Equity Tax Service

Our tax professionals specialize in tax issues that affect private equity firms, providing tax consulting and compliance to your fund with U.S. and foreign reporting requirements. At O’Connor & Yu LLP, we work with sponsors and participants during the entire fund cycle. We understand the key structuring and tax issues that drive successful fund formation, operations, and exit.

We help our clients navigate the tax complexities. Our tax services for private equity firms include:

  • Tax analysis of fund structuring and blocker corporation
  • Review operating agreement for compliance and tax allocation
  • Preparation of Schedule K-1 reporting for investors
  • Preparation of partnership income tax returns for the fund, general partner and investment manager
  • Calculation of unrelated business taxable income (UBTI)
  • Sophisticated partnership allocation and distribution waterfalls, carried interest, catch-up distributions, and claw-backs
  • U.S. tax reporting and compliance for foreign investors including FDAP withholding based on U.S. tax treaties and effectively connected income
  • Calculation of withholding of state income taxes
  • Response and assistance with federal and state tax notices

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