Tax Planning & Compliance

Coordinated Tax Planning Across Fund and Management Structures

Private fund tax requires careful planning across structures, allocations, jurisdictions, and timing. Stable Rock supports tax planning and compliance so K-1 delivery, filings, and transaction-related tax work remain coordinated and aligned with your platform.

FUND STRUCTURE TAX OPTIMIZATION

Entity structuring guidance, allocation planning, and tax modeling across fund, GP, and management company entities.

TAX COMPLIANCE AND REPORTING

Preparation and coordination of federal, state, and local tax filings, including partnership returns and investor K-1 delivery.

CARRIED INTEREST/PROMOTE/INCENTIVE AND MANAGEMENT FEE CALCULATION

Tax planning and calculation support related to carried interest, promote structures, and management fee arrangements.

INTERNATIONAL AND CROSS-BORDER TAX PLANNING

Advisory support for investments, investors, and structures spanning multiple jurisdictions.

TRANSACTION TAX ADVISORY

Planning and documentation support for acquisitions, dispositions, restructurings, and other taxable events.

Annual partnership tax return preparation and K-1 coordination across fund, SPV, GP, and management entities

Tax modeling tied to fund launches, structure changes, or new investment strategies

Ongoing advisory related to allocations, incentive structures, and jurisdictional considerations

Transaction-related tax planning and documentation support

State and local tax planning and nexus analysis across management company and fund structures

Need coordinated tax planning across your fund and management structures?

Let's discuss your current tax framework and upcoming planning considerations.

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