Hedge Funds

There is no substitute for experience. Our firm has been providing tax advice to hedge funds for almost half a century—a record of work on behalf of funds of every size and structure, including several of the market’s true innovators.

We have grown, step by step, along with the market, and our experience comprises the range of tax concerns that managers face, such as:

  • Fund structuring and restructuring
  • Management company structuring and restructuring
  • Employee compensation
  • Taxation of fund investments
  • Tax structuring of fund investments, such as through income tax treaty vehicles
  • Seed and anchor arrangements
  • Mergers and acquisitions of fund managers
  • Tax audits of funds, management companies, and the principals of management companies
  • Family office transitions
  • Redomiciliation, such as to Florida or Puerto Rico
  • Insurance dedicated funds
  • Foreign Account Tax Compliance Act (FATCA)

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Phil Gross is the chair of Kleinberg Kaplan’s Tax Department and has been advising fund clients and other clients at the firm since 1993. Phil…

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