Evolution of the K-1 process for alternative investment funds

Miriam Abraham, Crystal Wiley, Rusty Helton and Kara Friedenberg

Journal of Securities Operations & Custody, 2012, vol. 5, issue 2, 150-158

Abstract: The tax process in the alternatives and private equity world has changed dramatically over the past few years. Common trends getting increased attention are investor transparency, reporting volume and complexity, and legislative, regulatory and enforcement changes, all of which place additional burdens on fund tax departments. In order to ease this burden, tax compliance should be part of the year-round process instead of an end-of-year project. This paper will explore and provide practical ideas on how to streamline the tax process, including topics on risk management, collaboration and monitoring, data management and collection, and other investor considerations.

Keywords: K-1 preparation; risk management; compliance; alternative investments; data management (search for similar items in EconPapers)
JEL-codes: E5 G2 K22 (search for similar items in EconPapers)
Date: 2012
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Persistent link: https://EconPapers.repec.org/RePEc:aza:jsoc00:y:2012:v:5:i:2:p:150-158

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