Strategic tax issues for capital markets


Investment firms continue to deal with changing tax laws effecting every aspect of their businesses – from transactions, portfolio company operations to fund management. This resource center examines the critical tax issues impacting the investment community. Our professionals weigh in with advice to help you maximize opportunity and manage risk in today’s environment.

Relevant Insights

International tax adds extra complexity for PE funds considering holding companies

Insight 1/7/2020

State taxes – Are you covered? Considerations for private equity fund managers

Insight 10/24/2019

All Insights

Subject matter expertise

  • chris aroh
    Contact Christopher Christopher+Aroh
    Christopher Aroh

    CPA, Partner - Financial Sponsors Industry Leader

  • Contact Claudine Claudine+Cohen
    Claudine Cohen

    Managing Principal, Value360 Practice

  • Contact Jonathan Jonathan+Collett
    Jonathan Collett

    CPA, Partner

  • Brian Newman
    Contact Brian Brian+Newman
    Brian Newman

    CPA, Partner, Practice Leader, Federal Tax Services

  • Robert Richardt headshot
    Contact Robert Robert+Richardt
    Robert Richardt

    CPA, Partner

  • Margaret Shanley
    Contact Margaret Margaret+Shanley
    Margaret Shanley

    Principal, Transaction Advisory Services Practice Leader

  • jeremy swan
    Contact Jeremy Jeremy+Swan
    Jeremy Swan

    Managing Principal - Financial Sponsors & Financial Services Industry

  • Patrick Duffany headshot
    Contact Patrick Patrick+Duffany
    Patrick Duffany

    CPA, JD, Managing Partner - Tax

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This has been prepared for information purposes and general guidance only and does not constitute legal or professional advice. You should not act upon the information contained in this publication without obtaining specific professional advice. No representation or warranty (express or implied) is made as to the accuracy or completeness of the information contained in this publication, and CohnReznick LLP, its partners, employees and agents accept no liability, and disclaim all responsibility, for the consequences of you or anyone else acting, or refraining to act, in reliance on the information contained in this publication or for any decision based on it.