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.
Featured Insights

New guidance: Trader funds on 163(j) interest expense limits
Relevant Insights
International tax adds extra complexity for PE funds considering holding companies

Avoid missteps during purchase price allocation

GILTI raises issues with downward attribution and compliance

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

QSBS - One of today’s most powerful yet often overlooked tax planning tools for VCS & company founders

5 key factors to consider before making a cannabis acquisition

The Wayfair Decision: Economic nexus and the impact on marketplace collection for sales tax

All Insights
Subject matter expertise
Christopher Aroh
CPA, Partner - Financial Sponsors Industry Leader
Claudine Cohen
Managing Principal, Value360 Practice
Jonathan Collett
CPA, Partner
Brian Newman
CPA, Partner, Practice Leader, Federal Tax Services
Robert Richardt
CPA, Partner
Margaret Shanley
Principal, Transaction Advisory Services Practice Leader
Jeremy Swan
Managing Principal - Financial Sponsors & Financial Services Industry
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.