Episode 64: Sharing the Wisdom (Colleen Fay)

Tokens of Wisdom

Episode 64: Sharing the Wisdom (Colleen Fay)

When I set out to do this show, my goal was to arm aspiring fund managers with the information they need to launch and operate a fund.

In the legal realm, I happen to possess a lot of that information from my day job, but there’s so much more that goes into launching and operating a fund. And wise though I may be, my area of expertise doesn’t cover it all. So I’m going to bring in some friends to share their wisdom in various other aspects of fund management.

I am honored to have Colleen Fay from Withum on the show today to talk to us about fund-related tax issues!

Key Points From This Episode:

• What is pass through taxation?
• How does it avoid double tax?
• What issues might it cause for non-US or tax-exempt US investors?
• How offshore blockers help alleviate those issues.
• Clarifying scary acronyms: UBTI and ECI.
• Management company tax structuring considerations.
• What’s the smartest thing a new fund manager can do?

Disclaimer:

This show is for informational purposes only. Nothing presented here constitutes legal, investment or tax advice. The guests that join us are sharing their considerable fund-related wisdom, but everything they share here is their personal opinion and for educational purposes only. On this show, they are speaking for themselves, and not for their employer or any affiliated entity.

Tokens of Wisdom is produced by Dave Rothschild, partner at Cole-Frieman & Mallon LLP headquartered in San Francisco, California. For more information, visit https://colefrieman.com/

Links Mentioned in Today’s Episode:

Dave Rothschild - https://www.linkedin.com/in/davidcrothschild/

Colleen Fay - https://www.linkedin.com/in/colleen-d-fay/

Cole-Frieman & Mallon LLP - https://colefrieman.com/

Withum - https://www.withum.com/

Music by Joe Ginsberg - https://www.instagram.com/thejoeginsberg

For any questions or comments, email: [email protected]