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Common Tax Questions
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Common Tax Questions
Taxes, Fund Taxes, K1s, W8s, W9s and more
For Organizers
Fund A holds a note from a foreign startup. Do we need to know if the company is a CFC and/or a PFIC?
Withholding
What is Effectively Connected Income and do our funds have it?
Can we allocate different assets to specific investors?
Do investors investing through exempt entities (i.e. charities, endowments, IRAs) need to worry about Unrelated Business Taxable Income?
How does a sales charge that comes out before money goes into a fund affect the investor's basis?
