LAUNCHING YOUR INVESTMENT MANAGEMENT BUSINESS


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INVESTMENT MANAGEMENT
LAUNCHING YOUR INVESTMENT MANAGEMENT BUSINESS

As indicated on our Investment Management Overview page, GreenTraderFunds.com offers investment management clients useful content on development, accounting, taxes, assurance, and compliance.

Our CPA firm Green NFH, LLC focuses on providing assurance (audit and other attest services) and tax compliance services to funds, managers and traders.

Green NFH, LLC offers these services:

Consulting on tax issues: As you conceive your investment management business plans, consult with Robert A. Green CPA about tax issues.
Tax compliance: Annual tax return preparation, including investor K-1s at year-end, plus management company and individual tax return preparation and planning for the owners; and
Assurance (Audit & Attest): Annual audits or attest services including compilations and reviews, or performance of agreed-upon procedures, which are sometimes required by prime brokers, other financial counterparties or regulators.

Read our new (12/5/12) blog: "Investors in hedge funds depend on “assurance” from quality independent CPA firms."

Services performed by other service providers:

Consulting on business, registration, legal and compliance:
As you conceive your business plan, consult with an outside attorney. The attorney can focus on regulatory and registration rules, and address development, legal, compliance and business strategies. The attorney will consult with us as appropriate on tax and audit issues. We suggest a step-by-step approach, which often entails starting as a money manager or an incubator fund.

It's very important to figure out your tax plans before you develop your hedge fund or investment-management business. Read about some of our special tax strategies for hedge funds and you will see why tax structuring comes first. State tax "nexus" issues are paramount; as your investors and co-managers may be spread out around the country. International tax matters with offshore hedge funds are also complex as non-resident investors and U.S. tax-free entities (pension funds) want to invest in offshore funds. Green NFH, LLC is experienced in offshore funds and international tax matters.
Incubator (start-up) funds: The incubator fund strategy is the least expensive and most flexible hedge fund business plan. Click here to learn more about an incubator fund.

What you trade determines what type of hedge fund you need.

Do you trade securities, commodities, futures or forex? It makes a world of difference in fund design. Securities traders need a securities fund, commodities and futures traders need a commodities pool and forex currency traders need a currency fund. Each fund is very different. The SEC and states regulate securities funds, and the CFTC and NFA regulate commodity and forex pools.

It's a small world; you may need a U.S., an international (offshore) and a master feeder fund.

The majority of hedge funds and advisers may currently reside in the U.S., but a significant part of investor money comes from international investors residing outside the U.S.

U.S. investors who are taxable in the U.S. prefer U.S.-based funds. International investors and tax-exempt U.S. investors prefer international funds. Advisers prefer master-feeder funds so they can integrate both U.S.-based and international funds for ease of operations. Mini-master funds are another type of structure that can deliver certain tax efficiency for the managers.

If you have any questions and/or would like to get started with us, please send an e-mail to hedgefunds@greencompany.com or call us today.

Tax Planning for Net Investment Income (May 9)

Highlighted Recent Recordings:
*A Trading Business Entity Is Better Than A Sole Proprietorship
*Trader Tax Benefits & Elections To Make By April 15
* 2013 Trader Tax Law: What You Need to Know NOW
*2012 Tax Extensions & Section 475 MTM Elections
*2012 Trader Tax Preparation Examples & Tips
*Active Forex Traders Benefit From Trader Tax Status
*Tax Benefits from Trading Section 1256 Contracts
*How Traders Deduct Education
*Updates: Trader Tax, Form 8949 vs. 1099-B problems, & Forex
*Taxes for Options Traders
*Best Entities for Traders and Investment Management
*Launching an Incubator Hedge Fund

Trader Tax

Tax Tools

Highlights:

May 5: Petition on RallyCongress.com for the Net Investment Tax Read More

May 1: The IRS needs to fix their proposed regulations for the Net Investment Tax Read More

March 31: PFG investors can deduct theft losses on 2012 tax returns with Rev. Proc. 2009-20 safe harbor relief. That’s great news! Read More

March 20: Extensions & Section 475 MTM elections are due by April 15 Read More

March 7: MF Global & PFG Best deposit losses have nuanced tax treatment Read More

March 5: Caution, downloading securities Form 1099-Bs into TurboTax often leads to incorrect tax filings Read More

Feb. 5: Green’s 2013 Trader Tax Guide is our best ever Read More

Jan. 5: Post fiscal cliff tax planning for traders Read More

Dec. 7: New entities effective Jan. 1, 2013 reap many tax benefits Read More

Dec. 4: Investors in hedge funds depend on “assurance” from quality independent CPA firms Read More

Nov. 20: Cost-Basis Reporting Problems and Solutions Read More

Sept 5: High-income traders and ObamaCare’s 3.8% Medicare tax Read More

Aug 22: Proprietary trading Read More

Jun 20: The Best Entities for Traders and Investment Management Businesses Read More

Jun 20: Tax Benefits from Trading Futures & Other Section 1256 Contracts Read more

GreenTrader blog archive, Forbes blog, Benzinga blog.

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