| |
 |
INVESTMENT
MANAGEMENT SERVICES: OVERVIEW
Our website GreenTraderFunds.com offers investment management clients
useful content on accounting, taxes, and assurance. Outside attorneys
act as panelists on some of our Webinars and they provide content on development,
registration, regulation 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:
GreenTraderFunds.com works closely with other service providers:
- Development, Formation, Registration, Regulation and Compliance:
We believe that clients should engage a qualfied law firm for investment
management business development, fund formation, legal services, registration,
regulation and compliance. We don't support non-attorney service providers
offering full service solutions on the Internet. Many of our clients
use Investment
Law Group.
Advertisement: Investment Law
Group advertises here on our Website and pays Green & Company, Inc.,
owner of our site a fixed monthly advertising payment.
- Accounting:
We can recommend other service providers for monthly and annual accounting
for the fund, including preparation of investor capital statements.
The accounting provider should consult with you on setting up effective
internal controls. Choosing a good accounting provider is key to acheiving
financial reporting objectives, such as preparation of reliable financial
statements. It's important to be sure your fund is auditable, when needed.
Some incubator funds want to save on accounting fees and they choose
to do their own accounting, or cut corners with unqualified service
providers. This can render a fund unauditble, which defeats a purpose
of the incubator fund. If you are okay using your incubator fund as
your own retail trading vehicle, then just preparing annual income taxes
may be all that is needed. Green NFH, LLC can perform this tax compliance
on your incubator fund. We can also advise you on how to scale up again
to accepting investors in the fund later on. The key is starting proper
accounting books and records and becoming auditible for that period
going forward.
Tax edge: GreenTraderTax, GreenTraderFunds
and Green NFH, LLC are highly regarded in the industry for leading tax
knowledge and strategies, which are key drivers of a business plan for
investment managers and business traders. We will advise you on tax-efficient
structures for your hedge fund when you're ready.
The biggest pitfall for new investment management businesses is blowing
tax elections. Many law firms handling development and formation don’t
have experienced tax counsel or they miss the elections. Administration
and law firms usually punt tax elections to CPAs who often get involved
at year-end when it’s too late on most elections, so involve us
early on.
Count on us to handle all the tax matters correctly, including carried-interest
tax breaks, the S-corp self-employment tax loophole, the new 3.8% Medicare
tax on unearned income, trader tax status/Section 475 MTM accounting,
lower 60/40 Section 1256g forex tax treatment breaks, forex tax treatment,
ETF and ETF option tax treatment, international tax planning including
PFIC and QEF elections, mini-master feeders, tax changes and more.
Because structuring your fund for optimal tax results usually depends
upon an analysis of your particular facts and objectives – which
can have many nuances, as do the governing legal rules – having
a seasoned team of tax professionals on your side is a big plus. Our company
provides investment managers with the professional advice needed.
Meet our team of key professionals:
• Management: Robert A. Green, CPA and CEO of GreenTraderTax.com
and managing member of Green NFH, LLC manages our investment management
practice area. Mr. Green consults clients on investment management business
tax strategies. Mr. Green presents many of our Webinars and writes our
blogs on investment management. Click
here for full bio.
• Assurance & Tax Partner: James Hardy, Jr., CPA &
member of Green NFH, LLC heads up our assurance (audit and attest services).
Mr. Hardy also directs tax compliance for investment management clients.
Click
here for bio.
•Assurance (Audit) Director: Kristine Pistininzi CPA recently
joined Green NFH, LLC as a consultant in the investment management assurance
& tax practice. Working in the financial services audit practice at
Goldstein Golub Kessler LLP (GGK), and later at McGladrey LLP, Ms. Pistininzi
directed audits of hedge funds with various investment strategies and
capital structures. Ms. Pistininzi has sixteen years of audit and tax
compliance experience in the hedge fund industry. Click
here for full bio.
• Tax Attorney: Mark Feldman, JD is a tax attorney in
our investment management practice area. Mr. Feldman is a top international
tax attorney and supports our trader tax teams too. Click
here for full bio.
Green NFH, LLC focuses on tax and assurance services for investment
management businesses:
The biggest savings and value come when clients get started with us at
the earliest stages of their plans. We pride ourselves on communicating
knowledgeably and clearly with our clients and strive to pierce through
the development, tax and attest terminology to provide understandable
answers.
We focus on start-up, incubator and smaller hedge funds and their investment
advisers. Our professionals understand their needs better than most and
we design our services around those needs. That means offering generous
amounts of Web and media content for advisers to make informed decisions,
giving great support and customer service.
GreenTraderFunds content can help you launch a successful investment
management business:
Several important tax and financial-reform changes are in various phases
of development in the U.S. and abroad. Many directly impact investment
management businesses, like Dodd-Frank Financial Regulation enacted on
July 21, 2010. Robert A. Green CPA is a leading writer and speaker on
these developments as you can see from our blog,
Webinars,
speaking
engagements, videos
and writing.
Brent Gillett, JD of outside law firm InvestmentLawGroup often is a panelist
on our Webinars dealing with investment management, regulatory and legal
issues.
For consultations on taxes, and assurance services please
sign up with Green NFH, LLC. We also provide consulting and other
assistance to you and your attorney on business and structuring issues.
For example, we often help on tax matters with various business and fund
structures like separately-managed accounts versus onshore or offshore
hedge funds
For consultations on development, legal, registration, regulation
and compliance, we recommend that you work with an qualified
attorney. Brent Gilett JD of Investment
Law Group works with many of our clients. (ILG advertises on our Website
and pays Green & Company, Inc., owner of our site a fixed monthly
advertising payment.)
Incubator
(start-up) funds: An incubator fund is the least expensive and
most flexible hedge-fund business plan around! Click
here for our incubator fund page.
Bottom Line
Start-ups, incubator funds, smaller hedge funds and new investment advisers
may have big needs, but they also have smaller pocket books. Leading service
providers to larger hedge funds simply charge way too much and they don't
match up well with smaller entrepreneurs. Few sites give away as much
valuable content as we do. As we proved with small business traders and
managers since our inception in 1983, we are the opposite. Our entire
company and offerings are designed for the special needs of traders and
adviser entrepreneurs. As attested by media interviews, articles, and
customer testimonials, we have highly regarded professionals on our roster.
By specializing in investment management and traders, we are able to lead
the trader tax industry in ideas and strategies, design best practices
and tools, and pass on those values and savings to our customers. Caring
for our customers' many needs over the long-term outweighs any single
project and profits.
Please call
us soon or e-mail us at hedgefunds@greencompany.com.
Ready to start?
Click
here for our signing up for our consulting and other service retainers.
We look forward to working with you soon.
Sincerely,
Robert A. Green
CEO of GreenTraderFunds
Managing Member of Green NFH, LLC
|
