The SEC’s Office of Compliance Inspections and Examinations (“OCIE”) plans a further examination focus on private investment advisors. The areas of focus will be expenses and expense allocation, co-investment allocation and real estate activities.
As the US tax code continues to maintain one of the highest corporate marginal tax rates in the world, at 35%, it may be time for certain companies to consider reorganizing their qualifying business structure as a Real Estate Investment Trust (REIT).
Marcum's highly-respected team of professionals can help you meet the challenges of starting or managing your fund. Our thought leaders are recognized experts, frequent speakers at industry conferences and often quoted in trade publications.
today’s environment of increased regulation and changing rules, Marcum LLP's Alternative
Investment Group stays on the cutting edge of relevant policies, practices and procedures.
Our expertise includes auditing, financial reporting, accounting services, tax planning,
tax return preparation and consulting. We service domestic and offshore hedge funds,
private equity funds, funds of funds and real estate investment funds. In addition
to the more traditional long/short equity funds, Marcum's Alternative Investment Group
has in-depth knowledge of complex entities with hard to value investments such as PIPE
funds, life settlement funds, ABL funds and credit strategies. We also provide services
to management companies, general partners and their principals.
We remain committed to offering our clients the highest level of personal service available.
The responsiveness and accessibility that Marcum's team offers is unmatched by our