Investment Management Companies

Remaining compliant with complex partnership and securities tax issues, financial reporting requirements and partnership agreements presents a daunting challenge for investment partnerships. In the context of increased regulation and compliance rules, our partner-level attention and expert resources provide proactive, timely support put you in a position of strength.

Our suite of Investment Management services include:

  • Federal & multi-state tax compliance & planning
  • Attestation services: audits, reviews & compilations
  • International taxation
  • Business advisory
  • Mergers & acquisitions
  • Organizational structures
  • Information systems consulting
  • FIN 48 & FAS 109 assistance
  • Equity-based compensation
  • Compensation & benefit plan consulting
  • Succession planning
  • Litigation support & forensic accounting
  • Accounting services/bookkeeping