Tax Services

Testimonials

Emerging Manager Solution

Spicer Jeffries’ partners have been involved with newly launched hedge and commodity funds, both registered and unregistered, as well as private equity funds and mutual funds, since the mid- 1980s. With years of previous accounting work experiences between them, and...

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Spicer Jeffries LLP emphasizes that relationships developed with our clients be based on a personal level of trust and commitment to provide the optimum, most forward-looking approach to tax planning with the focus on the economic effect of transactions and the implementation of ideas that result in tax savings.  The firm’s founding partners believed that this fundamental idea was crucial to servicing our client’s tax planning and reporting needs.

Having spent more than three decades dedicating themselves to tax services, our expert staff advises clients in all forms of business and individual tax issues by understanding the tax aspects that face our clients.  Our client base spans numerous business segments requiring specific knowledge.  Spicer Jeffries understands that our client’s businesses and private financial decisions have a direct correlation to their tax liability.  We have expertise with all types of entity returns including Partnership, Limited Liability Company, S- Corporation, and Corporation, including both multi-state and consolidated corporations as well as individual federal and state tax returns.

Our in-depth understanding of your business allows us to offer ideas and implement the necessary planning that may result in significant tax savings.  This experience and knowledge provides the ability to advise clients on the timing and use of various tax elections peculiar to your entity.  In addition, we provide domestic and international structuring.  Some areas of tax savings include individual tax planning, personal financial planning, estate tax planning, and exit planning.

In terms of our investment fund client base, we provide tax analysis for trading strategies to ensure optimum tax benefits, Investor vs. Trader analysis and planning, as well as planning and tax preparation for fund managers and their related entities.  We work with funds that have domestic and international investors in both domestic and offshore organizational structures.  The Spicer Jeffries staff is very familiar with the preparation of Passive Foreign Investment Company annual information statements and related shareholder allocations.  Our experts will also help you with understanding the importance of UBTI and the effect on your tax-exempt investors as well as the proper treatment of the IRC 475 elections.

The Spicer Jeffries tax department is proud to prepare tax documents for individuals and entities across the United States, in the Cayman Islands, and around the globe.  To learn more about how Spicer Jeffries may be able to help you and your business, please contact one of the partners below.

Ask Our Team for More Information

Michael Wayne CallahanTax Partner

303-515-5303

mcallahan@spicerjeffries.com

Three New Legislation Items for Fund Manager

August 17, 2018

Spicer Jeffries wants our clients to be aware of the following legislation that has direct effects on Fund Managers: 1. CARRIED INTEREST - Incentive Allocation New Holding Period Requirement In general, the receipt of a capital interest for services provided to a partnership results in taxable compensation for the recipient. However,...


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