We administer $1.5 billion of tax-deferred fees. Our clients use their own financial advisors.
Rick Ehrhart, President & CEO explains and clients share their experiences:
IRS Clears Path for Hedge Fund Manager's Tax-Deferred Investment of Performance Compensation
We led the initiative to secure Revenue Ruling 2014-18. Issued June 10, 2014, the ruling confirms that investment funds can provide Managers with incentive compensation in the form of FMV options/stock appreciation rights (SARs). As a result, Managers can accumulate wealth pre-tax, tax-deferred and improve their alignment with long-term institutional Investors.