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The client implemented its Private Credit Funds strategy, including mitigating U.S. taxes for the funds and investors.
Performance Unleashed
Successfully Implementing a Tax Strategy at a Leading Global Investment Firm
Performance Unleashed
Successfully Implementing a Tax Strategy at a Leading Global Investment Firm
主要联络人
How does a global investment giant launch a new investment structure?
The client turned to FTI Consulting to assist with the launch of a new infrastructure fund. By providing immediate tax guidance and support for a “season and sell” strategy, the client was able to minimize U.S. tax leakage for offshore investors in this new offshore infrastructure fund.
我们的影响力
The client was able to structure the fund’s loans to be properly “seasoned” prior to offshore investors’ participation, maintaining the independence of its offshore feeder funds from any U.S. trade or business and negating the adverse tax implications of generating effectively connected income on loan originations.
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FTI Consulting continues to support the client’s tax function, including the timely implementation and completion of their REIT compliance strategies around all filing deadlines and reporting dates.
在危机与变革中，最重要的是你接下来采取的行动。
我们的角色
Designing and deploying an expert-led tax strategy
FTI Consulting provided analysis, insights and guidance to the client’s tax team to successfully implement their first “season and sell” structure.
Our team analyzed and documented the implications of loan originations and secondary market acquisitions for the fund and investors.
FTI Consulting served as a key project management operative for the tax team throughout their rapid deployment of capital throughout the globe.
The team brought the client leading-edge insights and guidance, such as investment tax credit developments, recently executed international treaty analysis and strategic support to other investment strategies.
当一切都处于危机之中
富事高咨询 (FTI Consulting) 是全球性的商业咨询机构，致力于服务面临危机和转型的机构。我们的团队由资深专家领导，能够迅速应对复杂情况，提供实际并具建设性的解决方案。
更多案例
专业知识 智慧实践
结合专家知识及行业经验，
在日益复杂的世界中为客户取得真实成果
