Is Your Hedge Fund Tax Efficient?

The tax consequences of investing in hedge funds can be pivotal in your decisions. Tax partner and Long Island Tax Chair Jude Coard, CPA, advisor to high net worth individuals for more than 20 years, weighs in on key considerations. He looks at the structuring and tax impact of both long- and short-term investments. Mr. Coard calls attention to factors that include deductibility, state and local tax exposure, and situations that may require foreign tax filings. If you have any questions, speak with your Berdon advisor or contact Jude Coard at 516.806.3431 | [email protected].