Finance and Insurance
At JT Shulman we know that the fast-paced financial market is continually under regulatory scrutiny. Your firm needs responsive service and clear advice from your consultant. We have a full comprehension of your financial industry needs. We offer a range of assurance, tax and advisory services.
We offer expertise in the following:
- Audits, Reviews and Compilations
- Advice on Organizational Structure
- Compensation and Fee structure Agreements
- Preparation of Annual Statements of Accounts to Limited Partners
- Fund of Funds Audits
- Tax Compliance, Projections and Reporting
- Punctual Annual K-1 Delivery to Partners
- Innovative Securities Transaction Tax Planning
- Federal, State, Regional and International Tax Consulting
- Estate, Gift Tax and Charitable Contributions Planning
- Preparation of Partnership Economic and Tax Allocations
- Representation Before the IRS
- Management Fee and Incentive Allocation Structure
- Accounting and Bookkeeping Assistance for Management Company Services
- Investor Eligibility
- Organizational Structure Setup
- Management Company Operating Cash Requirements
- Management Company Staff Requirements