Insights & Thought Leadership

When portfolio companies generate operating income, GCC sovereign wealth funds and family office LPs can lose their Section 892 exemption. Here's how blocker corporations work, what the December 2025 final regulations changed, and when the trade-off is worth the cost.

Most fund accounting problems trace back to one decision: waiting until after the first capital call to build the books. Here's what should be in place before that, and why formation season is the window to get it right.

Not every CPA can handle a fund's waterfall, K-1s, and carried interest correctly. Here's the checklist GPs should use before hiring one.

OBBBA expanded the QSBS exclusion and permanently restored the EBITDA-based Section 163(j) business interest limitation. Here's what private equity fund managers need to know at formation and onboarding.

California's pass-through entity (PTE) elective tax was extended through 2030 under SB 132. For 2026, the June 15 disqualifier was replaced with a 12.5% credit penalty on any shortfall. Here's what PE management companies need to know.

Private equity firms search for CPAs who move fast, understand fund structures, and support the whole deal lifecycle. Here's what PE firms are really asking — and how Joseph Latif CPA answers each question.

Phantom income happens when a private equity fund manager's K-1 reports taxable income that exceeds the cash they actually received — and it comes down almost entirely to how the fund's waterfall is structured. Here's what causes it and how to plan for it.

Launching a private equity or venture fund? The tax and structural decisions made in the first 90 days can cost you millions at exit. A PE-specialist CPA explains the 5 most common red flags — and how to get ahead of them.

Recent tax legislation changes significantly impact fund structuring and carried interest treatment. Learn how to optimize your fund structure under the new rules while maintaining tax efficiency for LPs.

Strategic tax planning 12-24 months before exit can dramatically enhance after-tax proceeds. Discover actionable strategies including entity restructuring, credit maximization, and state tax optimization.

As PE firms increasingly pursue cross-border opportunities, understanding international tax implications becomes critical. Explore treaty provisions, withholding requirements, and optimal deal structures for U.S.-UAE transactions.

Modern cloud accounting platforms enable real-time visibility and scalable financial operations. Learn implementation best practices and key features that drive efficiency in PE-backed growth companies.

Automation transforms fund accounting from cost center to strategic asset. Discover technologies and processes that reduce manual work, minimize errors, and provide real-time fund performance insights.