Investment funds

A deadline is looming to maximize the stepped-up basis afforded to realized capital gains invested in qualified opportunity zone properties and businesses.

Democrats would need to sweep the 2020 election if they want to pull the trigger to end the carried interest option.

Hedge fund giant Renaissance Technologies is in talks to resolve a dispute with the Internal Revenue Service over a tax maneuver that saved its owners billions of dollars.

Canada is reining in a tax break on employee stock options by introducing a cap that it expects will impact executives of major, established companies.

What types of businesses don’t qualify for QOZ investment, and which types of taxpayers are best suited for the program?

Renaissance Technologies, the giant hedge fund founded by billionaire Jim Simons, looks like it has created the premier individual retirement account.

New IRS regs on the Tax Cuts and Jobs Act throw the industry some curveballs.

For some hedge fund investors, President Donald Trump’s tax overhaul adds insult to the injury from poor investment performance.

Whether you’re at a Big Four firm, a regional firm or a sole practitioner, you have the potential to be a rainmaker.

Harvard University’s $39.2 billion endowment has reached a record value. So did Yale. And Brown. And Dartmouth.

The IRS estimates alternative minimum tax filings will decrease to 1 million from 10 million as a result of the law.

Dozens of hedge funds investing billions of dollars in cryptocurrencies don’t know if they’re calculating their taxes correctly, which may be a problem now that U.S. authorities have said they’re going to be scrutinizing virtual currencies.

Fundrise LLC helped pioneer a model of raising small amounts of money online for real estate projects around the U.S. Now it’s starting a fund to buy properties in low-income areas of the country eligible for generous tax breaks.

The Middle Eastern investment firm has been roiled by allegations of misused funds.

The purpose of the new investment vehicle is to direct resources to low-income communities through a more market-driven approach.

Because of quirky rules, even profitable teams can generate paper losses that erase the tax bills on an owner’s other business interests.

The private equity firm has an enticing pitch for the ultra wealthy: Invest in hedge funds and avoid paying taxes forever.

Late last year, some hedge fund managers raced to protect their personal fortunes from being carved up by the Republican tax law.

The American Institute of CPAs has written a letter to the Internal Revenue Service asking the IRS to provide maximum flexibility in its regulations for the new centralized partnership audit regime.

A House bill to repeal the four-month-old U.S. college endowment tax has gained sponsors on both sides of the political aisle.