Tax laws are modified frequently, adding a layer of complexity for fund managers and investors alike. The regulatory environment governing the management of tax structure is one in which few managers or investors feel comfortable navigating without a team of professional experts. Staying abreast of the changes takes lawyers, accountants, compliance specialists, and sophisticated administrators to corral the necessary information and reporting requirements. Conifer Financial Services has the requisite skills and expertise to deliver tax services that alleviate the worry over accuracy and regulatory compliance.
As a leading asset services firm with over 27 years in the industry, our firm has experience with all facets of tax reporting and regulatory compliance, including preparation of investor tax reporting and well as federal and state income tax filings. From assisting with W-9 and W-8 form compliance to maintaining tax capital accounts, Conifer Financial Services offers the expertise that asset managers and asset owners need to feel confident that their tax obligations are well managed.