Accredited Investors, Hedge Funds and Private Companies

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Accredited Investors

Hedge Funds

Private Companies

Navigating Tax Time: Tips for Filing Your K-1 Form

Zajac Group

OCTOBER 17, 2024

If you’re a business owner, partner, or investor in a private company, however, your paperwork might include a Schedule K-1 form (or just K-1, as it’s sometimes called). If you’re interested in expanding your portfolio beyond traditional assets (stocks, bonds, and cash equivalents), the world of alts might be appealing.

Taxes

Taxes Liabilities Shareholders Accredited Investors

Transcript: David Layton

The Big Picture

FEBRUARY 28, 2023

So if you’re an institution investing $100 billion today, or $50 billion, or $10 billion, private markets is already a big part of your portfolio. But for individuals, historically, there have not been great options to invest into private companies. It’s been one of the best performing asset classes for decades.

Assets

Assets Due Diligence Private Equity Firms Private Equity Firms

Private Equity Central

Navigating Tax Time: Tips for Filing Your K-1 Form

Transcript: David Layton

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