Zajac Group

OCTOBER 17, 2024

Rather than the business or partnership being responsible for paying taxes as an entity, the tax liability is split among the partners or shareholders. That being said, partners or investors don’t have to prepare the K-1 form themselves, rather they must use the information provided on the issued form to complete their individual returns.

Taxes 52

Taxes Liabilities Shareholders Accredited Investors 52

The Big Picture

FEBRUARY 28, 2023

So it used to be within private markets that you would find a good business, apply quite a bit of leverage to it, at least in the private equity business, and be able to make a pretty good return by buying good solid businesses as they are. Leverage levels have come down materially. LAYTON: Leverage levels have changed.

Assets 59

Assets Due Diligence Private Equity Firms Private Equity Firms 59

Zajac Group

MARCH 11, 2025

For certain high-income individuals, there is a way to defer tax liability while achieving diversification. Its important to note that in order to participate in an exchange fund, you need to satisfy certain criteria including importantly being an accredited investor or qualified purchaser.

Accredited Investors 52

Accredited Investors Funds Taxes Liabilities 52