Accredited Investors, Liabilities and Private Companies

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Accredited Investors

Liabilities

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). Rather than the business or partnership being responsible for paying taxes as an entity, the tax liability is split among the partners or shareholders.

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. But we know what our future liabilities are, and we can ladder that out.

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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