Page 2 - Tax Managed Services Update
P. 2

T A X   M A N A G E D   S E R V I C E S
           Challenge Faced













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                  Setting up efficient                      Funds want                                 Operating often under                     Technology that
                  tax practices in                          accelerated timelines                      tight timing                              aligns with the
                  portfolio companies                       with timely and                            constraints, funds                        enterprise’s strategic
                  is expensive, time                        accurate tax filings                       must often chase                          direction and is led by

                  consuming and                             that will meet or                          portfolio companies                       a skilled team who
                  difficult                                                                                                                      will embed
                                                            exceed quality                             to obtain information
                                                            standards                                  and issue timely K-1                      continuous
                                                                                                       distribution.                             transformation


















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