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Writer's pictureKurtney Noonan

BUMPER

“Great things in business are never done by one person. They're done by a team of people.” -- Steve Jobs

2023 was a bumper year for hedge funds: the industry produced combined gains worth $218 billion after fees. Hedge fund is just a fancy name for an investment partnership with freer rein to invest aggressively in a wider variety of financial products than most mutual funds. Its purpose is to pool funds, maximize investor returns, and eliminate risk with hedging strategies. They are generally structured as pass-through entities, allowing them to pass their entire tax obligation along to their investors or limited partners. One major tax planning strategy for hedge funds is to use carried interest from a hedge fund to the general partners for performance fees paid to hedge fund managers. A newer tax strategy many funds are using is to enter the reinsurance business with a company based in Bermuda. These two methods allow hedge funds to reduce their tax liabilities substantially…. structured within a team…allowing lots of extra money for luxury real estate purchases.


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