We have extensive expertise in managing large and complex global alternative investment funds. Having worked with our clients for many years, we know what really matters in the industry - and what can take the pressure off our clients' management in time-critical phases. Our approach is always pragmatic and goal-orientated.
Overcoming complex challenges
In particular, the scope and quality of KPMG's international network sets us apart from our competitors. It enables us to quickly and easily provide the resources required to overcome even the most complex challenges. Worldwide, 3,000 employees of KPMG member firms manage investment funds in more than 60 international jurisdictions.
Our alternative investment team consists of over 1,200 audit, tax and advisory professionals, including 125 partners, who specialise in serving alternative funds and their investors in every major business location. In all major international financial centres and offshore jurisdictions, KPMG has experts on the ground who are familiar with local regulations and procedures.
Our range of services
- Preparation of US federal and state tax returns (Form 1065 or Form 1120-F)
- Calculation of attributable income for partners of partnerships
- Review of the capital account carried forward for partners of partnerships
- Assistance with the selection of applicable tax attribution methods
- Preparation of annual PFIC reporting documents
- Preparation of Forms 5471, 8621, 8858, 8865, 926 and 8832
- Assistance with tax structuring and formation strategies
- Review of partnership agreements and offering memoranda for start-ups
- Preparation of estimates and K-1 drafts
- Calculation of attributable income for tax prepayments
- Appeals of US federal and state tax assessments
- Answering the tax questions of limited partners
- Other US tax compliance services and ad hoc tax advice
- FATCA/CRS advice
- Assistance with classification and standard rules for foreign entity classification
At KPMG, we recognise that our clients need a tax advisor who delivers outstanding service with real added value. Our tax department in Germany has more than thirty years of experience advising hundreds of US and foreign private equity, hedge and real estate companies on US tax compliance issues.
You too can benefit from our expertise.