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We have extensive expertise in managing large and complex global alternative investment funds. Through many years of cooperation with our clients, we know what really matters in the industry – and what can relieve our clients’ management in time-sensitive phases. Our approach is always pragmatic and goal-oriented.

In particular, the scope and quality of KPMG’s international network sets us apart from our competitors. It makes it possible to quickly and easily provide the necessary resources to overcome even 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 whose practice focuses on 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 Services

We offer comprehensive tax services. These include:

  • Preparation of US federal and state tax returns (Form 1065 or Form 1120-F)
  • Calculation of income attributable to partners of partnerships
  • Review of the presented capital account of the partners of partnerships
  • Assistance in the selection of applicable tax imputation methods
  • Preparation of the annual PFIC reporting documents
  • Preparation of Forms 5471, 8621, 8858, 8865, 926 and 8832
  • Support with tax structuring and founding strategies
  • Review of articles of association and prospectuses for newly established entities
  • Preparation of estimates and K-1 drafts
  • Calculation of the attributable income for tax prepayments
  • Appeals against US federal and state tax notices of assessment
  • Responses to the tax questions of limited partners
  • Other US tax compliance services and ad hoc tax consulting
  • FATCA/CRS consulting
  • Assistance with classification and standard rules for classification of foreign business entities

At KPMG, we know 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 advisory experience and guides hundreds of US and foreign private equity, hedge and real estate companies through US tax compliance issues.

You too can benefit from our know-how. Please get in touch with us.