Aggregate Allocations and Allocating off of Unrealized Balances
Video by: Marketing, Jan 27, 2021
In January, the alternative investments experts at Richey May got together to discuss hedge fund capital gain/loss allocations, also known as aggregate allocations, to answer your most common questions. Tax Manager, Daniel Flores and Tax Partner, Jon Sharon talk through questions you may have regarding industry standards and regulations, K1 review, and the complexities of aggregate allocations with different funds. Check out the video below:
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