Partnerships often hear the calling from private equity fund partners to monetize a portion of the value they own, even though they are not yet ready to deploy their exit strategy. Partnerships offer tremendous flexibility to accomplish this objective in a tax-efficient manner using debt-financed distributions. However, these transactions leave potential traps for the unwary.
In this webcast, we will provide comprehensive examples of the tax consequences of debt-financed distributions, from the moment they are made through typical subsequent events that affect their tax results.
Nathan Smith Director CBIZ
Nate is a Director in the CBIZ National Tax Office, bringing over 19 years of experience in public accounting to provide technical support and strategic solutions for the firm’s tax practice. Nathan leads the development of practice aids and tactical approaches used in responding to industry and Federal tax developments in a variety of subject matter areas. View Profile