Finance and Insurance

At JT Shulman we know that the fast-paced financial market is continually under regulatory scrutiny. Your firm needs responsive service and clear advice from your consultant. We have a full comprehension of your financial industry needs. We offer a range of assurance, tax and advisory services.

We offer expertise in the following:

  • Audits, Reviews and Compilations
  • Advice on Organizational Structure
  • Compensation and Fee structure Agreements
  • Preparation of Annual Statements of Accounts to Limited Partners
  • Fund of Funds Audits
  • Tax Compliance, Projections and Reporting
  • Punctual Annual K-1 Delivery to Partners
  • Innovative Securities Transaction Tax Planning
  • Federal, State, Regional and International Tax Consulting
  • Estate, Gift Tax and Charitable Contributions Planning
  • Preparation of Partnership Economic and Tax Allocations
  • Representation Before the IRS
  • Management Fee and Incentive Allocation Structure
  • Accounting and Bookkeeping Assistance for Management Company Services
  • Investor Eligibility
  • Organizational Structure Setup
  • Management Company Operating Cash Requirements
  • Management Company Staff Requirements