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  2. Exchange fund - Wikipedia

    en.wikipedia.org/wiki/Exchange_fund

    Given its dependence on the IRS Tax Code, it is a mechanism specific to the U.S., first introduced as early as 1954 with the passage of 26 U.S. Code § 721 [1] though the practice traces back to the 1930s through other tax provisions. The primary benefit of this arrangement is to diversify a large stock position without triggering a "taxable ...

  3. Partnership taxation in the United States - Wikipedia

    en.wikipedia.org/wiki/Partnership_taxation_in...

    To restore these negative capital account balances to $0.00 in a deemed liquidation of their partnership interests, A and B would have to contribute $50,000 each to the partnership. Hence, each A and B bears the economic risk of loss for $50,000 of the partnership's recourse debt. A and B's outside bases, therefore, are increased by $50,000 ...

  4. Carryover basis - Wikipedia

    en.wikipedia.org/wiki/Carryover_basis

    The partnership's basis in the contributed capital asset will be the same as the basis of the partner who contributed the asset. [ 6 ] In corporate taxation , carryover basis occurs when a person contributes a capital asset to a newly formed corporation controlled by the transferor or to an existing corporation in which the transferor gains ...

  5. HPS Investment Partners - Wikipedia

    en.wikipedia.org/wiki/HPS_Investment_Partners

    This led to an independent firm being spun out as HPS Investment Partners. [4] [9] [10] [12] In July 2018, Dyal Capital acquired a minority investment in HPS. [4] [9] [10] In April 2023, it was reported that HPS had almost $100 billion in assets under management after it had raised $12 billion for a new junior credit fund. [13]

  6. Qualified institutional buyer - Wikipedia

    en.wikipedia.org/wiki/Qualified_Institutional_Buyer

    A business development company as defined in section 202(a)(22) of the Investment Advisers Act of 1940. A 501(c)(3) charitable organization, corporation (other than a bank or a savings and loan association), partnership, or Massachusetts or similar business trust; and; An investment adviser registered under the Investment Advisers Act of 1940.

  7. Is a Real Estate Limited Partnership (RELP) a Good Investment ...

    www.aol.com/real-estate-limited-partnership-relp...

    The post What Is a Real Estate Limited Partnership (RELP)? appeared first on SmartReads by SmartAsset. Yet, the process of acquiring, managing and selling properties could also be overwhelming for ...

  8. Blocker corporation - Wikipedia

    en.wikipedia.org/wiki/Blocker_corporation

    Most private equity funds and hedge funds are composed as limited partnerships, or as LLCs (Limited Liability Company) which for tax purposes is considered a Limited Partnership, unless the fund formally elects to be taxed as a corporation. This allows the fund itself to avoid taxation, as each of the individual investors is taxed as a partner ...

  9. Goldman Sachs Capital Partners - Wikipedia

    en.wikipedia.org/wiki/Goldman_Sachs_Capital_Partners

    Goldman established investment partnerships that allowed its clients to participate alongside the firm in private equity transactions. On April 23, 2007, Goldman closed GS Capital Partners VI with $20 billion in committed capital, $11 billion from institutional and high-net-worth investors and $9 billion from Goldman Sachs and its employees. [4]