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Personal Wealth Services

Is Your Hedge Fund Tax Efficient?

Tax partner and Long Island Chair Jude Coard, CPA, advisor to high net worth individuals for more than 20 years, weighs in on key considerations. He looks at the structuring and tax impact of both long- and short-term investments. Mr. Coard calls attention to factors that include deductibility, state and local tax exposure, and situations that may require foreign tax filings.

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