Structuring and Admin: Ep. 09 - Taxable Events w/ Kathy Marsh
In this episode of Structuring and Admin, Jeremy Neilson dives in to fund taxes with Kathy Marsh, VP of Taxes at Assure. What triggers the need to file taxes? How are fund entities different than operating business with respect to tax reporting? What you need to know about when you need to file taxes or not over the life of an investment. They dive in to convertible notes vs. SAFEs, priced rounds, and more. Also, how do management fees, carried interest affect taxes? What are the differences between SPVs and VC Funds? All this and more on this episode of Structuring and Admin with Kathy Marsh.