Services

Partnership Tax Consulting

For more than a decade, Crimson Tree Software has advised partnerships of many varieties regarding their annual tax compliance matters and on transactions such as public offerings, mergers, acquisitions, contributions, sales, gifts, and redemptions.

Our clients have including REITs, private equity funds, hedge funds, securities partnerships, commodity funds, and oil and gas publicly traded partnerships.

Transaction Advisory

Our team can assist in the quantitative analysis of proposed business transactions such as acquisitions, dispositions, transfers, redemptions, public offerings, takeovers, and mergers.

For example, quantitative analysis can be used to suggest structural alternatives that balance investor priorities and improve prospective earnings and cash flows.

Past projects include:

Annual Tax Compliance

Our team can assist partnerships and CPAs in the heavy lifting associated with conceptually-difficult Section 704 calculations to which Excel and simple database tools are unsuited.

Our focus areas, in which we have the most practical experience, are:

From more than a decade's experience working on partnership tax compliance engagements, we know how to anticipate and avoid the "gotchas” in partnership taxation.

Custom Software Development

Our partnership tax allocation software, Sub K, is built on top of a general-purpose numerical analysis framework invented here at Crimson Tree Software, called AMP. AMP offers sophisticated data reduction and analysis capabilities in a lightweight, database-independent package.

AMP is also currently used in diverse applications ranging from device failure prediction in cloud-computing storage infrastructure to player performance analysis in MLB.

For more information about the AMP framework and custom data analytics, please contact us.