Tax-aware fund strategies, from leveraged long/short structures to swaps and exchange funds, are increasingly designed to help improve after-tax outcomes. But wash sale and straddle rules, basis and at-risk limitations, and excess business loss rules may reduce or eliminate the benefit at the individual investor level. Explore the key technical questions investors and managers should be asking in our latest piece. https://pwc.to/4fVM9rR #Tax #PartnershipTax #TaxAlpha
About us
PwC US is proud to be the leading provider of innovative tax services worldwide. We are continuing to raise the bar on quality as we deliver deep expertise in vast historical and technical knowledge of tax laws and legislation. PwC is proud to help clients reimagine the role of tax, driving their companies to the leading edge.
- Website
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https://www.pwc.com/us/en/services/tax.html
External link for PwC US Tax
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- Accounting
- Company size
- 10,001+ employees
- Headquarters
- New York
- Specialties
- Tax reform, taxes, Tax Technology, and Tax Function of the Future
Updates
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“Tax alpha” is having a moment–but it’s often more talked about than understood. In our 4-part audiocast series, we break down what tax-aware investing is (and isn’t), how strategies like 150/50 funds and ordinary loss approaches aim to improve after-tax outcomes, and why investor-specific rules and mechanics can make real-world results differ from expectations. We also look ahead at where the market may be going next: emerging structures, the move toward combined strategies, and how technology/AI and regulatory scrutiny may shape what tax alpha becomes. https://pwc.to/463hH9b
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As tariffs continue to evolve, companies should avoid knee-jerk reactions and prioritize enhancing their customs processes to prepare for greater scrutiny. Tune into this episode of PwC’s Policy on Demand and explore related insights. https://lnkd.in/eGQ3hPHz
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State tax can shape more than compliance. It can affect fund design, investor reporting, cash flow and after-tax outcomes. Our latest FS SALT perspective explores why tax leaders and private capital sponsors should bring state tax into the investor experience conversation earlier, especially as firms expand access to high-net-worth and retail investors. Discover practical insights that can help your firm stand out as you expand access to high-net-worth and retail investors. https://pwc.to/4wcewa2 #Tax #StateTax #PrivateCapital #InvestorExperience
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AI can help make tax teams more productive. But productivity alone isn't transformation. In the first edition of his new newsletter, Krishnan Chandrasekhar, PwC Global Tax and Legal Services and US Tax Leader, explores why AI adoption is only the first step in redesigning the tax function, and what it takes to turn productivity into lasting capability. Explore the first issue and subscribe to follow the series: https://lnkd.in/esiWf6qP
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State tax conformity continues to evolve. The latest issue of Redefining the Starting Line examines how states are responding to the One Big Beautiful Bill Act (OBBBA), including important updates related to Sections 174/174A. Read more: https://pwc.to/4wtLMdI
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Stay ahead of tax controversy! Join our panel of specialists for an update on the latest developments, including IRS enforcement priorities, examination trends, transfer pricing, recent cases, and practical considerations for managing tax disputes. Attend the webcast to gain timely insights and earn 1 CPE Tax credit. Register today. https://pwc.to/3RcIdJP
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The future of tax will be shaped by leaders who stay curious, invest in others, and lead with purpose. At PwC's Future Tax Leaders event, Ashley Marco, Tax Partner at PwC US, shares how mentorship influenced her career and why technical expertise is only the beginning.
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Nearly half of asset managers are already using continuation funds to unlock liquidity, based on a survey from our 2026 Senior Tax Executive Roundtable. Amy McAneny, Private Equity Tax Leader at PwC, dives into why portfolio companies are staying private longer and how this shift is reshaping private equity exit strategies. Explore the importance of flexible structures in our latest piece from our Private Capital Outlook series: https://pwc.to/4vA3Wtg #Tax #PrivateCapital #PartnershipTax
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25 years. One focus: private companies. The result? We don't guess what's next — we recognize it. And that changes how decisions get made. Let's talk about what's next. https://pwc.to/4aPMhGr
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