Green NFH, LLC focuses on providing tax compliance and accounting services to funds, managers and traders. We have great partners for development and assurance services.

We offer investment management clients useful content on taxes, development, accounting, assurance, and compliance. Our CPA firm Green NFH offers tax compliance and accounting services, and outside service partners offer assurance and legal services.

Green NFH, LLC offers these services:

Tax compliance

Annual tax return planning and preparation, including investor K-1s at year-end, plus management company and individual tax return preparation and planning for the owners. We are leaders in trader tax services and some successful traders grow into investment management, too. (Read Tax Compliance .)

Accounting

We provide monthly and annual accounting for the fund, including preparation of investor capital statements. We consult with you on setting up effective internal controls. Choosing a good accounting provider is key to achieving financial reporting objectives, such as preparation of reliable financial statements. Its important to be sure your fund is auditable when needed. (Read Accounting .)

Some incubator funds want to save on accounting fees and they choose to do their own accounting or cut corners with unqualified service providers. This can render a fund unauditble, which defeats the purpose of the incubator fund. If you are okay using your incubator fund as your own retail trading vehicle, then just preparing annual income taxes may be all that is needed. Green NFH, LLC can perform this tax compliance on your incubator fund. We can also advise you on how to scale up again to accepting investors in the fund later on. The key is starting proper accounting books and records and becoming auditible for that period going forward. (Read Incubator Funds .)

GreenTraderTax works closely with other service providers

Development, Formation, Registration, Regulation and Compliance

We believe that clients should engage a qualified law firm for investment management business development, fund formation, legal services, registration, regulation and compliance. We dont support non-attorney service providers offering full-service solutions on the Internet. Many of our clients use Investment Law Group.  (Read Development .)

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Assurance (Audit & Attest)

GreenTraderTax.com offers the assurance services of Warren Averett, LLC  (WA) — a highly regarded assurance CPA firm in the investment management industry — to investment managers, traders and broker dealers. Clients and GreenTraderTax.com site users can directly engage WA for those services. GNFH partners agree to help out as needed. These services include startup and annual audits, reviews, compilations and performance of agreed-upon procedures which are sometimes required by prime brokers, other financial counterparties or regulators. With WA’s great reputation in assurance and GNFH’s tax compliance and accounting expertise, our goal is to offer a full, seamless service. Read our Nov. 6, 2013 blog: Investors in hedge funds depend on “assurance” from quality independent CPA firms. (Read Assurance .)

( Advertisement: Warren Averett, LLC  advertises here on our Website and pays Green NFH a fixed monthly advertising payment. Contact Charles Bailey CPA , Audit Partner at 770.393.6439.   )

We will advise you on tax-efficient structures for your hedge fund when youre ready.

Tax edge

GreenTraderTax and Green NFH, LLC are highly regarded in the industry for leading tax knowledge and strategies, which are key drivers of a business plan for investment managers and business traders.

The biggest pitfall for new investment management businesses is blowing tax elections. Many law firms handling development and formation don’t have experienced tax counsel or they miss the elections. Administration and law firms usually punt tax elections to CPAs who often get involved at year-end when it’s too late on most elections, so involve us early on.

Count on us to handle all the tax matters correctly, including carried-interest tax breaks, the S-corp self-employment tax loophole, the new 3.8% Medicare tax on unearned income, trader tax status/Section 475 MTM accounting, lower 60/40 Section 1256(g) forex tax treatment breaks, forex tax treatment, ETF and ETF option tax treatment, international tax planning including PFIC and QEF elections, mini-master feeders, tax changes and more.

Because structuring your fund for optimal tax results usually depends upon an analysis of your particular facts and objectives — which can have many nuances, as do the governing legal rules — having a seasoned team of tax professionals on your side is a big plus. Our company provides investment managers with the professional advice needed.

Meet our team of key professionals.

Management

Robert A. Green, CPA and CEO of GreenTraderTax.com and managing member of Green NFH, LLC manages our investment management practice area. Mr. Green consults clients on investment management business tax strategies. He presents many of our Webinars and writes our blogs on investment management. Click here  for full bio.

Tax Partner

Darren L. Neuschwander, CPA & managing member of Green NFH, LLC heads up our tax compliance services for investment management and trader tax. Click here  for bio.

CPA Accountant

Christie Kam, CPA heads up our accounting services for investment management. Click here  for bio.

Tax Attorney

Mark Feldman, JD is a tax attorney in our investment management practice area. Mr. Feldman is a top international tax attorney and supports our trader tax teams too. Click here  for full bio.

Green NFH, LLC focuses on tax compliance and accounting services for investment management businesses.

The biggest savings and value come when clients get started with us at the earliest stages of their plans. We pride ourselves on communicating clearly with our clients and strive to pierce through the development and tax terminology to provide understandable answers.

We focus on start-up, incubator and smaller hedge funds and their investment advisers. Our professionals understand their needs better than most and we design our services around those needs. That means offering generous amounts of Web and media content for advisers to make informed decisions, giving great support and customer service.

GreenTraderTax content can help you launch a successful investment management business.

Several important tax and financial-reform changes are in various phases of development in the U.S. and abroad. Many directly impact investment management businesses. Robert A. Green CPA is a leading writer and speaker on these developments as you can see from our blog, Webinars, speaking engagements, videos and writing. Brent Gillett, JD of the outside law firm InvestmentLawGroup often is a panelist on our Webinars dealing with investment management, regulatory and legal issues.

For consultations on taxes, please purchase a consultation. We also provide consulting on business and structuring issues. For example, we often help on tax matters with various business and fund structures like separately managed accounts vs. onshore or offshore hedge funds

For consultations on development, legal, registration, regulation and compliance, we recommend that you work with a qualified attorney. Brent Gilett JD of Investment Law Group  works with many of our clients. (ILG advertises on our Website and pays Green & Company, Inc. owner of our site a fixed monthly advertising payment.)

Incubator (start-up) funds: An incubator fund is the least expensive and most flexible hedge-fund business plan around! Click here for our incubator fund page .

Bottom Line 

Start-ups, incubator funds, smaller hedge funds and new investment advisers may have big needs, but they also have smaller pocket books. Leading service providers to larger hedge funds simply charge way too much and they dont match up well with smaller entrepreneurs. Few sites give away as much valuable content as we do. As we proved with small business traders and managers since our inception in 1983, we are the opposite. Our entire company and offerings are designed for the special needs of traders and adviser entrepreneurs. As attested by media interviews, articles, and customer testimonials, we have highly regarded professionals on our roster. By specializing in investment management and traders, we are able to lead the trader tax industry in ideas and strategies, design best practices and tools, and pass on those values and savings to our customers. Caring for our customers many needs over the long-term outweighs any single project and profits.

We look forward to working with you soon.

Sincerely,

Robert A. Green, CPA & Darren L. Neuschwander, CPA