Matt Romano, CPA, MST

Since beginning his public accounting career in 2007, Matt has focused on providing tax services to mutual funds, alternative investment funds and investment management advisors. He provides guidance related to tax planning and efficiency strategies, compliance requirements, fund organizations and structuring, and other capital changes. He also consults with clients on fund level tax reporting, ASC 740 documentation and responding to shareholder inquiries. Specific to investment partnerships, Matt has expertise in forward/reverse Section 704(c) allocations, Section 754 elections and stuffing allocations. Additionally, his background includes policies and procedures related to the use of tax equalization, as well as tax issues resulting from ownership changes, mergers and liquidations.