Tax Investigations of Investment Management Companies

Duff & Phelps has a proven track record of guiding clients through difficult inquiries and complex negotiations to reach successful outcomes. We use our in-depth knowledge of the asset management and broking industry, tax legislation and case law, and the structure and processes of tax authorities to resolve matters quickly and secure the best results for your business to minimize disruption and expense. Above all, we offer the peace of mind that your tax affairs are being dealt with by experienced professionals with a deep understanding of the industry, who are able to negotiate on your behalf.

Our service offering can assist with the following personal and corporate investigations:

  • Local investigations

  • Special Investigations

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Other Areas We Can Help

Portfolio Valuation

Expert investment valuations, specifically securities and no "active market" quotations.

Portfolio Valuation