Tax Risk for Investment Managers

Duff & Phelps has a wide experience conducting tax risk reviews to enable you to gain a better understanding of your business’ risks and help you to implement appropriate policies to ensure that your systems and procedures are robust enough to withstand scrutiny.

Our range of services includes the following:

  • Pre-implementation review

  • Tax Return filing positions

  • Record and systems reviews

  • Tax compliance risk management

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Other Areas We Can Help

Portfolio Valuation

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

Portfolio Valuation