US Tax Representative

Our team has experience in US tax and compliance matters, having worked closely with many leading US tax professionals. As Partnership Representatives, we work closely with managers and professional advisors to ensure that all partnership representative requirements are met to the highest standards.

Why Calderwood
Highly experienced in US tax and compliance matters
Ability to act as a named individual on US partnership tax returns
Always available to liaise directly with US tax officials and legal counsel
Our process

Our key services include:

  • Acting as a designated Partnership Representative by serving as the named individual on all US partnership tax returns each year, providing a US-based address and telephone number.
  • Provide any necessary audit-related requirements and duties prescribed by US tax law.
  • Liaise with legal representation to ensure regulations and requirements are met.
  • Consult with fund managers to assist with any requests, documentation, filings, or settlements that may occur during the process.
  • Any additional duties requiring a US presence on an as-needed basis.

With over 24 years as a hedge fund attorney in the US and more than 18 years as a director to private investment fund boards, Laura McGrath has accumulated in-depth knowledge and specialized insight of the ever-evolving regulatory and compliance environment. Her unique perspective of the legal and regulatory environment for both Cayman Islands and US funds makes her highly suited to advising managers with complex international structures, due to her extensive experience working in multiple jurisdictions.

Laura earned a Bachelor of Arts degree from the University of Virginia and her Juris Doctor degree from the University of Richmond. She is a member of the Virginia State Bar Association, the American Bar Association and holds FINRA Licenses 7, 14, and 24 (unaffiliated).

How we can help
Corporate Governance
Compliance
Independent Representative

Your team

Laura McGrath
Independent Director