Financial Markets Fixed Income Tax Strategy (FIRST)

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Financial markets practice’s Tax professionals provide a broad range of services & solutions across the entire Tax landscape for fixed income products, including:

  • Tax Advisory & Quality Assurance Services
    • Support for Technology Platform Conversions
    • Subject Matter Specialist Advice
    • Investment Basis Tax Accounting & Reporting Support
    • Review & Testing of Infrastructure & Operations
    • Structuring considerations with respect to complex products and loan

  • Outsourcing Tax Compliance & Reporting Calculations
    • Loan level accounting
    • Market Discount & OID
    • Bad debt deductions
    • Distressed debt policies
    • Ongoing tax return filing and reporting requirements
    • And much more

Investors are confronted with complex tax accounting rules that may be difficult to apply to current market conditions. In addition to applying appropriate tax accounting rules and regulations, investors must stay abreast of IRS and government initiatives that continue to be released, particularly ones directly applicable to the distressed debt sector, such as guidance addressing foreclosures and loan modifications. An equally daunting task is controlling the operational challenges that arise when managing and monitoring the voluminous data typically associated with such investments.

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“FiRST is our multi-asset technology platform that accurately and efficiently computes taxable income calculations, that are easily inputted into tax compliance reporting systems. It’s our one firm technology solution, simplifying calculations and providing support to you”

Lynn Chin, Partner, PwC

Contact us

Lynn Chin

Partner, PwC US

Trent Johnson

Principal, PwC US

Frank Serravalli

Partner, Financial Markets, PwC US

Tel: +1 (646) 742 7510

Debra Rappoport Bigman

Partner, PwC US

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