Joel Almquist counsels clients on a full range of domestic and cross-border tax issues. Joel advises clients on the tax aspects of public and private asset management transactions, including open-end and closed-end mutual funds, hedge funds, private equity funds and funds involving special alternative investment strategies. Representative offerings involve U.S. and non-U.S. organized entities, master-feeder structures, fund-of-funds strategies, notional principal contracts and other derivative products, tax hybrid entities and other customized offshore structures. Joel also provides clients with tax advice in connection with acquisitions, dispositions, reorganizations, financings and partnerships of every type and structure, as well as providing family tax planning and representation in tax controversies.
In addition, Joel’s corporate, finance and tax practice includes the general representation of corporations, involving a wide range of mergers and acquisitions, financing, real estate, licensing, distribution, technology transfer, trade secret and regulatory matters. Joel also represents foreign companies and individuals and advises them in structuring their business and investment enterprises in the United States.
- Speaker, K&L Gates ETF Think Tank, “Congress’s Impending Search for Income: Will Congress Revise the ETF Tax Deferral Provision of the Code?” (Virtual, September 2020)
- Speaker, K&L Gates ETF Think Tank, “ETF Conversions” (Boston, September 2019)
- "Attraction of Using Insurance Dedicated Funds in Season‑and‑Sell Private Credit Structures and As 'Evergreen' PE Vehicles," Private Equity Law Report, 19 July 2022.
- "Getting Bigger: Tax Considerations of Multi-Class and Master-Feeder Structures," The Investment Lawyer, April 1996.