The Real Economy Blog

Jason Kuruvilla, Senior Manager, Financial Services Senior Analyst

@JasonKuruvilla1

Jason is a partner and financial service professional from RSM’s Chicago office, aligned with the tax practice. He works primarily with clients in the financial services industry and has particular expertise in meeting the needs of hedge funds, fund of hedge funds, broker-dealers, private equity firms, commodity trading advisors, commodity pool operators, proprietary trading groups, family offices, private foundations, and high net worth individuals.

For the last 13 years, Jason has provided tax services for his clients in a variety of areas such as individual tax planning related to tax reform, review of partnership allocation methodologies, partnership/family office restructuring, IRS and state tax audits, industry related tax research, trading strategy reviews for optimal character recognition, foreign reporting issues, and overall federal and state compliance and planning.

Jason has worked with and counseled start-up funds, working alongside attorneys, administrators and prime brokers. In January 2018, Jason was selected as a senior analyst in RSM’s cutting edge Industry Eminence Program, which positions its senior analysts to understand, forecast and communicate economic, business and technology trends shaping the industries RSM serves. These senior analysts advise clients on conditions impacting middle market leaders. Jason’s focus is the financial services industry.

Family office direct investing is on the rise

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According to a study by Campden Wealth, an independent research company, family offices manage about $4 trillion globally. That amount is growing as more families sell out of their founding businesses and, with the proceeds, look for opportunities in wealth preservation, philanthropic activities and increasingly, asset management that includes direct ... READ MORE >

Latest C-corporation conversion announcement follows trend with largest alternative asset managers

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Carlyle Group LP, among the world's largest private equity firms, is expected to announce it conversion to a C-corporation from a publicly trade partnership during its second-quarter earnings call on July 31. It is the latest alternative asset manager to make the conversion following peers that include Apollo Global Management LLC, Blackstone Group LP, Ares ... READ MORE >