Across our work with German investors in US funds, a small set of questions comes up again and again. This short reference captures the essentials — useful when you are about to commit, when you are already invested, or when you are preparing your annual filings.
Organised by when each item needs to happen: before you invest, at onboarding, every year, and at exit.
Twelve items in total. Built from real cases. Free. Not tax advice — for all substantive analysis or filings, a licensed Steuerberater familiar with US fund structures is required.
A calm reference, not a warning list. Useful whether you are about to commit or already invested.
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Plainly LP is a separate company from Finally Fund Admin and Clearly Tax. Registered at plainlylp.com.