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Tax Analysis and Information Reporting for Debt Investments

Deloitte Tax LLP

Investments in debt and debt securities face both challenges and opportunities in today’s environment. Traditional tax accounting that employs spreadsheets or similar applications may not be sufficient to access and track the large volumes of data associated with these investments on a highly detailed loan-level basis, let alone generate the appropriate reports. Do you have the resources to manage the intricate tax analysis and information reporting requirements for your investments in debt and debt securities?

Deloitte’s Tax Analysis and Information Reporting for Debt Investments (TARDI) services and advanced tax database technology have been designed for the wide range of owners of debt investments to address their tax compliance requirements and tax planning need while maintaining flexibility to pursue different investment approaches.

video Learn more about Deloitte's TARDI services in this Flash presentation.

Featured insights

  • Tax Analysis and Information Reporting for Debt Investments (TARDI) Services
    Do you have the resources to manage the intricate tax analysis and information reporting requirements for your investments in debt and debt securities? Read about our TARDI Services.
  • TARDI: A detailed technology review
    Learn how TARDI’s advanced tax database technology, together with our experienced and dedicated client service team, provide valuable resources for owners of debt instruments.
  • Mortgage REIT solutions
    Explore how our TARDI team combines its tax technical knowledge and hands-on transaction-related experience with Deloitte’s proprietary technologies to address the tax technical and data issues inherent in operating as an MREIT.
  • Licensed version of our TARDI technology
    Learn about our debt-related tax technology tools that are available to address the needs of our clients – either through a traditional service arrangement or our licensed version.

As used in this document, “Deloitte” means Deloitte Tax LLP, a subsidiary of Deloitte LLP. Please see www.deloitte.com/us/about for a detailed description of the legal structure of Deloitte LLP and its subsidiaries. Certain services may not be available to attest clients under the rules and regulations of public accounting.

 

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Contact us today to learn how we can help you address today’s tax complexities of distressed debt investments.

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