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.
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.