Epstein Index›Documents›EFTA01393846
💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01393846: Offshore (DS10)

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Document providing tax guidance for investors, specifically addressing tax-exempt investors' options regarding UBTI (Unrelated Business Taxable Income) and U.S. treaty benefits. The document recommends that eligible tax-exempt investors consider investing in an Offshore Access Fund as an alternative to claiming U.S. treaty benefits.

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🔑 Evidence Keywords
offshore

📋 Key Excerpts2

PersonKeyword
Excerpt 1
Tax-Exempt Investors that do not wish to receive any UBTI and are willing to forgo claiming U.S. treaty benefits should consider investing in the **Offshore**
Excerpt 2
Investors should, if eligible, instead consider an investment in the **Offshore** Access Fund.

📄 Original Document

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Source: U.S. Department of Justice

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