The document provides tax-related information for Limited Partners of Southern Financial LLC, including implications of the 2017 Tax Legislation, phantom income, UBTI for tax-exempt investors, and FATCA compliance requirements.
documents/vol00010-efta01364715-pdf.pdf
{"document_type":"financial","document_subtype":"tax information","key_organizations":["Southern Financial LLC","Access Fund","Underlying Fund","IRS"],"reference_numbers":["DB-SDNY-0055263","SDNY_GM_00201447","EFTA01364715"]}