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    • Business Tax
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  • Industries
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  • About us
  • Services
    • Business Tax
    • International Tax
    • Mergers & Acquisitions
    • State and Local Tax
    • Indirect Tax
    • Private Client Services
    • Tax Credits & Incentives
    • Business Tax
    • International Tax
    • Mergers & Acquisitions
    • State and Local Tax
    • Indirect Tax
    • Private Client Services
    • Tax Credits & Incentives

    Business Tax

    We offer proactive tax planning, compliance and strategy development to help your business minimize tax burden and stay compliant.

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    International Tax

    Navigating the complex web of international tax regulations can be daunting. We ensure your business complies with all relevant tax laws across different jurisdictions.

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    Mergers & Acquisitions

    Cross-border M&A deals require a nuanced approach. Our specialized knowledge in managing foreign tax credits, transfer pricing, and international tax treaties ensures compliance and global tax efficiency.

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    State and Local Tax

    We ensure that your business complies with all relevant tax laws, handling all aspects of tax reporting, filing, and documentation to avoid penalties and legal issues.

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    Indirect Tax

    Indirect taxes, such as sales tax, value-added tax (VAT), excise duties, and customs duties, can be complex and challenging to manage. We provide invaluable assistance in navigating these complexities.

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    Private Client Services

    We analyze your financial situation, investments, and future goals to create a personalized tax strategy that minimizes liabilities and maximizes savings.

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    Tax Credits & Incentives

    We identify credits and incentives your business qualifies for, whether it’s research and development (R&D) credits, renewable energy incentives, hiring credits, or other industry-specific benefits.

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    Consumer Products & Retail

    We offer proactive tax planning and strategy development to help your business minimize tax liabilities and maximize tax savings.

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    • Capital Markets
    • Banking
    • Private Equity
    • Fund Tax Administration
    • Capital Markets
    • Banking
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    Investment Management

    We manage complex tax compliance, planning and transactional projects to streamline operations, investor relations and K1 reporting process and managing tax aspects of M&A for our private equity clients.

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    Family Offices

    We provide estate and succession planning services navigating estate tax laws. We ensure that wealth is transferred smoothly and tax-efficiently to heirs.

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    Healthcare

    We offer industry-specific advisory services, providing insights and solutions tailored to your sector. Our expertise ensures you are well-equipped to handle industry-specific tax issues.

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    Manufacturing & Distribution

    The manufacturing sector has unique tax challenges, such as those related to raw materials, production processes, and logistics. We identify opportunities for tax savings and ensure your manufacturing activities are tax-efficient.

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    Real Estate

    Ensuring compliance with tax laws and regulations is essential in real estate. Our team helps structure and execute exchanges, ensuring compliance with IRS regulations and optimizing tax benefits.

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    Technology

    At SWBA, our Technology practice team comprises experts deeply versed in the tech industry.

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Fifth Circuit Revises Standard for “Limited Partner” Status Under Self-Employment Tax Rules

Screenshot 2026 08 20 182648

The US Court of Appeals for the Fifth Circuit has issued a revised opinion in Sirius Solutions, L.L.L.P. v. Commissioner of Internal Revenue (No. 24-60240), holding that a “limited partner” for purposes of Section 1402(a)(13) of the tax code is a partner who does not assume a significant role in managing or operating a business. […]

swba

SWBA is a boutique professional services firm specializing in the intricate world of U.S. M&A transactions, cross-border tax structuring, and U.S. tax compliance for private equity, hedge funds, and family offices.

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Services
  • Business Tax
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  • Mergers & Acquisitions
  • State and Local Tax
  • Indirect Tax
  • Private Client Services
  • Tax Credits & Incentives
  • Business Tax
  • International Tax
  • Mergers & Acquisitions
  • State and Local Tax
  • Indirect Tax
  • Private Client Services
  • Tax Credits & Incentives
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info@swbadvisors.com

Phone:

+1-646-797-2930

Address:

5 Penn Plaza, 23rd Floor
New York, NY 10001

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