We are committed to providing the best possible financial services to U.S. Tax-exempt Investors. 


Our due diligence reviews of tax-exempt hedge fund investments are designed to uncover and correct the following issues at the hedge fund level:

• Unrelated Business Taxable Income (UBTI) Problems
• Dividend Witholding Issues
• U.S. Trade or Business Issues
• Portfolio Interest Issues
• Structural Issues with the Investment or the Hedge Fund

Contact us for a tax due diligence proposal.

Jeff Lonsdale
Logical Formulas
4516 Lovers Lane #122
Dallas, TX 75225
(214) 769-3322
jeff@logicalformulas.com