James S. Lelko, CPA, MST

Jim Lelko is a tax director with our firm and has more than 30 years of experience within the investment management industry.

Jim's experience includes more than a decade as a tax partner within a Big Four firm.

He maintains significant expertise with the issues and trends related to investment company taxation, including for:

  • Mutual funds
  • Exchange-traded funds
  • Hedge funds
  • Cayman Islands registered funds
  • Private equity funds
  • Venture capital funds

As a partner within a Big Four accounting firm, Jim managed a team of 140 tax professionals.

Jim’s experience within the investment management industry also includes:

  • Determining year-end distribution requirements for regulated investment companies
  • Developing offshore fund structures for private investment fund sponsors
  • Speaking at conferences on tax-efficient investing for private funds
  • Effectively identifying connected income issues for non-U.S. investment platforms
  • Working with the IRS on tax controversies and other audit matters for private investment funds
  • U.S. tax reporting for non-U.S. investment platforms
 

Education

  • Cleveland State University - Bachelor of Business Administration, finance
  • Northeastern University - Master of Science, taxation

Associations

  • American Institute of Certified Public Accountants
  • Illinois CPA Society