Overview

Marguerite’s practice focuses on advising U.S. and non-U.S. fund sponsors regarding the tax aspects of forming and operating private investment funds, including credit, buyout, venture capital, secondary and funds of funds, as well as on advising fund sponsors regarding their internal economic arrangements. Marguerite also advises various types of institutional investors in their investments in private investment funds and represents buyers and sellers in secondary transactions. In the course of her practice, Marguerite regularly advises on U.S. tax issues relevant to U.S. tax-exempt and non-U.S. investors, as well as on U.S. tax considerations related to non-U.S. investments.

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Thought Leadership

Seminars

U.S. Tax Reform and the Impact on Limited Partners, Institutional Limited Partners Association (ILPA), Webinar, December 2017

Structuring Foreign UBTI Blocker Corporations for Exempt Orgs: Offshore Blockers to Hold Alternative Investments, Strafford, Webinar, December 2017

Legal, Regulatory & Tax Considerations Panel, Institutional Limited Partners Association (ILPA), CIO PE Symposium, Cambridge, MA, May 2017

New Proposed Treasury Regulations Regarding Management Fee Waivers and Other Tax Updates for Private Investment Funds, Private Equity CFO Association (PECFOA) Meeting, New York City, NY, September 2015

Addressing Common Taxation Concerns — Private Equity Funds, Private Equity International — Master Class, New York City, NY (January 2015 and 2014) and Boston, MA (June 2013)

Credentials

Admissions & Qualifications

  • Massachusetts

Education

  • Harvard Law SchoolJ.D.2004
  • University of Massachusetts at AmherstM.S., Epidemiology2001

    Delta Omega Honorary Society in Public Health

  • University of Massachusetts at AmherstB.A., Sociology & Psychologysumma cum laude1998

    Phi Beta Kappa