UBTI and Blocker Tax Advisors

10 fund tax advisors at 7 firms have bios that show a focus on UBTI, ECI and blocker structuring.

Everyone here is listed from their firm’s own bio page, and nobody pays to be listed or to rank. Last verified Oct 23, 2026. How we check

Partners: 10; all at partner level
Firms: 7
Most partners: Cohen & Co; 2 listed here
Biggest city: Chicago; 2 here

Fund tax advisors

Open the full-screen table

Counting everyone…

						Prior firms
Leandro Barbuscio	Kaufman Rossin	Principal, International Tax	Miami, FL	Private equity funds, Real estate funds +1	Florida International University	–
Paul D Chambers	KPMG	Tax Partner	Chicago, IL	Real estate funds	–	–
Evan Eichhorn	KPMG	Partner, Tax	New York, NY	Fund formation, Private equity funds +1	–	–
Satish Katikala	Cohen & Co	Partner	New York, NY	Private equity funds, Private credit funds +1	Sri Venkateswara University, Sri Krishnadevaraya University	–
Jim Marks	Grant Thornton	Partner, Tax Services	Boston, MA	Private equity funds, Venture funds +1	Boston College	Fidelity Investments, PwC
Rony Rodriguez	CohnReznick	Partner	Los Angeles, CA	Private equity funds, Real estate funds +1	University of Southern California, Loyola Marymount University	–
Peter Rodwick	CohnReznick	Partner	Los Angeles, CA	Private equity funds, Private credit funds	UCLA	–
Kristen Slusarczyk	Baker Tilly	Principal	Chicago, IL	Private equity funds, Venture funds +1	DePaul University, University of Kentucky	–
Robert Velotta	Cohen & Co	Partner	Cleveland, OH	Private equity funds, Private credit funds +1	University of Akron, John Carroll University	–
Ling You	EisnerAmper	Partner	San Francisco, CA	Fund formation, Private equity funds +1	DePaul University, University of Iowa	EY, RSM +2

Arrow keys move through the list, Enter opens a person, S saves them to your shortlist, Escape closes. Facts from each firm’s public bio page; nobody pays to be listed.

Fund Tax and Accounting Firms, by partners listed

About this list

What UBTI, ECI and blocker structuring work is

Structuring funds so tax-exempt and non-US investors avoid UBTI, effectively connected income and FIRPTA, with blockers and parallel funds.

In sum

10 fund tax advisors at 7 firms are listed on this page. The 5 with the most: Cohen & Co (2), CohnReznick (2), KPMG (2), Baker Tilly (1) and EisnerAmper (1).

Questions

How many fund tax advisors does FundOpsHQ list?

10 partners at 7 firms. Last checked Oct 23, 2026. Each one is at partner level, and their firm's own bio page describes their work on UBTI, ECI and blocker structuring (the quote is on each profile).

Which fund tax and accounting firms have the most partners listed?

Cohen & Co (2), CohnReznick (2) and KPMG (2), counting the partners each firm's own website lists.

Where are fund tax advisors based?

The cities with the most: Chicago (2), Los Angeles (2) and New York (2).

What else do these tax advisors work on?

The practices they list most: fund tax (10), private equity funds (9) and hedge funds (5).

How does a fund tax advisor get on this list?

By being a partner, principal, shareholder or member whose firm's own website lists them for this work. FundOpsHQ reads each firm's public bio pages and dates every check. Nobody pays to be listed or to rank, and anyone listed can claim, correct or remove their profile. How the directory works

Fund news, every weekday morning

FundOps Daily: the biggest fund closes, deals and hires in private markets, in your inbox every morning by 7:30am ET. Free.

Get FundOps Daily

Listed here?

Claim your profile from its page to add to it, or ask for a correction or removal. It is free; the claim link goes to your work email at your firm’s domain.

How claiming works

Who is listed here comes from each firm’s own public bio page: the practices, clients and offices it names. Nobody pays to be listed or to rank. How the directory works