03 · Capital Calls & Distributions
FIRPTA / NRA withholding management
Atlas-orchestratedfrom $1,500/moExpert ~1–3 hrs/mo
Bottom line
Flag and schedule FIRPTA/NRA withholdings on distributions with tax-partner review—not after the wire.
Atlas owns workflow, drafts, and QC calendar. Licensed partners handle regulated acts; Atlas stewards the process.
Invoice / proposal description
- ·Withholding eligibility flags per LP / asset.
- ·Withholding schedule tied to distribution calc.
- ·Handoff pack for tax partner filings.
By hand today
Discovered at wire time; scramble and LP anger.
On Atlas
Flags in calc workflow; tax partner owns filings; expert babysits.
Deliverables
- Withholding schedule
- Tax partner pack
- LP notices
Service levels
- Withholding schedule complete before distribution notice issuance.
Exclusions
- — IRS representation
- — Tax legal opinions
Platform surfaces
Waterfall Enginedocument workspace
Risk-transfer sell; attaches to every distribution-heavy fund.