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  5. BAM: A couple years back there was some type of change in US tax law that made many LPs subject to IRS withholding of 15% of sale proceeds (non-recoverable), regardless of where the owner lived in the w... [Brookfield Asset Management Ltd. Class A Limited Voting Shares]
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Investment Q&A

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Q: A couple years back there was some type of change in US tax law that made many LPs subject to IRS withholding of 15% of sale proceeds (non-recoverable), regardless of where the owner lived in the world. The various Brookfield entities said they were not affected, but it has always made me a little cautious. Now BAM is looking at relocating to NY. I realize they are a corp, not an LP, but is there any potential they could get caught up in the withholding issue? I hold BIPC and BN. Any reason for concern here?
Thank-you
Asked by grant on October 28, 2024
5i Research Answer:

We are not international tax experts, but we would have no concerns at all here. As a corporation it will not fall under the LP rules, and BN surely would not consider any moves that would be tax negative to the point of impacting its cost of capital.