Extract to table
Pull the structured facts out of a document: parties, dates, amounts, obligations.
Extract to table / engagement-close-out-memorandum.docx
engagement-close-out-memorandum.docx
Parties
Ardent Capital Partners III LP
Pinnacle Health Services Group LLC
Harkness LLP
Ardent Capital GP III LLC
Northmark Advisory Group LLC
DeVries LLP
Moorehouse LLP
Holdings LLC
Dates
June 25, 2024
January 10, 2024
May 31, 2024
June 14, 2024
December 31, 2023
January 8, 2024
February 12, 2024
February 28, 2024
February 16, 2024
March 1, 2024
Amounts
$3.2
$287.4
$51.8
$412,000,000
$72.6
$81.2
$8.6
$339,400,000. 2.2
$2,000,000
$1,850,000
Obligations
Each rollover participant is required to file a Section 83(b) election with the Internal Revenue Service within thirty (30) days of the closing date (i
Nadia Ostrowski, and Jonathan Marsh — must file a Section 83(b) election with the Internal Revenue Service via certified mail no later than June 30, 2024 (i
The election statement must be attached to Pinnacle Health Services Group LLC's Form 1065 (U
Form 8308 must be attached to Pinnacle's partnership return (Form 1065) for the taxable year in which the exchange occurred
Pinnacle Health Services Group LLC is required to prepare and issue short-period Schedules K-1 to all Pinnacle members for the period beginning January 1, 2024 and ending May 31, 2024 (the closing date)
The short-period K-1s must reflect each member's allocable share of Pinnacle's income, deductions, gains, losses, and credits for the pre-closing period