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Amanda McKenna

CPA Partner, Team Leader, Financial Services - Tax

Get to Know Me

Amanda McKenna is a Tax Partner with two decades of experience in the alternative investments industry, leading Withum’s Financial Services Tax practice.

She specializes in providing tax compliance and consulting services for venture capital, private equity, and hedge funds. Her primary focus is on partnership structures, including stand-alone entities, master-feeder structures, offshore funds, fund of funds, management companies, and general partner entities across various asset classes.  

Amanda has a deep understanding of the complexities surrounding fund structures and brings an invaluable approach to her clients’ tax planning. She provides practical solutions to complex tax issues and is dedicated to helping her clients achieve their investment goals while minimizing tax liabilities. 

Amanda is experienced in working with both domestic and international investment funds and advises on various structuring options to determine the best tax efficiency and impact on U.S. and non-U.S. limited partners.  

Amanda is often seen attending and presenting at industry conferences to assist her clients and team in navigating the ever-changing landscape.

Industry Experience

Service Expertise

Learn More About My Story

Learn more about my professional experience and how I spend my time outside the firm.

Education:

  • Bachelor’s Degree, Finance, Seton Hall University

Professional Affiliations:

  • Member, American Institute of Certified Public Accountants (AICPA)
  • Member, New Jersey Society of Certified Public Accountants (NJCPA)
  • Member, New York State Society of Certified Public Accountants (NYSSCPA)
  • Member, Women Association of Venture Equity (WAVE)
  • Member, NYSSCPA Taxation of Financial Products Committee
  • Member, Manhattan Alternative Investment Network
  • Member, Wall Street Tax Association

As an active member of the firm’s Women in Financial Services initiative, Amanda is passionate about mentoring and supporting the development of future generations of women accountants.  

Amanda has launched the blog “Venture to Know”, which is a series of FAQs for the Venture Capital community. 

Outside of the office, Amanda enjoys spending time with her family and being outdoors.

Amanda McKenna has been awarded as “The Top Women Leaders of New York 2024″.

Authored Insights

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Limited Partner Self-Employment Tax Exception Faces Critical Appellate Test

The question of who qualifies as a “limited partner” for purposes of Section 1402(a)(13) is now before the federal appellate courts, with potentially significant implications for partnerships and their owners. What began as a dispute over a narrow statutory exception for limited partners has evolved into a fundamental debate over whether self-employment tax liability should…

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Management Company Series: PEOs and Retirement Plans

Let’s explore how Professional Employer Organizations (PEOs) work, key retirement plan options, and the tax benefits and trade-offs that come with each. What Is a Professional Employer Organization (PEO)? When a small business considers hiring additional employees, several challenges may arise, such as recruiting and hiring, benefits and payroll administration, and compliance assistance. A Professional…

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post-it note with reduce your tax liability
Management Company Series: Tax Planning to Reduce Taxable Income

As a business owner or managing member, navigating the complexities of tax obligations is inevitable. Questions such as “How much tax do I have to pay?” and “Are there ways to reduce tax liability?” are common. Here, we explore some effective strategies to reduce taxable income. Management Fee Waivers Management companies typically earn a percentage…