Many of the world's largest defined benefit and defined contribution plans, as well as smaller plans around the world, invest with us. Among them are corporate, public and union funds.
US and UK defined contribution plans, large and small, invest with us. Among them are corporate, public and union funds.
Defined contribution schemes in Australia and New Zealand, as well as legacy defined-benefit and hybrid schemes, invest with us.
University and hospital endowments and charitable and research foundations, large and small, invest with us.
Sovereign wealth funds and central banks in Asia and the Middle East have increasingly come to us for a wide range of portfolio strategies. In 2009, we also began to manage several portfolios associated with the US federal government's economic recovery effort.
Banks, insurance companies and other financial-services firms around the world hire us in a subadvisory capacity to manage investment funds for use in variable annuities, mutual funds and other products.
Insurance companies in the North American, European and Asian-Pacific regions invest their own capital with us and hire us in a subadvisory capacity.
Financial advisors in North and South America, Europe, Asia and the Pacific Rim tap AllianceBernstein's broad array of mutual funds and managed-account investment services as they provide investment advice and other financial services to individual investors.
Registered Investment Advisors (RIAs) can access AllianceBernstein’s wide-ranging investment solutions, thought leadership and perspectives, and tools as they provide investment advice and other services to their clients.
We work closely with investment consultants around the world to help our clients in common to achieve better objectives; to do so, we share our research, provide access and strive for transparency.
Individuals in North and South America, Europe, Asia and the Pacific Rim tap a broad array of our investment services, mostly through intermediaries, to fund their retirements, their children's educations and other savings needs.
Individuals, families and their professional advisors rely on us to preserve and build wealth across generations through customized financial planning, discretionary investing and comprehensive wealth management services. Our private client offices are located throughout the US.
Investment managers and other professional investors around the world use Sanford C. Bernstein for its in-depth research on companies, industry research and equity trade execution. In 2009, we also relaunched our equity capital markets business to further serve investors and corporate clients.
The information contained herein serves as a guideline and is only provided for general informational purposes. It should not be considered as offering any tax advice. Since tax laws are complex, you should consult your tax advisor on specific issues related to your tax situation.
Unitholders can obtain their Schedule K-1s for the taxable year 2012 by visiting the AllianceBernstein Tax Support website at www.taxpackagesupport.com/ab.
AllianceBernstein Holding L.P. (“AllianceBernstein”) is a publicly traded limited partnership whose Units are listed on the New York Stock Exchange (NYSE: AB). Investors, generally referred to as Unitholders, own limited partnership interests in the holding company, AllianceBernstein Holding. AllianceBernstein Holding owns approximately a 37.8% interest in AllianceBernstein L.P. (“AllianceBernstein”). AllianceBernstein is a private limited partnership that conducts the diversified investment management services business.
As a limited partner, a Unitholder of AllianceBernstein Holding is required to report the pro rata share of AllianceBernstein Holding’s taxable income on individual income tax returns as though the Unitholder had incurred such items directly. Each Unitholder’s pro rata share of AllianceBernstein Holding’s taxable income is reported on a Schedule K-1 for the taxable year, which is mailed to all Unitholders on or before March 1 of the following year. Cash distributions received from AllianceBernstein Holding should not be reported as taxable income even though the cash distributions may be shown on a statement issued by your broker.
Each Unitholder’s share of the partnership’s taxable income, as reported on the Schedule K-1, increases the “tax basis” of the Units owned. Likewise, the quarterly cash distributions AllianceBernstein Holding pays to its Unitholders reduce the “tax basis” of the Units owned. These adjustments to your original “tax basis” are maintained by the AllianceBernstein Tax Department. The cumulative “tax basis” adjustment will be provided by the AllianceBernstein Tax Department in the year the Units are sold.
Any capital gain or loss realized upon the sale or other disposition of the Units is calculated by subtracting the Unitholder’s “tax basis” from the sales proceeds.
Although AllianceBernstein and AllianceBernstein Holding believe the information contained herein is accurate, the partnerships make no guarantee as to the completeness or application of this tax fact sheet to every individual or institutional investor situation. Please consult your tax advisor on specific issues related to your tax situation.
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