United States

How to transfer carried interest

INSIGHT ARTICLE  | 

Download article

With interest rates currently at record lows, and private funds generating strong returns, now is an ideal time for general partners (GPs) to review their estate planning so as to pass on wealth with minimal estate and gift taxes.  In light of possible changes coming for the rules governing interest transfers, this article, featured in Private Funds Management 2016 Yearbook, discusses why GPs would be wise to consider gifting the ownership of carried interest and getting it properly valued. 

Lindsay Hill, valuation services director at RSM US, shares insight as to why GPs should consider transferring carry, when is the best time do to so as well as how carried interest is valued. 

 

 

 

AUTHORS


Private Equity Subscriptions

Subscribe to Quarterly Industry Spotlights

(* = Required fields)

Contact our professionals

Contact us by phone 800.274.3978 or
submit your questions, comments or proposal requests.



Events / Webcasts

IN-PERSON EVENT

Trends in business development companies 2017

  • May 15, 2017

RECORDED WEBCAST

Accounting and tax updates for private equity funds

  • January 17, 2017

RECORDED WEBCAST

Private equity and the software industry

  • December 14, 2016

RECORDED WEBCAST

M&A: What to expect in 2017

  • November 16, 2016