Tax trends and planning considerations for fund owners

Dec 18, 2019

After the first year of tax reform implementation, asset management and private equity firms now have a clearer understanding of the application of 2017’s Tax Cuts and Jobs Act. Craig Wickwire, private client services partner, discusses industry trends and planning opportunities fund owners may want to consider in the year ahead. Topics include:

  • Charitable planning with fund assets
  • Carried interest waivers
  • Self-employment tax
  • Section 1202 stock opportunities
  • Estate and gift transfers of partnership interests