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George Farrah, Bloomberg BNA

Bloomberg BNA portfolio helps navigate transfer tax issues


Bloomberg BNA has released a new tax management portfolio that focuses on tax considerations for structuring estate planning transactions with carried interests in hedge funds and private equity funds.

The portfolio, Wealth Planning with Hedge Fund and Private Equity Fund Interests and Related Section 2701 Issues, was written by attorneys Todd Angkatavanich, David A Stein and Andrew Haave of Withers Bergman.
The amount of capital under management by private equity and hedge fund managers continues to increase dramatically and, under the current US transfer tax regime, that wealth can be subject to significant taxation either at death or when otherwise transferred.
The portfolio provides estate planning attorneys, financial planners, accountants, and family office professionals planning techniques for structures they can use for estate planning purposes. It covers a variety of subjects, including traditional "estate free" planning using the so-called "vertical slice," as well as various "non-vertical" planning alternatives.
"Managing carried interests is an extremely complex area of estate planning," says George Farrah (pictured), editorial director, Bloomberg BNA Tax & Accounting. "These authors have provided in-depth insights and practical guidance to help advisers avoid the many tax pitfalls that may occur when transferring interests in private investment vehicles."

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