A Primer on Carried Interest

Diane DeCesare of Drucker & Scaccetti is a member of XPX Philadelphia
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We, in the tax profession, tend to use acronyms and terms that aren’t always well-known by the masses, and “Carried Interest” is one of those terms. The concept is simple enough; however, its application and incorporation into a strategic tax plan can be quite complex, especially with recent changes in the law. Today, we’ll provide an overview of Carried Interests to help you determine if and how to use it in your financial planning.

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Updated: January 26th, 2022

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