A Primer on Carried Interest

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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: Jan 26, 2022

About the author
Diane DeCesare of Armanino LLP is a member of XPX Philadelphia

You need a trusted advisor to work with your team to maximize cash flow through reduction to tax and understanding of financial terms of the deal.