Talking Tax - Episode 34 - The Minefields of Estate Planning and Carried Interest


Navigating the complexities of estate planning with carried interest can quickly become a daunting task.

N. Todd Angkatavanich, David A. Stein, and Andrew Haave of Withers Bergman LLP authored a Bloomberg BNA portfolio on the topic that walks readers through this complex area of wealth planning.

Reporter Allyson Versprille spoke with Angkatavanich and Stein about what practitioners need to know when it comes to navigating carried interest planning under tax code Section 2701, avoiding pitfalls, and understanding the impact of potential tax reform changes.