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Private Equity Tax Practices 2008
 
 

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June 24, 2008 Private Equity Tax Practices 2008
Topic: Estate Planning Considerations for GPs: Evaluating new strategies for our current economy and planning for the road ahead
Faculty: IVAN TABACK

Location: Boston, MA
 


  • The Estate Tax Repeal
  • Enhancing total wealth by transferring carried interest
  • Estate Freezes: Avoiding Section 2701 of the Internal Revenue Code by gifting a "vertical slice" of a GP's interest in the fund
  • Vesting and valuation of carried interest and its effect on estate plans
  • Interest Rate Implications: Strategies for a low-interest-rate economy and understanding what needs to change when rates increase


External Web Link: http://peaconference.dowjones.com/ (Opens a New Window)
   
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