Carried-Interest Tax Strategies
Many financial services executives face wealth-planning issues specific to their industry. For example, General Partners often have significant carried interest in their funds, creating formidable tax and cash-flow challenges. At WMS, we know how to establish legal vehicles to move that carried interest into, creating enormous tax and estate-planning advantages. This is just one example. Since we keep track of your financial situation throughout the year, we can spot these opportunities for you as they arise and avoid year-end scrambles when your K1 arrives.