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CPA Explains Gifting Carried Interest for Estate Planning

CPA Anthony Venette outlines how early gifting of carried interest can lead to tax savings and legacy building, as detailed in a Venture Capital Journal article.

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The Strategy of Gifting Carried Interest

CPA Anthony Venette explains in a Venture Capital Journal article how gifting a portion of carried interest earlier allows future appreciation to accrue outside of a general partner’s estate, according to Venture Capital Journal. This approach is presented as a method for significant tax savings and legacy building, as noted in the piece published on 16 March 2026.

Benefits for General Partners

Venette’s explanation highlights that by gifting carried interest, the future appreciation occurs outside the GP’s estate, which is a key factor in achieving the mentioned tax savings and legacy building, drawing from the article’s core insights. As widely known in venture capital contexts, carried interest represents a share of profits, and such strategies can interact with broader estate planning practices, though specifics here focus on Venette’s advice.

Insights from the Expert

The article, categorized under guest columns and opinion, features Venette as a guest writer discussing these estate planning tactics, with tags including ‘Guest Columns’ and ‘Opinion’, according to Venture Capital Journal. This underscores the piece’s focus on US-based strategies, as indicated by its tags.

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