Insight on IRS Scrutiny of Carried Interest Valuations
PCE’s Ross Slutsky was recently featured in WealthManagement.com, where he explores the risks and challenges of valuing carried interest in estate planning—particularly in the eyes of the IRS.
In the article, Ross highlights how improper application of discounts or failure to justify valuations can lead to audit risk and potential tax exposure.
“It's critical to recognize the IRS’s scrutiny of valuation discounts—especially in the context of carried interest. The risk? Increased audit exposure.”
Who Should Read This?
- Estate and tax advisors
- Fund managers and general partners
- Business owners using carried interest in wealth transfer strategies
If you advise clients on estate planning or alternative investments, this is a must-read.
Read the Full Article
Internal Revenue Service Pitfalls in the Valuation of Carried Interest
How PCE Can Help
At PCE, we work closely with attorneys, advisors, and business owners to deliver defensible, IRS-ready valuations for complex interests like carried interest, GP/LP equity, and more.
Explore our Valuation Services
