Structuring Carried Interest the Right Way | South Dakota Trusts

Описание: Carried interest is not a salary, a bonus, or ordinary income. It is a long-duration, illiquid ownership interest that requires planning before it becomes valuable.

In this video, we break down how South Dakota trusts are used by tech executives, venture capital partners, and private equity professionals to structure carried interest for tax efficiency, asset protection, and long-term legacy planning.

We cover:

Why carried interest breaks traditional planning
How South Dakota trusts actually work
Grantor vs non-grantor trusts
IDGTs and selling carry without using exemption
Why Section 1061 still applies

Learn more:
👉 https://vipwealthadvisors.com/carried...

Mark Stancato | CFP® | EA | Lead Advisor @ VIP Wealth Advisors
I help high-income professionals, founders, and real estate investors reduce taxes, manage equity compensation, and protect their legacy.

🎯 New videos weekly on:
• Equity compensation (RSUs, ISOs, 83(b), AMT)
• Strategic tax planning
• Wealth preservation & family legacy
• Financial planning for tech professionals

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VIP Wealth Advisors is a registered investment advisor based in Atlanta, Georgia, serving clients nationwide. We specialize in helping high-income tech professionals, founders, and real estate investors reduce taxes, manage equity compensation, and build lasting wealth. Our clients get direct access to a seasoned CFP® and IRS Enrolled Agent—no call centers, no handoffs. With flat, transparent fees and a white-glove approach, we act as your personal CFO for every stage of wealth.
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