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US Tax Desk — private equity, private credit and real estate tax, decoded

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Deep Desk · Private Equity

Your retirement goes private

The push to put private equity in your 401(k), and the tax catch inside it.

· 8 min

Latest

  1. Private Credit Taxed on Interest Nobody Paid YouPrivate credit funds are paying out more of their income as IOUs instead of cash, and many are limiting how much money investors can take out.
  2. Policy The IRS Shuts Down an ETF Tax TrickWealthy investors had been moving portfolios of highly profitable shares into brand-new ETFs to spread their money around without paying tax on the profit.
  3. Real Estate Opportunity Zone funds face daily finesProposed rules would make Form 8996 a standalone return, with $500-a-day late penalties.
  4. Policy Charged and constrainedThe battery storage credit survived, tied to shedding Chinese content. · 12 min
  5. Private Equity The $60 million trust trickHow PE exits split one tax break into four, and why Treasury is watching.
  6. Private Equity The $40,000 questionThe SALT cap went up, and the pass-through workaround for funds stayed. · 12 min
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Deep Desk

Long reads, every Tuesday and Friday

Tax Talk Decoded

The words behind this week's stories: Section 163(j) · Portfolio interest exemption · Blocker · ECI · Carried interest · UBTI · All terms

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