Navigating private credit structures: Federal & state tax considerations

Host: Todd A Hyman, partner, Deloitte Tax LLP
Presenters: Michael Hilder, senior manager, Deloitte Tax LLP
                       Matthew Kaufman, partner, Deloitte Tax LLP
                       Dareck Stringfield, managing director, Deloitte Tax LLP

1.0 Overview CPE credit | Taxes

Key takeaways

Private credit is a fast-growing investment management strategy, and tax outcomes can significantly affect economic returns, investor reporting, and tax compliance obligations. In this session, private credit tax specialists will explore key federal and state income tax considerations and potential tax planning opportunities for investment managers implementing private credit structures. We’ll discuss:

• Federal and state income tax implications of common private credit structures
• Federal and state tax reporting and filing considerations within these structures
• Key federal and state income tax issues and potential tax planning opportunities