Impact of Transferable Energy Tax Credits on Private Equity Investments

Discover how the Inflation Reduction Act (IRA) has revolutionized renewable energy tax credits, allowing them to be transferred or sold to qualified buyers, including private equity fund managers. This tax credit development offers a streamlined approach for taxpayers to monetize energy tax credits and a significant tax planning opportunity for private equity funds and their portfolio companies.

Learn about innovative deal structuring alternatives and the impact of these new rules on the private equity industry.

Learning objectives:

  • Overview of the transformative impact of the IRA
  • Explanation of opportunities provided by the IRA
  • Discussion on private equity’s interest in purchasing energy tax credits
  • Insights into the current status and availability of the credit transfer market
  • Importance of buy-side due diligence in credit transfers

Related Insights


View All The Drawdown Podcasts

 

Christopher J. Truitt

Transaction Tax Services Leader

Partner, Cherry Bekaert Advisory LLC

Martin Karamon headshot

Martin Karamon

Tax Credits & Incentives Advisory Leader

Partner, Cherry Bekaert Advisory LLC

William W. Billips headshot

William W. Billips

Tax Services

Partner, Cherry Bekaert Advisory LLC

Timothy Doran

Tax Credits & Incentives Advisory

Director, Cherry Bekaert Advisory LLC

Past Episodes

Tax Beat Podcast thumbnail

Podcast

February 10, 2025

20:36

Speakers: Brooks E. Nelson, Sarah McGregor, William W. Billips, Lisa Macri

Stay ahead of tax reporting changes with insights on ASC 740, ASU 2023-09, tax reconciliation, and financial statement disclosure requirements.