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Family Office Fridays: Federal Tax Credit Investment and Transferability Considerations

CPE 1.0

Webcast

Wecast overview

The Inflation Reduction Act (IRA) includes over $350 billion in new and expanded clean energy tax credits. Family offices and closely held entities should understand the applicability, timing, and process for disbursements of these incentives, particularly due to the refundability and transferability mechanisms presently available in light of recently released proposed regulatory guidance. 

Please join KPMG LLP for a webcast with professionals from our Washington National Tax practice that will discuss the following tax aspects of the IRA tax credit regimes in the context of family offices and closely held entities:

  • Overview of the Inflation Reduction Act and recently released guidance
  • Discussion of IRA credit utilization and transferability opportunities on both the buy-side and sell-side
  • Consideration of potential limitations on credit utilization, including with respect to the passive activity limitation rules

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