A fund manager focused breakdown of the One Big Beautiful Bill. Learn how permanent bonus depreciation, Opportunity Zones, energy policy shifts, and tax incentives will affect real estate funds and private equity strategies.
Fund managers don’t need another CPA to file history. They need a battle plan: a proactive roadmap that aligns fund docs, captures GP allocations, and protects credibility.
Every year fund managers wait to plan, they overpay the IRS and lose compounding savings. Missed elections, lost depreciation, and credibility damage all add up fast.
State taxes can blindside fund managers after a sale. Without planning, GPs risk clawing back investor distributions or absorbing six-figure bills themselves.
When structured correctly, GPs can capture far more depreciation than their co-invest. Here’s how outsized allocations work, why LPs benefit too, and why most CPAs miss it.
Most debt funds generate portfolio income that’s heavily taxed. With the right structure, fund managers can reclassify it as passive income and create powerful tax advantages.
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