The ability for corporates to achieve tax credits by funding federal or state-sponsored initiatives is an opportunity that can provide significant liquidity benefits. Yet, many are not familiar with the range of applicable options.

Mitigating Tax Liability: A Primer for Treasury on Tax Equity Investments and Tax Credits

Co-Presented with Monarch Private Capital

Date:     Thursday, August 2nd, 2018

Time:     2:00PM – 3:00PM EST

Where:  This is an online event.

While treasury is not always the department responsible for managing taxes, there are certainly multiple scenarios where tax considerations represent massively important considerations for our time and strategic investments. The ability for corporates to achieve tax credits by funding federal or state-sponsored initiatives is an opportunity that can provide significant liquidity benefits. Yet, many are not familiar with the range of applicable options. In some cases, these projects can even prove a more effective return than investing funds in the market. Importantly, this activity can also serve to foster positive public relations and support for various programs. Again, despite the widespread availability of such projects, many treasurers and tax professionals remain largely unaware of breadth of these opportunities or do not adequately understand how to take advantage of them.

This webinar will help define relevant tax credits and tax equity investments, provide an overview of how they function, and examine why these instruments are commonly overlooked by treasury when analyzing available investment opportunities. Finally, we will provide insight as to how treasury can strategically leverage tax credit opportunities to reduce their overall tax liability and, ultimately, improve the financial and community performance of their organization.

1.2 CTP and FP&A re-certification credits will be given for attendance to this live webinar.

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