Expanding the Use of Tax Credits
|0:50||Introduction and Overview of the reason for tax equity investments|
|5:40||Public good from the private sector|
|7:42||Private motivations: ESG and economic return|
|10:05||Examples of tax credits and transferability|
|14:24||The international market for tax credits|
|15:02||Economics of tax credits|
|17:57||Timing of credit purchases and use of credits|
|19:35||Sizing of tax credit deals|
|21:22||Where do we go from here? Visual guide information|
Tax & Treasury eBook
Download our eBook, co-sponsored by Monarch Private Capital on managing tax liability via tax equity investments and tax credits.
11 – Understanding When Tax Equity Investments Matter
Building on Episode 5 of the podcast, we move from examining the tax credit side of tax equity investing to making more involved tax equity investments. This will explore some of the structures and participants across the tax equity landscape which includes affordable housing and environmental investing (renewable energy). In addition to the economic side of these investments, the discussion covers the environment, social, and governance aspects which are key drivers for many organizations. Craig Jeffery, the managing partner of Strategic Treasurer, discusses these topics with George Strobel, the head of Monarch Private Capital.