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.

View replay:
Download the deck from the webinar here:
If you encounter any issues with registration or during the webinar, please contact our team. It can take a few minutes for the confirmation email to come through.

You may also be interested in:

Webinar: AI in Finance: Justification and Use for Treasury Management | June 25

Webinar: AI in Finance: Justification and Use for Treasury Management | June 25

Machine learning, generative AI, and agentic AI can seem like vague, ethereal concepts at times, but their use is becoming quite substantive. This session will explore real use cases for treasury management and show how organizations can both justify and optimize their use. How a company shows value for these automation tools directly relates to an organization’s ability to adopt and benefit from this technology.

This session will explore what a treasurer needs to know and do with AI in finance in order to achieve an outsized impact for their organization. The key concepts will be supported by real-life use cases and examples.

Webinar: The White House and Fed at Mid-Year: What Happened, and What’s Next? | June 11

Webinar: The White House and Fed at Mid-Year: What Happened, and What’s Next? | June 11

Nearly five months into the new administration in the US, there is much to cover. The panelists will begin by reviewing the key expectations and results of the administration and the Fed during the first half of 2025. The discussion will then shift to cover the current status of the economy and examine the economic outlook for the remainder of 2025 into 2026. From trade and tariffs to action and reaction, there is much to consider from an economic perspective.

Webinar: AI in Treasury: The Next Evolution | June 12

Webinar: AI in Treasury: The Next Evolution | June 12

Join us for a thought-provoking session on how AI is reshaping the future of corporate treasury. Featuring Craig Jeffery of Strategic Treasurer and Yogaraj (Yogs) Jayaprakasam from Deluxe, this session will offer insights into emerging AI trends and real-world innovations and use cases. Discover how generative AI is set to transform accounts payable, accounts receivable, cash application, and other processes—and what that means for treasury strategy. This session will spotlight the practical and visionary sides of AI’s role in finance, offering a forward-looking perspective tailored for treasury professionals.