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:

View PDF

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: Treasury Management Systems & Enterprise Liquidity Management | January 11

The treasury management system (TMS) automates and streamlines treasury’s core tasks, forming a central dashboard for the treasury function and freeing staff for more strategic work. Recent years have seen some TMS vendors expanding into enterprise-wide solutions for tracking and managing liquidity, giving rise to the distinct enterprise liquidity management (ELM) category. From the basic TMS to the highly advanced TMS and the more comprehensive ELM system, each solution serves a segment of treasury departments. This webinar will cover the current TMS and ELM landscapes, innovations, and leading practices for selection and implementation.

Panel Discussion: 2024 Treasury Trends | December 12

2023 is coming to a close with notable upheaval. Significant wars continue in Europe and the Middle East; central banks have increased borrowing costs to the highest rate in well over a decade; inflation has pulled back from the peak but remains above targets; borrowing costs and access to capital have tightened; FX risks remain elevated; and many CFOs are exhibiting increased caution. Several questions come up as we consider the outlook for 2024:
• How will companies need to respond to this greater recognition of the risk level?
• Are companies going to leverage their balance sheet for liquidity and supporting their trading partners?
• How does technology fit into the picture as an enabler of overhead scalability and financial resiliency?
Join this fast-paced panel discussion about the volatility of the environment and how corporate treasurers expect to manage through these more turbulent times.

Webinar: Short-Term Investing Part 1: Fed Meeting Analysis and Impact | December 14

In this first webinar in the Short-Term Investing Series, Strategic Treasurer and Federated Hermes will discuss the Federal Reserve’s recent actions and guidance for short-term investing. After many months of aggressive rate hikes in its campaign against inflation, the Fed is moving into a new stage of its tightening cycle. Join us the day after the Fed’s December policy meeting to discuss what factors should be in the forefront of investors’ minds and how liquidity vehicles might respond as investors continue to pursue attractive returns.

Back to all webinars