Our team works closely with developers, state and federal tax credit syndicators, financial institutions, insurance companies, and corporations buying and selling credits.
We have access to all states and markets that offer transferable tax credit programs while staying current on market pricing and legislative measures.
We maintain strong working relationships with key state agencies, tax credit decision-makers, and policy analysts that can help assist in responding appropriately and strategically to state notices or inquiries, as well as obtain guidance related to credits—informally or through formal private letter ruling. This helps keep our insights at the forefront of policy and reduce uncertainty regarding claiming, transferring, or using a credit.
Collaboratively engaging with your organization, we provide customized options to fit your tax goals and other long-term business initiatives. Through your transactions, our professionals work to strike the proper balance between delivering high tax credit returns while reducing risk.