September 17 - Lunch & Learn - Impact Investing with Transferable State and Federal Tax Credits: Background, Mechanics, & Benefits

  • Wednesday, September 17, 2025
  • 11:30 AM - 1:00 PM
  • The Nose Dive

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Impact Investing with Transferable State and Federal Tax Credits: Background, Mechanics, & Benefits

In this session, Harris will discuss (i) the background of state and federal tax credits at a high-level (how long have they been around, what actions do they promote, statutory framework, and intent for transferability), (ii) how simple it is for clients to take advantage of credits, and (iii) the impact of these credit programs and the expected benefits to a client.

Speaker: Harris, Sinsley, Monarch Private Capital, Senior Associate, Tax Credit Investments

FPA of South Carolina is a 501(c)6 non-profit organization. 

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