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
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