IPT Webinar: Tax Credit Monetization

IPT Webinar: Tax Credit Monetization
Tax Credit Monetization
May15, 2025 * 2 - 3 pm

Join IPT for a must-attend webinar designed to help tax professionals and businesses navigate the evolving landscape of state and federal tax credit monetization. This webinar will provide an in-depth overview of tax credit monetization strategies available to businesses at the state and federal levels. 

After attending the session, you will be able to:
Define tax credits, identify the awarding bodies, and explain the types of taxes they offset
Evaluate the benefits and risks of transferring or selling tax credits to third parties
Describe how brokerage firms facilitate greater efficiency and value in the monetization process 
Identify key states and federal programs that offer strong credit transferability opportunities, including eligibility criteria and procedural considerations
Assess emerging political and administrative factors that could impact the future viability of transferable and monetized credits. 

Through this session, attendees will gain practical tools to navigate and maximize tax credit opportunities for their organizations or clients.

This session will qualify for 1.2 Group Internet-Based CPE Credits in Taxes. CMIs and CCIPs will receive 1 hour toward renewing their designation.
 
The webinar costs $75 for individual members and $125 for those who do not hold an IPT membership. Individuals must be registered, logged in separately, and answer attendance questions during the session to receive credit for the webinar.
  
Prerequisites: Basic Familiarity with Business Credits & Incentives
Advance Preparation: None Required
Program Knowledge Level: Intermediate
Delivery Method: Group Internet-Based
 
Don’t miss this opportunity to gain valuable insights on business tax credits & incentives! Register today.

Session Presenter
Dave Auster
Senior Associate
Clocktower Tax Credits, LLC
Maynard, MA

Dave Auster is a Senior Associate, focusing primarily on Real Estate-based Tax Credits, including Historic Rehabilitation, Affordable Housing, and Brownfields. Dave also works with companies looking to purchase transferrable credits, as well as investors looking for allocable credits available on a Federal and State level.

Dave brings over 20 years of tax credit experience to the table and has spent the bulk of his time working with the programs in the states of Pennsylvania, Connecticut, and New Jersey.

Session Presenter
Brandon Edwards
Partner
Birch Risk Advisors
Los Angeles, CA

Brandon Edwards is a Partner with Birch Risk Advisors in Los Angeles. Brandon leads the team that facilitates renewable energy tax credit transfer transactions. He is a seasoned entrepreneur with over 25 years of experience building high-growth enterprises and spearheading successful mergers & acquisitions.
 
Prior to joining Birch, Brandon spent two decades providing solutions for corporate tax departments while leading Tax Credit Co. (TCC), a tax credit advisory and technology-enabled services firm serving the Fortune 500.

 
When
5/15/2025
Where
IPT Webinar Atlanta, GA

Note:

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