Webinar Recording: Navigating the Tax Credit Transfer Process for Corporate Taxpayers
Please join Reunion's CEO, Andy Moon, and President, Billy Lee, for an interactive webinar for corporate taxpayers who are considering purchasing IRA tax credits in 2024. The 60-minute session will prepare tax and treasury teams to efficiently pursue a transferable tax credit transaction.
Recording
Overview
For corporate taxpayers who are considering purchasing tax credits in 2024, please join Reunion's transactions team – with 50+ years of combined experience in tax credits – for a 60-minute workshop to walk through a sample tax credit transfer.
The webinar will equip tax and treasury teams with the information and resources they need to efficiently pursue a tax credit transaction.
Topics
The interactive workshop will include three 15-minute modules and five minutes of Q&A per module.
Speakers
Reunion's CEO, Andy Moon, and President, Billy Lee, will co-host the webinar. Over the course of their careers in clean energy financing, Andy and Billy have executed over $2B in transactions across a range of technologies.
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Recording
Key topics
- 1:22 – "What's New" with Keith Martin of Norton Rose Fulbright
- 20:31 – Tax credit pricing
- 24:50 – Tax credit market size
- 25:30 – Emerging deal terms and dynamics
- 29:52 – Market participants
- 31:52 – Tax credit insurance
- 34:37 – Audience Q&A
Special guest, Keith Martin of Norton Rose Fulbright
Keith Martin is a tax lawyer in the Washington office of Norton Rose Fulbright who has helped lead the project finance group at the firm for more than 25 years. The group did $211 billion in project financings and closed 448 significant transactions in the last four years. It closed 57 large tax credit sales in the last year involving more than $6 billion in tax credits. Keith worked for 258 companies last year on numerous transactions. He also lobbies the US Treasury and Congress on policy issues. The Chambers directory gives him its sole "star" ranking among US renewable energy lawyers.
Download Reunion's tax credit pricing and market trends report
Can't attend the webinar? Download our Q3 report now.
About Reunion
Reunion facilitates the purchase and sale of clean energy tax credits. So far in 2024, Reunion has worked with major corporations to acquire over $2.5 billion in tax credits from solar, wind, storage, advanced manufacturing, and other clean energy projects.
Our curated marketplace features billions of dollars of high quality tax credit opportunities, and our team of clean energy finance veterans supports buyers and sellers through each step of the transaction process, with a focus on commercial negotiation, due diligence, and risk mitigation.
Recording
Overview
Jordan Tamchin, Executive Vice President and leader of the Tax Insurance Practice at CAC Specialty, joined Reunion's transactions team for a 60-minute conversation covering recent market developments in tax credit insurance and a lively discussion about unique tax insurance solutions that have emerged in 2024.
Topics
- Tax credit insurance at a glance: Typical covered tax positions and exclusions
- Market snapshot: Depth of insurance market, pricing considerations, underwriting standards
- Emerging issues and trends: Coverage of step ups, PWA underwriting, bonus credit adder coverage, buy side vs sell side policies, typical limits of liability, audit experience
- Audience Q&A
Speakers
Jordan Tamchin is Executive Vice President and leader of the Tax Insurance Practice at CAC Specialty, where he specializes in delivering innovative and unique insurance solutions for the most complex tax risks across a variety of tax credit and tax equity deals.
Andy Moon and Billy Lee are the co-founders of Reunion and work closely with Fortune 500 corporations and clean energy companies to buy and sell clean energy tax credits. Andy and Billy have led hundreds of clean energy financings since 2006, including some of the first solar transactions with institutions such as US Bank, JP Morgan, Wells Fargo, Bank of America, D.E. Shaw, and others.
Jordan Tamchin, Executive Vice President and leader of the Tax Insurance Practice at CAC Specialty, will join Reunion's transactions team for a 60-minute workshop covering recent market developments in tax credit insurance and a lively discussion about unique tax insurance solutions that have emerged in 2024.
Register
Instructions for joining the webinar will be sent once you have registered. If you have any questions, please contact Maria Verbaite.
We will make a recording available for those who cannot attend the webinar live.
Topics
- Tax credit insurance at a glance: Typical covered tax positions and exclusions
- Market snapshot: Depth of insurance market, pricing considerations, underwriting standards
- Emerging issues and trends: Coverage of step ups, PWA underwriting, bonus credit adder coverage, buy side vs sell side policies, typical limits of liability, audit experience
- Audience Q&A
Speakers
Jordan Tamchin – CAC Specialty
Jordan Tamchin is Executive Vice President and leader of the Tax Insurance Practice at CAC Specialty, where he specializes in delivering innovative and unique insurance solutions for the most complex tax risks across a variety of tax credit and tax equity deals.
Andy Moon and Billy Lee – Reunion
Andy Moon and Billy Lee are the co-founders of Reunion and work closely with Fortune 500 corporations and clean energy companies to buy and sell clean energy tax credits.
Andy and Billy have led hundreds of clean energy financings since 2006, including some of the first solar transactions with institutions such as US Bank, JP Morgan, Wells Fargo, Bank of America, D.E. Shaw, and others.
Questions welcome
We want our office hours to be interactive, so please bring any questions you have, whether related to current market conditions, pricing, or commercial terms.
You're welcome to ask questions beforehand.
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Reunion recently announced our collaboration with Summit Ridge to sell $40M in tax credits to fund community solar projects.
Phil Schapiro, VP of Project Finance at Summit Ridge Energy, will join Reunion's transactions team on Tuesday, August 20th for a 60-minute workshop covering recent market developments and a discussion about their experience working through a tax credit transaction.
Register
Instructions for joining the webinar will be sent once you have registered. If you have any questions, please contact Maria Verbaite.
We will make a recording available for those who cannot attend the webinar live.
Topics
The workshop will include three 15-minute modules, with about five minutes of Q&A per module.
Speakers
Phil Schapiro – Summit Ridge Energy
Phil Schapiro is VP of Project Finance at Summit Ridge Energy, where he leads fundraising efforts across the capital stack including debt, equity, and monetization of tax credits.
Andy Moon and Billy Lee – Reunion
Andy Moon and Billy Lee are the co-founders of Reunion and work closely with Fortune 500 corporations and clean energy companies to buy and sell clean energy tax credits.
Andy and Billy have led hundreds of clean energy financings since 2006, including some of the first solar transactions with institutions such as US Bank, JP Morgan, Wells Fargo, Bank of America, D.E. Shaw, and others.
Questions welcome
We want our office hours to be interactive, so please bring any questions you have, whether related to current market conditions, pricing, or commercial terms.
You're welcome to ask questions beforehand.
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