What We Do | tax-credit-strat

Our Firm

Tax Credit Strategies llc helps investors, lenders, developers and business owners navigate the complexities of originating, managing, compliance, problem resolution and exiting a wide range of tax credit incentive programs, including:

Federal New Market Tax Credits
Federal Historic Tax Credits
Federal Low Income Housing Tax Credits
Federal Renewable Energy Tax Credits
A wide range of state and local tax credit and development incentives.

We analyze the combination of features and circumstances each project possesses and determine which strategies, whether for an individual investor or in combination with other involved deal participants, deliver the optimal solution. Solutions are available for every stage of a tax credit investment:

Origination, Management and Compliance

We provide a variety of services to aid organizations in the origination and management of tax incentive projects, such as:

Deal analysis to determine a project’s return on investment and risks.
Determination of the optimal deal structure.
Assistance with establishing a relationship with expert legal and accounting representations and managing these processes during deal closing and throughout the life of the investment.
Counsel on establishing a support structure and compliance protocol to prepare an investing organization for successful program management.
Review of periodic financials to determine if a project is meeting its budgets and projections.
Analysis to ensure a project is in compliance with the rules and regulations that govern each tax incentive program, ensuring that severe tax recapture and penalties are avoided.

Exits and Problem Resolutions

Given the complex, multi-dimensional nature of tax credit programs problem resolution and exit strategies run the gamut, including, but not limited to:

Determination of optimal program exit strategies.
Workout solutions for troubled developments and underlying businesses.
The sale, repurposing or recapitalization of the underlying asset.
Solutions for conversion of equity to debt or debt to equity.
Re-deployment of proceeds in the case of New Market Tax Credit transaction.
Assistance with establishing a relationship with expert legal representation and managing the legal process of deal exits.