Tax

FastTrack

4.67

Sale and Purchase of Clean Energy Tax Credits: Fall 2024 Update

Credits Available
Credit Status Total
Alaska CLE Approved 1 Total
Alabama CLE Approved 1 Total
Arkansas CLE Approved 1 Total
Arizona CLE Approved 1 Total
California CLE Approved 1 Total
Colorado CLE Approved 1 Total
Connecticut CLE Approved 1 Total
Delaware CLE Approved 1 Total
Florida CLE Approved 1 Total
Hawaii CLE Approved 1 Total
Idaho CLE Approved 1 Total
Illinois CLE Approved 1 Total
Kansas CLE Upon Request 1 Total
Kentucky CLE Upon Request 1 Total
Maine CLE Approved 1 Total
Minnesota CLE Approved 1 Total
Missouri CLE Approved 1.2 Total
Northern Mariana Islands CLE Approved 1 Total
Montana CLE Approved 1 Total
North Dakota CLE Upon Request 1 Total
Nebraska CLE Approved 1 Total
New Hampshire CLE Approved 1 Total
New Mexico CLE Approved 1 Total
Nevada CLE Approved 1 Total
Oklahoma CLE Approved 1 Total
Oregon CLE Approved 1 Total
Pennsylvania CLE Approved 1 Total
Rhode Island CLE Upon Request 1 Total
Tennessee CLE Approved 1 Total
Vermont CLE Approved 1 Total
Washington CLE Approved 1 Total
Wisconsin CLE Approved 1 Total
West Virginia CLE Approved 1.2 Total
OnDemand
58 minutes
Diane Hagerty
With Diane M. Hagerty from Grass Roots Taxes
Recorded October 29, 2024
Product ID 99897

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Overview

Qualifying Projects, Ensuring Compliance, Structuring Deals

The expanded transferability of clean energy tax credits has created a great new tax-saving opportunity for renewable energy businesses and has attracted businesses from outside the energy industry. The final rules went into effect in July, and a slew of new deals is being negotiated right now. Do you know enough to help your clients take full advantage of this tax strategy safely? Register today!

  • Buyer beware! Craft a robust buyer due diligence checklist to ensure the project qualifies.
  • Employ the most accurate ways to determine the value of the tax credits.
  • Get guidance on calculating tax credit amounts and explore the potential for bonus credits.
  • Come away with sample agreement language and practical advice for structuring credit transfer deals.

Abbreviated Agenda

  1. Expanded Transferability Under the Inflation Reduction Act and the 2024 Final Rule
  2. Project Qualification, Advising on Corporate Governance
  3. Credit Calculation and Bonus Credits
  4. Prevailing Wage and Apprenticeship (PWA) Compliance
  5. Buyer Due Diligence
  6. Tax Credit Transaction Structures: Partnership Flip, Direct Sale, etc.
  7. Drafting the Transfer Agreements (With Sample Language)
  8. Tax Credit Insurance and Other Risk Mitigation Solutions
  9. Growing AI Industry Energy Needs and Tax Credit Deals

Related Topics

Product ID 99897

Credit Details

Credits Available
Credit Status Total
Alaska CLE Approved 1 Total
Alabama CLE Approved 1 Total
Arkansas CLE Approved 1 Total
Arizona CLE Approved 1 Total
California CLE Approved 1 Total
Colorado CLE Approved 1 Total
Connecticut CLE Approved 1 Total
Delaware CLE Approved 1 Total
Florida CLE Approved 1 Total
Hawaii CLE Approved 1 Total
Idaho CLE Approved 1 Total
Illinois CLE Approved 1 Total
Kansas CLE Upon Request 1 Total
Kentucky CLE Upon Request 1 Total
Maine CLE Approved 1 Total
Minnesota CLE Approved 1 Total
Missouri CLE Approved 1.2 Total
Northern Mariana Islands CLE Approved 1 Total
Montana CLE Approved 1 Total
North Dakota CLE Upon Request 1 Total
Nebraska CLE Approved 1 Total
New Hampshire CLE Approved 1 Total
New Mexico CLE Approved 1 Total
Nevada CLE Approved 1 Total
Oklahoma CLE Approved 1 Total
Oregon CLE Approved 1 Total
Pennsylvania CLE Approved 1 Total
Rhode Island CLE Upon Request 1 Total
Tennessee CLE Approved 1 Total
Vermont CLE Approved 1 Total
Washington CLE Approved 1 Total
Wisconsin CLE Approved 1 Total
West Virginia CLE Approved 1.2 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Sale and Purchase of Clean Energy Tax Credits: Fall 2024 Update

    1. Expanded Transferability Under the Inflation Reduction Act and the 2024 Final Rule
    2. Project Qualification, Advising on Corporate Governance
    3. Credit Calculation and Bonus Credits
    4. Prevailing Wage and Apprenticeship (PWA) Compliance
    5. Buyer Due Diligence
    6. Tax Credit Transaction Structures: Partnership Flip, Direct Sale, etc.
    7. Drafting the Transfer Agreements (With Sample Language)
    8. Tax Credit Insurance and Other Risk Mitigation Solutions
    9. Growing AI Industry Energy Needs and Tax Credit Deals

Who Should Attend

This legal update is designed for attorneys. Accountants, tax professionals, CFOs, CCOs, and experienced paralegals will also benefit.

Speakers

Diane M Hagerty
Diane M.
Hagerty
Grass Roots Taxes
Speaker bio
Diane M Hagerty

Diane M. Hagerty

Grass Roots Taxes
Diane Hagerty

has helped hundreds of clients solve their tax and small business issues in a relaxed, no-pressure atmosphere and without judgment. She holds a B.S.B.A. degree in accounting and management and is licensed by the IRS as an enrolled agent. This is the highest credential awarded by the IRS, allowing Ms. Hagerty to represent taxpayers in all tax issues. She also attends a minimum of 24 hours of school each year to keep up with the ever-changing laws. Grass Roots Taxes grew from her learning the system of taxes by running several small businesses over the years, then moving on to help other businesses with her experience in 2001. The first office near the Fayetteville Square opened in 2010, and moved to the current location in Springdale in August 2022.

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