Senior Managing Director Of Tax Credit Investments
CurrentAs Senior Managing Director of Tax Credit Investments, I specialize in monetizing and financing state and federal tax credits. Since 2012, I have been involved in more than 4,500 tax credit transactions totaling ~$2.5B, while saving my clients nearly $200M.The United States government, and numerous states have created subsidy programs as an incentive for individuals and companies to invest in areas in which they otherwise would not invest. These tax credits help investors lower effective tax rates, increase cash flow, as well as after-tax earnings, and improve their corporate image since the programs provide socioeconomic benefits to the citizens of the state offering the incentive. Specialties include:Historic Tax Credits, Brownfield and Redevelopment Tax Credits, Conservation Easement Tax Credits, Low Income Housing Tax Credits, Hospital Tax Credits, Film Production Tax Credits, Research & Development Tax Credits, Real Estate Tax Credits, Angel Tax Credits, NOL Tax Credits, Renewable Energy (Wind and Solar) Tax Credits, and Tax Credit Financing and Bridge Lending.