Foss & Company's Tax Credits Today

Foss & Company
  • 5.0 (3)
  • Investing

Welcome to Foss & Company's "Tax Credits Today," your go-to podcast for navigating the dynamic world of tax credit programs and tax equity investment. Join us, your insider guide, as we explore the latest trends, regulatory updates and strategies impacting developers and investors in the tax credit market. Stay ahead of the curve with expert interviews, insightful discussions and practical tips. Subscribe now to "Tax Credits Today" and stay in the know as you master the evolving landscape of tax equity. Your journey begins here!

  1. 17h ago

    Managing Legal Risk in Tax Equity: Structuring, Recapture & Compliance

    Strong legal structuring is what turns a tax credit opportunity into a bankable investment. Kevin Haley is joined by Sarah Lieber, General Counsel at Foss & Company, to discuss where legal risk shows up in tax equity and how structuring, diligence, and ongoing compliance help manage it. They cover how OBBBA and FEOC rules have changed the diligence picture, how recapture works and what triggers it, how Section 6418 transferability shifts risk to credit purchasers, and the questions investors and sponsors should ask before a deal closes. Learn more about Foss & Company: https://www.fossandco.com Contact us: https://www.fossandco.com/contact-us/ Follow us on LinkedIn: https://www.linkedin.com/company/foss-and-company/

  2. Jul 14

    Tax Insurance in the Post-OBBB World

    In this episode of Tax Credits Today, host Kevin Haley (SVP of Investments) sits down with Bryen Alperin (Partner and Managing Director at Foss & Company), Jordan Tamchin (EVP and Tax Insurance Practice Leader at CAC Specialty), and Yoni Tammam (VP of the Tax Insurance Practice at CAC Specialty) to unpack how tax insurance is shaping deal structures after the One Big Beautiful Bill (OBBB). The conversation covers the OBBB's changes to clean energy tax credits, the July 4, 2026, beginning of construction (BOC) deadline for solar and wind projects, and the new foreign entity of concern (FEOC) restrictions. The group discusses how tax insurance has become a key tool for addressing BOC timing risk, FEOC compliance, and credit recapture exposure as developers and investors race to meet the deadline. Key Takeaways: What changed under OBBB for solar, wind, and other clean energy tax creditsHow developers and investors approached the July 4, 2026 BOC deadlineHow FEOC restrictions affect developers, investors, and credit buyersWhy tax insurance has become a standard part of deal structuringHow the industry is adapting deal structures to fit the post-OBBB tax credit landscapeLearn more about Foss & Company: https://www.fossandco.com Contact us: https://www.fossandco.com/contact-us/ Follow us on LinkedIn: https://www.linkedin.com/company/foss-and-company/ Learn more about Foss & Company: https://www.fossandco.com Contact us: https://www.fossandco.com/contact-us/ Follow us on LinkedIn: https://www.linkedin.com/company/foss-and-company/

  3. 08/12/2025

    Clean Energy Investing: Why Project Portfolio Management Matters

    In this episode of Tax Credits Today, host Kevin Haley, SVP of Investments, is joined by Jeff Wand, VP of Renewable Energy & Sustainable Technologies Portfolio Management, to explore the critical role of Project Portfolio Management (PPM) in renewable energy and sustainable infrastructure. They unpack how strategic PPM enables investors and developers to navigate complexity, reduce risk and drive consistent project performance. Key Takeaways: What PPM really means in the clean energy sectorWhy institutional investors should insist on integrated PPMHow developers benefit from systematized governance and scalabilityWhat the future holds for PPM amid policy shifts and tech transitionsTune in to understand why PPM is mission-critical - not optional. Visit www.fossandco.com to learn more. Learn more about Foss & Company: https://www.fossandco.com Contact us: https://www.fossandco.com/contact-us/ Follow us on LinkedIn: https://www.linkedin.com/company/foss-and-company/

  4. 12/13/2024

    The Impact of the 2024 Election on Tax Policy, IRS Initiatives and More

    In this episode of Foss & Company's Tax Credits Today, Jennifer Pruett, VP of Investments, sits down with Bryen Alperin, Director at Foss & Company, and Andrew Silverman, Senior Analyst of Tax and M&A at Bloomberg Intelligence, to discuss the potential implications of the 2024 election on tax policy. The conversation covers key topics such as the future of the Inflation Reduction Act (IRA), the Tax Cuts and Jobs Act (TCJA), the impact of tariffs on the tax credit industry, and strategies for navigating potential changes in legislation. The discussion also delves into the risks of retroactive tax policy changes, the role of tax insurance, and the dynamics of Congressional leadership in shaping tax policy. Whether you’re a tax professional or an investor, this episode provides valuable insights to help you stay ahead in an evolving legislative landscape. Don’t miss this timely discussion on the intersection of politics and tax planning! Learn more about Foss & Company: https://www.fossandco.com Contact us: https://www.fossandco.com/contact-us/ Follow us on LinkedIn: https://www.linkedin.com/company/foss-and-company/

  5. 02/14/2024

    Driving Sustainability: The Role of Tax Equity in Accelerating Bioenergy Development

    In this episode of Foss & Company’s Tax Credits Today  podcast, Michael Yager, VP of Investments, and Dawn Lima, VP of Renewable Energy and Sustainable Technologies, explore the pivotal intersection of tax equity and bioenergy. Dive into the world of biogas, bioenergy and renewable natural gas (RNG), discovering their environmental benefits and the recent impact of the Inflation Reduction Act (IRA) on the industry. Learn how tax equity investors can drive accelerated growth in bioenergy projects, offering stable returns and diversified portfolios by redirecting their tax liabilities to fuel sustainable energy initiatives and shape a collaborative, cleaner and greener future. Learn more about Foss & Company: https://www.fossandco.com Contact us: https://www.fossandco.com/contact-us/ Follow us on LinkedIn: https://www.linkedin.com/company/foss-and-company/

  6. 12/06/2023

    Preserving the Past: Unlocking the Value of Historic Tax Credits

    This episode of Foss & Company's Tax Credits Today  podcast explores the world of Historic Tax Credits (HTCs). From the federal to state levels, we uncover the financial incentives that make rehabilitating historic buildings a win-win for property owners, developers and tax equity investors alike. Discover how HTCs not only revive architectural gems but also breathe new life into local economies, enrich communities socially, and provide unique investment opportunities. This episode offers valuable insights and advice for navigating the fascinating landscape of Historic Tax Credits. Learn more about Foss & Company: https://www.fossandco.com Contact us: https://www.fossandco.com/contact-us/ Follow us on LinkedIn: https://www.linkedin.com/company/foss-and-company/

  7. 11/13/2023

    Investing in a Sustainable Future: Uniting Tax Equity, RECs and Corporate Savings

    In this episode of Tax  Credits Today,  we dive into the dynamic synergy between tax equity investment, Renewable Energy Credits (RECs) and corporate sustainability goals. Discover how corporates can strategically leverage tax equity to not only address their tax liabilities but also advance their commitment to sustainability. This episode's hosts unravel the intricacies of pairing tax equity investment with REC purchases, exploring the concept of additionally and the dual impact on corporate tax savings and environmental responsibility. Join us as we navigate the path to a greener and financially sound future, where businesses thrive by powering progress. Learn more about Foss & Company: https://www.fossandco.com Contact us: https://www.fossandco.com/contact-us/ Follow us on LinkedIn: https://www.linkedin.com/company/foss-and-company/

  8. 05/15/2023

    Celebrating 40 Years of Innovation: The Foss & Company Story

    Foss & Company is proud to be celebrating its 40th Anniversary this year. As a company, we are reflecting on the milestones we have reached along the way including our decades long partnerships with our institutional investor and developer partners, surpassing $8 billion in tax credit equity deployed, building a team of over 40 talented employees, and much more.    In this episode, Managing Director, John Bowman; CFO & Managing Director, Jack Mans; and AVP of Renewable Energy Investment Operations, Annie Amrhein, dive into what has led to these achievements, how Foss & Company has solidified its status as a thought leader in the tax credit space, and the company's vision for the future. Learn more about Foss & Company: https://www.fossandco.com Contact us: https://www.fossandco.com/contact-us/ Follow us on LinkedIn: https://www.linkedin.com/company/foss-and-company/

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About

Welcome to Foss & Company's "Tax Credits Today," your go-to podcast for navigating the dynamic world of tax credit programs and tax equity investment. Join us, your insider guide, as we explore the latest trends, regulatory updates and strategies impacting developers and investors in the tax credit market. Stay ahead of the curve with expert interviews, insightful discussions and practical tips. Subscribe now to "Tax Credits Today" and stay in the know as you master the evolving landscape of tax equity. Your journey begins here!

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