Upcoming Webinars

Family offices are increasingly exploring Credit Transfer of Renewable Energy Tax Credits as a way to improve after-tax outcomes by reducing tax liability on investments.

Understanding which renewable energy credits matter, how exchanges are structured, and where risks actually sit is far from straightforward.

This session is designed specifically for family offices and their advisors to cut through the complexity and focus on what matters most in practice.

In this session, we cover:

• The standard process for buying a tax credit
• Typical current-year ROI and IRR expectations
• How credits offset active vs. passive income tax liability
• Key differences between various types of tax credits
• What to evaluate when assessing credit sellers, deal structures, and pricing
• Common misconceptions and pitfalls in credit transactions

This is a practical, strategy-focused discussion designed to help family offices evaluate whether credit transfer fits within their broader investment and tax planning framework.

Whether you’re actively reviewing opportunities or looking to build a clearer perspective on how sophisticated investors approach credit exchanges, this session is built to provide a more informed, decision-ready lens.

The market for transferable energy tax credits under IRC Section 6418 is creating significant opportunity—but also confusion.

Most CPAs and business leaders understand what credit transferability is. Far fewer understand how these transactions actually work, how to evaluate risk, or whether their clients should pursue them in the first place.

This interactive webinar moves beyond theory. It’s designed to help you think through real-world scenarios, ask questions throughout the session, and determine where you fit in this market.

During the session, we will:

• Walk through the mechanics of how credits are transferred—from qualification to execution
• Break down the buyer vs. seller perspective and why those paths are fundamentally different
• Introduce a practical judgment framework to evaluate whether pursuing a credit transfer even makes sense
• Engage in live polling, Q&A, and scenario-based discussion so you can apply what you’re learning in real time
• Whether you are advising clients, evaluating a purchase, or considering monetizing a credit, this session will help you move from awareness to action.

Learning Objectives

By the end of this webinar, attendees will be able to:

1. Explain how energy tax credit transfers work under IRC Section 6418, including what is transferred, how transactions are structured, and key steps in the process
2. Differentiate between buyer and seller considerations, including financial objectives, risks, and transaction expectations
3. Identify core risk areas in transferable credit transactions, including eligibility, documentation, and recapture considerations
4. Evaluate whether a credit transfer opportunity is worth pursuing using a structured decision-making framework (eligibility, usability, and risk tolerance)
5. Apply concepts in real time through interactive discussion, including live polling, Q&A, and deal-based scenarios

Led by:

• Barry Devine (Tri-Merit)
• Dave Shereda (Tri-Merit)