Tax Credits Financing

Investor Exit

Need short explanation of Wind Down period.

At the end of the compliance period the tax credit project is complete. Investors have received all the benefit and their involvement ends. At this time there are many activities that must be completed.

Some of them are:

  • Begin planning for the winddown with CDEs,
  • Coordinate the process with the team members,
  • Consult with Client, Accountant and Tax advisors on related issues,
  • Oversee final compliance reports, related audits, and tax filings,
  • Define impact on respective entities, related required accounting entries and potential operations accounting changes.

Success Stories

Can Tax Credits Financing Benefit Your Project?

Contact me to discuss. 

(865) 254-4343