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AAA-CPA Webinar
How to Utilize Tax Insurance to Facilitate the Financing of Transactions that Leverage Tax Credits
Presented by: Richard T. Walsh, CPA, Esq. and Corey Lewis
Tuesday, May 18, 2021
2:00pm - 3:00pm Eastern
Program Description
Tax Credits are federal and state incentives that offer a dollar for dollar reduction in a taxpayer’s amount of tax due. The federal and state governments use tax credits in order to incentivize certain investments – renewable energy, low income housing, historical renovation, etc. Tax insurance can be used in order to provide certainty to the developers of these investments, tax equity investors, or lenders to this projects.
Learning Objectives
- Understand when tax insurance may provide a solution for a tax credit investment
- Learn about the tax insurance process including both underwriting and policy negotiation
- Become familiar with how claims work specific to tax insurance
Date & Time
Tuesday, May 18, 2021
Time: 2:00pm - 3:00pm Eastern
Education
1.0 CPE credit in Tax; 1.0 (M)CLE credit* (please review your state's policies)
Cost
Education Credit*: AAA-CPA Members $15.00; Non-Members $30.00
Non-Education Credit (Listen-Only): AAA-CPA Members: FREE; Non-Members $25.00
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Richard T. Walsh, CPA, Esq. is the Principal of Global Risk Solutions, LLC (“Global Risk”). Prior to establishing Global Risk in 2008, Mr. Walsh served as Zurich Emerging Market Solutions’ (“ZEMS”; a Division of the Zurich Insurance Group) Senior Vice President and General Counsel, Claim Director and Counsel, and Underwriter and Counsel (2001-2008). In such ZEMS capacities, Mr. Walsh acquired extensive structured/trade credit and political risk insurance policy wording, claim adjustment and dispute resolution skills and experience. Prior to joining Zurich in 2001, Mr. Walsh was an Associate with the New York offices of Swidler Berlin Shereff Friedman (1999-2001) and Cadwalader, Wickersham & Taft (1998-1999). As an Associate, Mr. Walsh worked on numerous international mergers & acquisitions and project finance transactions acquiring in-depth knowledge of sophisticated finance and security transaction documents as well as foreign government bureaucracies and investment laws. READ MORE
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Corey Lewis joined Aon’s Transaction Solutions team in June 2015, focusing on tax insurance. Prior to joining Aon, Corey was an associate in the International Tax Services: Financial Services/Real Estate division in the New York office of PricewaterhouseCoopers. At PwC, Corey focused primarily on the tax structuring of international real estate investments. READ MORE
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AAA-CPA continuing education programs are designed to meet the needs of Attorneys and CPAs and to qualify for credit both as CPE and CLE. Of course, the decisions of various state authorities determine the actual credit granted. There are no prerequisites or advance preparation requirements for this course.
The American Academy of Attorney-Certified Public Accountants, Inc. (AAA-CPA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasba.org.
*(M)CLE varies by state. If you require (M)CLE in a specific state, please send a request to studygroups@attorney-cpa.com and we will do our best to arrange for credit. Please note that most state bars will accept our Certificates of Attendance sent in by the attorney and NOT charge a fee. A general Certificate of Attendance will be made available for those professionals who feel the program satisfies their continuing education requirements and are able to self-file. It is the responsibility of the attendee to determine whether their state, discipline, or designation will allow one to self-file for a distance-learning program.
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