Registration Open for March 25 Webinar on Tax Credit Direct Transfers: Risk Mitigation Strategies
Please join Mickelson & Company as we present a webinar on March 25 from noon - 1 p.m. CDT on Tax Credit Direct Transfers: Risk Mitigation Strategies.
Hosted by Faith Larson, Vice President of Renewables & Legal Counsel at MickCo, this webinar features guest speakers Brandon Hill, Tax Principal at CliftonLarsonAllen; Marc Nickel, Senior Vice President at Aon; Andrew Eastman, Partner at Husch Blackwell; and Doug Jones, Partner at Husch Blackwell.
Faith, Brandon, Marc, Andrew, and Doug will be discussing practical risk mitigation strategies for buyers and sellers in the transferable tax credit market, including audit defense measures, legal protections, insurance solutions, and current market expectations shaping today’s transactions.
Overview of strategies used to mitigate:
IRS audit risk
Potential disallowance of credits upon audit
Seller-Focused Strategies:
Reducing audit and disallowance risk
Enhancing credit marketability and attractiveness
Use of professional advisors
External validation processes
Comprehensive documentation and technical analysis
Legal protections embedded in transactional documents
De-risking indemnity obligations with insurance
Buyer-Focused Protections:
Additional measures to reduce audit exposure
Protection against potential credit disallowance
Legal safeguards, including:
No-fault indemnities
Parent guarantees
Tax credit insurance policies
Rigorous underwriting standards
Thorough due diligence review
Validation of tax credit analysis and documentation
Market Insights:
Current conditions in the tax credit transfer market
Buyer expectations for seller risk mitigation
Leading strategies shaping today’s market practices
About Our Presenters
Faith Larson is Vice President of Renewables and Legal Counsel at Mickelson & Company. Faith is an accomplished leader known for driving strategic growth. Before joining Mickelson & Company, Faith served much of her career as an executive in the transportation and agricultural industries, having worked as the Vice President of Corporate Development, Real Estate, and Procurement at CH Robinson Worldwide and as the CFO at GrainBridge.
Brandon Hill is a Tax Principal within CliftonLarsonAllen’s Federal Tax Strategies and leads CLA’s Energy Services team. He provides specialized tax services for clients across a wide range of industries, including energy developers and investors, manufacturing, logistics, and financial institutions. Brandon brings over 16 years of public accounting and renewable energy industry experience in the areas of renewable energy tax credits, tax equity transactions, cross border mergers and acquisitions, and tax planning strategies.
Marc Nickel is a Senior Vice President within Aon’s M&A and Transaction Solutions group. In this role, he is responsible for structuring, brokering and marketing the tax insurance products with a particular focus on energy tax credits transfers. Marc’s expertise includes a broad range of tax controversy and energy issues related to U.S. federal, state, and local taxes. Prior to joining Aon in April 2024, Marc spent more than nearly two decades as a practicing tax attorney at multiple large law firms and in tax counsel roles with public companies in the energy sector.
Doug Jones is a partner at Husch Blackwell, where he counsels businesses on complex tax structures and assists renewable energy developers in generating, maximizing, and transacting tax credits. A co-lead of the firm’s energy tax credit practice, he routinely advises developers of wind, solar, and RNG projects on tax credits, primarily under the Inflation Reduction Act (IRA). He is a member of the tax sections of the American Bar Association, the State Bar of Texas, and the Austin Bar Association.