INVESTOR SERVICES

 Although Foss & Company is active in all facets of the transferable tax credit space, the Company’s most impressive projects have come through in the form of Historic Rehabilitative Tax developments, often taking unoccupied or abandoned properties and converting them into market rate apartments, theaters, restaurants, office space, and hotels. Many of these projects helped rejuvenate cities across the United States which may never have occurred without the incentivized tax credit program.

WE KNOW THE TAX CREDIT MARKETPLACE

Our access to a wide range of tax credits allows us to match our investment resources with our investors’ needs. Since 1983, we have placed more than five billion dollars of tax credit equity financing consists of all types of project ranging in size from $100,000 to one billion of tax credit projects.

We focus all our efforts in analyzing, structuring and marketing tax credit investments to our institutional clients. Since our creation in 1983, Foss & Company has been dedicated to providing our corporate clients with the highest level of service, education, investment implementation, and follow-up available in the tax credit marketplace. We have the ability to structure and implement the most efficient tax credit investment program to meet our corporate client tax, earnings and community reinvestment targets.

Services Include:

Opportunity Sourcing, Origination and Transaction Structuring

Financial Projection Preparation and Analysis

Due Diligence and Underwriting

Asset Management and Reporting

INVESTOR CLIENTS

If you are a CFO, Treasurer or a Tax Director of a midsize to a large Financial institution, widely held “C” Corporation, Insurance company, Utility company looking to reduce your company’s federal or state tax liabilities, the task can be a difficult one. Most of our investor clients look to Foss & Company to assist them in reducing both of their state and federal tax liabilities. From choosing and optimizing the Tax Credit Program that is right for your Company is an intricate and time-consuming process, perhaps due to the lack of resources, knowledge, experience, or staff support. Foss & Company can assist you and your team in navigating the world of tax credit investment.

Our expertise spans the vast tax credit marketplace, with specialized experience in working with project developers and investors:

Affordable Housing

Historic Rehabilitation

New Market Tax Credit

Renewable Energy

Refined Coal

Brownfield Remediation

Film Production