Episode 13: Managing Legal Risk in Tax Equity: Structuring, Recapture & Compliance

Strong legal structuring is what turns a tax credit opportunity into a bankable investment. Kevin Haley is joined by Sarah Lieber, General Counsel at Foss & Company, to discuss where legal risk shows up in tax equity and how structuring, diligence, and ongoing compliance help manage it.

They cover how OBBBA and FEOC rules have changed the diligence picture, how recapture works and what triggers it, how Section 6418 transferability shifts risk to credit purchasers, and the questions investors and sponsors should ask before a deal closes.