Transferable Tax Credit Due Diligence Checklist

By David Burton, Norton Rose Fullbright; Bryen Alperin, Foss & Company; Gary Blitz, Aon; with contributions from Amber Peterson, Winthrop & Weinstine

When preparing for a transferable tax credit transaction, a due diligence checklist informs the conversation, identifies impediments to the transaction, and allows stakeholders to focus on strategy, structure, and deal execution. This checklist provides a list of standard deliverables required for transferable tax credit execution.

Download the paper to learn more about how Transferable tax credits can open the world to new opportunities in the tax credit space.

white paper cover pages

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