TAX EQUITY & HYBRID FINANCIAL MODELING COURSES

Strategic course for managers, executives, and dealmakers new to tax equity seeking comprehensive understanding of transaction processes and market dynamics. Covers practical deal execution, documentation, and negotiation tactics with battle-tested playbooks from industry practitioners.

Key Learning Outcomes:

• Understand tax equity market structure, investor universe, and capital stack positioning
• Execute professional tax equity capital raises with detailed timeline and process management
• Develop compelling project teasers, CIMs, and due diligence materials for investor presentations
• Navigate tax equity documentation including term sheets, ECCA, LLCA, and sponsor guaranties
• Apply Inflation Reduction Act provisions including transferability and hybrid structure opportunities
• Structure downside protections, back leverage, and partnership flip mechanisms for optimal deal terms

Intensive course for analysts, associates, and vice presidents seeking comprehensive tax equity modeling expertise for US renewable energy investments. Covers advanced partnership structures, HLBV accounting, and complex tax capital account analysis with real-world transaction experience.

Key Learning Outcomes:

• Build comprehensive tax equity financial models using US renewable energy case studies
• Model disproportionate partnership allocations, flips, and back leverage structures
• Calculate inside basis s704(b) capital accounts and deficit restoration obligations
• Analyze outside basis impacts, suspended losses, and s754 step-up depreciation
• Structure tax equity sizing with circularity resolution and Fair Market Value adjustments
• Apply Inflation Reduction Act provisions including tax credit transferability and hybrid structures