Tax Incentives 2023: Optimizing Post-IRA Opportunities - Presented by Infocast

Co-Located with:
Clean Energy Investment Summit  |  October 2-3, 2023
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Network with hundreds of leading experts and investors to profit from the booming opportunities in the clean energy transition!   Visit the event page for more information.



Get Up to Speed on Optimizing the Use of Tax Incentives From the Most Conequential Clean Energy Finance Legislation in U.S. History

The enactment of the IRA radically expands the range of projects able to seek tax equity, traditionally fundamental to the financing of clean energy projects. The potential to layer adders for energy and low-income communities, local content, and other factors to significantly boost returns has made structuring projects even more critical in today’s booming development market. With traditional wind and solar projects now competing with storage, CCUS, hydrogen and other projects for tax equity investment, only those who are fully informed on the latest changes in tax policies, incentives, supply chain requirements and tax equity market conditions will be able to take full advantage of the remarkable clean energy opportunities fostered by the IRA and other recent legislation.

Tax Incentives 2023: Optimizing Post-IRA Opportunities will bring attendees 100% up to speed on today’s most important issues, providing detailed explanations of the solutions being utilized in today’s most advanced clean energy projects. On top of presenting a detailed report on policy innovations and current market conditions, our expert faculty will walk through the seemingly three-dimensional chess game involved in structuring projects to take advantage of multiple available adders while avoiding potential risks and hidden costs, as well as how to best meet and document new wage, apprenticeship and domestic equipment requirements. Leading tax advisors and tax equity providers will also provide insights on the development of the transfer market, when to take the direct payment option, as well as the ins and outs of tapping into funding through expanded 45Q, 45V and 45Z Sections.


Expert Speakers

Hear from top industry leaders and market stakeholders


Content-Packed Sessions

Gain highly-relevant, exclusive insights and updates

Premier Networking

Connect with key decision makers and get deals done



Phillip Adams
Head of M&A

Jeff Bishop

Randa Cholera (Barsoum)
Specialized Tax Services, Partner

Peter DeFazio
Managing Director

Bailey Johnson
Vice President, Renewable Energy & Environmental Finance

Bret J. Logue
Chief Executive Officer

David Lynch

Keith Martin

Taylor Mayeux, CAIA

Elena Robciuc
Managing Director

Chris Roetheli
Senior Vice President - Tax Credit Syndications

Eric Rubinstein
Executive Vice President & Chief Investment Officer

Chad Sorenson
President and


Jordan Tamchin
Senior Vice President, Tax Insurance Practice Leader

Colin Zelmer
Principal - Mergers & Acquisitions



  • Ares Management
  • Avantus
  • Bank of America
  • CAC Specialty
  • City National Bank
  • Crux
  • Denham Capital
  • Elysian Carbon Management
  • Empact Technologies
  • Enchant Energy Corporation
  • Enel X Advisory Services
  • ENGIE North America
  • Enhanced Capital
  • ESS Inc.
  • Foss & Company
  • GE Vernova
  • Generate Capital
  • Greenprint Capital
  • IOWN
  • Key Capture Energy
  • Leyline Renewable Capital
  • Lockton
  • Monarch Private Capital
  • Nautilus Solar
  • NeuVentus
  • Norton Rose Fulbright US LLP
  • PNC Renewable Energy Finance Group
  • PwC
  • Skadden
  • Schneider Electric
  • Societe Generale
  • Southern Power
  • Stonehenge Capital
  • Sunnova Energy Corporation
  • SunPeak
  • U.S. Bank
  • Wells Fargo



  • Solar, Wind and Storage Developers
  • CCS Developers
  • Hydrogen Developers
  • Asset Management
  • Consulting and Analytics
  • Engineering, Procurement and Construction
  • Equipment Manufacturing & Suppliers
  • General Partners and Private Equity
  • Insurance & Risk
  • Investment Advisors
  • Investment Banks and Lenders
  • IPPs
  • Law Firms
  • Platforms
  • Tax Investment
  • Utilities



  • 547 Energy
  • AB Power Advisors
  • Advanced Racking
  • AdvantageCapital
  • AES
  • Affordable Community Energy Services Company
  • AIP Management
  • Akin Gump Strauss Hauer & Feld LLP
  • Alchemy Renewable Energy
  • Algonquin Power
  • AlphaStruxure
  • Alvarez & Marsal
  • Amergy Solar
  • Apex Clean Energy
  • Ares Management
  • Baker Tilly Capital LLC
  • Ballard Power Systems
  • Bank of America
  • Barlo Ventures, LLC
  • Barnes & Thornburg LLP
  • Bechtel Enterprises
  • Blue Sky Solar
  • Bluestem Energy Solutions
  • BlueWave Solar
  • BNRG
  • BOA
  • Bostonia Partners LLC
  • Bracewell LLP
  • Broadwind Energy
  • Buckeye Partners, LP
  • Cadmus
  • Calpine
  • Capstone Infrastructure Corp
  • Cardinal Investment Company
  • CIBC
  • City National Bank
  • CleanCapital
  • Cleantech Strategies
  • Clearway Energy Group
  • Clearway Energy Group
  • Clearway Energy Group
  • Cleco
  • CoBank
  • Cohen & Company
  • Con Edison Clean Energy Businesses
  • Connected Solar
  • Constellation
  • Convergent Energy + Power
  • Cubico Sustainable Investments
  • DBJ Americas Inc
  • DNB Bank ASA
  • Doral Renewables
  • DTE Energy
  • Duke Energy
  • EDF Renewables
  • Elemental Energy
  • Enbridge
  • Enel Green Power
  • ENGIE North America
  • Exus Management Partners
  • Foley & Lardner LLP
  • Forefront Power
  • Foss and Company
  • FTC Solar
  • FTI Consulting
  • Galehead Development
  • Gallagher Evelius & Jones LLP
  • Globus Thenken
  • Haynes Boone
  • Heelstone Renewable Energy
  • Hitachi Zosen Inova
  • Holland & Hart LLP
  • ibV Energy Partners
  • Ignis Energia
  • Jones Walker LLP
  • JX Nippon
  • Kaiser Permanente
  • Katten Muchin Rosenman LLP
  • Kendall Sustainable Infrastructure
  • Latham & Watkins LLP
  • Lazard
  • Leeward Renewable Energy, LLC
  • Lendlease
  • Leyline Renewable Capital
  • Liberty Utilties
  • Macquarie
  • Marsh
  • Marshall & Stevens
  • MassAmerican Energy, LLC
  • MegaJoule
  • Meridian Investments
  • Mitsubishi Heavy Industries America, Inc.
  • Monarch Private Capital, LLC
  • Moore & Van Allen
  • Moss Adams LLP
  • National Cooperative Bank
  • National Foundation for Affordable Housing Solutions, Inc.
  • National Grid Renewables
  • National Renewable Energy Corporation
  • Nationwide Insurance
  • Nelson Energy LLC
  • New Energy Solar
  • NextEra
  • Nexus PMG
  • Nixon Peabody LLP
  • Nobell Energy Solutions, LLC
  • NRStor C&I LP
  • Oriden
  • Pacific Gas & Electric
  • Partner Engineering and Science
  • Phillips Lytle LLP
  • Photosol US Renewable Energy
  • Pine Gate Renewables
  • PPL Corporation
  • Puget Sound Energy
  • PVHardware (PVH)
  • Quantum Energy Partners
  • Rabobank
  • Radian Generation
  • Rath, Young and Pignatelli PC
  • Recurrent Energy
  • Regions Bank
  • Revity Energy LLC
  • River Crest Power
  • Rockwood Group
  • Saturn Power Inc.
  • Shell Energy North America
  • Sive, Paget & Riesel, P.C.
  • Skyline Renewables
  • Solar Landscape
  • Solariant Capital
  • Solaris Global LLC
  • Solas Energy Consulting
  • Solect Energy
  • Southern Power
  • Spano Partners
  • Spark Analytics
  • Stinson LLP
  • Stonehenge Capital Company, LLC
  • SunPeak
  • SWEB Development
  • Swift Current Energy
  • Telamon Enterprise Ventures
  • Telios Corporation
  • Tenaska
  • Terra Energy
  • The Wishcamper Companies
  • Treehouse Investments, LLC
  • Truist
  • U.S. Department of Agriculture
  • U.S. Energy Development Corporation
  • UKA North America Group
  • UKA North America LLC
  • Urban Grid
  • US Bank
  • US Department of Energy
  • Vineyard Wind LLC
  • Vitol Inc.
  • Wartsila
  • Wells Fargo
  • Williams Enterprises
  • Wintec Energy
  • Winthrop & Weinstine, P.A.
  • Wilson, Sonsini, Goodrich & Rosati
  • Yale School of Management
  • Zorya Energy Advisors



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Website is accelerating the clean energy transition by opening the door for new sources of capital from transferable tax credits and high-impact Renewable Energy Certificates (RECs). The marketplace makes it possible for businesses of all sizes to support new clean energy projects by purchasing tax credits that offer a financial return and/or committing to forward contracts for high-impact RECs that help stand up new projects. reduces the complexity of clean energy tax credits for sellers and buyers. Through their strategic collaboration with leading advisory CPA firm Baker Tilly US, provides streamlined due diligence, filing, and compliance-monitoring services to reduce risks and maximize efficiency for all parties

Norton Rose Fulbright US LLP


Norton Rose Fulbright is a global law firm and powerhouse in the project finance market. Its projects group did $211 billion in 448 significant transactions in the last five years. It works in some capacity for most of the major developers who are active in the US market. It is also a prominent thought leader. Its Project Finance NewsWire goes to more than 81,000 people. Issues back 26 years can be found on the firm’s website. Its Currents podcast has had more than three million downloads in five years. Its periodic live podcasts on topical subjects draw 2,000 to 6,000 people for the live sessions and thousands of downloads for the recordings.



Tax and accounting? Sure. But also corporate renewables insights, energy transformation, operational improvements, business strategy, asset management, and  securitization planning. We have worked with emerging as well as established companies across the renewables value chain and have an in-depth understanding of a broad range of industry issues. Want to work with a firm that is well equipped to help corporations invest in, deploy, and maintain renewables? Talk to PwC for the whole conversation about where renewables are heading. We have specialists that can help you across the globe.

CAC Specialty


CAC Specialty is a leading specialty insurance broker and advisor that provides expertise and placement capabilities across the spectrum of insurance and capital markets. CAC delivers customized solutions for a wide range of risks, serving both large corporations and small-to-medium enterprises. As an employee-controlled company, we house top industry talent dedicated to meeting our clients’ comprehensive risk management needs.

Our dedicated Tax and Natural Resources teams work together to craft innovative and unique renewable and tax insurance solutions that can help you take a project from early-stage concept and development through completion, across a variety of industries including: Oil & Gas (Upstream, Midstream, Downstream), Power, Utilities and Renewables, Mining and Metals, and Surety.

Crux Climate


Crux is the ecosystem for developers, tax credit buyers, and financial institutions to transact & manage transferable tax credits. Our network & tools streamline transactions, provide access to a large market, and reduce risk & increase trust.

Empact Technologies


Empact Technologies maximizes the impact of clean energy project tax incentives with the industry’s premier IRA management platform. Empact combines proprietary SaaS technology with professional services to ensure regulatory compliance, secure project construction financing, and protect investors from IRS recapture risk.

Empact works with EPCs to proactively identify and manage IRS regulatory requirements for prevailing wage and apprenticeship compliance issues before they impact tax credits. Collaborating with steel, iron, and major equipment suppliers ensures domestic content tax incentive qualification. Empact also supports developers to confirm energy community and low-income community qualification.

Empact enables successful transactions by reducing investor-required protections. When tax credits are sold, Empact protects the tax credit investor from recapture audit risk by maintaining a comprehensive compliance data repository for the full ITC or PTC tax period.

Empact offers a complete turnkey experience for developers to create community benefits, implement project-level ESG, sustainability, and supplier diversity, while managing project execution risk.

Enel North America, Inc.


Enel North America is a leading energy and sustainability partner for organizations with decarbonization goals. Our Advisory Services serves 350+ clients worldwide, of which 55% are Fortune 100 companies. Our expert advisors come with an average of over 18 years of energy industry experience. Using an end-to-end integrated approach that combines our deep expertise and cutting-edge digital tools, we develop highly customized decarbonization strategies that meet your specific organizational needs and help reduce your carbon emissions quickly and efficiently. As a one-stop solutions provider, we can support companies at any stage of their sustainability journey, from starting out to becoming more advanced.

Our holistic portfolio of decarbonization services includes:

  • Calculating and tracking emissions
  • Designing and executing customized decarbonization plans
  • Implementing the strategy and emissions reduction activities
  • Addressing mandatory and voluntary emissions reporting

We are committed to helping businesses achieve their decarbonization goals and build a more sustainable future. Contact our Advisory Services team today to learn more about how we can help you.

Foss & Company, Inc.


Founded in 1983, Foss & Company is a national tax equity investor and fund sponsor that has deployed nearly $8 billion in tax equity on behalf of insurance, banking, and other large corporate clients into tax credit enhanced transactions including historic rehabilitation projects, renewable energy and advanced energy production facilities. Foss & Company is a full-service advisor with proven expertise navigating the world of tax equity investments. For additional information, visit



LandGate is the leading provider of information, data solutions, and an online marketplace for US commercial land resources: solar, wind, carbon, oil & gas, minerals, and water. The company helps landowners, real estate agents, investors, and developers understand energy and environmental resource values and transact on its online marketplace. LandGate’s platform applies its technology to provide deals, leads, data, analytics, and web apps to substantially reduce investors costs.

LandGate has a differentiated product advantage built on highly automated data tasks and the digitization of land resource valuations. The network effect builds with landowners and real estate agents who can easily list land resources for lease or sale on the online marketplace. It also provides a cost advantage for energy and environmental investors/developers who can more efficiently access deals.

Lockton Companies


Lockton is a global insurance brokerage that helps clients mitigate risk through strategic advisory and partnership. What makes Lockton stand apart is also what makes us better: independence. Lockton’s private ownership empowers its 9,500+ Associates doing business in over 135 countries to focus solely on clients’ risk, insurance and people needs. With expertise that reaches around the globe, Lockton delivers the deep understanding needed to accomplish remarkable results.

Monarch Private Capital


Monarch Private Capital manages tax equity impact funds that positively impact communities by creating clean power, jobs and homes. The funds provide predictable returns through the generation of federal and state tax credits. The Company offers innovative tax credit equity investments for renewable energy, affordable housing, historic rehabilitations, film and other qualified projects. Monarch Private Capital has long-term relationships with institutional and individual investors, developers and lenders that participate in these types of federal and state programs. Headquartered in Atlanta, Monarch has offices and professionals located throughout the U.S.

Schneider Electric


Schneider Electric’s Energy & Sustainability Services helps thousands of companies in more than 100 countries buy energy smarter, use energy more efficiently, and drive sustainable growth.

ESS’ Renewables & Cleantech team is a pioneering global supplier of renewable energy and clean technology products and services—including the New Energy Opportunities (NEO) Network™—for the C&I sector. For more than 15 years, the team has been providing unparalleled experience and expertise on strategic renewable energy procurement. The ESS team has advised on more than 4 GW of new wind and solar capacity and is the recognized global leader in cleantech consulting, serving more clients than any other procurement advisor, worldwide.

Contact us to learn more about how strategic renewable PPAs can accelerate your energy goals.



Skadden, Arps, Slate, Meagher & Flom LLP and Affiliates delivers the highest quality advice and novel solutions to legal challenges, enabling clients to achieve their business goals. We are known for the innovative and creative thinking we rely on to handle the most complex transactions, litigation/controversy issues, and regulatory matters, as well as the open, collaborative relationships we build with clients, including corporations; financial and governmental entities; small, entrepreneurial companies; and cultural, educational and charitable institutions.

Lockton Companies (Reception Sponsor)


Lockton is a global insurance brokerage that helps clients mitigate risk through strategic advisory and partnership. What makes Lockton stand apart is also what makes us better: independence. Lockton’s private ownership empowers its 9,500+ Associates doing business in over 135 countries to focus solely on clients’ risk, insurance and people needs. With expertise that reaches around the globe, Lockton delivers the deep understanding needed to accomplish remarkable results.



Atheva is the leading partner for clean energy tax transferability. Buyers can reduce tax liabilities while supporting the finance of clean energy projects for sellers. Our managed marketplace and personalized approach allow us to deliver the best match for companies based on their specific needs. We provide an easy, streamlined process from match to close. At Atheva, our focus goes beyond a single transaction; it’s about being a reliable partner to support ongoing project financing. For more information, visit



At BDO, our purpose is helping people thrive, every day. Together, we are focused on delivering exceptional and sustainable outcomes — for our people, our clients and our communities. Across the U.S., and in over 160 countries through our global organization, BDO professionals provide assurance, tax and advisory services. We offer Clean Tech & Sustainable Finance services to a diverse range of clients across all areas of sustainable investing including how to apply tax credit and incentives to support strategic business objectives – whether seeking financing for innovation, focusing on improving margins or navigating tax credit monetization.

At BDO, we believe that building business sustainably is not just a smart thing to do. It’s the right thing to do.  

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