Webinar

Insurance Considerations For Transferable Tax Credit Transactions

Details

July 24, 2025

Register

Please register and join us on July 24, 2025 from 11am PT/2pm ET to 12pm PT/3pm ET!

Join this webinar to understand how credit insurance is being used to facilitate clean energy tax credit transactions. Industry experts from Crux and Alliant will explain the mechanics of insuring smaller credit transactions ($10M or less), what tax credit buyers and insurers look for, and how insurance can affect pricing and deal execution.

  • What tax credit insurance is and how it applies to transferable clean energy tax credits
  • Underwriting criteria and required documentation
  • How insurance affects buyer comfort and credit pricing
  • Typical policy terms, costs, and exclusions
  • Common pitfalls for small sellers and how to avoid them
  • When insurance is necessary vs. optional based on buyer type

Panelists:

  • Bronwyn Sastry, Platform Transactions Lead, Crux
  • Lee Zoeller, Managing Director of Tax Insurance, Alliant

Disclaimer – The positions and opinions expressed in this webinar are those of the speakers and do not necessarily reflect the views or positions of SEIA.

This webinar is sponsored by: