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Solar Tax Credits: Strategies for Tax Mitigation and Compliance

SOLAR TAX CREDITS: STRATEGIES FOR TAX MITIGATION AND COMPLIANCE

Cost Free
Presentation Length 1.0 hour

Recorded DateSeptember 7, 2023
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Course Description

This webinar is tailored for CPAs and tax professionals seeking specialized knowledge and skills in leveraging solar tax credits to help clients minimize both active and passive tax liabilities. The course covers several key areas:


  • Solar Tax Credit and Bonus Depreciation: Attendees will be introduced to the investment tax credit (ITC) and the bonus depreciation qualification. The course will cover the fundamentals of these credits and depreciation benefits, including eligibility criteria and expiration dates.

  • Solar Energy Systems: Participants will gain an understanding of the types of solar energy systems eligible for tax credits and bonus depreciation. The course will also highlight the differences between residential and commercial solar installations.

  • Tax Planning Strategies: The course will present techniques for integrating solar tax credits and depreciation into comprehensive tax planning for both individual and business clients, with the aim of reducing tax liabilities.

  • Calculating Tax Credits: Attendees will receive detailed guidance on calculating solar tax credits for various solar energy systems. The course will provide the formulas and rules for determining credit and depreciation amounts.

  • Documentation and Compliance: Ensuring compliance is crucial when claiming solar tax credits and depreciation. Participants will learn about the necessary record-keeping, documentation of qualified expenses, and other compliance-related aspects.

  • Future Trends and Updates: Staying current with changes in tax laws, regulations, and solar energy policies is essential. The course will address potential changes that may affect the availability or value of solar tax credits.

By completing this course, you will be equipped with the expertise needed to guide clients in making informed decisions about solar investments. Join this webinar to help clients take advantage of tax credits and depreciation for tax mitigation while promoting sustainable energy practices.

Learning Objectives:


  • Evaluate the eligibility criteria for the investment tax credit (ITC) and bonus depreciation qualification and determine the appropriate tax credits and depreciation benefits for various types of solar energy systems

  • Recognize the differences between residential and commercial solar installations and practice integrating solar tax credits and depreciation into comprehensive tax planning strategies for individual and business clients

  • Identify the necessary documentation and compliance requirements for claiming solar tax credits and depreciation and justify the importance of staying up-to-date with potential changes in tax laws, regulations, and solar energy policies

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Scott W. Burch is a non-traditional financial and wealth advisor, started his career in 1989. Sage Investment Group is an independent firm specializing in financial planning for both high-net-worth individuals and businesses, working closely with select CPA’s to help them offer more proactive and comprehensive planning to their clients.

Our proven Virtual Family Office process starts by gathering information - which allows us to identify any potential problems, as well as any opportunities, that may exist. Next, we begin to create your Virtual Family Office team if needed. Once the team has been created and collaboratively consulted, we then present our recommendations based on the goals you initially outlined, taking as much time as needed to fully answer your questions. We are then able to potentially eliminate problems and take advantage of opportunities - which may result in an overall improvement in your financial position. Once this is completed, you will know what you have, why you have it, and what it is designed to accomplish for you – thus resulting in educated decisions. We would welcome the opportunity to sit down and talk about what is important to you and establish a plan to help you accomplish your goals.

Areas of financial planning expertise include portfolio design and management, retirement planning, risk reduction, guaranteed income planning, life insurance and legacy planning.

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Jesse Raynes

Sage Investment Group
Virtual Family Office Expert
[email protected]
(626) 421-7685

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Jesse Raynes is one of the Founders of Inception Financial, and has 15+ years experience in renewable energy finance and development, with leadership positions at numerous clean technology firms including Solar City, and Tesla.

About Our Presenter

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Sage Investment Group is a California state Registered Investment Advisor and professional firm designed to assist clients in an array of services. Our experience allows us to draw on over three decades of experience, resulting in our ability to take a comprehensive approach to our client's overall picture in an effort to help them achieve that which is most important to them. Sage Investment Group focuses primarily on the asset management, tax savings, risk reduction and income needs of investors.

Combining proactive planning and the virtual family office experience, Sage Investment Group offers an upgraded 21st century business model based around HOLISTIC and PROACTIVE advice, and are supported by a Virtual Family Office of experts.