ESG & Tax Credit News

Whether it’s the latest news on ESG, the impact of our funds or other newsworthy items, we will keep you
informed on what’s happening at Monarch.

NC Chamber – Taxpayers Win Major Victory in North Carolina Renewable Energy Tax Credit Dispute

NC Chamber – Taxpayers Win Major Victory in North Carolina Renewable Energy Tax Credit Dispute

by Ray Starling, President, NC Chamber Legal Institute On April 3, 2023, the North Carolina Business Court issued a decisive victory for taxpayers in a long-running dispute with the North […]

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ESG Perspective and Insights Renewable Energy

Insurance Journal – NC Farm Bureau Can Keep $24 Million in Green Energy Tax Credits, Court Says

Insurance Journal – NC Farm Bureau Can Keep $24 Million in Green Energy Tax Credits, Court Says

By William Rabb  An insurance company is entitled to generous tax credits even if the carrier did not invest directly in renewable energy projects, a North Carolina court has decided, striking […]

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ESG Perspective and Insights Renewable Energy

Forbes Article – How Corporate Boards Can Avoid ESG Investing Pitfalls

Forbes Article – How Corporate Boards Can Avoid ESG Investing Pitfalls

By George Strobel, Forbes Financial Council Member Corporate boards are under intense pressure from shareholders and other constituents to invest in ways they can tout their environmental, social and governance (ESG) […]

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ESG Perspective and Insights

ESG Investing: Where it is Now; Where it’s Headed; What to Do

ESG Investing: Where it is Now; Where it’s Headed; What to Do

Published by Michael Novogradac on Wednesday, June 1, 2022 The expanding awareness and interest in ESG–environmental, social and governance–investing could lead to a seismic increase in investor demand for community development tax incentives, […]

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ESG Perspective and Insights Renewable Energy

Forbes Article – Department of Commerce Decision Puts Fate of U.S. Solar Industry in Jeopardy

Forbes Article – Department of Commerce Decision Puts Fate of U.S. Solar Industry in Jeopardy

By George Strobel, Forbes Financial Council Member On March 28, in a decision that would put the U.S. solar industry on hold, the U.S. Department of Commerce initiated an anti-dumping investigation into imports […]

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Perspective and Insights Renewable Energy

FASB to the Rescue?  Yes, FASB to the Rescue

FASB to the Rescue?  Yes, FASB to the Rescue

By Ben Zachariah In the world of tax equity investing, corporations need to consider how to account for the investments and report them to their stakeholders. Federal tax credit programs […]

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Perspective and Insights

New Incentive in Georgia Creates Solution for State Tax Deduction Limitation

New Incentive in Georgia Creates Solution for State Tax Deduction Limitation

By Ryan Degnan, Senior Financial Operations Analyst Georgia legislators have created a new incentive that can reduce federal tax liability. Georgia taxpayers can now benefit from an elective entity-level tax […]

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Perspective and Insights Research

Forbes Article – Tax Equity And ESG Investing: The Best Of Both Worlds

Forbes Article – Tax Equity And ESG Investing: The Best Of Both Worlds

Many people have heard of environmental, social and governance (ESG) investing. To a much lesser degree, investors have heard of tax credits and tax equity or tax credit investing. And even fewer investors […]

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ESG Perspective and Insights

It’s Back…MHDC Reinstates the Missouri Low Income Housing Tax Credit Program!

It’s Back…MHDC Reinstates the Missouri Low Income Housing Tax Credit Program!

Since its inception, the Missouri Low Income Housing Tax Credit (LIHTC) program has provided quality affordable homes across the state to low income families, seniors, veterans, disabled and special needs […]

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Affordable Housing Perspective and Insights

Contact us for more information about ESG Investing, state and federal tax credits.