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.

Forbes Article – How Corporate Boards Can Avoid ESG Investing Pitfalls
Aug 4, 2022
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) […]

ESG Investing: Where it is Now; Where it’s Headed; What to Do
Jun 13, 2022
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, […]

Forbes Article – Department of Commerce Decision Puts Fate of U.S. Solar Industry in Jeopardy
May 29, 2022
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 […]

FASB to the Rescue? Yes, FASB to the Rescue
Mar 10, 2022
By Matt Davis and 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 […]

Logansport Solar Farm Site Visit
Jan 31, 2022
By Matt Davis, Director of Tax Credit Investments I recently visited the Logansport solar farm with Alchemy Renewable Energy construction manager Christian Thompson located in Logansport, Indiana. It was interesting […]

Tax Equity – The Optimal Solution to Maximize ESG Has Been Here All Along
Oct 12, 2021
By Matt Davis, Director of Tax Credit Investments Tax credit programs have long been a valuable tool for insurance companies, banks, corporations and individuals aiming to reduce their state and […]

New Incentive in Georgia Creates Solution for State Tax Deduction Limitation
Jul 13, 2021
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 […]

Who Invited HLBV to the Party? (and can someone please kick them out!)
Apr 21, 2021
How the Hypothetical Liquidation at Book Value methodology has become a challenge for public corporations seeking to support renewable energy and other ESG initiatives By Matt Davis Corporations Aggressively Pursuing […]

Death and Taxes (and ESG)
Nov 30, 2020
By Matt Davis “…but in this world nothing can be said to be certain, except death and taxes.” – Benjamin Franklin Taxes are a necessary part of life. While we can […]