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.
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 […]
Forbes Article – Tax Equity And ESG Investing: The Best Of Both Worlds
Nov 9, 2020
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 […]
Pivoting to Build a Better Future
Oct 19, 2020
The ability of corporations to efficiently raise capital is a cornerstone of our economy. The orderly transferal of risk from buyers and sellers, from lending institutions to asset managers and […]
It’s Back…MHDC Reinstates the Missouri Low Income Housing Tax Credit Program!
Sep 30, 2020
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 […]
Georgia State Tax Planning
Sep 22, 2020
As we approach the final tax return filing deadline for individual and corporate taxpayers, there is increased activity in the market for Georgia film tax credits as well as Georgia […]
Making Progress with the HTC
Jul 17, 2020
The history and rehabilitation of the St. John’s Seminary For nearly two decades, San Antonio’s housing costs have increased faster than the household Area Median Income (AMI), according to San […]