IRS and Treasury release guidance for monetizing energy credits

by | Jun 22, 2023

ARTICLE | June 22, 2023

The IRS and the Department of the Treasury have recently released new guidance related to the monetizing of energy credits. The guidance includes temporary and proposed regulations for using direct pay and transferability to monetize certain Federal income tax credits, providing new opportunities for non-taxpaying and taxpaying entities to monetize the economic benefits of clean energy credits. The article examines the recent developments in the regulations and their implications for taxpayers looking to monetize energy credits. These regulations may create or reduce barriers for certain energy credit monetization options, so it is important for taxpayers to carefully consider the rules and consult with an advisor. To learn more about the proposed and temporary regulations related to the monetizing of energy credits, click the link below.

Read the full article here…

Questions or Want to Talk?

Call us directly at 972.221.2500 (Flower Mound) or 940.591.9300 (Denton),
or complete the form below and we’ll contact you to discuss your specific situation.

  • Should be Empty:
  • Topic Name:

Scenario Planning: A Roadmap for Business Agility

In a world of constant change and unpredictability, scenario planning empowers businesses to anticipate multiple futures and make informed decisions. This strategic approach helps organizations manage risks, optimize resources, and stay agile amidst economic volatility, technological advancements, and shifting consumer preferences. Discover how scenario planning can transform your company’s resilience and growth potential.

What Are Opportunity Zones?

Timing is key in maximizing the benefits of OZ investments. With thoughtful planning and strategic execution, OZs can be a cornerstone of both financial success and meaningful change.

Cost Analysis: Turning Hidden Numbers into Smarter Decisions

Want to know where your profit is really going? Here’s a practical, business-owner-friendly approach to cost analysis, showing how to uncover hidden inefficiencies, assign overhead accurately, and make confident decisions with your numbers. Whether you’re looking to price smarter, cut waste, or prepare for growth, it all starts here.

New Guidance Issued for Rural Opportunity Zone Investors

New IRS guidance could impact your Opportunity Zone tax compliance and planning strategies. Notice 2025-50 reduces the substantial improvement threshold from 100% to 50% for rural QOZ properties, effective retroactively to July 4, 2025. With 3,309 rural zones now identified, some investors may qualify for benefits they previously couldn’t achieve, while others need immediate compliance reviews to optimize their tax positions.

SECURE 2.0 Alert: High Earners Face New Roth Catch-Up Requirements in 2025

Major Alert for High Earners: If you’re making $145,000+ and contributing catch-up funds to your 401(k), the rules just changed dramatically. Starting in 2025, ALL your catch-up contributions must go into Roth accounts—meaning you’ll pay taxes upfront instead of getting that immediate deduction. But here’s the twist: this could actually be a golden opportunity for long-term wealth building. Our tax experts break down what this means for your retirement strategy and why acting now is crucial.