Tax Savings.
Simplified.

Tax Credits

Tax credits are a dollar-for-dollar tax reduction authorized by the federal government and/or a state government to incentivize investment in specific projects that provide positive social and economic benefits. Investors in tax credit projects are able to lower their effective tax rates, save money on taxes, increase cash flow and maximize after-tax earnings.

Experience

Fallbrook has facilitated over Six Billion Dollars of tax credit transactions over the past three decades. We have assisted hundreds of developers in successfully securing funding for projects that have revitalized communities, supported underserved populations and reinvigorated local economies.

Clients

We provide our tax credit services to corporate and individual taxpayers seeking to save money by reducing their tax liabilities at a discount and to project sponsors that are awarded tax credits that they would like to monetize.

TAX CREDIT PROGRAMS

Fallbrook provides its services throughout the country in states that offer transferable tax credit programs.

Film Production and Digital Media Tax Credits

Many states have created film and digital media tax credit programs to incentivize local production and have their communities receive the associated economic benefits. States typically provide a subsidy based on the amount of qualified expenditures in specific projects. Almost all film tax credits are single-year transferable certificates.

Brownfield Cleanup Tax Credits

States offer brownfield cleanup tax credits for the restoration and redevelopment of contaminated industrial and commercial properties. Brownfield cleanup helps revitalize communities by rehabilitating blighted properties and stimulating economic growth. Almost all brownfield cleanup tax credits are provided as single-year transferable certificates.

Historic Rehabilitation Tax Credits

Historic rehabilitation tax credit programs provide an incentive to preserve historic structures. The communities in which the rehabilitation occurs benefit through neighborhood revitalization, job growth, and additional property tax revenue. Although state historic tax credits are typically earned in the year the project is placed in service, a few states and federal historic tax credits distribute tax credits over a longer period.

Renewable and Green Energy Tax Credits

In an effort to reduce the country’s dependence on fossil fuels, many states and the federal government offer tax incentives for renewable energy project development, equipment manufacture, and the implementation of energy efficiency technologies. These benefits are provided as tax credit streams ranging from one to ten years in length.

New Markets Tax Credits

The New Markets Tax Credit Program was created as part of the Community Renewal Tax Relief Act of 2000. Taxpayers can receive a federal tax credit for making qualified business and real estate equity investments into qualified community development entities which create jobs and improve the lives of residents of low-income communities.

Low Income Housing

The Federal Low Income Housing Tax Credit was created in 1986 under The United States Tax Reform Act to help meet a critical affordable housing shortage by stimulating the production and rehabilitation of millions of affordable homes through. Several states also offer low income housing tax credits to further subsidize housing at a local level.

Other

Several states offer unique tax credit programs to encourage investment in specific programs or areas that would benefit from economic support. Many of those programs provide transferable tax credit certificates ranging from one to ten years in length.

For nearly 30 years, many of America’s largest corporations have trusted the principals of Fallbrook to advise them in transacting over six billion dollars of tax equity investments. Fallbrook’s state and federal tax credit team is actively engaged in federal and state transactions spanning the country.

Fallbrook has successfully completed the structuring and financing of over 1,000 tax credit related deals in over 30 states with a diverse range of investors. Fallbrook has numerous strategic alliances that help to establish Fallbrook as one of the most accomplished tax credit brokerage firms in the nation.