Investor Services
We Know the Tax Credit Marketplace
Our access to a wide range of tax credits allows us to match our investment resources with our investors’ needs. Since 1983, we have placed more than 5 billion dollars of tax credit equity financing consists of all types of project ranging in size from $100,000 to 1 billion of tax credit projects.
We focus all our efforts in analyzing, structuring and marketing tax credit investments to our institutional clients. Since our creation in 1983, Foss and Company has been dedicated to providing our corporate clients with the highest level of service, education, investment implementation, and follow-up available in the tax credit marketplace. We have the ability to structure and implement the most efficient tax credit investment program to meet our corporate client tax, earnings and community reinvestment targets.
Services Include:
- Opportunity Sourcing, Origination and Transaction Structuring;
- Financial Projection Preparation & Analysis;
- Due Diligence and Underwriting;
- Asset Management and Reporting
Selected Federal and State Credit Investment Funds:
- Foss and Company Missouri Funds – $11,920,902.00 Tax Credit
- Foss and Company Virginia Funds – $47,381,235.00++* Tax Credit
- Foss and Company Federal Funds – 11,000,000.00++* Tax Credit
*The tax credits from the funds are being generated in an on going basis.
Investor Clients
If you are a CFO or a Tax Director of a midsize to a large Financial institution, widely held “C” Corporation, Insurance company, Utility company looking to reduce your company’s federal or state tax liabilities, the task can be a difficult one. Most of our investor clients look to Foss and Company to assist them in reducing both of their state and federal tax liabilities. Our investor clients pay taxes in multiple states across the country ranging from $1million to $200 million dollars annually, in addition to paying $50 million to $2.5 billion of federal tax liability.
From choosing and optimizing the Tax Credit Program that is right for your Company is an intricate and time-consuming process, perhaps due to the lack of resources, knowledge, experience, or staff support. Foss and Company can assist you and your team in navigating the world of tax credit investment.
Our expertise spans the vast tax credit marketplace, with specialized experience in working with project developers and investors:
- Affordable Housing
- Historic Rehabilitation
- New Market Tax Credit
- Renewable Energy
- Refined Coal
- Brownfield Remediation
- Film Production
