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The Veritas Credit Brief
One short email a month on buying transferable clean energy tax credits: what changed, what it means for your tax bill, and what to do before the next deadline. Written for CFOs, passive-income investors and the CPAs who advise them.
Free with your signup: the Client Qualification Checklist
A one-page screen to run before you spend time on diligence: liability size, entity type, §469 passive-activity limits, §38(c) limits, timing and documents your CPA will want. We email you the PDF as soon as you subscribe.
What you'll get
- Deadline watch. Estimated-payment dates, year-end purchase windows and filing deadlines that affect credit buyers.
- Rule changes, explained. What the 2025 law (OBBBA), IRS guidance and §6418 developments mean for C corporations and individual investors.
- Buyer diligence. How to check a credit seller, insurance, recapture risk and documentation before you sign.
- CPA notes. Workpaper tips, Form 3800 and ASC 740 reminders, and client-conversation checklists.
Who it's for
C corporations with federal tax liability to offset, passive-income investors with large capital gains or passive income, and CPAs and tax advisors who serve them.
Frequency and privacy
One email a month, plus the occasional time-sensitive deadline alert. We never sell your email address. Every email has a one-click unsubscribe link. Read our Privacy Policy. The Brief is educational and is not tax, legal or investment advice.
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