Tax credit referral partners for advisors with C corporation clients

Many advisors have clients who owe meaningful federal income tax and have never been shown that a purchased, transferable credit is an option. This page explains, in general terms, how advisors who serve C corporations can introduce those clients to Veritas, and what the process does and does not involve.

It is general information for professionals. It is not tax, legal or investment advice, it does not solicit investments, and it does not promise any outcome or any compensation.

Who this is for

Advisor type	Where a credit conversation tends to come up
CPAs and tax advisors	Year-end projections that show a federal balance due, or estimated-payment planning for the current year.
Wealth managers, RIAs and family offices	Clients who own or control a C corporation, or who have large passive income and want to understand the passive activity limits.
M&A and transaction advisors	A sale or recapitalization year in which a C corporation has an unusually large federal tax bill, and timing matters.
Fractional CFOs and controllers	Cash-tax forecasting and quarterly estimate decisions for growing companies.
Corporate and tax attorneys	Clients who ask how a credit purchase agreement works and who will review the contract with their own counsel.
Insurance and risk brokers	Clients evaluating recapture insurance as part of a purchase.

Signals that a client may want to learn more

• A C corporation with a projected federal income tax liability large enough to be worth planning around, after its other credits. See the C corporation buyer guide.
• A tax year with a one-time gain, a large bonus-depreciation reversal or a sale closing. See credit capacity after bonus depreciation and §174A.
• A client who has already asked about "the federal ITC" or "green energy credits". Our which-credit-applies guide sorts these out.
• A closely held corporation, where the passive activity rules can limit use of a purchased credit.

The client-qualification checklist lists the questions we suggest asking before any introduction.

How an introduction usually works

1. Capacity check, no names needed. You can describe a client's entity type, expected tax year and approximate federal liability without identifying them.
2. Overview of what may be available. We explain, in general terms, how §48E credit blocks are offered, timing and the discount to face value. Nothing here is a quote until a written offer exists.
3. Diligence package. If the client wants to proceed, we provide the information a buyer's advisors typically review: IRS registration number, project documentation, insurance and foreign-entity (FEOC) representations. See the due diligence checklist.
4. Your client's advisors decide. The CPA, counsel and the client make the tax and legal determinations. Veritas does not give tax or legal advice.

Why we lead with §48E

The §48E clean electricity investment credit covers solar, storage and other generation, so a buyer is more likely to find a block that fits a particular tax year and size. It also carries a five-year recapture period and foreign-entity rules that every buyer should understand. Read the full §48E buyer guide and the comparison with other transferable credits before making any introduction.

Referral compensation and professional rules

This page does not publish, offer or promise any fee, commission or revenue share. Whether any arrangement is appropriate depends on the advisor's professional obligations. For example, accounting, securities and bar rules can require written disclosure to the client, restrict compensation for some clients, or prohibit it. Advisors should check with their own compliance team or counsel before any arrangement is discussed. Many advisors prefer to introduce a client with no compensation at all. See also how broker fees and commissions work in this market in general.

What we ask of partners

• Introduce only clients you believe have a legitimate need for tax planning.
• Keep your own advice separate from ours; do not describe Veritas as providing tax or investment advice.
• Do not describe a credit purchase as guaranteed savings. Discounts, timing and recapture risk vary.

Contact Veritas about a partner introduction · CPA partner program

Educational information only, not tax, legal or investment advice, and no outcome is promised. Rules and figures were checked against the cited sources on October 31, 2026; they change, so confirm with your CPA and counsel before acting. Veritas does not offer or solicit investments. See our disclaimer.