Interested and eligible manufacturers, developers, and sponsors looking to pursue new advanced energy project tax credits under Internal Revenue Code Sections 48C and 45X have been faced with an important question: Should you apply for the Advanced Energy Project Tax Credit under Section 48C or claim the Advanced Manufacturing Production Credit under Section 45X?

These options should be analyzed carefully because your selection could have significant financial consequences.

Section 48C refers to the Qualifying Advanced Energy Project Credit, which offers a credit equal to up to 30% of the taxpayer’s basis in qualified investments – generally speaking, equipment and other tangible personal property – made as part of a qualifying advanced energy project.

Section 45X refers to the Advanced Manufacturing Production Credit, which offers tax credits of varying amounts depending on the type of “eligible component” – such as components within solar panels, wind turbines, batteries, and other products – produced by the taxpayer and sold to third parties. Due to the overlap, many taxpayers eligible for the Section 48C Credit are also eligible for the Section 45X Credit – however, a taxpayer cannot claim a Section 45X credit and Section 48C credit for products produced at the same “facility”, so the two tax credits are generally1 mutually exclusive.

Read More.

Print:
Email this postTweet this postLike this postShare this post on LinkedIn
Photo of Dave J. Bartoletti Dave J. Bartoletti

Dave draws on his experience as a deal lawyer and former Big Four accountant to advise companies, business owners, and investors on business and tax matters arising during key events in the life cycle of a business, including formation, joint ventures, capital raising…

Dave draws on his experience as a deal lawyer and former Big Four accountant to advise companies, business owners, and investors on business and tax matters arising during key events in the life cycle of a business, including formation, joint ventures, capital raising transactions, and mergers and acquisitions.

Mergers, Acquisitions, and Restructurings

Dave advises companies and investors in the acquisition, sale, and restructuring of businesses. His deal experience includes representation of strategic buyers, family-owned businesses, and publicly traded clients across industries and capitalization in connection with the purchase (and sale) process. Dave has also advised private companies undertaking recapitalization transactions in order to adapt to changing market conditions, obtain new sources of financing, facilitate future purchases or sales business lines, and to better structure employee equity incentives.

In addition to representing clients who are parties to mergers and acquisitions transactions, Dave frequently assists underwriters in identifying and assessing risk in transactions in which the buyer or seller is seeking transaction insurance such as representations and warranties insurance and tax insurance policies.

Transactional Tax

Dave assists for-profit and tax-exempt entities and individuals across industries to ensure new businesses, ventures, acquisitions, and capital raising activities can achieve their business goals in the most tax efficient manner available. Representative transactions include serving as tax counsel for private funds, their sponsors, and investors in fund formation, structuring and wind-down transactions, and serving as tax counsel for strategic buyers and family-owned sellers undertaking tax-driven transactions such as tax-free reorganizations, spin-offs, investments in qualified small business stock and structuring deals to obtain qualified opportunity zone tax benefits. Dave advises private funds, multinational corporations, strategic buyers, and publicly traded clients in forming, maintaining, buying and selling, and investing in real estate investment trusts (REITs).

Photo of Christopher T. Tassone Christopher T. Tassone

Chris is a business and tax lawyer in Taft’s Cincinnati office. Chris serves as outside general counsel to small and medium-sized businesses, advising on corporate governance and strategic transactions.

In his tax practice, Chris counsels individuals and businesses on a wide range of…

Chris is a business and tax lawyer in Taft’s Cincinnati office. Chris serves as outside general counsel to small and medium-sized businesses, advising on corporate governance and strategic transactions.

In his tax practice, Chris counsels individuals and businesses on a wide range of issues including audit support, incentives, transactional planning, and tax litigation. He represents clients with tax controversy matters before the Internal Revenue Service, state taxing authorities, and various localities across the U.S. Additionally, Chris has extensive experience advising companies, founders, and investors with compliance and planning opportunities involving IRC Section 1202 qualified small business stock (QSBS).

Prior to joining Taft, Chris was an attorney at a prominent U.S. law firm with a presence in the Midwest and South, and he also worked as a tax consultant at Ernst & Young, LLP.

Chris earned his J.D. from The Ohio State University Moritz College of Law, where he was a law clerk in the University’s Office of Business and Finance. He received his B.A. from the University of South Carolina. Active in the local and legal community, Chris is a board member and secretary of the Center for Respite Care and an officer of the Cincinnati Bar Association’s Tax Law and Corporate Law Committees, respectively.

Photo of Javan A. Kline Javan A. Kline

Javan represents clients in sophisticated tax and corporate matters.

He advises clients on a wide variety of federal, state, and local tax matters including income tax, corporate tax, partnership tax, S Corporation tax, and tax-exempt matters. Javan advises clients on tax considerations that

Javan represents clients in sophisticated tax and corporate matters.

He advises clients on a wide variety of federal, state, and local tax matters including income tax, corporate tax, partnership tax, S Corporation tax, and tax-exempt matters. Javan advises clients on tax considerations that arise in various business contexts, including entity formations, ownership structures, restructurings, business succession, mergers & acquisitions, and business exits. He also represents clients in tax controversies before the Internal Revenue Service, the Ohio Department of Taxation, and other taxing authorities.

Additionally, Javan counsels business clients on a variety of corporate and transactional matters, including business formations, corporate governance, contract negotiations, restructurings, mergers & acquisitions, and business exits. He also acts as outside general counsel to closely-held businesses.

An adjunct instructor at the University of Cincinnati, Javan currently teaches tax courses in UC’s business school. He earned his Executive LL.M. in taxation from Georgetown University Law Center and his J.D. from the University of Cincinnati College of Law