Published:
September 20, 2024
Updated:
November 15, 2024
2 mins

Webinar Recording: Tax Credit Insurance with CAC Specialty

We are excited to welcome Jordan Tamchin, Executive Vice President and leader of the Tax Insurance Practice at CAC Specialty, to our Q3 buyer office hours on Thursday, September 5th at 2:00pm ET.

Recording

Overview

Jordan Tamchin, Executive Vice President and leader of the Tax Insurance Practice at CAC Specialty, joined Reunion's transactions team for a 60-minute conversation covering recent market developments in tax credit insurance and a lively discussion about unique tax insurance solutions that have emerged in 2024.

Topics

  • Tax credit insurance at a glance: Typical covered tax positions and exclusions
  • Market snapshot: Depth of insurance market, pricing considerations, underwriting standards
  • Emerging issues and trends: Coverage of step ups, PWA underwriting, bonus credit adder coverage, buy side vs sell side policies, typical limits of liability, audit experience
  • Audience Q&A

Speakers

Jordan Tamchin is Executive Vice President and leader of the Tax Insurance Practice at CAC Specialty, where he specializes in delivering innovative and unique insurance solutions for the most complex tax risks across a variety of tax credit and tax equity deals.

Andy Moon and Billy Lee are the co-founders of Reunion and work closely with Fortune 500 corporations and clean energy companies to buy and sell clean energy tax credits. Andy and Billy have led hundreds of clean energy financings since 2006, including some of the first solar transactions with institutions such as US Bank, JP Morgan, Wells Fargo, Bank of America, D.E. Shaw, and others.

Reunion accelerates investment into clean energy

Our platform facilitates the purchase and sale of transferable tax credits to support solar, wind, battery, biogas and other clean energy projects.
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