Tax Incentivized Transactions, Leasing & Energy

Part of the KPMG Washington National Tax practice, the Tax Incentivized Transactions, Leasing & Energy (TITLE) group assists clients and KPMG LLP (KPMG) professionals with transactions and issues relating both to federal tax incentives and to the energy, sustainability, leasing and natural resources industries. The group combines deep technical knowledge, practical industry experience, and an intimate understanding of legislative and administrative matters to help clients evaluate and structure opportunities, comply with complex rules, and work with the Internal Revenue Service (IRS) on rulings and audit matters.

How we can help

The group's services include:

• Advising on the availability of tax incentives
• Advising on tax incentive structures (including qualified opportunity funds, credit partnerships and leasing transactions)
• Modeling tax incentives transactions to assist clients in understanding the after-tax economic returns of the deals
• Identifying, quantifying, and documenting R&D credits for both current and prior tax years, uncovering new credit opportunities, enhancing the information gathering process to support the annual credit claims process, and identifying and mitigating risks related to underdocumented credit claims
• Advising on QOZ inclusion events, tax credit recapture risk and related tax issues
• Reviewing documents (including operating agreements, tax opinions, loan documents, and projections) and advising on tax-related issues
• Issuing tax opinions
• Preparing tax returns and schedules, performing compliance reviews, and providing IRS audit support
• Providing due diligence services in connection with tax incentive investments
• Assisting in obtaining rulings from the IRS on technical issues
• Assisting clients in understanding the legislative and regulatory environment and the potential impact of law changes.

Learn more about our services