In this episode of Valued: by Leo Berwick, hosted by Dorian Hunt, the discussion focuses on the intersection of tax, valuation, and cost segregation in renewable energy transactions. Experts Marty Schmidt, Rick Ellsworth, and Joe Zenk explore the importance of coordinating these disciplines to successfully complete deals. Cost segregation helps determine depreciable asset life and tax credit eligibility, while valuation—using income, market, and cost approaches—assesses fair market value. The episode emphasizes how accurate cost segregation, valuation, and tax analysis are essential to secure tax equity partnerships and maximize investment tax credits in renewable energy projects.

 

Listen to the podcast: