Tax Equity and Structuring Lunch and Learn with Moss Adams
June 4 @ 12:00 pm - 1:30 pm
Please join the COSSA team as we host an intriguing Lunch & Learn seminar. For this event, we are partnering with Moss Adams who will present on ‘Tax Equity & Structuring’. Lunch will be provided.
Agenda
- 11:45 Lunch will be provided
- 12:00 – 1:00 Presentation by Moss Adams
- 1:00 – 1:15 Q&A
Subject Information: Tax Equity & Structuring
- Common equity structures & flips
- Structuring for Direct Pay
- Planning Opportunities
- Understanding Agreements
Main Presenter: Jon Blitman
Jon has nearly a decade of experience advising large and mid-cap corporates, private equity groups, and venture capital funds on the tax aspects of transactions, including tax due diligence, transaction structuring, tax-efficient funding, and implementation for US and cross-border transactions. Jon has served clients in various industries—with a focus on energy and infrastructure—and has extensive experience in renewable energy and energy transition.
Prior to joining Moss Adams, Jon was a manager in the NextEra Energy tax planning group, where he focused on the structuring and tax-advantaged financing of over $2 B in renewable energy projects via tax equity, private equity, and public equity and debt raises. While at NextEra, Jon was also responsible for M&A tax oversight related to various strategic investments spanning the digital asset and web3 economy. Before that, Jon worked for 5 years as a Mergers & Acquisitions tax manager with PwC’s New York office.
Please feel free to stay after 1:30 to ask additional questions and connect with other members in the room.
The COSSA Lunch and Learn Series is for COSSA Members only. If you are a COSSA Member and would like to attend or you would like to learn more about membership, please email Stefanie Bednar at sbednar@cossa.co.
