SCHEDULE

Join us for a pre-event workshop designed to help you get the most out of the upcoming Finance, Tax, and Buyers Seminar. Join industry experts for a half-day workshop that will cover finance and tax basics, along with an overview of the state of the solar and storage industry.  

The finance and tax portion of the workshop will include topics such as tax equity, transferability, financing structures, insurance, accounting methods, and storage financing 

The workshop will also include federal policy updates, solar and storage market research and trends, and an overview of the status of the solar and storage supply chain, domestic manufacturing, and tariffs. 

Schedule at a Glance

8:30-8:35- Welcome and remarks 

Research Briefing 

8:35-9:10 Solar and Storage Market Research Overview 

Solar and Storage Finance 101  

9:15-10:55- Solar and Storage Finance 101  

• Finance and Tax Overview 

• Project finance 

• Tax equity 

• Transferability  

• Structures and Partnerships 

• FEOC 

• Domestic Content analysis 

• Beginning of construction 

• Storage Financing 

Industry Updates  

11:00-11:40- Federal Policy and Regulatory Update

• Changes over the past year
• New guidance discussion
• Advocacy efforts 

11:40-12:00- Trade Update

• Supply chain

• Domestic manufacturing

• Tariff Update

On February 20th, 2026, the Supreme Court’s ruling in Learning Resources, Inc. v. Trump effectively eliminated tariffs imposed by Donald Trump under the International Emergency Economic Powers Act (IEEPA), rapidly changing the landscape of international trade. This update will provide key insights to what this new trade reality means for the solar & storage industry, specifically focusing on the potential refund process and the immediate pivot by the administration to invoke new import duties under section 122 of the Trade Act of 1974.

There is a fine line between securing a project's tax credits and total disqualification. Under the One Big Beautiful Bill Act (OBBBA), complying with Foreign Entity of Concern (FEOC) provisions has instituted stringent requirements to project tax credit eligibility. This session explores how FEOC and the Domestic Content Bonus are now inextricably linked. Panelists will analyze the 2026 supply chain reality, focusing on the MACR thresholds from Treasury Notice 2026-15 required for base credit security, the "extra mile" needed to capture the 10% domestic content adder, and remaining uncertainty in the released FEOC guidance. Additionally, the group will discuss the contractual protections and supplier certifications essential for satisfying both tax equity investors and IRS auditors as we approach the July 4, 2026, "Begin Construction" deadline.

The Inflation Reduction Act and the One Big Beautiful Bill Act have changed how players in the tax equity space operate. Increasingly, the industry has turned to Hybrid models — most notably the Transfer Flip (T-flip) and the integration of Preferred Equity. Through combining aspects of transferability and traditional tax equity, these hybrid models can offer flexibility and alleviate constraints related to limited access to capital, recapture exposure, and depreciation benefits. This discussion will highlight how major players in the tax equity world are seeing these innovations play out in practice and discuss the considerations certain parties weigh when choosing hybrid structures over other forms when utilizing clean energy tax credits.

Join NYSERDA for an in-depth conversation around the rationale and design framework behind New York’s ambitious goal to deploy 6 GW of energy storage by 2030. This fireside chat will also discuss the state's evolving approach to bulk and retail procurement, comparing solicitation models against standard offer programs and VDER to efficiently integrate resources into the grid.

In 2026, the financing landscape has changed significantly for the solar & storage industries. Tax credits are beginning to sunset or transition into technology-neutral frameworks, the federal administration and congress have instituted policies and regulatory requirements that add on new layers of complexity, and capital for projects has become more constrained than in the past.

Join a diverse mix of industry CEOs for an honest discussion surrounding these issues and how they are mitigating risks and ensuring project bankability amidst uncertainty and volatility. 

Tax credit insurance has become a critical tool in clean energy finance. By managing risk and enabling capital deployment, it has become essential to the widespread adoption of solar and storage projects. This session will provide an update on the tax credit insurance market and its dynamics. Panelists will break down the various types of coverage available, when lenders or investors require them, and when projects may be able to proceed without them. Attendees will gain a clearer understanding of how tax credit insurance fits into today’s deal structures and how it can keep projects protected.

The 25D federal tax credit for homeowner-owned solar and storage systems sunset at the end of 2025 and now the residential solar and storage industry faces an uncertain future. This session will explain how third-party ownership (TPO) structures and direct ownership vary and will dive into how each structure is evolving in the current market. Panelists will speculate on the future of the industry and what might come to fruition over the next few years.

Financing storage projects can take many forms, each with distinct implications for risk allocation, capital costs, and long-term returns. But how do you identify which might be right for your project? This QuickTalk will discuss both co-located and standalone storage assets, comparing their tradeoffs in today’s political and capital market. Panelists will discuss strategies to get the most out of the 45E tax credit, impact of the new zone emissions requirement, and ultimately how to balance risk and reward to provide the optimal return on your project.

Following the passage of HR 1, energy storage is in a unique position as one of the clean energy technologies left largely unscathed under the new legislative framework. As storage continues in its new era, questions are emerging around tax credit optimization, supply chain considerations, and FEOC compliance. This session will explore all things storage — highlighting the value it delivers to the grid, the durability of existing incentives, and the financing strategies shaping today’s capital stacks. Attendees will leave with a clearer understanding of how to position storage projects for long-term success amid policy and market shifts.

Each solar project faces its own host of State and Local Tax (SALT) issues. Property tax, sales & use tax, tax on sales of shares, and state income taxes are among many of the state tax costs that can impact solar deals to various degrees from state to state. Sometimes, SALT issues can impact whether solar deals are successful. During this session, experts will discuss how their companies address the variety of exemptions available from the state, how they navigate different issues, and strategies for addressing SALT issues when making solar deals.

• Overview of the material assistance from PFE restriction and recent IRS guidance
• Key issues, concerns, and risks from the perspectives of developers, manufacturers, and investors
• Documentation and processes to support and substantiate a project does not include material assistance from a PFE

The distributed generation (DG) “Front-of-the-Meter” (FTM) sector is growing. What financing considerations are necessary when working in this middle market? This session will cover community scale BESS, community solar, and C&I projects. Speakers will discuss how to navigate the many stakeholders involved when creating finance structures for these types of projects. They will also discuss what is new in the FTM DG market and how financing is unique in this sector.

Tax credit buyers are becoming increasingly thorough with their review of a developers ITC documentation. In this presentation we will speak about some best practices developers should use to efficiently market and sell their Clean Energy Investment Tax Credits. We will discuss all aspects of a credit package from the Cost Segregation report through the FEOC and start of construction documentation.

The interconnection process remains a critical, high-stakes phase of the project development and finance lifecycle. In the current market, this process carries significant risk, as escalating network upgrade costs and study delays can jeopardize project bankability or render projects entirely unworkable. This session explores the primary risk factors within the interconnection cycle, highlights the evolving strategies developers and financiers are using to mitigate these exposures, and provides a forward-looking briefing on interconnection reform and streamlining solutions across the U.S. grid.

 
This QuickTalk will be led by Andrew Rubin, Managing Director at Willis Towers Watson, and will explore how tax insurers are approaching coverage for the new requirements associated with Section 48E credits following passage of the OBBBA. The session will focus on how underwriting frameworks are adapting, including evolving diligence expectations around qualification, documentation, and compliance with emerging rules. It will highlight what sponsors and investors can do today to position transactions for insurability, while also examining areas of uncertainty that remain pending additional Treasury guidance. The discussion will look ahead to how the market is expected to develop as guidance is released, with an emphasis on practical considerations, risk allocation, and the growing role of tax insurance in supporting credit monetization.