How Energy Credit Transfers Actually Work — and Whether You Should Act Now

Thursday, August 6, 2026
7:00 PM-8:00 PM

Description:

The market for transferable energy tax credits under IRC Section 6418 is creating significant opportunity—but also confusion. 

Most CPAs and business leaders understand what credit transferability is. Far fewer understand how these transactions actually work, how to evaluate risk, or whether their clients should pursue them in the first place. 

This interactive webinar moves beyond theory. It’s designed to help you think through real-world scenarios, ask questions throughout the session, and determine where you fit in this market. 

During the session, we will:

  • Walk through the mechanics of how credits are transferred—from qualification to execution 
  • Break down the buyer vs. seller perspective and why those paths are fundamentally different 
  • Introduce a practical judgment framework to evaluate whether pursuing a credit transfer even makes sense 
  • Engage in live polling, Q&A, and scenario-based discussion so you can apply what you’re learning in real time 
  • Whether you are advising clients, evaluating a purchase, or considering monetizing a credit, this session will help you move from awareness to action. 

Learning Objectives

By the end of this webinar, attendees will be able to: 

  • Explain how energy tax credit transfers work under IRC Section 6418, including what is transferred, how transactions are structured, and key steps in the process 
  • Differentiate between buyer and seller considerations, including financial objectives, risks, and transaction expectations 
  • Identify core risk areas in transferable credit transactions, including eligibility, documentation, and recapture considerations 
  • Evaluate whether a credit transfer opportunity is worth pursuing using a structured decision-making framework (eligibility, usability, and risk tolerance) 
  • Apply concepts in real time through interactive discussion, including live polling, Q&A, and deal-based scenarios

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Featured Speakers

Barry Devine
Dave Shereda