Tax credit insurance has emerged as an important tool to manage risks in transferable tax credit transactions. In a rapidly changing tax credit landscape, however, it can be difficult to keep track of how tax credit insurance works and what terms are standard in policies.
This whitepaper — validated by insurance and legal partners including Alliant Insurance Services, CAC Specialty, Marsh, and Winthrop & Weinstine — leverages Crux's transaction dataset and finalized insurance policies to answer those questions. It explores what tax credit insurance does and doesn't cover and includes an annotated sample policy and glossary of key terms.
