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Fallbrook Financial Services Company Navigating the complex tax credit landscape, one client at a time.

Most people know you can carry tax credits forward. But can you carry them backward? In some cases—yes.A few credits (es...
10/15/2026

Most people know you can carry tax credits forward. But can you carry them backward? In some cases—yes.

A few credits (especially under older tax laws or special provisions) allow you to:
• Carry credits backward and amend prior returns
• Get refunds for taxes you already paid

This is less common now, but if your project qualifies, it could unlock significant capital immediately—sometimes turning a tax benefit into an instant cash infusion.

The rules are specific, the windows are limited, and missing a deadline means missing the opportunity. That's why it pays to talk to your CPA or tax credit advisor to see what's possible in your case.

The wrong assumption could cost you. The right advice could fund your next move.

Want to explore your options? Visit www.fallbrookfinancialservices.com or email [email protected] to speak with our team today.

The tax credit experts at Fallbrook Financial Services know that prevailing wage and apprenticeship compliance can have ...
10/14/2026

The tax credit experts at Fallbrook Financial Services know that prevailing wage and apprenticeship compliance can have an outsized impact on the value of a renewable energy tax credit.

Meeting PWA requirements can mean the difference between claiming the base credit rate and a rate five times larger. But with requirements extending across contractors, subcontractors, wage classifications, apprenticeship participation, and documentation, even seemingly small compliance gaps can become costly.

In his latest article, Jeff Jerdin highlights some of the most common PWA compliance pitfalls, including:

⚠️ Misjudging the small-project exemption
👷 Failing to properly document apprenticeship efforts
📋 Losing visibility into subcontractor and lower-tier labor
💰 Underestimating the cost of correcting a shortfall
⏰ Waiting until tax filing to identify compliance issues

PWA compliance isn’t just a box to check at the end of a project. Building the right processes from the start can help protect credit value, strengthen buyer confidence, and avoid expensive corrections down the road.

Read Jeff’s full article to learn where projects commonly stumble and how developers can better protect the value of their credits. READ HERE https://fallbrookfinancialservices.com/prevailing-wage-apprenticeship-compliance-pitfalls/

🏗️ Building Tomorrow: Shaping the Future of Affordable Housing!Fallbrook Financial Services is proud to spotlight Rose H...
10/13/2026

🏗️ Building Tomorrow: Shaping the Future of Affordable Housing!

Fallbrook Financial Services is proud to spotlight Rose H. Eaton, Chief Credit Officer and Managing Director of Funds Management, who helped organize the upcoming Building Tomorrow: Meeting the Opportunities and Challenges in Affordable Housing event!

Co-hosted by the Los Angeles Women’s Affordable Housing Network (LA WAHN) and the UCLA Ziman Center for Real Estate, this event will bring together industry professionals to discuss the opportunities, challenges, and future of affordable housing.

As a dedicated advocate for the affordable housing industry, Rose is excited to connect with fellow professionals, share insights, and explore opportunities to move the industry forward.

🤝 Want to meet with Rose at the event?

📩 Email [email protected] with the subject line "Meet with Rose!" to coordinate a meeting.

We look forward to connecting with industry leaders and continuing the conversation about the future of affordable housing!

10/09/2026

Yes. Fallbrook's Film Tax Credit Experts can help answer questions about payroll caps, resident versus non-resident labor qualifications, fringe benefits, and how crew classification or salary caps impact credit eligibility.

Visit www.virtualfilmoffice.com to sign up for free today, or email [email protected] with the subject line “VFO sent me!” to learn more about your film tax credit options and talk to a Fallbrook Film Tax Credit Expert.

10/08/2026

Spotlight on Bobbie Jo Wintle – Vice President, Property Operations

30+ years in multi-family and commercial property management, and a portfolio that speaks for itself. Bobbie Jo has managed 2,200 units across multiple states — from market rate to LIHTC, HUD, public housing, and student housing — and has held every key title along the way: Property Manager, Regional Manager, and Regional Manager of Maintenance.

She's led teams through new construction, renovations, and the turnaround of troubled assets, and has mentored the next generation of industry leaders in the process. Bobbie Jo holds LIHTC and HUD certifications and earned her CAM through the National Apartment Association of Kansas.

In today’s LIHTC market, Fallbrook Financial Services’ tax credit experts are seeing investors look beyond the headline ...
10/07/2026

In today’s LIHTC market, Fallbrook Financial Services’ tax credit experts are seeing investors look beyond the headline numbers and focus more closely on one thing: certainty of ex*****on.

Rising insurance premiums, elevated construction costs, interest rates, and a growing supply of LIHTC transactions are familiar challenges. What matters now is how developers demonstrate that those risks have been anticipated, supported, and built into the structure of the deal.

In his latest article, Christopher Renda explores what investors are really underwriting in today’s market, including:

🏗️ Why construction certainty can matter more than optimistic assumptions
🏢 How developers can better support rising insurance costs
📈 Why increased LIHTC supply is giving investors more choice
💰 Why headline pricing doesn’t always equal the best economic value
🤝 How flexibility and ex*****on can strengthen the overall capital stack

As investors become increasingly sensitive to uncertainty, the projects that can clearly demonstrate discipline, flexibility, and a path to closing may have a meaningful advantage.

Read Christopher’s latest article to learn what can help set a transaction apart in today’s LIHTC market. READ NOW https://fallbrookfinancialservices.com/lihtc-underwriting-what-investors-are-really-evaluating/

10/06/2026

🎉Celebrating 5 Years at Fallbrook! 🎉

Please join us in congratulating Will French, Senior Managing Director – Film & Television Finance, on five incredible years with Fallbrook Financial Services Company!

Will’s expertise, leadership, and deep understanding of the film and television finance industry have been instrumental in strengthening Fallbrook’s capabilities and helping our clients navigate the evolving entertainment finance landscape.

We’re grateful for everything Will has contributed over the past five years and proud to have him as an important part of the Fallbrook team.

Congratulations, Will, and cheers to many more years of success! 👏🎬

👉 Learn more: www.FallbrookFinancialServices.com

Not every investor or developer has a big tax bill. That's exactly where transferable credits change the game.Transferab...
10/01/2026

Not every investor or developer has a big tax bill. That's exactly where transferable credits change the game.

Transferability allows projects to:
✓ Bring in capital faster
✓ Lower financing gaps
✓ Attract outside investors

For the buyer, it's a smart way to reduce their tax liability at a discount.

States and the IRS are opening up more pathways for credit transfers—especially under the Inflation Reduction Act. That's expanding access and creating new opportunities for developers who previously couldn't use their own credits.

Flexibility is the name of the game in modern project finance. If you're not considering transferability, you're leaving options—and capital—on the table.

Want to learn how this could unlock value in your next project? Visit www.fallbrookfinancialservices or email [email protected] today.

For independent producers, a film tax credit can be a powerful piece of the financing puzzle, and Fallbrook Financial Se...
09/30/2026

For independent producers, a film tax credit can be a powerful piece of the financing puzzle, and Fallbrook Financial Services' tax credit experts know that maximizing its value starts long before the credit is issued.

Monetization should be part of the financing strategy from the very beginning, not something figured out after the cameras stop rolling.

In his latest article, Brian Gallop walks producers through the film tax credit monetization process from start to finish, including:

🎬 Understanding refundable vs. transferable credits
📍 Choosing a production location with monetization in mind
🧾 Documenting qualified spend and preparing for the CPA audit
💰 Finding a buyer and navigating a transferable credit sale
🤝 Negotiating the transfer and managing recapture risk
📊 Building monetization into your production budget from day one

Whether you're planning your next production or preparing to monetize a certified credit, understanding the process early can help protect your financing timeline and maximize the value of your incentive.

Read Brian's full step-by-step guide to learn more. READ HERE: https://fallbrookstg.wpenginepowered.com/how-to-monetize-a-state-film-tax-credit/

Have film tax credit questions? Visit Virtual Film Office to access Fallbrook's free film tax credit tools and get answers to your production incentive questions.

09/29/2026

Yes. Fallbrook’s Virtual Film Office can clarify minimum spend thresholds and explain what types of spend qualifies, and whether it must occur locally or in-state. It can also help users understand how these thresholds vary by program and how they may impact eligibility.

Visit www.virtualfilmoffice.com to sign up for free today, or email [email protected] with the subject line “VFO sent me!” to learn more about your film tax credit options and talk to a Fallbrook Film Tax Credit Expert.

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Calabasas, CA
91302

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