Fallbrook Financial Services Company

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

🚨 BREAKING NEWS: California’s Historic Rehabilitation Tax Credit is getting a major reset, and Fallbrook Financial Servi...
09/02/2026

🚨 BREAKING NEWS: California’s Historic Rehabilitation Tax Credit is getting a major reset, and Fallbrook Financial Services’ tax credit experts are keeping you up to date on the latest developments.

AB 1265 has officially passed both chambers of the California Legislature and is now on Governor Newsom’s desk. If signed, the current historic tax credit program will expire at the end of 2026 and be replaced with a new structure beginning in 2027.

In his latest article, Jeff Jerdin, CPA, breaks down what developers and investors need to know, including:

• A new flat 20% credit rate

• Elimination of the enhanced 25% tier

• A new $5 million per-taxpayer cap

• Elimination of the qualified residence credit

• A major shift from guaranteed annual allocations to funding dependent on state budget appropriations

For developers relying on California’s historic tax credit, these changes could have a meaningful impact on project economics, timing, and planning.

READ NOW: https://fallbrookfinancialservices.com/california-historic-tax-credit-ab-1265-2027-changes/

09/01/2026

🎉Celebrating 22 incredible years of Josh Lederer at Fallbrook Financial Services!🎉

For more than two decades, Josh has played an invaluable role in Fallbrook’s growth and success. As our Chief Revenue Officer and Senior Managing Director - Tax Credit Group, Josh has structured and monetized more than $1 billion in state and federal tax credit investments, helping clients navigate complex transactions with his deep industry knowledge and expertise.

Josh’s leadership, dedication, and commitment to delivering exceptional results have made a lasting impact on our clients, our team, and Fallbrook as a whole.

Congratulations, Josh, on 22 years at Fallbrook! We are incredibly grateful for everything you have contributed over the years and look forward to celebrating many more milestones together.

Please join us in congratulating Josh on this amazing anniversary! 🎉

09/01/2026

Yes, developed by Fallbrook’s Film Tax Credit Experts, the Virtual Film Office can explain audit requirements, common audit triggers, and documentation expectations, so productions know what to prepare for once principal photography concludes.

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.

For years, tax equity partnerships were the primary path for clean energy developers to monetize federal tax credits. To...
08/28/2026

For years, tax equity partnerships were the primary path for clean energy developers to monetize federal tax credits. Today, Section 6418 has fundamentally changed that landscape.

Our latest article by **Jeff Jerdin** explores how transferable tax credits have simplified project financing, expanded the pool of corporate buyers, reduced transaction complexity, and created new opportunities for developers of all sizes.

If you're navigating the evolving clean energy tax credit market, this guide explains why transferability has become the preferred monetization strategy for many projects and what developers should know in today's market.

đź“– **Read Now:** https://fallbrookfinancialservices.com/transferable-tax-credits-vs-tax-equity/

08/27/2026

Spotlight on Alexis Kyle Marinas, Tax Credit Expert and Senior Analyst, Capital Markets Group!

Alexis plays an integral role in determining the most effective deal structures for Fallbrook's clients. He leads the analyst team and drives transaction analysis, research, deal structuring, and underwriting across Capital Markets — and partners closely with the asset management team to keep loan reporting accurate and on track.

Before Fallbrook, Alexis was a senior associate at Ernst & Young, delivering audit and analytics services to publicly listed multinationals across Asia Pacific, the U.S., and Denmark. A Saint Louis University (Philippines) graduate with a BS in Accountancy and Business Management, and a licensed CPA.

08/25/2026

Yes. Fallbrook’s Virtual Film Office can answer post-production specific questions, including available post-only incentive programs, qualifying post-production spend, and applicable jurisdiction requirements.

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.

🎬 A film tax credit isn't valuable until it becomes cash.Many independent producers spend months securing a state film t...
08/21/2026

🎬 A film tax credit isn't valuable until it becomes cash.

Many independent producers spend months securing a state film tax credit, only to discover that monetizing it is far more complex than they expected. Understanding how your state's program works before production begins can have a significant impact on your financing, timeline, and bottom line.

In this new guide, Brian Gallop walks through the complete monetization process, including:
✔️ Understanding refundable vs. transferable credits
✔️ Qualifying and documenting eligible expenses
✔️ Navigating audits and certification
✔️ Selling transferable credits and maximizing value

Whether you're planning your first independent film or your next production, this practical guide can help you avoid costly mistakes and get the most from your incentive.

🎥 **Read Now:** https://fallbrookfinancialservices.com/how-to-monetize-a-film-tax-credit/

Fallbrook Financial Services' Tax Credit Experts say, that tax deductions and tax credits sound similar—but the differen...
08/20/2026

Fallbrook Financial Services' Tax Credit Experts say, that tax deductions and tax credits sound similar—but the difference could cost (or save) you thousands.

The breakdown:
• A deduction reduces your taxable income
• A credit reduces your actual tax bill—dollar-for-dollar

Let's run the numbers:
A $1,000 deduction might save you $220 (if you're in the 22% bracket)
A $1,000 credit? You save the full $1,000.

When you're focused on maximizing ROI—especially on capital-intensive projects like film production, clean energy, or real estate development—credits are where the real impact lives.

At Fallbrook Financial Services, we help clients unlock, structure, and monetize their credits so every dollar works harder.

Ready to make your tax strategy a growth strategy? Email [email protected] or visit www.fallbrookfinancialservices.com.

08/18/2026

Yes. Production Accountants are one of many users who can benefit from the platform. Developed by Film Tax Credit Experts, the Virtual Film Office can assist with calculating potential incentive estimates based on a project’s budget, determine correct classifications for qualified production expenditures in real time, and gain insight into how credits may impact overall cash flow planning.

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.

08/13/2026

Spotlight on Film Tax Credit Expert Will French, Fallbrook's Senior Managing Director, Film & Television Finance!

Will joined Fallbrook in 2021 to lead the film finance division, representing North American banks engaged in U.S. tax incentive lending and serving as a direct tax incentive lender where it doesn't compete with Fallbrook's banking clients.

His roots in the space go deep. A former corporate lawyer in middle-market commercial lending, Will helped build the first tax credit monetization structure when Louisiana launched the first domestic film tax credit program in the early 2000s. He expanded those monetization services into more than 20 states and became the first specialized tax credit lender for the U.S. film industry in 2005. To date, he has provided tax credit funding to more than 200 film and television projects with combined budgets exceeding $2 billion.

Before Fallbrook, Will founded the state tax credit division of Enhanced Capital, managed an independent film investment fund for Cloudlight Entertainment, and was an early partner in The Forest Road Company (which later acquired Three Point Capital).

đź’¬ Want to discuss tax credits for a film or television project? Will wrote the playbook.

📧 [email protected]

Address

26610 Agoura Road
Calabasas, CA
91302

Telephone

+18186576100

Website

Alerts

Be the first to know and let us send you an email when Fallbrook Financial Services Company posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category