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Edge brings a full-spectrum tax optimization capability to every structured transaction — identifying every eligible federal credit, deduction, and incentive and integrating them directly into the deal model.
Most sponsors arrive at financial close having left tax incentives on the table. Cost segregation never run. §179D deductions never claimed. R&D credits sitting unfiled. A 1031 opportunity converted into a recognition event because no one structured around it.
Each of these is a real, recoverable cash flow. Captured early in the deal model, they thicken DSCR, reduce equity required at close, and lower the effective cost of capital. Captured after close, they're worth less — sometimes significantly less.
Insurance addresses the risk side of what makes a deal unbankable. Tax strategy addresses the cash-flow side. Edge is the only specialty finance firm that brings both disciplines to every transaction simultaneously.
"Every dollar of unnecessary tax liability is a dollar that doesn't fund a premium reserve, doesn't shore up debt service coverage, and doesn't sit on the balance sheet." This is de-risking from the other side.
Reclassify building components from 39-year to 5, 7, and 15-year schedules. Immediate cash savings of 2.5–10% of building cost.
Direct ITC for solar, wind, geothermal, battery storage, nuclear projects. Monetize upfront or reduce equity at close.
Up to $5.81/sq ft for energy-efficient lighting, HVAC, building envelope. Owners and designers of public buildings.
Per-unit credit for energy-efficient new home construction and multifamily residential meeting ENERGY STAR standards.
Per-component production credit for U.S. manufacturers of solar, wind, battery, critical mineral components.
Credit for installation of qualified alternative fuel vehicle refueling property — including EV charging in low-income census tracts.
Federal and state credits for prototype development, process improvement, and novel engineering activities.
Defer capital gains on property dispositions through qualified replacement acquisitions. Powerful for fund operators.
Convert ordinary income to qualified dividend rate on export revenue, including IP licensing internationally.
IRS-approved changes that unlock retroactive deductions and improve income recognition timing.
Forensic review of existing depreciation schedules to identify misclassified assets and missed deductions.
Strategic appeals and valuation work to reduce ongoing state and local property tax burden.
Each tax service maps directly to an Edge client profile. Value flows immediately into deal economics — not abstract savings, but concrete improvements to cash flow, coverage ratios, and effective cost of capital.
Our team performs a free preliminary analysis. We identify which incentives apply and quantify the rough-order benefit.
For applicable incentives, our engineers and tax specialists produce the technical work product the IRS requires.
Coordinate with sponsor's tax preparer for filing. We provide full audit defense for any positions claimed.
Tax savings flow directly into the Edge deal model — strengthening DSCR and lowering effective cost of capital.