Latest Publications

ESG Tax Credit Funds: a Sustainable Advantage

In recent years, there has been growing recognition within the business community of the importance of Environmental, Social, and Governance (ESG) initiatives. Companies are increasingly incorporating ESG considerations into their long-term strategies: not only to be a responsible member of a worldwide sustainability movement but also to enhance future financial performance and resilience. As ESG [...]

Recollections from 2023

The Cherrytree Group continues to expand its influence — both in the Northeast as well as nationwide. Led by our founder and sage, Warren Kirshenbaum, The Cherrytree Group successfully ended its 13th year: increasing our fund capabilities and welcoming a range of new clients and projects. Here’s a quick recap: Our renewable energy portfolio has [...]

Life is bigger than the game

By Warren Kirshenbaum When asked about the horrific on-field cardiac arrest suffered by Buffalo Bills player Damar Hamlin earlier this month, New England Patriots coach Bill Belichick pointed out that while football coaches and their players have a natural tendency to overly focus on the X’s and O’s — to the almost-exclusion of all [...]

Year in Review: 2022

The Cherrytree Group Each year brings new sunshine and a few storms, and 2022 was no different. Our  experiences from year to year can vary but the challenge is always the same: how prepared are we to navigate these unexpected storms? And what can we build during the moments of sunshine? It’s funny how a [...]

The new Inflation Reduction Act: significant incentives for investments in renewable energy.

The major legislation passed by Congress this month is nothing short of transformational. The Inflation Reduction Act (which I’ll nickname as the "Climate Tax Bill”), if passed by the House, would expand the use of Federal tax credits to advance climate stabilization goals and attempt to curb global warming. In doing so, this bill lays [...]

Cherrytree celebrates Melina!

After 10 years in business, the Cherrytree Group has been fortunate to have been able to grow to a level of strength and stability: recently surpassing $100 million in tax credits placed on behalf its clients. It’s a total team effort — but a key member of our team has been a young lady from [...]

Investment Tax Credits vs. 1031 Exchanges: which strategy is best for you?

Tax planning options are varied and complex — almost as if they were designed with some sort of mischievous intent. The Internal Revenue Code is a labyrinth of hard-to-decipher regulations intended to minimize tax sheltering and avoidance. Books could be written about the complexities — if it weren’t that those books would be out of [...]

Investing in Tax Credits saves money — and is a prudent COVID hedge.

As we all work quickly through our business day, there’s a tendency to use shorthand to describe various financial instruments, initiatives and strategies. We all do it. But sometimes the meanings can become lost. In recent interactions with our clients, I have noticed some confusion between the phrases: “tax credit investment,” “working capital needs” and [...]

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