Rodman CPAs' Green Team Talks Tax Incentives, Renewable Energy Investment At Lexington Wealth Management

Rodman CPAs, a full service tax and accounting firm with a Renewable Energy and Cleantech specialty practice known as the "Green Team", recently outlined renewable energy federal and state incentives and investment opportunities during a presentation to Investment Advisors at Lexington Wealth Management, a boutique independent wealth management firm in Lexington, MA.

Thomas Astore, CPA, JD, partner and Mark Vitello, CPA, Supervisor at Rodman CPAs, led the Lunch & Learn presentation on green energy investment and tax incentives. During the discussion, the team provided an overview of renewable energy sources (Solar, wind, anaerobic digestion, biomass/waste to energy, hydro and geothermal) and outlined the Investment Tax Credit (ITC), Residential Renewable Energy Tax Credit and Production Tax Credit (PTC) federal incentives. They also discussed Solar Renewable Energy Credits (SRECs) state incentives, and various ways to invest in renewable energy projects, which included partnership flip, sale leaseback and other options.

This presentation was part of a collaborative effort between the two firms. Rodman CPA's presentation was geared toward highlighting one of the firm’s niche markets and demonstrating both the team's expertise and passion in this area. Rodman CPAs continues to look for opportunities to meet with strategic partners in order to provide excellent service to clients.

“Lexington is fortunate to have such a collaborative relationship with Rodman and benefit from their expertise. As more of our clients focus on green initiatives, it is important to understand the variety of tax incentives and opportunities available in the renewable energy space,” said James Hastings, CFP®, Advisor at Lexington Wealth Management.

Green Energy Experts
Rodman CPAs' Green Team is comprised of the firm's president Steve Rodman, CPA, MST, and partners Kathy Parker, CPA, MST and Tom Astore, CPA JD, along with Elysha Sturm, Senior Accountant and Mark Vitello, CPA, Supervisor. The firm is a charter member of the Mass Solar Coalition, as well as a member of Northeast Sustainable Energy Association (NESEA), New England Clean Energy Council (NECEC) and Solar Energy Industries Association (SEIA).

To schedule a speaking engagement, contact Rodman CPAs at (617) 965-5959.

For more information about Lexington Wealth Management, call (800) 626-1566 or visit www.lexingtonwealth.com. For more information about Rodman CPAs, visit www.rodmancpa.com.