Jeff Jerdin

Managing Director @Fallbrook Financial Services Company

Los Angeles, CA, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Aug 2017 — Present

Managing Director @Fallbrook Financial Services Company

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Calabasas, CA, US

I specialize in monetizing and financing state and federal tax credits. The United States government and numerous states have created subsidy programs as an incentive for individuals and companies to invest in areas in which they otherwise would not invest. These tax credits help investors lower effective tax rates, increase their cash flow and after-tax earnings, as well as improve their corporate image since the programs provide social and economic benefits to the citizens of the state offering the incentive.Specialties include federal and/or state:• Renewable Energy Tax Credits including Solar and Wind• Low Income Housing Tax Credits• Historic Tax Credits• Film Production Tax Credits • Brownfields Tax Credits• Tax Credit Bridge Lending

SKILLS

TaxIncome TaxEmployee Benefits DesignInvestment Advisor RepresentativeBusiness DevelopmentWorkforce DevelopmentConsultative SellingVariable ContractsAccident and Health InsuranceIncentivesCorporate TaxGeneral Securities Registered RepresentativeState TaxTax CreditsCommunity Economic DevelopmentLife InsuranceCpaFinance

ABOUT JEFF JERDIN

I help developers monetize transferable state income tax credits and efficiently bring…

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Jeff Jerdin — Managing Director at Fallbrook Financial Services Company in Los Angeles, CA, US | Unifers