Pillsbury attorney Robert Merten III will present during the 2021 Eagle Lodge West Conference taking place February 18-19, 2021. Robert will participate as a Discussion Leader, and his session on February 18 will discuss the assignment of credits.
The assignment of credits provision has been in effect for tax years beginning on or after January 1, 2010. Furthermore, the defective credit assignment provisions in Regulations 23663-1 through 23663-5 have been in effect since 2018. The purpose of this discussion is to solicit input on the process and procedure so far, and look into ways to further facilitate the process. For more information, please click here.