Top Tweets for #FallbrookFinancial
Meet Craig Sheftell, Principal at #Fallbrook. #Billions in #LIHTC & #TaxCreditEquity since 1987 — one of the country's most #respected tax equity practices. #FallbrookFinancial #MeetTheTeam #TaxCredits
Meet Alex Wolfe, #StateTaxManager at #Fallbrook. #CPA with a rare mix of public #accounting, #production finance & state #FilmTaxCredits expertise. #FallbrookFinancial #MeetTheTeam
Celebrating Bobbie Jo Wintle’s 3-year #anniversary at Fallbrook Financial Services! Thank you for your #leadership, #dedication, & impact on our #PropertyOperations team. Cheers to many more successes ahead! #WorkAnniversary #Leadership #Finance #TeamFallbrook #FallbrookFinancial
Meet Jeff Jerdin, Managing Director at Fallbrook. With Big 4 leadership experience & deep tax credit knowledge, he helps clients place and monetize credits across housing, energy & more.
#TaxCredits #HTC #LIHTC #FallbrookFinancial #MeetTheTeam
Do I have to wait until my project is complete to apply?
Not always. Some credits allow early applications during permitting or investmentespecially at the state level.
Email [email protected] to learn more!
#TaxCredits #FallbrookFinancial
Meet Karla Boganim, Sr. Account Manager at Fallbrook. With 15+ years in finance, client service, and marketing—plus fluency in English, Spanish, and Hebrew—Karla ensures every account runs smoothly and every client feels supported. #ClientSuccess #FallbrookFinancial #MeetTheTeam
Christian Albacarys has financed over $1B in affordable housing. As Sr. Managing Director of Capital Markets, he’s shaping the future of development.
#CapitalMarkets #TaxCredits #HousingFinance #FallbrookFinancial
Louis Dranbauer bridges Renewable Energy and client success at Fallbrook. A smart thinker behind smart structures. #RenewableEnergy #FinanceStrategy #FallbrookFinancial #TaxCredits
🎯 Eligibility depends on the program—most look at your project type, timing, location & compliance.
Check IRS/state rules or work with a pro to stay on track.
Email today: [email protected]
#TaxCredits #FallbrookFinancial
What’s the typical timeline for receiving the benefit of a tax credit? ⏳
Some apply the same year. Others need approval. Selling credits? Deals can close in weeks.
Plan early for smoother cash flow.
#TaxCredits #FallbrookFinancial
Meet Gil Mizrahi, General Counsel at Fallbrook. With a sharp eye for structure and risk, Gil helps close tax credit, real estate, and debt deals—protecting clients every step of the way.
#FallbrookFinancial #LegalStrategy #TaxCredits #MeetTheTeam
Meet Samantha Sheftell Crawford, Fallbrook’s Marketing & Business Development Director. With 10+ years of experience across tech, finance & entertainment, she’s the strategy + execution engine behind our growth.
#MarketingStrategy #FallbrookFinancial #MeetTheTeam
Chris Renda supports seamless execution on state tax credit deals. He’s a key player on Fallbrook’s compliance-first team.
#StateTaxCredits #Compliance #FallbrookFinancial #TaxCredits
Rose Eaton has led over $1B in housing + historic credit deals. Her work drives equity into community-focused developments.
#AffordableHousing #HistoricCredits #LIHTC #HTC #FallbrookFinancial
Are tax credits industry-specific?
✅ Yes—and they fuel growth in key sectors:
⚡ Clean energy
🏛️ Historic preservation
🏘️ Affordable housing
🎥 Film & TV
🧪 R&D
🚜 Agriculture
Want to learn more? Email:
[email protected]
#TaxCredits #FallbrookFinancial
💸 A tax credit reduces your tax bill dollar-for-dollar.
$10K owed with a $3K credit? Now it’s $7K.
From film to solar, credits stretch your investment.
📩 [email protected]
🔗 https://t.co/T5Qzc2gNcW
#TaxCredits #FallbrookFinancial
Wendy Ellen keeps Fallbrook’s financials sharp as VP & Controller. Nearly 20 years of consistency, leadership, and precision.
#FinanceLeadership #Controller #TaxCredits #FallbrookFinancial
Do tax credits have minimum spend requirements?
✅ Yes—many do.
Examples:
☀️ Solar ITC = must meet tech specs
🏛️ Historic = rehab > building’s basis
📍 State credits = often $5K+
Big credits = real investment.
👉 https://t.co/T5Qzc2gNcW
#TaxCredits #FallbrookFinancial
VP of Property Operations Bobbie Jo Wintle has overseen 2,000+ units across LIHTC and HUD. A true operator in affordable housing.
#PropertyManagement #AffordableHousing #LIHTC #FallbrookFinancial
Celebrating Josh Lederer for over 21 years at Fallbrook Financial! 🎉 His leadership, expertise, and dedication have shaped our growth and success. Congratulations, Josh! #FallbrookFinancial #WorkAnniversary #Leadership #TeamFallbrook
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