Understanding the PTE Deduction & Election Strategy for SC Taxpayers

Please read this Policy carefully to understand our policies and practices regarding your information and how we will treat it.  If you do not agree with our policies and practices, your choice is to not use our website or engage our tax credit-related services (collectively, our “Services”). By accessing or using any of our Services, you agree to this Policy. This Policy may change from time to time. Your continued use of our Services after we make changes is deemed to be acceptance of those changes, so please check the Policy periodically for updates.

Privacy Policy

1. We do not and will never sell customer information.
2. We do not provide customer information to persons or entities outside of Tax Credit Marketplace, LLC (“TCMP”), its affiliates and its partners for their own marketing purposes, other than as described below.
3. We afford prospective, former and existing clients the same protection regarding the use of personal information.
4. We will not share any information (except for what is a matter of public record or as necessary to provide our services to you) with any unrelated entity or participants in your transactions without your consent, except as described below.

Information Gathering

Due to the nature of our Services, from time to time we or our affiliates must obtain non-public, personal information about you which may include the following:

Information on tax returns, questionnaires or other forms including your name, address, social security number, email address and names and contact information of your other professional service providers.

Information about your transactions with us, our affiliates or others, including account numbers and balances.

Information collected through an Internet “cookie” (an information collecting device from a web server) and/or other tracking technologies, including but not limited to your internet connection, the equipment you use to access our Services or to contact us, traffic data, location data and usage details.

Other information as deemed necessary under the Patriot Act or Sarbanes-Oxley.

How We Use Information

We use information that we collect about you or that you provide to us:

• To provide our Services
• To communicate with you
• To improve our Services and optimize user experiences.
• To understand how our visitors and clients use our website and calculators.
• To facilitate our marketing efforts
• To carry out our obligations and enforce our rights arising from any contracts between you and us
• To notify you about changes to our Services
• In any other way we may describe when you provide information
• For any other purpose with your consent

Information We Share

We share information in a limited and carefully controlled manner. We may share your information in order to verify your identity and help protect you against fraud, enable us to complete transactions quickly and efficiently, determine the right services to meet your needs and to provide you with proper service. Examples of information that we may share include:

• Information required by law
• Correspondence, tax information and general reports relating to our Services

Depending on the type of relationship you have with TCMP, we may share information with our affiliates and with third parties in limited circumstances for the purpose of providing various Services. These unaffiliated third parties may include:

• Companies that perform services for your transactions that we do not provide ourselves but are necessary to effect a tax credit-related transaction, including but not limited to real estate closings, accounting and legal
• Companies that will help you protect your account from fraud

• Government agencies, courts, parties to lawsuits, regulators (in response to subpoenas or to enforce our policies and contracts) or otherwise as required by law. In such cases we share only the information that we are required or otherwise authorized to share

Confidentiality and Security

The security of your personal and financial information is important to us. We maintain commercially reasonable physical, electronic, and procedural security measures to help protect your information.

All employees are instructed to protect the confidentiality of your personal information as described in these policies, which are strictly enforced.

If you end your relationship with TCMP we will continue to adhere to the policies and practices described in this privacy notice, as amended from time to time.

At TCMP maintaining our client’s trust and confidence is our top priority. We have made a conscious effort and commitment to safeguarding your personal information and to providing you with facts about how this information could be shared. Nevertheless, transmissions via the internet are not completely secure and we cannot guarantee the security of your information.  Any transmission of personal information is at your own risk. We are not responsible for circumvention of any privacy settings or security measures contained on our website or use of the internet. 

Data Retention

We store your personal information for as long as we deem reasonably necessary for business purposes or to comply with legal obligations, resolve disputes and/or enforce any agreements.

Welcome to Tax Credit Marketplace, LLC's (the “Company”) website. Please read these terms and conditions carefully. This website, and your use thereof, is not intended to create a business relationship. By accessing this website, you agree to be bound by the terms and conditions below and all others found on the website (collectively, the “Terms of Use”). If you do not agree to be bound by any of the Terms of Use, you are not authorized to access or otherwise use this website for any purpose.  Tax Credit Marketplace, LLC (the “Company”) may make changes at any time to our website and to any Terms of Use pertaining to the use of this website without notice. Your use of the website following any such modification constitutes your agreement to follow and be bound by the Terms of Use, as modified.

We try to provide accurate and timely information, but please be aware that the content of this website may not always be entirely accurate, complete, or current and may also include technical inaccuracies or typographical errors. In addition, from time to time, changes may be made to the content of this site without notice. We may change the products, services, and any other information described on this website at any time. The information published on this website is provided as a convenience to visitors and is provided for informational purposes only. Accordingly, you should verify all information before relying on it, and all decisions based on information contained on our website are your sole responsibility.

All of the information on this website, including text, images, graphics, and software, is the property of the Company except as otherwise indicated and is protected by copyright and other intellectual property laws. In addition, the collection, arrangement, and assembly of content on this website are the exclusive property of the Company and are likewise protected by copyright and other intellectual property laws. You may view, download and reprint information and materials contained on this website solely for informational purposes and for no other purpose. Neither the materials nor any proprietary notices therein may be modified or altered in any way. You may not distribute, transmit, display, publish, license, transfer or sell in any way any of the content included on the website.

Links to this website are not permitted without the Company’s prior written consent, which may be revoked at any time.

This website features trade names, logos, and other trademarks and service marks that are the property of, or are licensed to, the Company. The website may also include trademarks or service marks of third parties. All of these trademarks are the property of their owners and you agree not to use or display them in any manner without the prior written permission of the applicable owner. You also agree not to use, copy, modify, or display any of these marks in any manner likely to cause confusion or in any manner that disparages or discredits the Company.

This website may contain links to other sites on the Internet. These links are provided for your convenience. Please note that links to another site do not constitute the Company’s approval or endorsement of that site or its products or advertisements. In no event will the Company be liable, directly or indirectly, to anyone for any damages or losses arising from or relating to the use of or reliance on any linked third-party site or any link contained on any such site.

The Company makes no warranties or representations as to the accuracy or completeness of the information contained on this website. This information and the products and services are provided "as is" and "as available" without any warranty of any kind, either expressed or implied. To the full extent permissible by applicable law, the Company disclaims all warranties of any kind, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, and non-infringement.  You are not to construe the contents of this Website, any prior or subsequent communication from the Company, or any documents or materials posted to the Website as legal or tax advice.  The obligations and representations in any Offering Documents are being made solely by the issuing Seller Member, and not by the Company.  You should consult your legal counsel and accountants as to tax matters, due diligence, Offering Documents, and other questions about any investment, including but not limited to a bid or purchase of a LLC unit/tax credit.    You should complete a thorough due diligence review with your consultants in order to determine if a purchase of a LLC unit/tax credit is suitable for your particular investment and/or tax strategy.

Neither the Company nor any of its affiliates, agents, employees or officers, directors, or members shall be liable for any direct, indirect, special, incidental, consequential, punitive, or exemplary damages, including lost profits (even if advised of the possibility) arising in any way from the information contained in this website or any information transmitted via this website. The Company and its affiliates, agents, employees or officers, directors, and/or members are not liable for any damages or losses that may be caused to any equipment or other software due to any viruses, defects or malfunctions in connection with access or use of this website.

By transmitting information through this website, you accept the risk that such information, as well as any information that we transmit to you, may be intercepted by third parties. In addition, messages that you send to us by email may not be secure. We recommend that you do not send any confidential information to us by email. If you choose to send any confidential information to us via email, you accept the risk that this information may be intercepted by a third party.

If you cause a technical disruption of the site or the systems transmitting the site to you or others, you agree to be responsible for any and all liabilities, costs, and expenses (including attorney's fees) arising from that disruption. In addition, you agree to indemnify and hold harmless the Company, its affiliates, officers, employees, subsidiaries, agents and representatives, and their officers and employees, harmless from and against any and all damages, liabilities, actions, causes of action, suits, claims, demands, losses, costs and expenses (including reasonable attorney's fees and court costs) arising from or incurred in connection with your use of this website.

The laws of the State of South Carolina govern these Terms of Use and your use of the website, and you irrevocably consent to the jurisdiction of the courts located in South Carolina for any action to enforce these terms and conditions or in connection with your use of this website. We recognize that it is possible for you to obtain access to this website from any jurisdiction in the world, but we have no practical ability to prevent such access. This website has been designed to comply with the laws of the State of South Carolina and the United States. If any material on this website, or your use of this website, is contrary to the laws of the place where you are when you access it, this website is not intended for you, and we ask you to not use the site. You are responsible for informing yourself of the laws of your jurisdiction and for complying with them. If any part or provision of the Terms of Use are determined to be invalid or unenforceable, it will not impact any other provision of the Terms of Use, all of which shall remain in full force and effect.