redefining

lending.

 
 
 
 

Welcome to Forest Road, you’ve come to the right place.

WE ARE EXPERTS IN TAX CREDIT LENDING, ANd an ally for members of the entertainment, real estate, and renewable energy industries.

Our goal is to empower responsible creators with the resources they need to bring their best work to life, and enrich the process along the way. As a specialty finance and tax services company that lends against U.S. tax credits, we provide economical and seamless solutions through soft-money financing. Essentially, we put cost-effective capital in the hands of innovators like you.

We know tax credits as well as you know your creative process. Here's how we can help:

FILM Tax credit lending: We are passionate about helping film and TV projects be as successful as possible through incentive lending and movie incentive programs (MIPs).

Forest Road is active in independent film financing as a lender against film tax credits, helping producers take advantage of production incentives and ultimately creating more valuable films. We provide support through film tax credit financing, resources, and ancillary services to help bring authentic projects to life — we believe in the power of your stories, and we believe in the power of you. We are also capable of television tax credit financing (for episodic television series, television pilots, and television movies & miniseries) and tax credit brokering.

TAX CREDIT ADVISORY SERVICES: HANDLING THE NITTY GRITTY WORLD OF INCENTIVES, SO YOU DON’T HAVE TO.

Through our sister company Service Road, we can structure your film as a tax credit eligible production. Service Road tracks a production's qualified production expenditures and provides tax credit opinion letters, expenditure verification reports, and third party verifications (audits). Our goal is to maximize the value of your credit.

HISTORICAL TAX CREDIT LENDING: WE SEE REAL ESTATE DEVELOPERS’ INSPIRATION THROUGH, FROM INCEPTION TO COMPLETION.

Forest Road is a lender in the historic rehabilitation tax credit space. We work with developers of historic real estate properties to provide cheap access to capital not otherwise available, that in most cases also counts as equity to support a construction loan from a bank. We also have deep knowledge of real estate opportunity zones, and can help you navigate these rewarding yet complex areas.

RENEWABLE energy lending: Doing good work with good people to make for stronger, healthier state and federal economies.

Forest Road is currently expanding its suite of renewable energy lending services. In partnering with renewable energy specialists to complete their projects, the company relies on its founding principles of taking on projects that will serve the communities in which they exist.

 

OUR OFFICES

Los Angeles

923 Cole Ave Los Angeles, CA 90038

New York

110 Leroy Street New York, NY 10014

 

OUR TEAM

 
ZACHARY TARICA, CEO   Zach manages the company’s loan book, builds our project pipeline, and invests in various ancillary services and tax credits/rebates. Prior to founding Forest Road, Zach was an Energy Sector Head in the Private Equity Group at Brookfield Asset Management, and spent the last 8 years analyzing public and private market distressed credit securities.   Northeastern University

ZACHARY TARICA, CEO

Zach manages the company’s loan book, builds our project pipeline, and invests in various ancillary services and tax credits/rebates. Prior to founding Forest Road, Zach was an Energy Sector Head in the Private Equity Group at Brookfield Asset Management, and spent the last 8 years analyzing public and private market distressed credit securities.

Northeastern University

WILL FRENCH, PRINCIPAL   Will manages the firm’s real estate tax credit activities and investments, which include historic tax credits, opportunity zones, and other real estate opportunities. Starting in 2003, Will was one of the early pioneers in film tax credit finance. Since then, he has financed or acquired in excess of $300M tax credits for more than 125 film and television projects, and more than $75M tax credits for more than 80 real estate projects.   B.A. at Purdue University, Tulane University School of Law

WILL FRENCH, PRINCIPAL

Will manages the firm’s real estate tax credit activities and investments, which include historic tax credits, opportunity zones, and other real estate opportunities. Starting in 2003, Will was one of the early pioneers in film tax credit finance. Since then, he has financed or acquired in excess of $300M tax credits for more than 125 film and television projects, and more than $75M tax credits for more than 80 real estate projects.

B.A. at Purdue University, Tulane University School of Law

JOHN BAILS, DIRECTOR   John is responsible for analyzing Forest Road's tax credit activities and projects across film, real estate and renewable energy. John has been an executive at an affiliated group of incentive consulting and finance companies, overseeing the acquisition or financing of more than $300M in tax credits for the entertainment and real estate development industries.   B.B.A at Michigan State University, J.D. at Michigan State University School of Law

JOHN BAILS, DIRECTOR

John is responsible for analyzing Forest Road's tax credit activities and projects across film, real estate and renewable energy. John has been an executive at an affiliated group of incentive consulting and finance companies, overseeing the acquisition or financing of more than $300M in tax credits for the entertainment and real estate development industries.

B.B.A at Michigan State University, J.D. at Michigan State University School of Law

IDAN SHANI, CFO & COO   Idan is responsible for the implementation of the infrastructure where he oversees day-to-day operations, manages cash flows, maintains operating budgets, and manages financing relationships. Idan brings over 13 years of finance experience as a hedge fund allocator in companies including Antarctica Asset Management and Ivy Asset Management, where he was in charge of hedge fund research with a focus on credit and distressed strategies.   Open University of Israel

IDAN SHANI, CFO & COO

Idan is responsible for the implementation of the infrastructure where he oversees day-to-day operations, manages cash flows, maintains operating budgets, and manages financing relationships. Idan brings over 13 years of finance experience as a hedge fund allocator in companies including Antarctica Asset Management and Ivy Asset Management, where he was in charge of hedge fund research with a focus on credit and distressed strategies.

Open University of Israel

ERIC BOSHART, DIRECTOR   Eric is responsible for managing Forest Road’s West Coast operations, which includes sourcing and analyzing new projects, working with filmmakers and developers, and managing our partnerships with Technicolor PostWorks, Slated, and ABS Payroll. Eric formerly worked in acquisitions at The Exchange.   University of California, Los Angeles, Theater, Film, and Television

ERIC BOSHART, DIRECTOR

Eric is responsible for managing Forest Road’s West Coast operations, which includes sourcing and analyzing new projects, working with filmmakers and developers, and managing our partnerships with Technicolor PostWorks, Slated, and ABS Payroll. Eric formerly worked in acquisitions at The Exchange.

University of California, Los Angeles, Theater, Film, and Television

CAROL JAZWINSKI, SALES DIRECTOR   Carol co-manages the partnership with Technicolor PostWorks and matches filmmakers with workflows and creative teams to fit their specific projects. With over 25 years of post-production experience, she directed key entertainment accounts for Company 3, Post Perfect and Marvel Productions before joining PostWorks as Sales Director in 2004.   Elizabeth Seton College

CAROL JAZWINSKI, SALES DIRECTOR

Carol co-manages the partnership with Technicolor PostWorks and matches filmmakers with workflows and creative teams to fit their specific projects. With over 25 years of post-production experience, she directed key entertainment accounts for Company 3, Post Perfect and Marvel Productions before joining PostWorks as Sales Director in 2004.

Elizabeth Seton College

JACLYN FERSHTMAN, CMO   Jaclyn oversees the company’s marketing strategy as well as all business development and technology efforts. Her goal is to drive awareness and new business among investors and production companies. She is leveraging her past experience as a senior executive at NYC-based strategy shop, AXW, where she managed accounts across financial services, travel, automotive and retail.   University of Wisconsin-Madison

JACLYN FERSHTMAN, CMO

Jaclyn oversees the company’s marketing strategy as well as all business development and technology efforts. Her goal is to drive awareness and new business among investors and production companies. She is leveraging her past experience as a senior executive at NYC-based strategy shop, AXW, where she managed accounts across financial services, travel, automotive and retail.

University of Wisconsin-Madison

ARIANA ASSAF, MARKETING COORDINATOR   Ariana helps facilitate the company’s marketing strategy, directing efforts to raise awareness and drive increased business. She designs and implements marketing campaigns to support Forest Road’s initiatives, ensuring that each project gets the resources and attention it needs to be successful.   University of Michigan

ARIANA ASSAF,
MARKETING COORDINATOR

Ariana helps facilitate the company’s marketing strategy, directing efforts to raise awareness and drive increased business. She designs and implements marketing campaigns to support Forest Road’s initiatives, ensuring that each project gets the resources and attention it needs to be successful.

University of Michigan

CLINT D. MOCK, CPA/AUDITOR   Clint specializes in financial accounting for all areas of the entertainment industry, and is one of the world's only "entertainment exclusive" CPAs. He has over a decade of industry experience and can provide tax credit/rebate value analysis on any state with a Film Incentive Program. Clint has conducted over 1,100 film or television attestation engagements equating to over $2.5B in spend across the U.S., and is considered one of the leading authorities in the tax credit & incentive market.   Southeastern Louisiana University

CLINT D. MOCK, CPA/AUDITOR

Clint specializes in financial accounting for all areas of the entertainment industry, and is one of the world's only "entertainment exclusive" CPAs. He has over a decade of industry experience and can provide tax credit/rebate value analysis on any state with a Film Incentive Program. Clint has conducted over 1,100 film or television attestation engagements equating to over $2.5B in spend across the U.S., and is considered one of the leading authorities in the tax credit & incentive market.

Southeastern Louisiana University


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