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Intro Tax Credit Finance WebCourse
March 25-26, 2020
Daily: 12-5pm (Eastern)


-Overview

The Intro Tax Credit Finance WebCourse examines the application of tax credit programs in greater economic development finance efforts. This course discussed the practical application of tax credit programs including new markets, low income housing, historic preservation, and state-specific programs.

From urban redevelopment and historic preservation to housing and high tech infrastructure, myriad tax credit programs exist to help communities create jobs and energize their economies. Yet these innovative tools remain underutilized throughout the country. This course differs significantly from other tax credit training events offered in our industry because participants will learn how to effectively apply tax credits to development opportunities, rather than just be taught the facts and figures of each program.

This course qualifies for the CDFA Training Institute's Development Finance Certified Professional (DFCP) Program. Start down the road to personal and professional advancement today.

Course Objectives

  • Learn about the application of state and federal tax credit programs
  • Hear from leading tax credit professionals from around the country
  • Review best practices and case studies that can be implemented in your community
  • Gain a greater understanding of the partnership opportunities in the tax credit industry

Topics Covered

  • New Markets Tax Credit Program
  • Historic Preservation Tax Incentive Program
  • Low Income Housing Tax Credit Program
  • Innovative State Tax Credit Programs

Who Should Attend?

  • Bond issuers
  • Economic development professionals
  • Community development professionals
  • Elected officials
  • Government and nonprofit finance officers
  • Corporate trustees
  • Legal counsel
  • Underwriters
  • Commercial bankers
  • Accountants
  • Financial advisors
  • Policy makers

Course Advisor


-Agenda

Wednesday, March 25, 2020

Wed 12:00 PM - 12:30 PM
Welcome & Overview
Welcome participants, introduce CDFA and set the stage for the two-day course.
Wed 12:30 PM - 1:45 PM
Introduction to Tax Credits
From urban redevelopment and historic preservation to housing and high tech infrastructure, myriad tax credit programs exist to help communities create jobs and energize their economies. Yet these innovative tools remain underutilized throughout the country. During this introductory session, attendees will learn about the basics of tax credit finance.
Wed 1:45 PM - 2:00 PM
Break
Wed 2:00 PM - 3:15 PM
Historic Preservation Tax Incentive Program
Rehabilitation tax credits were established to discourage unnecessary demolition of older buildings and to slow capital flight from older urban areas. This incentive offers a credit against total federal taxes owed, which is taken for the year in which the renovated building is put into service. During this session, attendees will learn how this valuable program can reinvigorate historic communities in a cost-effective and investment-friendly manner.
Wed 3:15 PM - 3:30 PM
Break
Wed 3:30 PM - 5:00 PM
Low-Income Housing Tax Credit Program
Congress created the Low Income Housing Tax Credit (LIHTC) in 1986 to promote the construction and rehabilitation of housing for low-income persons. During this session, attendees will learn the basics of the LIHTC program and how to implement this tool in their community.
Wed 5:00 PM
Adjourn

Thursday, March 26, 2020

Thu 12:00 PM - 12:15 PM
Overview of Day 1
Thu 12:15 PM - 2:15 PM
New Markets Tax Credit Program
The New Markets Tax Credit (NMTC) was created to address the lack of capital available to business and economic development ventures in low income communities. The NMTC provides the incentive of a federal tax credit to individuals or corporations that invest in Community Development Entities (CDEs) working in targeted low income communities. This session will include experienced New Markets practitioners who will cover the basics of the NMTC program, how investors, developers, CDCs, and other project sponsors such as businesses and nonprofits view NMTC, and regulator issues to keep your project in compliance.
Thu 2:15 PM - 2:30 PM
Break
Thu 2:30 PM - 3:30 PM
State Tax Credit Programs for Economic Development
Every state has at least one tax credit program, and many employ a package of diverse tools to address niche industry financing needs. However, several of these programs have been scrutinized, and many states are now restructuring or eliminating their tax credit programs. This session will cover what a quality state tax credit program should include, and will look at a few of the innovative tax credit programs currently being used across the country.
Thu 3:30 PM - 5:00 PM
Tax Credits as a Source of Gap Finance
By design, Federal tax credit programs are created to advance a national policy objective. The implementation of the programs, however, occurs at the local level through individual projects that are rarely undertaken with only one goal in mind. The resulting question for practitioners is how and when these tools can be employed tactically to advance local objectives. In many instances, the tax credits are used only after other options have failed. This session provides a how to overview for practitioners of the basics of financial gap analysis and how tax credits can fill this gap.
Thu 5:00 PM
Adjourn

-Location


The Intro Tax Credit Finance WebCourse will take place on the web through GoToWebinar, an online distance learning software. The course will meet each day on March 25-26, 2020 from 12:00-5:00 pm (Eastern). Attendees must have access to a computer and phone to attend the WebCourse.

-Registration

This course qualifies for the CDFA Training Institute's Development Finance Certified Professional (DFCP) Program. Start down the road to personal and professional advancement today.

CDFA permits only one person to login and participate in the course. If multiple people are accessing the course without paying to attend, we will terminate the connection and access to GoToWebinar. CDFA offers group discounts for organizations that wish to register multiple people.

Register before March 2, 2018 for Early-Bird Rates.
Early Bird Rates
(Ends March 6)
CDFA Member: $550
Non-Member: $825
Standard Rates
(After March 6)
CDFA Member: $600
Non-Member: $875


Register