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Intro Tax Credit Finance WebCourse

Alaska Industrial Development and Export AuthorityBaker Tilly Virchow KrauseBallard Spahr LLPBNY MellonBricker & Eckler LLPBryan Cave LLPBusiness OregonCohnReznickFBT Project Finance Advisors LLCFrost Brown Todd, LLCHawkins Delafield & Wood LLPIce Miller LLPKeyBanc Capital MarketsKutak Rock LLPMB Financial Bank, NAMcCarter & English, LLPMcGuireWoodsMiles & Stockbridge P.C.NW Financial Group, LLCSB Friedman Development AdvisorsSquire Patton BoggsStern Brothers & Co.Stifel NicolausU.S. BankWells Fargo SecuritiesWilmington TrustZ. The Bond Buyer

-Overview

The Intro Tax Credit Finance WebCourse examines the application of tax credit programs in greater economic development finance efforts. This course will discuss the practical application of tax credit programs including brownfields, 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
  • Energy Tax Credits
  • 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

Mark Barbash Mark Barbash
Council of Development Finance Agencies
Senior Strategic Advisor
Mark Barbash is Senior Strategic Advisor for the Council of Development Finance Agencies, the national association representing nation’s leading and most knowledgeable members of the development finance community. With over 30 years of economic... (More)

-Agenda

The following is the preliminary agenda for this course. This agenda will be updated and modified slightly to accommodate speakers and content. However, the main areas of content as outlined in this agenda will be covered. Please note that all times are based in the eastern time zone.

Day One

12:00 - 12:30 pmWelcome & Overview

Welcome participants, introduce CDFA and set the stage for the two-day course.

Speaker
Mark Barbash, Course Advisor
Senior Strategic Advisor
Council of Development Finance Agencies

12:30 - 1:45 pmIntroduction 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.

1:45 - 2:00 pmBreak

2:00 - 3:15 pmHistoric Preservation Tax Incentives 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.

3:15 - 3:30 pmBreak

3:30 - 5:00 pmLow-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.

5:00 pmAdjourn

Day Two

12:00 - 12:15 pmOverview of Day 1

Speaker
Mark Barbash
Senior Strategic Advisor
Council of Development Finance Agencies

12:15 - 2:15 pmNew 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 (CEDs) 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 and CDCs view NMTC, and regulator issues to keep your project in compliance.

2:15 - 2:30 pmBreak

2:30 - 3:30 pmState 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.

3:30 - 5:00 pmTax 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.

5:00 pmAdjourn

-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 February 15-16, 2017 from 12:00-5:00 pm (Eastern). You must have access to a computer and phone to attend the WebCourse.

-Registration

The Intro Tax Credit Finance WebCourse qualifies for the CDFA Training Institute's Development Finance Certified Professional (DFCP) Program. Start down the road to personal and professional advancement today.
Early Bird Rates
CDFA Member: $550
Non-Member: $825
Standard Rates
CDFA Member: $600
Non-Member: $875