Technical Assistance


Online Resource Database

Most resources in the ORD are available to CDFA members only. CDFA members should login with their CDFA Account at the top of the page to access the full set of resources. Non-members are encouraged to join CDFA today to gain access to the entire database.

Search Results: Tax Credit Case Studies
Displaying 1 - 50 of 121 Previous | Next | New Search
The Hatchery Chicago Fact SheetMembers only Login
The Hatchery Chicago is a non-profit food business incubator that enables local entrepreneurs to build and grow successful businesses. Accion, the area’s largest microlender, and ICNC, which runs one of the largest business incubators in the...
Tax Increment Financing: Learning from Research and Municipal "Best Practice"Members only Login
This issue brief describes some of the notable research on Tax Increment Financing and reviews the challenges associated with the use of this technique. This issue brief is written by Natalia Ermasova and Amanda George from Governors State...
Angel Investment Tax Credits in Illinois and ElsewhereMembers only Login
Adam Blair with the Economic Development Research Group discusses Illinois’ extension of the angel investment tax credit and how it compares with similar programs in other states that compete for angel investment
Assembling Capital for Mixed-Use DevelopmentMembers only Login
Abby Goldenfarb discusses unique development financing solutions for mixed-use development.
Assembling Capital for Mixed-Use DevelopmentMembers only Login
Thomas Porter, Director of Commercial Lending at the Vermont Economic Development Authority, discusses unique development financing solutions for mixed-use development.
New Market Tax Credits and BrownfieldsMembers only Login
Kurt Peterson discusses how the ability of the NMTC program to expand the availability of credit, investment capital, and financial services in distressed urban and rural communities makes this financing tool a viable option for brownfields...
Creative Financing Strategies - Hahne & Co. Redevelopment, NewarkMembers only Login
Unique development financing solutions are increasingly sought after to complete projects of all sizes, and it is often necessary to find creative approaches that involve combining multiple financing tools. Mathew Abraham of the New Jersey Economic...
A Look at Financing First Time Farmers in IowaMembers only Login
Tammy Nebola from the Iowa Agricultural Development Division of the Iowa Finance Authority discusses farming in Iowa and what it takes to finance first time farmers around the state.
SC Financing for Workforce/Affordable Housing Members only Login
Ivory Mathews discusses how important contributor's to a community's workforce are in need of affordable housing close to their jobs. Workforce housing produces a more sustainable local economy which allows workers to afford to live near their place...
Sandra Rahimi, LADF New Markets, Tax Credits, The BackgroundMembers only Login
Sandra Rahimi is a manager at Los Angeles Development Fund, and she explains how New Markets Tax Credits benefit community project developments.
Nicolo Pinoli, Public-Private Partnerships: A (brief) look at existing programs in OregonMembers only Login
Nicolo Pinoli explained public-private partnerships in Oregon in relation to federal and state tax credit programs, loan programs and grant programs.
Transformative Revitalization - Boston LandingMembers only Login
Development Finance Authority, Mass Development, uses Public-Private Partnership, Bonds, TIF, Special Assessment, Brownfields Clean Up, and Tax Credits to redevelop the former Slaughterhouse District into the New Boston Landing.
Financing the Warehouse DistrictMembers only Login
Christine Mackay with the City of Phoenix discusses the Phoenix Warehouse District and CDFA financing options for adaptive reuse.
Creative Tax Credit Financing in WisconsinMembers only Login
Tax Credits have been widely used in Wisconsin as a method to influence businesses to take certain actions, such as locating to specific underserved areas, rehabilitating historic properties, expanding business’ research and development, investing...
Creative Financing Strategies at the Local Level- Combining Local Incentives Members only Login
Herb Klein (Jacob & Klein LTD) discusses creative financing strategies at the local level, specifically combining a number of incentives. Peoria Heights, IL is explored as a case study.
Unlocking the Development Finance Toolbox in Rural America
The Rural Financing Best Practices by CDFA explores how rural communities can leverage a wide range of tools and approaches to build on their assets, protect their resources, and make strategic investments that offer long-term benefits for residents...
Catalyzing Affordable Housing in CaliforniaMembers only Login
Three panelists from Creswell Consulting discuss the wide range of tools needed to combat the growing affordable housing crises in California.
Creative Tax Credit SolutionsMembers only Login
David Bland, CEO and Chairman of Travois, Inc., discusses the need for and creative use of tax credits amongst Arizona's Native American populations.
Understanding Industrial Development AuthoritiesMembers only Login
Gregg Ghelfi of The Industrial Development Authority of the County of Maricopa defines what an Industrial Development Authority (IDA) is, and gives a brief overview of some benefits of having an IDA and applicable case studies.
Phoenix New Market Tax CreditsMembers only Login
Robert Franco of Phoenix Community Development and Investment Corporation provides a deep dive into New Markets Tax Credits, providing a comprehensive overview at their creation, implementation, and looking at a number of relevant case studies.
Commonly Used Tax Credits in South CarolinaMembers only Login
George Strobel of State Tax Credit Exchange overviews the commonly used tax credits in South Carolina.
CDFA Brownfields Financing Toolkit
The CDFA Brownfields Financing Toolkit provides communities with an easy-to-use, best practices resource on brownfields redevelopment. The toolkit brings together the best financing concepts and techniques to provide a comprehensive response to...
Brownfields Case Study - Greenville, SC
This case study from Partnership for Sustainable Communities highlights a brownfield redevelopment project on the West Side of Greenville, SC that relied heavily on Brownfield Site Assessment Grants to identify reuse opportunities within the project...
Federal Rehabilitation Tax Credits and Related State IncentivesMembers only Login
Christian Rogers discusses the value of credits for historic rehabilitation purposes, in addition to the standards and qualifications for federal and state programs.
Redevelopment Driving ReinvestmentMembers only Login
Anne Jamieson, Senior Project Manager for AKT Peerless, discusses the different financing strategies behind redevelopment projects, including TIF, tax abatements, tax credits, and grants and loans. Jamieson also provides a case study from Detroit.
State Tax Credits: Building Effective Programs for Economic DevelopmentMembers only Login
Robert Heard, on behalf of Cimarron Capital Partners, details state tax credit programs and shares the effect they can have on regional economic growth.
Historic Tax CreditsMembers only Login
Bill MacRostie of the MacRostie Historic Advisors LLC presents information on the federal historic tax credit program.
New Markets Tax Credits: Market Conditions and Industry DynamicsMembers only Login
Laura Vowell of UsBank and Tony Smith of SB Friedman give an update on the market conditions of the new markets tax credits programs.
Making Credits WorkMembers only Login
Steve Johnson presents examples of projects in Colorado which have combined a number of financing methods that include various tax credit tools.
Tax Credits in Combination with Other ToolsMembers only Login
Information on combining tax credits with various financing tools is given by Regina Celestin of the National Development Council.
New Markets Tax Credit Financing California Case StudiesMembers only Login
Albert Lemus with Lowe Enterprises shares four case studies of projects in California that utilized the state's new market tax credit program.
NMTC Progress Report 2014Members only Login
The New Markets Tax Credit Coalition provides their annual report, including a CDE survey, 2013 activity, and case studies, on the NMTC program.
Challenging Projects, Diverse Communities, Creative Tax Credit SolutionsMembers only Login
Dana Lieberman with IFF describes a number of case studies which capitalize on various tax credit tools to build communities, add jobs and grow local economies throughout Illinois.
Florida Rural Economic Development StudyMembers only Login
Enterprise Florida and Boyette Strategic Advisors developed an Economic Development Strategic Plan for Rural Florida. The study was developed with involvement of nearly 500 participants including economic professionals and elected officials in rural...
Oregon Property Tax CapitalizationMembers only Login
The Northwest Economic Research Center (NERC) investigated the effect of the tax structure on residential sale prices as part of ongoing efforts to understand the impacts of Oregon’s property tax system on local governments. Specifically, they...
CA Film Production ReportMembers only Login
The 2013 Feature Film Production Study by FilmL.A. analyzes a sample of 108 US. feature films released theatrically last year, identifying where they were filmed, how much was spent to produce them and how many jobs they sustained during production....
Tax Credit Finance - Introduction to Tax CreditsMembers only Login
Michael Buker with Ice Miller walks through the basics of tax credits from a broad description to targeted credits aimed at specific development finance investments. Buker also provides case studies and conceptual structures.
Tax Credit Financing as an Investment Tool for Economic DevelopmentMembers only Login
Colin Rowan with United Fund Advisors shares unique approaches to combine multiple tax credit programs in order to catalyze development finance projects for energy projects, underserved communities and more.
LIHTC Case Study: How a Timely Project Reaped Big BenefitsMembers only Login
Lancaster Pollard released this case study of Copper Landing Family Apartments and how the developer utilized low-income housing tax credits and tax-exempt bonds in 'record' time to provide a tremendous community benefit for low-income residents.
Combining and Leveraging TIF with Other Tools: Sample ProjectsMembers only Login
Tony Smith with S.B. Friedman shares extremely detailed case studies from Texas and Illinois where NMTCs, among other tools, and TIF helped finance community-transcending projects.
LIHTC & Tax-Exempt Bond Case Study: Garden Park VillaMembers only Login
Lancaster Pollard created this case study to showcase the innovated financial structuring of a 50-unit affordable housing complex which incorporated Low Income Housing Tax Credits, Tax-Exempt Bonds, an FHA pilot program, and a bridge loan.
New Markets Tax Credits Community Lending & InvestmentMembers only Login
Wells Fargo presents a program overview of federal New Markets Tax Credits (NMTCs) during the 2013 ULI Conference. The presentation topics include: a basic overview, utilizing NMTCs to benefit borrowers, basic deal structures, 'cost' of a NMTC deal,...
The Federal Historic Tax Credit - Creating Jobs, Building Communities, Preserving Heritage in MT
The National Trust for Historic Preservation and Montana Preservation Alliance collaborated to create a compelling report about the largest community reinvestment program in the country, the federal historic tax credit. The report highlights...
Notable Illinois TIF Case StudiesMembers only Login
Greg Hummel with Bryan Cave shares some successful TIF projects throughout Illinois. Hummel discusses structuring incentives, selling the story, planning, implementation, local economic issues, and content of a redevelopment agreement.
Federal Tax Incentives for Rehabilitating Historic BuildingsMembers only Login
The U.S. Department of the Interior, National Park Services released their Statistical Report and Analysis for FY 2012. The program is the most effective Federal program to promote both urban and rural revitalization to promote private investment in...
Redevelopment Financing Tools in Atlanta's Emerging MarketsMembers only Login
This presentation from Atlanta Development Authority demonstrates financing tools available to take advantage of redevelopment opportunities. Additionally, case studies and deal structuring is provided for Tax Assessment Districts and New Markets...
Structuring the Deal - Combining and Leveraging Other Tools with BondsMembers only Login
James Snyder with Ice Miller details increasingly popular bond structures that combine a variety of tools, including loan funds, tax credits, TIF, credit enhancement, and others.
New Markets Tax Credit Coalition Report Members only Login
The NMTC Coalition released this all-encompassing report on the significant impact of NMTCs on communities throughout the country. The report consists of more than 90 pages of detailed case studies.
Excellence in Development Finance: Tax Increment, Access to Capital, Tax Credits
Jason Rittenberg and Erin Tehan present the CDFA Excellence in Development Finance Awards that recognize outstanding development finance programs, agencies, leaders, projects, and success stories.
NMTC Case Study: Kent StateMembers only Login
Finance Fund worked with Kent State University Foundation and Pizzuti Companies to deliver $9M in New Market Tax Credits to help finance the first phase of a $100M project in downtown Kent.
Displaying 1 - 50 of 121 Previous | Next | New Search

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