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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 Credits

Displaying 1 - 50 of 1130

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Historic Tax Credits - Community Development Fact Sheet

Historic Preservation | Tax Credits | National Park Service (NPS) | Office of Comptroller of the Currency (OCC) | U.S. Dept. of Treasury | (more)

This Community Developments Fact Sheet summarizes certain aspects of the Historic Tax Credit (HTC) program for national banks and federal savings associations (collectively, banks) and explains how HTCs may be used to support a bank’s affordable...

The Low Income Housing Tax Credit: How It Works and Who It Serves

Housing Finance | Tax Credits | Internal Revenue Service (IRS) | U.S. Dept. of Treasury

The Low-Income Housing Tax Credit (LIHTC) is a complex but crucial tool for the production and preservation of affordable rental housing. In this report, the Urban Institute outlines the basics of the LIHTC program, including how it works, the...

Available CFA Resources - New York Regional Economic Development Councils Members only

Access to Capital | Agriculture Finance | Bond Finance | Brownfield Financing | Community Development | (more)

In 2011, Governor Cuomo created ten Regional Economic Development Councils (REDC) and the Consolidated Funding Application (CFA) to advance the administration’s efforts to improve New York’s business climate and expand economic growth. This 2019...

New Markets Tax Credit Summary Report - FY 2003 to FY 2017 Members only

Community Development | Economic Development | Tax Credits | Community Development Financial Institutions Fund (CDFI Fund) | U.S. Dept. of Treasury

The CDFI Fund requires all CDEs that have been awarded NMTC allocations to submit an annual report detailing how they invested Qualified Equity Investment (QEI) proceeds in low-income communities. The Summary Report categorizes all CDE investments...

CDFA // BNY Mellon Webcast Series: Unlocking Capital for Native American Communities Members only

Community Development | Economic Development | Tax Credits | Tribal Finance | Webcasts

Tribal lands cover over 5% of the national land base, making Tribal nations the fourth largest state and some of America’s largest rural populations. The U.S. Constitution recognizes Tribal nations as sovereign governments, yet have a...

Summary of the GREEN Act Discussion Draft Members only

Energy Finance | Legislative | Tax Credits | Internal Revenue Service (IRS) | U.S. Dept. of Energy (DOE) | (more)

This is a section-by-section summary of the Growing Renewable Energy and Efficiency Now ("GREEN") Act. The GREEN Act would extend the renewable energy production tax credit (PTC) and investment tax credit (ITC) until 2024. It would also extend the...

Incorporating PACE Into Complex Projects - Rachel Davis, Caleb Bell, Jerry Brunswick, Frances Kern Mennone, Scott Ringlein Members only

Energy Finance | Historic Preservation | Tax Credits

Rachel Davis, Caleb Bell, Jerry Brunswick, Frances Kern Mennone, and Scott Ringlein present Incorporationg PACE Into Complex Projects.

CDFA Food Finance White Paper Series: Food Systems & Investment Tools

Agriculture Finance | CDFA Original Research | Community Development | Food Systems Finance | Opportunity Zones | (more)

This paper continues a white paper series demonstrating the ways in which traditional development financing is already supporting food systems, with a focus on finance tools that help to stimulate investment. An overview of investment tools, such as...

Historic Tax Credit Enhancement Act - October 2019 Senate Bill Members only

Historic Preservation | Legislative | Tax Credits | National Park Service (NPS) | U.S. Dept. of the Interior (DOI)

This is the text of the Historic Tax Credit Improvement Act. The Act was introduced in the U.S. Senate in October 2019 by Sens. Bill Cassidy (R-LA), Ben Cardin (D-MD), Susan Collins (R-ME), and Maria Cantwell (D-WA).

Making Sense of Incentives: Taming Business Incentives to Promote Prosperity Members only

Access to Capital | Economic Development | Incentives | Tax Credits

In evaluating incentives, everything depends on the details: how much in incentives it takes to truly cause a firm to locate or expand, the multiplier effects, the effects of jobs on employment rates, how jobs affect tax revenue versus public...

Opportunity Zones and Tax Credits - Jonathan Crawford Members only

Community Development | Housing Finance | Opportunity Zones | Tax Credits | Community Development Financial Institutions Fund (CDFI Fund) | (more)

Jonathan Crawford from Stonehenge Capital Company, LLC presents on Opportunity Zones and Tax Credits in Ohio during the Ohio Roundtable

Designing and Operating Homeownership Programs on Tribal Lands Members only

Access to Capital | Community Development | Energy Finance | Housing Finance | Tax Credits | (more)

The purpose of this guide is to offer tribal leadership in New Mexico with a comprehensive overview of the steps required to create homeownership programs on reservation land, with a particular focus on the mortgage lending process.

Unlocking the Power of New Markets Tax Credits Members only

Community Development | Food Systems Finance | Housing Finance | Infrastructure Finance | Tax Credits | (more)

An overview of how New Markets Tax Credits work featuring Commonwealth Kitchen as a case study.

CDFA // BNY Mellon Webcast Series: Fill in the Gaps with New Markets Tax Credits Members only

Community Development | Tax Credits | U.S. Dept. of Treasury CDFI Fund | Webcasts | Community Development Financial Institutions Fund (CDFI Fund) | (more)

During this installment of the CDFA // BNY Mellon Development Finance Webcast Series, learn from expert speakers as they discussed their plans for the recent allocation of New Markets Tax Credits.

Innovative State-Led Efforts to Finance Agricultural Conservation Members only

Agriculture Finance | Food Systems Finance | Green Finance | Infrastructure Finance | Revolving Loan Funds (RLFs) | (more)

U.S. farmers are currently facing the most difficult agricultural economy since the 1980s. At the same time, many states are wrestling with the necessity of addressing environmental challenges. This report expounds upon the excellent work states are...

CDFA Summer School - Intro Tax Credit Members only

CDFA Summer School Intro Tax Credit Finance Course

Historic Preservation Tax Incentive Program - William Fiederlein and Lauren Mack Members only

Tax Credits | National Park Service (NPS) | U.S. Dept. of the Interior (DOI)

William Fiederlein with National Trust Community Investment Corporation and Lauren Mack with Reyes Kurson present on Historic Preservation Tax Incentive Programs.

Low Income Housing Tax Credit Program - Lee Goldstein and Garth Rieman Members only

Housing Finance | Tax Credits | Internal Revenue Service (IRS) | U.S. Dept. of Treasury

Lee Goldstein with Volunteers of America and Garth Rieman with National Council of State Housing Agencies present on LIHTC.

Introduction to Tax Credits - Lauren Mack Members only

Lauren Mack with Reyes Kurson presents on Introduction to Tax Credits.

Introduction to Tax Credits - Darnell Moses Members only

Darnell Moses with Allegheny County presents on Introduction to Tax Credits.

Tax Credits as a Source of Gap Finance - Polina Bakhteiarov, Lee Goldstein Members only

Polina Bakhteiarov with Newark Community Economic Development Corporation and Lee Goldstein with Volunteers of America present on Tax Credits as a Source of Gap Finance.

New Markets Tax Credit Program - Victor Abla, Corey Leon, Sara Pietka, Radhika Reddy Members only

Community Development | Tax Credits | Community Development Financial Institutions Fund (CDFI Fund) | U.S. Dept. of Treasury

Victor Abla with LISC, Corey Leon with National Development Council, Sara Pietka with Roeder & Company, and Radhika Reddy with Ariel International Center present on New Market Tax Credits.

New Markets Tax Credit - Sara Pietka Members only

Community Development | Tax Credits | Community Development Financial Institutions Fund (CDFI Fund) | U.S. Dept. of Treasury

Sara Pietka with Roeder&Company LLC presents on New Market Tax Credit Programs.

New Markets Tax Credit - Radhika Reddy Members only

Community Development | Tax Credits | Community Development Financial Institutions Fund (CDFI Fund) | U.S. Dept. of Treasury

Radhika Reddy with Ariel International Center presents on New Markets Tax Credit Programs.

New Markets Tax Credit Program Case Studies - Sara Pietka Members only

Community Development | Tax Credits | Community Development Financial Institutions Fund (CDFI Fund) | U.S. Dept. of Treasury

Sara Pietka with Roeder&Company LLC presents on New Markets Tax Credit Program case studies.

Shared Kitchen Toolkit Members only

Access to Capital | Community Development | Crowdfunding | Economic Development | Food Systems Finance | (more)

This Toolkit is intended for everyone from kitchen entrepreneurs to startup nonprofits, from economic development agencies to producer networks, from food system groups to real estate developers. We hope this Toolkit also provides helpful guidance...

Opportunity Zones in Conjunction with Brownfields & Redevelopment - Eugene Goldfarb Members only

Brownfield Financing | Community Development | Development Finance Toolbox | Housing Finance | Infrastructure Finance | (more)

Eugene Goldfarb from the University of Illinois at Chicago discusses Brownfields and Redevelopment in conjunction with Opportunity Zones.

2019 Q2 CDFA Quarterly Legislative Update

Bond Finance | Legislative | Tax Credits | Webcasts

In the second Quarterly Legislative Update of 2019, CDFA's Legislative Team discussed progress on pending CDFA legislation, other pending development finance legislation such as extenders, as well as what to expect from Congress in the coming months.

Finance Fund Invests in Charter Manufacturing Members only

Community Development | Economic Development | Tax Credits | U.S. Dept. of Treasury | U.S. Dept. of Treasury CDFI Fund | (more)

New Markets Tax Credit (NMTC) financing enabled Charter to acquire the equipment and machinery needed to operate its new, $148 million, 170,000 sq. ft. rolling mill, which is adjacent to its existing coil mill and steel making facility.

Finance Fund Invests in UC Gardner Neuroscience Institute Members only

Community Development | Tax Credits | Urban Development | Community Development Financial Institutions Fund (CDFI Fund) | U.S. Dept. of Treasury

University of Cincinnati Gardner Neuroscience Institute (UCGNI) is comprised of a diverse group of world-class physicians and faculty that provide specialized services for complex neurologic and psychiatric disease, illness, and injuries. Finance...

Report of the Cost Recovery Temporary Tax Policy Task Force Members only

Energy Finance | Legislative | Tax Credits | Internal Revenue Service (IRS) | U.S. Dept. of Treasury

This report to the Senate Finance Committee focused on cost recovery provisions in the tax code that have expired as of July 2019. These included the Energy-Efficient Commercial Buildings Tax Deduction, recovery provisions for entertainment...

Tax Incentives for Opportunity Zones: In Brief Members only

Economic Development | Incentives | Opportunity Zones | Tax Credits | Community Development Financial Institutions Fund (CDFI Fund) | (more)

This CRS report briefly describes what census tracts have been designated as an OZ, what types of entities can are eligible as QOFs, the tax benefits of investments in QOFs, and what economic effects can be expected from OZ tax incentives.

Access to Capital and Credit in Native Communities Members only

Access to Capital | Bond Finance | Community Development | Economic Development | Housing Finance | (more)

This document, “Access to Capital and Credit in Native Communities: A Data Review” (Data Review) begins to answer the questions: Where does Native America stand now in terms of capital and credit access? What has been the effect of new action and...

CDFA // BNY Mellon Webcast Series: The Landscape of Mega Project Initiatives Members only

Access to Capital | Bond Finance | Economic Development | Incentives | Public-Private Partnership (P3) Financing | (more)

During this installment of the CDFA // BNY Mellon Webcast Series, expert speakers from CAI Global, Baltimore Development Corporation, Arlington Economic Development, and VEDP provided an in-depth overview of the approaches being used by cities,...

The Gap: A Shortage of Affordable Homes Members only

Housing Finance | Tax Credits | Internal Revenue Service (IRS) | U.S. Dept. of Treasury

Every year the National Low-Income Housing Coalition examines the American Community Survey (ACS) to determine the availability of rental homes affordable to extremely low-income households. This 2019 report provides a picture for the nation, which...

NMTC Program Award Book CY 2018 Members only

Community Development | Federal | Tax Credits | Community Development Financial Institutions Fund (CDFI Fund) | U.S. Dept. of Treasury

The CDFI Fund awarded 73 community development entities $3.5 billion under the 2018 allocation round of the New Markets Tax Credits program. The recipients are located in 35 states also including Puerto Rico and the District of Columbia.

Federal Programs for Housing Finance - James Carras Members only

Community Development | Housing Finance | Tax Credits | Community Development Financial Institutions Fund (CDFI Fund) | Internal Revenue Service (IRS) | (more)

James Carras with Carras Community Investment presents on Federal Programs for Housing Finance during the Intro Housing Finance Course.

Farmers' Guide to Solar and Wind Energy in MN Members only

Agriculture Finance | Energy Finance | Tax Credits

In 2017, Minnesota ranked seventh in the nation for wind power generation and sixth in the nation for solar power generation With the potential for further growth in this sector, many farmers across rural Minnesota are considering whether...

Reducing Energy Burden for Low-income Residents in Multifamily Housing with Solar Energy Members only

Energy Finance | Green Finance | Housing Finance | Incentives | Innovation Finance | (more)

When paired with energy efficiency measures, cost effective solar energy systems can support state and local program administrators’ goals to reduce low-income household energy burden. Energy burden is the share or percentage of annual household...

The Hatchery Chicago Fact Sheet Members only

Community Development | Economic Development | Food Systems Finance | Tax Credits | Tax Increment Finance (TIF)

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...

Overview of Federal Housing Assistance Programs and Policy Members only

Access to Capital | Community Development | Housing Finance | Infrastructure Finance | Revolving Loan Funds (RLFs) | (more)

Today’s federal housing assistance programs fall into three main categories: rental housing assistance, assistance to state and local governments, and assistance for homeowners. This 2019 Congressional Research Service report provides an overview of...

NMTC Investors Show Appetite For Healthy Food Financing Activities Members only

Agriculture Finance | Community Development | Food Systems Finance | Tax Credits | Community Development Financial Institutions Fund (CDFI Fund) | (more)

Public and private partners are finding ways to serve more healthy food options to economically distressed communities with a few helpings of new markets tax credits (NMTCs).

Effective Use of Property Tax Incentives - Lincoln Institute Members only

Incentives | Legislative | Recommended Practices | Tax Credits

This study was published by the Lincoln Institute. The authors examine how to make property-tax incentives for business more effective. They find that governments should not approve every incentive request, target use of incentives, avoid incentive...

Solar Lending Practices by Community and Regional Financial Institutions Members only

Energy Finance | Green Finance | Innovation Finance | Tax Credits | U.S. Dept. of Energy (DOE) | (more)

Current projections of solar photovoltaic (PV) system costs and deployment in the United States indicate substantial capital requirements over the next 30 years and beyond. Concurrently, community and regional financial institutions (CRFIs),...

Unlocking the Development Finance Toolbox Members only

Access to Capital | Bond Finance | Development Finance Toolbox | Economic Development | Opportunity Zones | (more)

Toby Rittner, President and CEO of CDFA, presents the development finance toolbox during the Fundamentals of Economic Development Finance WebCourse.

Direct Federal Financial Interventions and Subsidies in Energy in Fiscal Year 2016 Members only

Access to Capital | Energy Finance | Federal | Tax Credits | Internal Revenue Service (IRS) | (more)

This report—an update based on Fiscal Year 2016 data—continues a series of U.S. Energy Information Administration (EIA) reports on federal direct financial interventions and subsidies into energy markets. EIA assigns within-scope U.S. tax and direct...

Idaho Department of Commerce FY 2018 Report Card Members only

Access to Capital | Community Development | Economic Development | Housing Finance | Infrastructure Finance | (more)

In this annual report, the Idaho Department of Commerce has assembled an FY2018 (July 1, 2017 - June 30, 2018) agency update complete with program reports, grant information, and highlights of the impacts these projects have on Idaho’s economy and...

CDFA // BNY Mellon Webcast Series: Unwinding Tax Credit Unwinds Members only

Tax Credits | Webcasts

During this installment of the CDFA // BNY Mellon Webcast Series, Lillian Plata with Nee Plata Law LLC presented on the structure of tax credit unwinds for New Markets Tax Credit and Low-Income Housing Tax Credit deals.

Washington DC 2017 Review of Economic Development Tax Expenditures Members only

Incentives | State Finance Program | Tax Credits

The D.C. Chief Financial Officer's Office is required to review all D.C. tax expenditures (such as abatements, credits, and exemptions) on a five-year cycle. For the FY2017 report fulfilling the requirement, the Office of Revenue Analysis (ORA)...

Investing in Housing with Low Income Housing Tax Credits Members only

Housing Finance | Tax Credits | Internal Revenue Service (IRS) | U.S. Dept. of Treasury

Steve Johnson with Colorado Housing and Finance Authority and Jennifer Litwak with Housing on Merit focus on LIHTC deal structuring with discussions on the differences between the 9% and 4% credits. During this session, experts will detail basic tax...

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