About

Advocacy

Events

Membership

Sponsor

Education

Newsletters

Resources

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: Internal Revenue Service (IRS)
Displaying 101 - 150 of 433 Previous | Next | New Search
Yale CDFA April Webcast SlidesMembers only Login
The second installment of the Yale CEFF & CDFA Energy Finance Webinar Series focuses on innovative state and local programs successfully catalyzing clean energy. Speakers discuss the role of purchasing power agreements, PACE, and energy efficiency...
Investment Tools (Tax Credits)Members only Login
The various tax credits structures for new markets, lower income housing, and historic rehabilitation tax credits are outline by Dick Davies of Cohn Reznick.
Yale CDFA March WebcastMembers only Login
The first installment of the Yale CEFF & CDFA Energy Finance Webinar Series focuses on the impact that tested development finance tools can have on clean energy investment. Speakers discussed the role leveraged bond financing structures, non-energy...
CDFA // BNY Mellon Webcast Series: $1.4B in New Clean Renewable Energy Bonds AvailableMembers only Login
In the February 2015 CDFA // BNY Mellon Webcast, the allocation of $1.4 billion in New Clean Renewable Energy Bonds was discussed by Doug Lamb of McGuire Woods LLP, John May of Stern Brothers & Co., and Anna Van Degna of Stifel Nicolaus & Company,...
Rural Financing StrategiesMembers only Login
Tina Neal, Principal with Perseverance Capital Advisors LLC presented about private activity bonds, tax credits, types of projects, and advantages and disadvantages.
The SEC’s MCDC Initiative: Where To Go From HereMembers only Login
With the deadline to self-report quickly approaching SEC’s MCDC Initiative, Katten Law Firm set forth a number of items that obligors and underwriters should consider as they prepare to go through the MCDC process.
Financing for Energy Efficiency and The SAVES PlatformMembers only Login
Greg Montgomery of Abundant Power provides an overview of several programs involving energy efficiency financing. This includes PACE and SC Saves.
What Do We Know About Energy in SC?Members only Login
Ashlie Lancaster from the SC Energy Office explains the current state of energy consumption in SC and provides several examples of state and federal incentives that can be used to finance new energy efficiency projects.
IRS Municipal Bond Report 2011Members only Login
In 2014, the IRS released this report on information for tax-exempt and direct payment bonds issued in 2011. The first section provides an overview of the market by State. The next section discusses direct payment bond programs and presents data for...
Ohio Air Quality Development AuthorityMembers only Login
Todd Nein outlines the methods used by the Ohio Air Quality Development Authority (OAQDA) in financing development projects.
How to Obtain Private Activity Bond Financing in OregonMembers only Login
This case study and explanation of the Oregon Express Bond Program was presented by Don Krogh of Classic Foods, Ltd., Pat Campbell of West Coast Bank, Carol McCoog of K&L Gates, LLP, and David Weiss of Business Oregon. Details include the program...
Case Study: The Haciendas Apartments
Lancaster Pollard provides a case study demonstrating how taxable, fixed-rate notes insured by the FHA Sec. 221(d)(4) program, privately-placed tax-exempt bonds, 4% LIHTC equity and a CDBG-D grant funded an affordable senior housing complex
Investment ToolsMembers only Login
A basic understanding of using tax credit programs for economic development is given by Beth Mullen of CohnReznick.
Community Solar Guide: Utility, Private, and Non-Profit Project DevelopmentMembers only Login
This guide from the US DOE is designed as a resource to shows the range of incentives and policies for operational community solar projects while providing examples. Additionally, this guide suggests changes in the regulatory landscape that could...
Tax-Exempted Municipal Bonds: The Case for an Efficient, Low-Cost, Job-Creating Tax ExpenditureMembers only Login
Bernardi Securities, Inc. explains and highlights the value of the tax-exempt municipal bonds to our economy, comprehensive understanding of the market’s history, unique mechanics.
Treasury Department Fact Sheet: Tribal Economic Development BondsMembers only Login
This Treasury Department Fact Sheet discusses the background and uses, authorized issuers, and more about Tribal Economic Development Bonds.
CE+BFI Webinar: 501(c)(3) Bonds for Clean Energy Projects
For this webinar on a new clean energy bond finance model, CE+BFI examines Qualified 501(c)(3) bonds as a mechanism for communities with 501(c)(3) organizations seeking to undertake significant clean energy projects
Clean Energy Bond Finance Model: Qualified 501(c)(3) Bonds
The Clean Energy + Bond Finance Initiative created this recommended financing model factsheet for clean energy development. The Qualified 501(c)(3) model achieves low-cost capital for renewable energy installations at nonprofit facilities.
Illinois Housing Development Authority ProgramsMembers only Login
Bryan Zises with Illinois Housing Development Authority presents on a variety of programs for creating affordable housing, reducing blight, fighting foreclosure and increasing homeownership.
Washington 2014 Volume Bond Cap Annual ReportMembers only Login
In this report, the State of Washington details the distribution and use of the Private Activity Bond allocations in 2013 and focuses on changes that may need to be made to the Bond Cap Program.
Colorado's 2013 Private Activity Bond Annual ReportMembers only Login
In this report, the State of Colorado details the distribution and use of the Private Activity Bond allocations in 2013.
Low Income Housing Tax Credits and Historic Tax CreditsMembers only Login
Garrick Gibson with CohnReznick discusses Low Income Housing Tax Credits and Historic Tax Credits and requirements and restrictions involved.
Low-Income Housing Tax Credits: Affordable Housing Investment Opportunities for BanksMembers only Login
The Office of the Comptroller of the Currency released this report detailing elements of the LIHTC program including deal structuring, opportunities for banks, community impacts, compliance and much more.
CTCAC Development Application Workshop PresentationMembers only Login
This presentation from the California Tax Credit Allocation Committee includes a recap of the 2013 9% Competition, regulation changes for 2014, and the Federal and State credit set-asides and apportionments. The presentation also provides detailed...
California Energy Efficiency Financing Pilot ProgramsMembers only Login
The California Public Utilities Commission (CPUC) approved a decision to have the investor-owned utilities implement energy efficiency financing pilots for both residential and non-residential properties. This presentation describes CAEATFA's role...
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.
Analysis of Federal Tax Proposals Affecting State and Local BudgetsMembers only Login
An economic analysis published by Moody's examines the fiscal impacts over the next decade of several parts of the president's fiscal 2014 budget proposal, including changes regarding the tax treatment of municipal bonds.
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.
Impact of Restrictions on Tax Exempt Bonds for NonprofitsMembers only Login
IHS Global produced this report to study the fiscal impact of the proposed 28% cap on tax exempt bonds issued by 501(c)(3) organizations. The study found the impacts would be profoundly negative for nonprofits and dramatically hinder their ability...
Avoiding Troubled Tax-Advantaged Bonds - Compliance ConsiderationsMembers only Login
The IRS released “Avoiding Troubled Tax-Advantaged Bonds” from the TEB Compliance Practice Research Team which identifies a number of considerations for issuers of municipal bonds and outlines steps toward producing public resource products to...
Anatomy of the Deal: CE+BFI Examines Innovative NYSERDA Bond Deal
The Clean Energy + Bond Finance Initiative crafted an 'Anatomy of the Deal' document to highlight the main aspects of the NYSERDA Energy Efficiency Bond project and provide a comprehensive list of resources.
Ohio Air Quality Development Authority Bond Programs & PACE FinancingMembers only Login
David Rogers with Frost Brown Todd discusses Ohio Air Quality Development Authority's (OAQDA) clean energy bond programs. Rogers explores qualifying projects, economic impacts, power purchase agreements, qualified energy conservation bonds, and PACE...
Clean Energy & Energy Finance: Overcoming Challenges & Delivering SuccessMembers only Login
Kate Tompkins with Squire Sanders addresses challenges in clean energy and energy finance. Furthermore, Tompkins touches on important financing considerations, and assessing various sources of capital to find the best match for your particular...
IRS Tax Exempt Bonds: Enforcement and OutreachMembers only Login
Chris Woodin of the Internal Revenue Service (IRS) provides insight into regulatory and enforcement issues, due diligence, reporting, and ongoing monitoring of muni securities.
Ohio Housing Finance Agency - Qualified Allocation PlanMembers only Login
The Housing Credit Program (LIHTC Program) is a federal income tax incentive program designed to increase the supply of quality affordable rental housing by assisting with the financing of development costs. Since 1987, the OHFA has used the Housing...
An Explanation of Clean Renewable Energy BondsMembers only Login
Edwin Oswald and Michael Larsen from Orrick, Herrington & Sutcliffe offer a comprehensive overview of Clean Renewable Energy Bonds. The paper provides information on the mechanics of CREBs, qualified issuers, allocation of national CREB volume...
Job Impact of Proposals to Limit the Municipal Bond MarketMembers only Login
This report, prepared by IHS Global Insight, assesses the major types of state and local infrastructure that is supported by tax-exempt bond financing and estimated the economic impact of spending cuts precipitated by municipal bond tax exemption...
The Community Reinvestment Act and Its Effect on Housing Tax Credit PricingMembers only Login
This report by CohnReznick LLP puts facts and figures to the commonly experienced market effects of CRA investors in the LIHTC world. CohnReznick explores this phenomenon with data that shows that CRA need increases the spread in the amount of...
Diversification of Capital Creates Fresh FocusMembers only Login
Heather Hood with Enterprise Community Partners discusses a variety of public and private sources for community investment projects. Hood assesses Social Impact Bonds, Low Income Housing Tax Credits, land-use planning, California investment funds,...
Peck Shaffer: Bonds as the Bedrock of Development FinanceMembers only Login
Blake Sharpton of Peck, Shaffer & Williams LLP provides an overview of bonds, tax allocation districts (TADs), and special district finance. Sharpton also describes the importance of repayment revenue sources and the bond financing process.
Georgia Downtown Renaissance ActMembers only Login
The Georgia Downtown Renaissance Act affirms the importance of Georgia’s downtowns by offering state tax incentives for private sector investments within clearly defined downtown boundaries called Renaissance Districts.
A Bright Future: Building a Solar AtlantaMembers only Login
Environment Georgia Research & Policy Center details Atlanta's efforts towards sustainability and green energy production. This report urges public leaders to consider making a considerable investment in clean energy, specifically solar energy, in...
Displaying 101 - 150 of 433 Previous | Next | New Search

CDFA National Sponsors

  • BNY Mellon
  • Bricker Graydon LLP
  • Bryan Cave Leighton Paisner LLP
  • Business Oregon
  • CohnReznick
  • Frost Brown Todd LLP
  • Grow America | Formerly NDC
  • Hawes Hill and Associates LLP
  • Hawkins Delafield & Wood LLP
  • Ice Miller LLP
  • KeyBanc Capital Markets
  • Kutak Rock LLP
  • McGuireWoods
  • MuniCap, Inc.
  • NW Financial Group, LLC
  • PGAV Planners, LLC
  • Raza Development Fund
  • SB Friedman Development Advisors
  • Stifel Nicolaus
  • U.S. Bank
  • Wells Fargo Securities
  • Z. The Bond Buyer
Become a Sponsor