An Introduction to Private Activity Bonds from the Congressional Research Service.

This report, produced by the Urban Institute, explores why LIHTC is a critical part of the housing safety net. The report details how and why the program has succeeded, the challenges it faces, and why the program is more important than ever.

This report is the seventh in a series of periodic reports issued by CohnReznick LLP that address the performance of properties financed with federal low-income housing tax credits.

This report summarizes data received from the state housing finance agencies (HFAs) that administer the Low Income Housing Tax Credit. The HFAs are required by the Housing and Economic Recovery Act (HERA) of 2008 to submit certain demographic and...

This revenue procedure provides guidance to the Chief Executive Officers of any State, any possession of the United States, and the District of Columbia regarding the procedure for designating population census tracts as Qualified Opportunity Zones.

Charlie Bartsch with ICF International looks at creative ways to finance brownfields redevelopment under tighter credit markets. The report looks at financing vehicles such as historic rehabilitation tax credits, new markets tax credits, energy...

The National Council of State Housing Agencies (NCSHA) have updated and revised their Recommended Practices in Housing Credit Administration. With help from industry partners, NCSHA combined their compliance monitoring polices with their allocation...

Rebecca Sullivan, Senior Vice President of MassDevelopment, walks through bond financing deals and explore strategies for maximizing the tool in New England, particularly focusing on providing capital to existing businesses and critical...

Jim Carras discusses how the workforce housing movement is building in Florida and talks about the different financing tools that can be assembled to address the gap needed to make workforce housing and affordable housing available.

Mitch Rosenstein discusses how the workforce housing movement is building in Florida and talks about the different financing tools that can be assembled to address the gap needed to make workforce housing and affordable housing available.

Brian Swanton discusses the workforce housing movement in Arizona, presents different financing tools for that can be assembled to address the gap needed to make workforce housing available, and presents some completed workforce housing case studies.

Marcos Ysmael discusses the workforce housing movement in Arizona, presents different financing tools for that can be assembled to address the gap needed to make workforce housing available, and presents some completed workforce housing case studies.

Corky Poster discusses the workforce housing movement in Arizona, presents different financing tools for that can be assembled to address the gap needed to make workforce housing available, and presents some completed workforce housing case studies.

Aaron Cooper discusses a unique mixed-use development finance case study in Ajo, AZ. This project explores the International Sonoran Desert Alliance project and it's impact on Ajo, AZ.

Joan Timeche discusses financing programs and strategies for Native communities in Arizona and considers how to leverage the available capital for even greater investment.

The changes and trends in the affordable housing industry have a large impact on Georgia communities. Continuing to provide an adequate number of homes affordable to low and moderate income households is increasingly difficult. Luckily, there are a...

This publication is a basic guide to the yield restriction and rebate requirements from the IRS. Understanding the arbitrage requirements can help issuers and conduit borrowers comply with their obligations and prevent violations of the arbitrage...

The changes and trends in the affordable housing industry have a large impact on Illinois communities. Continuing to provide an adequate number of homes affordable to low and moderate income households is increasingly difficult. Luckily, there are a...

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...

Combining multiple incentives successfully requires attention to detail and often some creative structuring. Identifying program requirements and balancing the applicable incentives are steps that must be established early on for any potential...

This audio cast from the IRS covers the importance of implementing post-issuance compliance procedures and regularly monitoring those procedures to preserve the status of tax-advantaged bonds over the entire life of the bonds. Tax-advantaged bonds,...

This is part two, Conduit Issuer Responsibilities, of a three-part series for conduit issuers of tax-exempt financing This module focuses on some of the responsibilities conduit issuers have in ensuring, compliance necessary to retain the...

This presentation is part of the IRS's education and outreach efforts. The presentation provides an overview of the responsibilities of conduit issuers of tax-exempt financings. It focuses on the conduit issuer's role with respect to tax-exempt...

Michigan is showing increasing economic strength. Despite this, the state’s housing market is not keeping up with an adequate number of homes affordable to low- and moderate-income households. Ben Stehouwer (Cinnaire) discusses the major changes and...

Energy Consortium provides an update to reflect newly Qualified Energy Conservation Bond (QCEB) issuances known issued by states.

This document from the IRS teaches readers about Exempt Facility Bonds.

Factsheet 2 of the Energy Investment Partnerships covers clean energy through bond markets, credit enhancements and capital markets, property assessed clean energy, and market assessment.

Doug Selbee (City and County of Denver) discusses major changes and trends in the state's affordable housing industry and the vision for policies, priorities, and resource allocation.

Ravi Malhotra (Triple Bottom Line Foundation) discusses ways to preserve affordable housing within Colorado.

Kimball Crangle (Gorman & Company, Inc.) discusses the state’s housing market and how to provide an adequate number of homes affordable to low and moderate-income households.

The IRS provides an explanation of how foundations can make mission-related investments without paying an additional excise tax.

This lesson from the IRS reviews the elements of the different derivative and hedge products used in the municipal market. Derivative structures often involve credit enhancement in various forms. This lesson also reviews the requirements and...

This publication from the IRS describes rules that apply to a particular type of qualified private activity bonds: qualified 501(c)(3) bonds. This Publication also addresses practices and steps an issuer or 501(c)(3) organization can take to protect...

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.

Bjorn Jensen's 2010 Thesis for MIT focuses on using renewable energy generation to facilitate brownfield remediation, examining three successful and one unsuccessful case study to understand best practices and common hurdles.

This Notice under § 54C(a) of the Internal Revenue Code provides related guidance on the following: (1) application requirements for requests for volume cap allocations; and (2) the method that the Department of the Treasury and the IRS will use to...

During this CDFA // BNY Mellon Development Finance Webcast, panelists Matthias Edrich of Kutak Rock and John Vahey of Bond Dealers of America share insight on the new proposal from the IRS affecting Issue Price for tax-exempt bonds.

During this CDFA // BNY Mellon Development Finance Webcast presentation, panelists Matthias Edrich of Kutak Rock and John Vahey of Bond Dealers of America share insight on the new proposal from the IRS on Issue Price for tax-exempt bonds.

In this CDFA // BNY Mellon Development Finance Webcast, representatives from Katten Muchin Rosenman LLP and BLX Group covered hot topics in regulations and enforcement.

In this report by the Energy Programs Consortium, an update is given on Qualified Energy Conservation Bonds (QECBs) including utilization trends.

Bryan Kern, accompanied by a panel of experts, outlines the current state of debt and capital markets, as well as opportunities for financing.

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...

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...

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,...

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...

Tina Neal, Principal with Perseverance Capital Advisors LLC presented about private activity bonds, tax credits, types of projects, and advantages and disadvantages.

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.

Greg Montgomery of Abundant Power provides an overview of several programs involving energy efficiency financing. This includes PACE and SC Saves.

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.

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...