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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: U.S. Dept. of Treasury CDFI Fund\Federal New Markets Tax Credits (NMTCs)
Displaying 51 - 100 of 114 Previous | Next | New Search
Nuts and Bolts of NMTCs and HTCs: Should Bond Lawyers Care?
This presentation covers financing structures for NMTC or HTC and tax-exempt bond projects. The authors are Mary Nash Rusher of Hunton & Williams, Peter Duffley of Womble Carlyle Sandridge & Rice, Dick Helde of Dorsey & Whitney, Marshall Philiips of...
Case Study: Zen Cha Tea SalonMembers only Login
Finance Fund provided this case study for Silk Road International's Zen Cha Tea Salon, which received two New Markets Tax Credit loans.
New Markets Tax Credits Fact SheetMembers only Login
This fact sheet from Invest Atlanta provides information on the New Markets Tax Credit Program and how the program works in Atlanta.
New Markets Tax Credit Transaction Screening FormMembers only Login
The Development Fund of the Western Reserve created this transaction screening form for projects interested in qualifying for New Markets Tax Credits.
Renewable Energy Finance Incentive & Tax Credit ProgramsMembers only Login
Richard Montgomery and Soledad Ursua of Enhanced Capital Partners provided this overview of Investment Tax credits, New Markets Tax Credits, and how the two can be combined.
New Markets Tax Credits Fact SheetMembers only Login
This fact sheet from the Office of the Comptroller of the Currency covers the New Markets Tax Credit program from the banking perspective. The document describes benefits to banks and common financial structures for the program.
Multibank CDCs: Pooling Resources to Strengthen CommunitiesMembers only Login
This issue of Community Development Investments from the Office of the Comptroller of the Currency covers community development corporations (CDCs). Topics include tips for creating multibank CDCs, encouraging economic development, and project case...
Tax Credits Work--The Truth Behind One of the Federal Government's Most Productive Financing Programs
The New Markets Tax Credit program has a proven record of success as an economic development finance tool. CDFA President & CEO Toby Rittner reviews investment tools and covers the NMTC program in this article from Development Finance Perspectives.
A Decade of Economic Development Results by City Council DistrictMembers only Login
This report from the Atlanta Development Authority covers the projects financed by the authority in each city council district from 2000 - 2010. Each district has a map of projects and reports on tax allocation districts, job creation, and housing...
Managing the Exit Tax Burden of the QALICB
Neil D. Kimmelfield wrote this article on the exit transaction of a New Markets Tax Credit deal for the May issue of the Novogradac Journal of Tax Credits. This part of the article examines how a transaction is handled when cancellation of...
Brownfields 2011: TIF, Tax Credits & Creative FinancingMembers only Login
Toby Rittner, CDFA President & CEO, gave this presentation on creative financing at the Brownfields 2011 conference. This document provides an overview of TIF and federal tax credit programs, which are financing tools that can be successfully...
New Markets Tax Credits Overview Video
This video presentation by Brad Elphick of Novogradac & Co. provides a clear overview of New Markets Tax Credits (NMTCs). The slides display the terminology associated with NMTCs, as well as the structure of the program, which involves the CDFI...
OH Port Authority Finance Options for ManufacturersMembers only Login
This document contains several presentations from the Bricker & Eckler LLP and The Ohio Manufacturers' Association meeting on Port Authority Finance Options for Manufacturers and Developers. The presentations overview the programs available through...
The New Markets Tax Credit: 10th Anniversary Report
This report by the New Markets Tax Credit (NMTC) Coalition provides a thorough review of the first ten years of the federal tax credit program. The report covers the history and function of NMTCs, several case studies, and a data analysis of the...
New Markets Tax Credits: 50 Projects - 50 States
This report by the New Markets Tax Credit Coalition provides 50 case studies--one for each state--of this tax credit program. The report begins with an introduction to and explanation of the tax credit program. The case studies include the NMTC...
Resources for Redeveloping the Menomonee ValleyMembers only Login
This document created by the Menomonee Valley Financial Resources provides an overview of the financing options available to businesses in the area. Some of the programs discussed are brownfield grants and renewal community tax incentives, among...
Evaluating Community and Economic Development ProgramsMembers only Login
The Urban Institute, through a contract with the CDFI Fund, published this evaluation of the New Markets Tax Credits program. The evaluation identifies key program evaluation concepts, questions, methods and measures. Overall, ULI found that the...
HUD Prohibition of the Escrowing of Tax Credit Equity; Final RuleMembers only Login
This final rule, in accordance with a provision in the Housing and Economic Recovery Act of 2008, bars HUD from requiring the escrowing of equity from the sales of low-income housing tax credits (LIHTCs), historic tax credits (HTCs) and new markets...
First-of-Its-Kind Financing Brings Transit Oriented Development to D.C.
A new mixed-use development near the Rhode Island Avenue Metro Station in Washington, D.C. will provide housing, shopping and restaurants for residents and commuters. The $107 million project combines U.S. Department of Housing and Urban Development...
New Markets Tax Credits ProgramMembers only Login
Adrian Ocegueda from Lone Star Investment Advisors gives an overview of the New Markets Tax Credits program in this presentation.
Internal Revenue Service New Markets Tax Credit Audit Guide
The Internal Revenue Service recently released this training guide for revenue agents assigned to monitor the New Markets Tax Credits program. It includes a thorough explanation and background on NMTCs and describes requirements of the various...
2010 New Markets Tax Credit Application Webcast
This webcast hosted by the CDFI Fund gives an overview of the New Markets Tax Credit program and offers guidance for community development entities applying for a 2010 allocation.
Understanding New Markets Tax Credits
Robert Poznanski of National Equity Fund, Inc. explained to the audience at the CDFA Michigan Financing Roundtable 2010 Economic Development Finance Conference the basics of new market tax credits and how Michigan is using new market tax credits to...
New Markets Tax Credit: The Credit Helps Fund a Variety of Projects in Low-Income Communities, but Could Be SimplifiedMembers only Login
This report by the Government Accountability Office (GAO) looks at the New Markets Tax Credits (NMTC) program through 2009. It examines CDFI Fund data by year and by state. The report concludes that the program is largely successful in creating...
Minority Entities Are Less Successful in Obtaining New Markets Tax Credits Awards Than Non-Minority EntitiesMembers only Login
This Government Accountability Office (GAO) report examines the differences in approval rates for New Markets Tax Credits allocations for minority and non-minority Community Development Entities (CDEs). Non-minority CDEs have a seven times higher...
CDFA 2009 Practitioner’s Showcase: National New Markets Fund LLC - Second Line StagesMembers only Login
This presentation was given during CDFA's 2009 Practitioner's Showcase Competition for Best Tax Credit Financed Project. by Belden Hull Daniels of National New Markets Fund LLC. The Second Line Stages project in New Orleans was the winning entry.
Investment Tools: Tax Credits & Innovation FinanceMembers only Login
This presentation by Alan Kennard gives an overview of how the New Markets Tax Credits program works and the requirements and guidelines to accessing the program.
NMTC Qualified Equity Investment ReportMembers only Login
This report, updated through April 2009, gives detailed information regarding every New Markets Tax Credits allocation since the programs authorization in 2001.
Sustainable Finance: Private and Public Investment VehiclesMembers only Login
This presentation by Belden Hull Daniels focuses on some of the different financing vehicles being used for sustainable finance. Areas examined include New Markets Tax Credits, triple bottom line funds, green and clean venture funds and green...
Community Development Financial Institutions (CDFI) Fund: New Markets Tax Credit Program and Green FinanceMembers only Login
This presentation gives an overview of how the New Markets Tax Credit (NMTC) program works and provides examples of NMTC projects that have been completed using green and sustainable principles and goals.
Promoting Investment in Distressed Communities: The New Markets Tax Credit Program
The CDFI Fund released this report examining the New Markets Tax Credit (NMTC) Program derived from data collected from 2002-2007 program years. The report looks at information captured from the application, investors and investments as well as...
CDFI Fund: Overview of AllocationsMembers only Login
The CDFI Fund has made available an overview of the New Markets Tax Credit Program and how it works. The report also looks at the allocatees, where NMTC investments are made and how the CDFI Fund ensure that a proportional amount of investments are...
New Markets Tax Credits Q&A Document: Low-Income Communities and Targeted PopulationsMembers only Login
This fact sheet provides answers to many of the frequently asked questions about how Community Development Entities (CDEs) may serve certain geographic areas and Targeted Populations under the New Markets Tax Credit (NMTC) Program.
New Markets Tax Credits ... an Investment Catalyst ToolMembers only Login
Mandy Spangler, Senior Associate with Carras Community Investment, presents about the New Markets Tax Credit tool, how the program operates, the types of projects it can be used to finance and case study examples.
New Markets Tax CreditsMembers only Login
Jeff Arnold from Kutak Rock LLP and Marc Hirshman from U.S. Bank present about the U.S. Department of Treasury's New Markets Tax Credit program. The presentation outlines they key deal structures as well as the necessary elements required for...
The New Markets Tax Credit: A Valuable Tool for Economic Development
Ellen Seidman of ShoreBank Corp. and the New America Foundation wrote this article discussing the advantages of the New Markets Tax Credit (NMTC) Program. The report explains NMTCs and also highlights case study examples to illustrate the programs...
The New Market Tax Credit Program - A CEOs for Cities Briefing Paper: How This New Incentive Can Strengthen America's CitiesMembers only Login
Jim Miara prepared this paper for CEOs for Cities, which details the New Markets Tax Credit program, its history and success. The paper also highlights the financial structure of deals using NMTCs.
New Market Tax Credit: CDE Certification Glossary of Terms
The CDFI Fund has compiled a glossary of terms to help Community Development Entities understand the terms commonly used during the CDE certification process.
Costal Enterprises, Inc.'s Approach to New Markets Tax CreditsMembers only Login
Charlie Spies, Managing Director, Costal Enterprises, Inc. discusses the New Markets Tax Credit Program and CEI's approach to managing allocated financing. This presentation outlines several of the lending models used to finance NMTC deals.
New Markets Tax Credit Program, Progress Made in Implementation, but Further Actions Needed to Monitor Compliance - GAO, January 2004Members only Login
This GAO report (1) describes the status of the NMTC program, (2) profiles community development entities (CDE) that were selected to receive NMTC allocations in 2003, and (3) determines whether systems are in place or planned to ensure compliance...
Displaying 51 - 100 of 114 Previous | Next | New Search

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