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Advanced Tax Credit Finance WebCourse
September 21-22, 2022
Daily: 12:00 - 5:00 PM Eastern

-Overview

The Advanced Tax Credit Course will take a deeper dive into the use and applicability of tax credits. Building on the basic structure of tax credits covered in the Intro to Tax Credit Course expert speakers will discuss details of New Markets Tax Credits (NMTC) and Low- Income Housing Tax Credits (LIHTC) through the lens of all parties and how they come together on a given transaction. Case studies will be presented to illustrate on how tax credits work with other economic development tools such as bonds or loans.

This course will qualify for the CDFA Training Institute's Development Finance Certified Professional (DFCP) Program. Join us online, and start down the road to personal and professional advancement today.

Register

Course Objectives

  • Gain a deeper understanding of the complex nature of deal-structuring
  • Understand the role of the multiple players involved in tax credit deals
  • Learn about the importance of performance monitoring
  • Expand your knowledge on the critical value of compliance with Federal Regulations
  • Hear from tax credit experts around the country
  • Receive information on best practices

Topics Covered

  • NMTC and LIHTC process from A-Z
  • How to access NMTC and LIHTC
  • Project Tracking
  • Regulatory Compliance
  • The necessary parties to a tax credit project
  • Historic Tax Credit
  • Investment Tax Credit
  • Renewable Energy Tax Credit

Who Should Attend?

  • Developers
  • Tax Professionals
  • Bond Issuers
  • Economic Development Professionals
  • Community Development Professionals
  • P3 Practitioners
  • Broker/Dealers and Underwriters
  • Elected Officials
  • Government and Nonprofit Finance Officers
  • Attorneys
  • Accountants
  • Financial Advisors

Course Advisor

Anneliese McClurg Anneliese McClurg
Council of Development Finance Agencies
Coordinator, Research & Technical Assistance
Anneliese McClurg is a Coordinator of Research & Technical Assistance at the Council of Development Finance Agencies (CDFA). Anneliese is responsible for working on the Kellogg Foundation-funded food systems finance initiative and USDA Community... (More)

-Agenda

Wednesday, September 21, 2022

Wed 12:00 PM - 12:15 PM
Welcome & Overview
Welcome to the course! This session will introduce CDFA, explain how to use the online software, and discuss the agenda for the two-day Advanced Tax Credit Course.
Wed 12:15 PM - 1:30 PM
Status Update on Federal Tax Credits
Do you want to incorporate federal tax credits into your deal but wonder if they are still valid options? The course will begin with a status update of federal tax credit programs, if any are slated to sunset, and whether or not it makes sense to include them in the transaction.
Wed 1:30 PM - 3:30 PM
Combining New Markets Tax Credits with Other Tools
In this session, speakers will discuss how New Markets Tax Credit (NMTC) work with other economic development tools such as tax-exempt bonds, Opportunity Zones, tax increment finance (TIF), and funding made available through the American Rescue Plan. Speakers will present theories and case studies to demonstrate how these types of deals work in communities.
Wed 3:30 PM - 3:45 PM
Break
Wed 3:45 PM - 5:00 PM
Understanding the Low-Income Housing Tax Credit Program's 4% and 9% Deals
You may be aware of 4% and 9% Low-Income Housing Tax Credit (LIHTC) deals, but do you know what decisions go into selecting one type of transaction over another? In this session you will learn the nuances behind the two types of structures, what the major differences are, and the pros and cons of each transaction.
Wed 5:00 PM
Adjourn

Thursday, September 22, 2022

Thu 12:00 PM - 12:15 PM
Revisiting Day 1
Day 2 will begin with a review of key takeaways from Day 1 and the agenda for the second half of the course.
Thu 12:15 PM - 2:15 PM
How to Structure a Low-Income Housing Tax Credit Deal
In this session, attendees will hear from speakers that go beyond the basics and take a deep dive through a typical LIHTC transaction from start to finish. Speakers will present case studies, share their biggest challenges, and discuss the best practices they have learned along the way.
Thu 2:15 PM - 2:30 PM
Break
Thu 2:30 PM - 3:45 PM
Regulatory Reporting
Launching New Markets Tax Credits (NMTC) and Low-Income Housing Tax Credits (LIHTC) projects can be difficult. It is equally as important to understand how to comply with Federal regulators once you have closed on these projects. This session will provide everything attendees need to comply with NMTC and LIHTC regulations.
Thu 3:45 PM - 4:00 PM
Break
Thu 4:00 PM - 5:00 PM
Investment Tax Credits, Renewable Energy Tax Credits, and Other Federal Tax Credits in the Toolbox
NMTC, LIHTC, and Historic Tax Credits dominate the industry but other tax credits that can be used to finance projects. The course will wrap up with a session that covers what these tax credits are and how they can be applied alongside other economic development tools.
Thu 5:00 PM
Adjourn

-Location


The Advanced Tax Credit Finance WebCourse will take place on Zoom. The course will meet each day on September 21-22, 2022 from 12:00-5:00 PM Eastern. Attendees must have access to a computer and the internet to attend the WebCourse.

-Registration

This training course qualifies for the CDFA Training Institute's Development Finance Certified Professional (DFCP) Program. Start down the road to personal and professional advancement today.

Scholarships are available to attend this event. Learn more about the CDFA Scholarship Program, and submit your application today.

CDFA permits only one person to login and participate in the course. If multiple people are accessing the course without paying to attend, we will terminate the connection and access. CDFA offers group discounts for organizations that wish to register multiple people.

Register before September 2, 2022 for Early-Bird Rates.
Early Bird Rates
(Ends September 2)
CDFA Member: $550
Non-Member: $825
Standard Rates
(After September 2)
CDFA Member: $600
Non-Member: $875


Register