The Advanced Tax Credit Finance Course offers an in-depth exploration of tax credit financing, building upon foundational knowledge to delve into complex deal structures and compliance requirements.

Participants will gain a comprehensive understanding of the New Markets Tax Credit (NMTC) and Low-Income Housing Tax Credit (LIHTC) programs, examining the roles of various stakeholders and the integration of tax credits with other economic development tools, such as bonds and loans.

Through detailed case studies, the course illustrates the practical application of these credits in real-world scenarios.

This course qualifies for the CDFA Training Institute's Development Finance Certified Professional (DFCP) Program. Join us online to advance your expertise in tax credit finance and enhance your professional development.

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Course Objectives Develop a nuanced understanding of complex deal structuring in tax credit finance Comprehend the roles and interactions of multiple stakeholders in tax credit transactions Learn best practices for performance monitoring and regulatory compliance Gain insights from tax credit experts nationwide Topics Covered Comprehensive processes for NMTC and LIHTC transactions Strategies for accessing NMTC and LIHTC Effective project tracking methodologies Ensuring compliance with federal regulations Roles of essential parties in tax credit projects Exploration of Historic Tax Credits Overview of Investment Tax Credits and Renewable Energy Tax Credits Who Should Attend? Developers and tax professionals Bond issuers and economic development practitioners Community development professionals and P3 practitioners Brokers, dealers, underwriters, and elected officials Government and nonprofit finance officers Attorneys, accountants, and financial advisors

Course Advisor Marlon Roberts Council of Development Finance Agencies Coordinator, Knowledge and Networks Marlon Roberts is a Coordinator in the Knowledge and Networks Division at The Council of Development Finance Agencies (CDFA). In this role, Marlon supports research initiatives focused on capital markets and the evolution of development finance... tools, such as Revolving Loan Funds and Tax Increment Financing (TIF). His work ensures CDFA provides clients with the data and best practices necessary to successfully fund community projects. Marlon possesses a Bachelors of Arts in Public Policy, Management, and Leadership from The Ohio State University, with a Minor in City and Regional Planning. Prior to joining CDFA Marlon had worked in Workforce Development and led projects at IMPACT Community Action and held various positions in local government. Outside of work Marlon enjoys staying active, playing pickleball, and traveling. (More)

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. Please note that the application deadline is two weeks prior to the course start date.

CDFA permits only one person to log in 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.

Early Bird Rates (Ends September 18) CDFA Member: $500 Non-Member: $825

Standard Rates (After September 18) CDFA Member: $625 Non-Member: $950

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