-Overview
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
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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
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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
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-Agenda
Day 1
| 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 WebCourse.
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| 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.
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| 1:30 PM - 3:30 PM |
Combining New Markets Tax Credits with Other Tools
In this session, speakers will discuss how New Markets Tax Credits (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.
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| 3:30 PM - 3:45 PM |
Break
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| 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.
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| 5:00 PM |
Adjourn
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Day 2
| 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.
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| 12:15 PM - 2:15 PM |
How to Structure a Low-Income Housing Tax Credit Deal
In this session, speakers will go beyond the basics and dive into 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 during their experience.
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| 2:15 PM - 2:30 PM |
Break
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| 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 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.
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| 3:45 PM - 4:00 PM |
Break
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| 4:00 PM - 5:00 PM |
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| 5:00 PM |
Adjourn
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-Location
The Advanced Tax Credit Finance Course is not currently on the schedule. Please check back for updates, or contact info@cdfa.net for more information about the CDFA Training Institute. |
-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.
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.
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CDFA Member: $550
Non-Member: $825
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CDFA Member: $600
Non-Member: $875
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Register