Novogradac 2021 Fall New Markets Tax Credit Conference


Novogradac workshops give you a chance to gain detailed insight and knowledge about affordable housing, community development, historic preservation, opportunity zones or renewable energy fields.

From basics workshops (where you get an explanation of or refresher about the specific industry) to specialized, deep-dive workshops (where you get training and information to help you take the next step), the Novogradac preconference workshops add to your professional toolbox. Attend a workshop before one of our conferences to maximize your time learning about and networking with professionals within your specific industry.

Separate registration is required for workshops. The cost is $450 with conference registration, $550 workshop only. Workshops are in person. 


Workshops are subject to change

Please note: Agenda is set for Central Standard Time

Click here to view CPE information

Please note, workshops are in-person only. 


9:00 am - 4:00 pm

The Basics of New Markets Tax Credits- additional fee required

Learn the fundamentals of the New Markets Tax Credit program, including the background, roles of significant players, the alphabet of CDEs, QEIs, QLICIs and QALICBs, how to avoid recapture and more, from experts with years of experience consulting on NMTC transactions. 
Discussion Topics from Spring 2021 workshop:
  • Background and purpose of NMTC program
  • The basic NMTC structure
  • Tax credit pool, application process and award process
  • Claiming the credits
  • The leverage structure
  • Allocation application and rounds
  • CDEs (service areas, governing/advisory boards)
  • QLICIs and the sub-all test
  • Avoiding credit recapture
Ashley Wicks photo

Speaker: Ashley Wicks, Attorney, Butler Snow

Rebecca Darling photo

Speaker: Rebecca Darling, Partner, Novogradac

Jodie Fish photo

Speaker: Jodie Fish, Manager, Novogradac

Monica Blanton photo

Speaker: Monica Blanton, Director of NMTC Operations, River Gorge Capital

1:00 pm - 5:00 pm

Beyond the Basics of New Markets Tax Credits- additional fee required

Experienced NMTC practitioners will benefit from this workshop that includes such topics as monetization of assets and financial feasibility, how to prove true debt, managing exit strategies and twinning the NMTC with state deals. It includes a Q&A session where you can get specific answers for your transactions.
Discussion Topics from Spring 2021 Workshop:
  • Structures
  • Monetization of assets and financial feasibility
  • Proving true debt
  • Exit strategies
  • Original Issue Discount (OID)
  • Twinning with state credits
Jarrod Sharp photo

Speaker: Jarrod Sharp, Partner, Thompson Coburn LLP

Jonathan Crawford photo

Speaker: Jonathan Crawford, Director, Stonehenge Capital

Nicolo Pinoli photo

Speaker: Nicolo Pinoli, Partner, Novogradac

Amanda Read photo

Speaker: Amanda Read, Partner, Novogradac