Novogradac 2022 New Markets Tax Credit Conference

Workshops

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 only.

Please note: Agenda is set for Pacific Time
 
Please view CPE info here

WEDNESDAY, OCTOBER 27, 2021

WEDNESDAY, JANUARY 19, 2022

9:00 am - 4:00 pm

The Basics of New Markets Tax Credits (in-person only) - 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)
  • QALICBs
  • QLICIs and the sub-all test
  • Avoiding credit recapture
 
 
Erin Neff photo

Speaker: Erin Neff, Principal, Novogradac

Lisa Gibson photo

Speaker: Lisa Gibson, Director, Advisory, TAG by Cherry Bekaert

Ashley Wicks photo

Speaker: Ashley Wicks, Attorney, Butler Snow

Brad Elphick photo

Speaker: Brad Elphick, Partner, Novogradac

12:00 pm - 4:00 pm

Beyond the Basics of New Markets Tax Credits (in-person only) - 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 Fall 2021 Workshop:
  • Structures
  • Monetization of assets and financial feasibility
  • Proving true debt
  • Exit strategies
  • Original Issue Discount (OID)
  • Twinning with state credits
 
Neil Faden photo

Speaker: Neil Faden, Partner, Manatt, Phelps & Phillips LLP

Gregory Clements photo

Speaker: Gregory Clements, Partner, Novogradac

Nicolo Pinoli photo

Speaker: Nicolo Pinoli, Partner & Conference Chair, Novogradac

THURSDAY, JANUARY 20, 2022

TUESDAY, MARCH 22, 2022

THURSDAY, JANUARY 20, 2022

FRIDAY, JANUARY 21, 2022