Novogradac 2023 Spring 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.


Please note: Agenda is in Eastern Time and is subject to change.

Find CPE info here.


9:00 am - 4:00 pm

NMTC Basics [In-Person]

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 deals.
Ashley Wicks photo

Speaker: Ashley Wicks, Attorney, Butler Snow

Monica Blanton photo

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

Rebecca Darling photo

Speaker: Rebecca Darling, Partner, Novogradac

1:00 pm - 5:00 pm

NMTC Compliance [In-Person]

Getting a new markets tax credit (NMTC) allocation and even closing your QLICIs isn't the end of the line for CDE compliance. Learn about compliance requirements from the IRS and CDFI Fund, recapture risks, allocation agreements, the substantially all test, common pitfalls and more.
Ryan Rieger photo

Speaker: Ryan Rieger, Principal, Novogradac

Travis Vance photo

Speaker: Travis Vance, Manager, Novogradac

Austin Power photo

Speaker: Austin Power, Partner, Novogradac


FRIDAY, JUNE 9, 2023