Novogradac 2023 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.

Please note: Agenda is set to the local time zone and is subject to change. 

Find CPE Information Here


9:00 am - 4:00 pm

NMTC Basics Workshop

Learn the fundamentals of the new markets tax credit incentive, 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.
Jason Callaham photo

Speaker: Jason Callaham, Strategic Financing Consultant, Cherry Bekaert Advisory LLC

Rebecca Darling photo

Moderator: Rebecca Darling, Partner, Novogradac

Chris Perkowski photo

Speaker: Chris Perkowski, Partner, Stinson

1:00 pm - 5:00 pm

NMTC Beyond the Basics Workshop

Get a deeper overview of the NMTC incentive, with a discussion of the CY 2023 application and a further look at such issues as structures, twinning with state incentives, challenges with QALICBs and exit strategies.
Erin Neff photo

Speaker: Erin Neff, Principal, Novogradac

Nicolo Pinoli photo

Moderator: Nicolo Pinoli, Partner, Novogradac

Aileen Thomas photo

Speaker: Aileen Thomas, Partner, Jones Walker LLP



Reserve your place.

Attending a new markets tax credit (NMTC) conference is one of the best ways to stay up to date with the latest trends in community development. Network with hundreds of community development professionals while learning from experienced NMTC accountants, allocatees, investors, developers and more. Explore emerging legislation and tax credit equity pricing while learning how to best prepare for future NMTC allocation rounds.