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Expanding Tax Credit Horizons: Historic, New Markets, Low-Income Housing and Green Building Innovations

September 24-25, 2009
Cleveland, Ohio
Crowne Plaza Cleveland
Thursday: 9:00 a.m.-5:00 p.m. • Friday: 9:00 a.m.-12:00 p.m.
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Agenda

Thursday, September 24, 2009

Day One
8:00 a.m. Registration and Continental Breakfast
9:00 a.m. - 9:50 a.m. Welcome and Introductions
10:00 a.m. - 10:50 a.m.

Session 1: Washington Wire                                                                  
Attend this session to hear a timely discussion on the latest developments in Washington.
11:00 a.m. - 11:50 p.m.

Session 2: The American Recovery and Reinvestment Act
The Recovery Act is creating sweeping changes within the low-income housing tax credit (LIHTC), new markets tax credit (NMTC) and renewable energy tax credit (RETC) programs. Understand how to navigate the provisions of this legislation and how to identify and create new opportunity during these tough economic times.
12:00 p.m.

Keynote Luncheon

2:00 p.m. - 2:50 p.m. Session 3: From Credits to Cash: Selling NMTCs, HRTCs and RETCs in Today’s Market - Developer Issues
If you’re considering using tax credits for your or your client’s project, familiarize yourself with the differences that characterize NMTCs, HRTCs and RETCs—how they are priced and sold, investor appetite and the risks and rewards inherent to each.
3:00 p.m. - 3:50 p.m. Session 4: Finding the Dollars: How to Tap Into the Equity Market for Tax Credit Project – Investor Issues
Learn how all projects can attract syndicators and provide the developer with an infusion of equity. Hear why investment banking firms should be considered for investing tax credit equity in projects eligible for both federal and state historic tax credits.
4:00 p.m. - 4:50 p.m.

Session 5: The Show Must Go On—Saving Historic Theaters, Other Municipal Owned Structures & Community Landmarks
Historic landmarks provide immense opportunity and a chance to use historic tax credits for adaptive reuse or preservation. Learn how to work with community interests, partner with not-for-profits, and explore practical and financial issues.
6:30 p.m. – 10:30 p.m. Networking Reception at the Rock and Roll Hall of Fame

 

Friday, September 25, 2009

Day Two
8:00 a.m. - 9:00 a.m. Registration and Networking Breakfast
9:00 a.m. - 9:50 a.m.

Session 6: Working with the Secretary of the Interior's Standards for Rehabilitation
Before you begin any historic project, it is paramount that you have a firm grasp of the Secretary of the Interior's Standards for the treatment of historic properties and how they impact project decisions both large and small. Join historic preservation consultants and officials in a discussion of the many factors and building characteristics that must be considered in preservation and reuse, and a look at Parts 1-3 of the historic preservation certification application.
10:00 a.m. - 10:50 a.m.

Session 7: Affordable Housing, Green Building and Sustainable Initiatives: Incentive & Lending Environment Issues
The use of solar power and green building techniques can add tremendous value to a property. Hear a panel of insurance and lending experts discuss how developers can afford the up-front investment and explore the latest trends in green building, available incentives and underwriting issues.

11:00 a.m. - 11:50 a.m.

Session 8: NMTC and Renewable Energy
Join a discussion on the economics of combining renewable energy tax credits (RETCs) with new market tax credits (NMTC); how to use investment tax credits to add solar installations to NMTC projects; what investors will pay for the combined credits; and the issues that arise in these transactions.
12:00 p.m. Conference Concludes