Pre-Conference Workshop: Tax Credit Basics

for the New Markets Tax Credit Conference

January 29-30, 2009
Estancia La Jolla, San Diego, Calif.
Wednesday: 8:00 a.m.-4:00 p.m.

Agenda

 

8:00 a.m. Registration
9:00 a.m. Welcome and Introductions
9:15 a.m. Industry Overview: Why Tax Credits Produce Housing
10:15 a.m. Why Partnerships? The Legal Necessities of Ownership
11:00 a.m. Break
11:15 p.m. A Project's Equity Calculation by the Numbers
12:15 p.m. Lunch Provided
1:15 p.m. Q&A Session
1:30 p.m. Financing with Tax Exempt Bonds (and Tax Credits)
2:30 p.m. Break
2:45 p.m. The Lender Perspective - How to Match Debt with Equity
3:45 p.m. The Investor Perspective and New Developments in the Market
4:15 p.m. Test Questions and Prizes
4:45 p.m. Workshop Concludes