Agenda - Novogradac 2015 Historic Tax Credit Conference

Thursday, Sept. 17

8-9 a.m.
Registration and Breakfast

9-9:15 a.m.
Welcome
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9:15-10:15 a.m.
Washington Wire
Join Michael Novogradac and other industry veterans for a discussion on the latest developments in Washington, D.C., including an outline of the key players in the 114th Congress, administrative IRS efforts and NPS efforts.
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10:15-10:30 a.m.
Break

 

10:30-11:45 a.m.
Treatment of Section 50(d) Income
Join panelists as they discuss the most pressing issues on the acceleration of income in HTC investments. Panelists will discuss the IRS’s perspective and the current guidance.
(+) Speakers

11:45 a.m.-Noon
Journal of Tax Credits Historic Rehabilitation Awards

Noon-1:30 p.m.
Luncheon

1:30-1:45 p.m.
Break

Breakout I

1:45-2:45 p.m.
Small HTC Investments

With the market showing strong investor appetite, panelists will discuss the best ways to bring investment to small HTC investments. Find out who is providing the financing, discuss common small-deal structures and learn from smaller investments that have come to a successful close.
(+) Speakers

2:45-3 pm
Break

3-3:50 p.m.
GAAP Accounting for HTC

Our experts address frequently asked questions by HTC investors and syndicators about staying in accordance with GAAP principles. Learn about the different ways investors can account for their HTC investments, including the equity method, accounting for leases, consolidation considerations and the fair market value approach.
(+) Speakers

3:50-4 p.m.
Break

4-4:50 p.m.
Rehabilitation Success Stories

Panelists will spotlight a case study that uncovers the goals of a project, community development, economic impact and benefits. The challenges in assembling the financing to rehabilitate the development and the considerations in complying with the Secretary of Interior Standards will also be addressed.
(+) Speakers

Breakout II

1:45-2:45 p.m.
Market Testing in a Post-Rev. Proc. 2014-12 Structure

Expert analysts will examine certain market metrics in the new Post-Rev. Proc. 2014-12 landscape. Learn what fees and or relationships need to be tested, some unique requests that have been made, industry expectations, and types of tests to expect.
(+) Speakers

2:45-3 p.m.
Break

3-3:50 p.m.
HTC and State Tax Credits Case Study

With more states creating HTC programs, leveraging state tax credits with federal credits is becoming an effective way to increase redevelopment. This panel will feature a deal that effectively used a state tax credit program with the federal HTC.
(+) Speakers

3:50-4 p.m.
Break

4-4:50 p.m.
NMTC + HTC Case Study

Considering that more than 75 percent of all approved HTC related projects from fiscal year 2002 to 2012 were located in NMTC-eligible low-income census tracts, it’s no surprise that combining the HTC and NMTC has led to a number of successful redevelopments. Our expert panelists will highlight a project that optimizes the effective use of these two tax credits.
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5-7:30 p.m.
Historic Properties Bus Tour and Reception

Friday, Sept. 18

8-9 a.m.
Breakfast

9-10:15 a.m.
Current HTC Structures

Panelists will discuss issues that tax lawyers and accountants worry about in closing HTC deals– compliance with Rev. Proc. 2014-12, including consideration of reasonableness opinions, guarantees and cash distributions.
(+) Speakers

10:15-10:30 a.m.
Break

10:30-11:30a.m.
Working with NPS and SHPOs

Panelists will help you work through the maze of local, state and federal design and program approvals. Understand the players and their roles, how to get through the process and what role the SHPO plays.
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