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Agenda - Novogradac 2016 New Markets Tax Credit Conference

Thursday, Jan. 21

6-7 a.m.
Boot Camp Fitness Class (optional)

8-9 a.m.
Registration and Breakfast

9-9:10 a.m.
Opening Address
(+) Speakers

9:10-10 a.m.
What's Next for the NMTC

(+) Speakers

10-10:10 a.m.
Investor Roundtable
As the NMTC program celebrates 15 years, demand remains strong and experienced participants continue to build their community investment track records. These seasoned investors will discuss regulatory changes, trends, and comment on their views concerning NMTC investing in 2016.
(+) Speakers

11 a.m.-Noon
NMTC Compliance and Monitoring Update

Panelists will discuss the most recent updates to the NMTC Compliance & Monitoring FAQ released by the CDFI Fund in October, including discussion on questions 42, 43, 44 relating to use of QLICIs.
(+) Speakers

Noon-1:30 p.m.
Luncheon

Breakout I: CDE/Investor Track

1:30-2:30 p.m.
Innovative QLICIs

Attend this session to hear how innovative use of QLICIs is impacting where and what type of projects CDEs are investing in, namely small QLICIs, shorter term QLICIs and equipment loans.
(+) Speakers

2:30-2:45 p.m.
Break

2:45-3:45 p.m.
Accounting and Tax Insights for CDEs and Investors

NMTC experts will provide insight on crucial accounting and tax issues for CDEs and investors. In addition to key federal tax considerations, state tax filing issues–such as how to treat loan interest–will be addressed.
(+) Speakers

3:45-4 p.m.
Break

4-5 p.m.
Transaction Structure Spotlight

A multitude of transaction structure configurations are used for new markets tax credit investments. Attend this panel to learn more about the available structures to accommodate various business and tax objectives.
(+) Speakers

Breakout II: QALICB Track

1:30-2:30 p.m.
QALICB Boot Camp

Find out what a QALICB needs to know going into a transaction. QALICBs and their consultants will offer their perspective on how to assemble the appropriate players, mechanics of the transaction, common missteps and how to maximize NMTC investment value.
(+) Speakers

2:30-2:45 p.m.
Break

2:45-3:45 p.m.
Nonprofit QALICB Considerations

A tax-exempt organization may participate in the NMTC program in several ways. Our panelists will discuss the different ways these organizations can contribute, paying particular focus to discussing a few examples of deals that benefited nonprofit QALICBs.
(+) Speakers

3:45-4 p.m.
Break

4-5 p.m.
Swimming with the CDEs

Participate in this “Shark Tank”-style panel where deals will be presented to CDEs for consideration. Learn in an interactive way what the hot buttons are for investing as QALICBs pitch their ideas for developments inside the tank.
(+) Speakers

 

Friday, Jan. 22

6-7 a.m.
Boot Camp Fitness Class (optional)

8-9 a.m.
Registration and Breakfast

9-9:15 a.m.
Keynote Address

(+) Speakers

9:15-10:15 a.m.
Historic and New Market Tax Credits

Given the fact that a large number of HTC-related projects are 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 highlight the effective use of these two tax credits, including available structures, interplay of different tax credit periods and other common issues.
(+) Speakers

 

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

10:30-11:30 a.m.
Lessons Learned in 2015

Now that 2015 is behind us, hear experts discuss the top lessons learned over the past year. Attendees will have the opportunity to offer their top lessons learned to compare with the experts.
(+) Speakers

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