Agenda subject to change.
Wednesday, Sept. 26, 2018
|9 a.m.-4:30 p.m.||HTC 101: The Basics Workshop(+)
Get an introduction or take a refresher course on the HTC, including the National Park Service application process and discussion of HTC concept such as qualified rehabilitation expenditures and buildings, credit recapture, minimum expenditures test, 50(d) income, deal structuring and how recent tax reform has affected HTCs.
|1-5 p.m.||State Historic Tax Credit Workshop(+)
Join our panelists as they compare and contrast state HTC programs and examine how they compare to the federal program. Hear about court cases, the difference between allocated and certificated credits, deal structuring and factors that influence pricing for state HTC, including recent tax reform.
Thursday, Sept. 27, 2018
|8-9 a.m.||Registration & Breakfast|
|8-9 a.m.||Women in Historic Tax Credits Breakfast (+)
Get to know successful women executives in the tax credit community with our special breakfast. All conference attendees are welcome to attend this breakfast, which features discussion, networking opportunities and tips for success
|9-9:30 a.m.||Welcome and Historic Awards Ceremony(+)
The conference begins by honoring winners of the Novogradac Journal of Tax Credits Historic Rehabilitation Awards, including a special lifetime achievement award honoring National Trust Community Investment Corporation founder John Leith-Tetrault.
|9:30-10:45 a.m.||The Washington Report(+)
The 2017 tax reform battle is in the rear-view mirror, but midterm elections are just weeks away. Hear what is likely to happen in Washington, D.C., this year and how changes in Congress could affect the historic preservation community.
|11 a.m. - Noon||Equity Marketplace Trends(+)
Our panel discusses how a lower corporate tax rate and the changes to the credit made in tax reform have impacted HTC pricing in 2018 and what that means to both the investors and developers of historic properties. Hear what’s working and how things are trending as we near the end of the year.
|Noon- 1:30 p.m.||Luncheon|
Concurrent Session 1:
|1:30-2:30 p.m.||Q&A with NPS/SHPO Insiders(+)
Panelists offer feedback on working with the National Park Service (NPS) and state historic preservation offices (SHPO). Get answers to your questions about how agencies work together and how they differ, as well as tips on how to avoid common problems with certifications.
|2:45-3:45 p.m.||State of the States(+)
Currently 32 states have some version of a state-level HTC, which can add significant value to preservation efforts. Hear what’s happening at the state level, how to get a HTC in your state and how to maximize the benefit to your development.
|4-5 p.m.||Unwinding your HTC Transaction(+)
Our expert panel shares insights on what to expect at the unwind, highlighting common issues and offering advice on what can be done both before and after a transaction has closed to ensure an efficient unwind.
Concurrent Session 2:
|1:30-2:30 p.m.||HTC Underwriting and Negotiation Issues(+)
Once you have a transaction in place, the funding requests must be underwritten–and there are often issues. Our panel will discuss those matters and share tips for closing your HTC transaction in an efficient and expeditious manner
|2:45-3:45 p.m.||Recent HTC Successes(+)
Hear stories of some recent properties that successfully reached the HTC finish line despite obstacles. Our panel will share tips that they used to navigate choppy waters and give you pointers to get your development completed.
|4-5 p.m.||Twinning Credits(+)
One way to boost economic power is to pair the HTC with the low-income housing tax credit. Our expert panel shares will discuss the benefits as well as some of the unique structural considerations involved in a twinned HTC-LIHTC project.
|5-6:30 p.m.||Networking Reception|
Friday, Sept. 28, 2018
|9-9:30 a.m.||Keynote Address(+)
Our distinguished speaker shares insights on historic preservation and what is coming in the months ahead.
|9:30-10:30 a.m.||A New Opportunity: HTC projects in Opportunity Zones(+)
The opportunity zones incentive was created during last winter’s tax reform, bringing a new tool for developers in many areas that also are prime for historic preservation. Gain a better understanding of how the opportunity zones incentive pairs with HTC.
|10:45- 11:45 a.m.||Structuring, Closing HTC Transactions Post Tax-Reform(+)
A panel of experts share insights on efficiently managing an HTC closing process. The panel will discuss common mistakes that cause the closing process to bog down or go off the rails. The panel will also touch on new considerations in the wake of tax reform. Learn about the advantages of different structures, the significance of equity funding benchmarks and more.
Notes from Novogradac
Friday, June 22, 2018
Tuesday, January 9, 2018
Friday, December 29, 2017