Agenda subject to change.
Wednesday, October 17, 2018
|9 a.m.-4 p.m.||NMTC 101: The Basics(+)
Learn the fundamentals of the New Markets Tax Credit program, including the history, the role of significant players, the details of CDEs, QEIs, QLICIs, QALICBs and other acronyms, how to avoid recapture and more, from experts in the field.
8:30 a.m.-12:30 p.m.
|Half-Day Workshop: Closing Deals for CDEs(+)
Alec Baldwin’s character in “Glengarry Glen Ross” made “always be closing” a catchphrase for a generation, but for community development entities, it’s not that simple. Hear from the experts on what to do and what pitfalls to avoid while navigating the closing period for your deal.
|1-5 p.m.||Half-Day Workshop: Exit Strategies(+)
When a NMTC deal completes its compliance period, it’s often time to consider how to exit the transaction. Hear about the various tax issues associated with the different exit strategies from those who have done it.
Thursday, October 18, 2018
|8-9 a.m.||Registration & Breakfast|
|9-9:40 a.m.||Welcome & QLICIs of the Year Awards(+)
The conference chairman welcomes attendees and honors the Novogradac Journal of Tax Credits QLICIs of the Year.
|9:40-10:30 a.m.||Treasury Department Year in Review(+)
A representative of the Treasury Department shares the latest on the NMTC program, including when to expect the 2018 allocation, when the 2019 allocation round might open and updates regarding compliance and CIIS reporting.
|10:45 a.m.-Noon||What’s Happening in Washington(+)
Hear insiders’ perspectives on what’s happening on Capitol Hill, including what the upcoming midterm elections could mean to community development professionals and the chances of an extension for the NMTC program.
|Noon-1:30 p.m.||Buffet Luncheon|
|1:45-2:45 p.m.||Investor Market Outlook(+)
Experts share how the investment market looks as adjustments continue in the wake of the 2017 tax reform legislation. Our panel discusses what kind of issues are affecting current pricing and whether things will change in 2019.
|3-4 p.m.||Opportunity Zones(+)
The opportunity zone incentive has the potential to make an enormous impact in the community development field. Hear about the basics of the new incentive, as well as how it can pair with the NMTC program.
Concurrent Session 1:
|4:10-5 p.m.||Due Diligence for underwriting NMTC transactions(+)
In an NMTC transaction, there are often multiple sources of financing. This panel will discuss the due diligence required for underwriting those transactions, information that can help all involved.
Concurrent Session 2:
|4:10-5 p.m.||Unconventional Financing Tools(+)
Hear from our panel on what is available and the best practices for working with unorthodox financial tools. We will discussed such things as C-PACE, EB-5, USDA funding and private activity bonds.
|5-6:30 p.m.||Networking Reception|
Friday, October 19, 2018
|9-9:30 a.m.||Speaker Spotlight(+)
Our special speaker shares insights about the NMTC program., community development, the opportunity zone incentive and what to expect in the coming months.
|9:45-10:45 a.m.||Awardee Case Study(+)
Hear the story of a successful NMTC awardee, from the first steps to the pursue NMTCs to seeking a CDE to allocation and development. Hear the behind-the-scenes story of success.
|11-11:50 a.m.||Defining, Measuring Additional Impacts of NMTCs(+)
NMTC-financed developments are often measured by jobs created and services delivered, but there are other social and economic effects. Our panel discusses other impacts and how to measure them.
Notes from Novogradac
Friday, June 22, 2018
Friday, February 23, 2018
Tuesday, February 13, 2018