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Annette Stevenson, CPA

Partner

Annette Stevenson is a partner in the Cleveland office of Novogradac. She has more than 25 years of public accounting and business advisory experience, with an emphasis on complex financing for community development real estate projects, including new markets tax credits (NMTCs), historic tax credits (HTCs), opportunity zones (OZ), public/ private partnerships and other federal, state and local tax credits and incentives. Stevenson assists her clients in transaction structuring, financial modeling, NMTC compliance and reporting, due diligence and feasibility, and navigating accounting and tax issues. Her clients include community development entities (CDEs), real estate developers, investors, municipalities and other government entities, community development corporations, financial institutions and nonprofit organizations. Additionally, Stevenson provides a broad range of advisory services to CDEs, including transaction structuring and financial forecasts, development and implementation of internal compliance policies and procedures, NMTC allocation applications, compliance review and Community Development Financial Institutions (CDFI) Fund reporting. She has extensive experience in structuring and closing HTC, NMTC and OZ transactions. Stevenson is a nationally recognized HTC, OZ and NMTC expert and speaker who has presented to audiences across the nation. She also served as chair of Novogradac’s New Markets Tax Credit spring conference in Washington, D.C., for several years. Stevenson was the 2006 president of the Cleveland Chapter of Commercial Real Estate Women and was named to Crain’s Cleveland Business “Forty under 40” in 2009. She graduated from Cleveland State University and is licensed in Ohio as a certified public accountant.

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