Novogradac 2020 NMTC 201: Compliance Online Workshop

Friday, June 12, 2020 - 1:00pm to 4:00pm
June 12, 2020 - 1:00pm to 4:00pm

The online workshop airs from 1 to 4 p.m. ET (10 a.m. to 1 p.m. PT).

This course presents an overview of the compliance and reporting requirements for community development entities under the New Markets Tax Credit program.  Learn about requirements from the IRS and CDFI Fund, recapture risks, the redemption and substantially all tests, AMIS reporting, common pitfalls and more.

Instructors

Ryan Rieger
Principal
Novogradac 
 
David Graff Jr.
Principal
Novogradac 
 
Austin Power
Principal
Novogradac  

Topics Covered

  • Overview of Compliance Requirements
  • Qualified Active Low-Income Community Businesses
  • Substantially-All Test
  • Cash Distributions and Redemption
  • AMIS Reporting
    •  Transaction Level Report
    • Institutional Level Report
  • End of Compliance Period Reporting
    • QEI Closeout Report
    • Sub-CDE Dissolution

Target Audience

CDEs, investors, attorneys, accountants, consultants, and anyone else looking to learn the compliance and reporting requirements for CDEs under the new markets tax credit.

 
 

Registration Rates*

Standard: $295
Nonprofit: $245