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100-minute live streaming program
  • April 16
  • 1:00 - 2:40 pm EST

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Audio & Reference Manual

Navigating the NMTC Program as a Project Sponsor

April 16

Gain a better understanding of the New Markets Tax Credits and the opportunities that exist.

This topic will provide you with an overview and analysis of the new markets tax credit program, as the industry awaits the announcement of $3.5 billion in allocations by the CDFI Fund in spring 2019. Learn about significant opportunities for developers, lenders and community development entities in designated census tracks to secure additional financing in order to complete projects and fund businesses. Listen to an overview of the tax credit, a discussion of recent transactions; and how you can access financing for your business or real estate project.

Learning Objectives

  • You will be able to discuss the requirements to qualify for NMTC financing.
  • You will be able to recognize the structures used in a NMTC financing transaction.
  • You will be able to identify how a project sponsor seeks NMTC financing.
  • You will be able to review current industry practices.

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Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

What Is the New Markets Tax Credit Program?
  • Overview
Examples of NMTC Investments
Definitions and Players
Investment Structure and Benefits
A QALIC…What?
  • Define a QALICB and How You Qualify
Do You Have a Viable Project?
  • Project Selection Criteria for CDEs
  • QALICB Issues
State of the Industry
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Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

OnDemand Webinar

This course was last revised on April 20, 2017.

Call 1-866-352-9540 for further credit information.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

Live Webinar Registration

  • AIPB 2.0
     
  • This program is acceptable for 2.0 CPEC(s) towards the CB designation through the American Institute of Professional Bookkeepers (AIPB).
     
  • Enrolled Agents 2.0
     
  • This program qualifies for 2.0 hours of Continuing Education Credit for enrolled agents under Treasury Department Circular #230 Section 10.6(g).
     
  • CPE 2.0 including Taxes 2
     
  • Lorman Education Services is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: https://www.nasbaregistry.org/cpas/complaints. For more information regarding administrative policies such as complaint and refund, please contact our offices at 866-352-9539. CPE Credit: Maximum Credit Hours: 2.0 each session (based on a 50 minute credit hour). You must attend at least 50 minutes to obtain credit. Field of Study: Taxes for 2.0 hours. Prerequisite: basic knowledge of taxation. Level of Knowledge: Intermediate. Teaching Method: Seminar/Lecture. Advance Preparation: None. Delivery Method: Group Internet Based. Please refer to the information in this brochure for outline, course content and objectives. Upon completion of this course, you will receive a certificate of attendance. Final approval of a course for CPE credit belongs with each state's regulatory board. Please note: In order to receive CPE credit for this course you MUST use the streaming audio option, as well as enable and complete the required progress checks.
     
  • Lorman Business Center, Inc. is a registered provider for CPA CPE through the State Education Department of New York, Sponsor number: 000640. The following course will carry the subject area of Taxation for 2.0 hours.
     

Audio & Reference Manual

  • Arizona CLE 1.5
     
  • CA MCLE 1.5
     
  • CT CLE 1.5
     
  • GA CLE 1.7
     
  • HI CLE 1.5
     
  • IL CLE 1.5
     
  • ME CLE 1.5
     
  • MO CLE 2.0
     
  • MT CLE 1.75
     
  • NJ CLE 2.0
     
  • NV CLE 1.5
     
  • VT CLE 1.5
     
  • WA CLE 1.5
     
  • WV MCLE 2.0
     
The CLE Code is ONLY a requirement when applying for CLE Credit in California (for participatory credit), Kansas, New Jersey or New York. Other states do not need to supply the CLE Code to apply for CLE credit.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

Who should attend?

This live webinar is designed for accountants, CPAs, CFOs, controllers, tax managers, presidents, vice presidents, owners, real estate professionals, bookkeepers and enrolled agents.

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Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Elaine DiPietro

Elaine DiPietro

Blooming Ventures LLC

• Founded Blooming Ventures LLC to utilize her experience in the New Markets Tax Credit (NMTC) industry to provide consulting services to project sponsors and community development entities

• Most recent experience is as vice president for Enterprise Community Investment, Inc., where she was responsible for management of all facets of Enterprise’s NMTC program, including investor and government relations, deal selection, underwriting and portfolio management

• Managed the provision of compliance and accounting services to other NMTC community development entities

• Enterprise is one of the largest recipients of NMTC allocation; under her direction Enterprise managed a portfolio of over $800 million of investments

• Frequent speaker at NMTC industry conferences and has published articles in industry journals

• Serves on several advisory and governing boards for NMTC community development entities

• Graduate, with honors, King’s College in Wilkes-Barre, PA

Nicolo Pinoli, CPA

Nicolo Pinoli, CPA

Novogradac & Company LLP

• Partner in the Portland, OR, office of Novogradac & Company LLP

• Specializes in affordable housing and community development, including the low-income housing tax credit (LIHTC), new markets tax credit (NMTC), historic rehabilitation tax credit (HTC) and tax-exempt bond financed transactions

• Extensive experience in a wide range of services, including financial statement audits; tax return preparation; writing NMTC and LIHTC applications; LIHTC, NMTC, and HTC transaction underwriting; consulting on LIHTC, NMTC, and HTC transaction structuring; and LIHTC and NMTC compliance

• Frequent speaker at industry conferences, also delivers several webinars every year on topics such as NMTC exit strategies, NMTC allocation applications and LIHTC Year 15 strategies

• Published many articles on various technical issues confronting the affordable housing and community development industries, and also serves as a technical editor of the Novogradac LIHTC Handbook

• Licensed in California, Oregon and Washington as a certified public accountant

• M.A. degree in professional accounting; B.A. degree in accounting, Brigham Young University

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Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

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Product ID: 405775
Published 2017, 2019
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