The Advanced Tax Credit Finance WebCourse offers an in-depth exploration of tax credit financing, building upon foundational knowledge to delve into complex deal structures and compliance requirements.

Participants will gain a comprehensive understanding of the New Markets Tax Credit (NMTC) and Low-Income Housing Tax Credit (LIHTC) programs, examining the roles of various stakeholders and the integration of tax credits with other economic development tools, such as bonds and loans.

Through detailed case studies, the course illustrates the practical application of these credits in real-world scenarios.

This course qualifies for the CDFA Training Institute's Development Finance Certified Professional (DFCP) Program. Join us online to advance your expertise in tax credit finance and enhance your professional development.

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Course Objectives Develop a nuanced understanding of complex deal structuring in tax credit finance Comprehend the roles and interactions of multiple stakeholders in tax credit transactions Learn best practices for performance monitoring and regulatory compliance Gain insights from tax credit experts nationwide

Topics Covered Comprehensive processes for NMTC and LIHTC transactions Strategies for accessing NMTC and LIHTC Effective project tracking methodologies Ensuring compliance with federal regulations Roles of essential parties in tax credit projects Exploration of Historic Tax Credits Overview of Investment Tax Credits and Renewable Energy Tax Credits

Who Should Attend? Developers and tax professionals Bond issuers and economic development practitioners Community development professionals and P3 practitioners Brokers, dealers, underwriters, and elected officials Government and nonprofit finance officers Attorneys, accountants, and financial advisors

Course Advisor

Fawn Zimmerman Council of Development Finance Agencies Managing Director, CDFA Advisory Services Fawn Zimmerman is Managing Director of CDFA Advisory Services in the Knowledge & Networks Division at the Council of Development Finance Agencies (CDFA). In her role, Fawn assists development finance agencies nationwide with strategic planning,... finance program development, and obtaining CDFI certification. She also leads initiatives to enhance capital access for underserved communities. Fawn oversees the CDFA Equitable Capital Loan Guarantee Program, aimed at increasing funding for underserved small businesses, and the CDFA–NASDA Foundation Socially Disadvantaged Farmers & Ranchers Access to Capital Program, which focuses on building a comprehensive agricultural resource database, offering hands-on technical assistance, and developing culturally relevant programs to boost investment in socially disadvantaged farmers and ranchers. Fawn holds a Bachelor of Arts with honors in Communication from The Ohio State University and has pursued postgraduate studies at Ohio University. Her career is deeply intertwined with her philanthropic goals, and she is committed to leveraging her creative, academic, and professional experiences to drive positive changes in the development finance sector. (More)

The Advanced Tax Credit Finance WebCourse will take place on Zoom. The course will meet each day from 12:00-5:00 PM Eastern. Attendees must have access to a computer and the internet to attend the course.

This training course qualifies for the CDFA Training Institute's Development Finance Certified Professional (DFCP) Program. Start down the road to personal and professional advancement today.

Scholarships are available to attend this event. Learn more about the CDFA Scholarship Program, and submit your application today. Please note that the application deadline is two weeks prior to the course start date.

CDFA permits only one person to log in and participate in the course. If multiple people are accessing the course without paying to attend, we will terminate the connection and access. CDFA offers group discounts for organizations that wish to register multiple people.

Standard Rates CDFA Member: $625 Non-Member: $950

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