Watch our discussion with Brad Elphick, Partner at Novogradac, and Ryan Brunton, Partner at Stinson, as we discuss expert predictions on NMTC award announcement and application release timing. We will also discuss industry trends and tips for managing post-closing modification scenarios. Whether you’re a first-time awardee or a seasoned practitioner, this call will provide insider perspectives to help you plan and manage your NMTC portfolio.

App writers – start your computers! The NMTC Application is almost here! Join us for a discussion with seasoned industry professionals as we break down best practices, common pitfalls, and winning strategies for preparing a competitive New Markets Tax Credit (NMTC) application. Whether you’re a first-time applicant or a returning participant, this call will provide practical guidance and insider perspectives to strengthen your submission and increase your chances of success.

Moderated by Jennifer Novak and Tim Swenson with Guest Speaker Rebecca Darling

Join us for the CCML NMTC Roundtable Call where we discuss NMTC updates and real ways you can help deepen your advocacy efforts with special guest Bob Rapoza of Rapoza Associates and moderators Ursula Eatmon and Scott Szeliga

Resources:

• Congressional Districts – New Markets Tax Credit Coalition
• Full Committee – Ways and Means
• Membership | About | The United States Senate Committee on Finance
• Organization Sign-on Letter: Tell Congress to Make the NMTC Permanent – New Markets Tax Credit Coalition
• Advocacy Toolkit – New Markets Tax Credit Coalition
• If you have any more questions or need any of these resources, email Madison@rapoza.org 

Join us for a melting pot of topics including FAQs, reporting and certification hangups and pitfalls with moderators Andrew Koelbl of Baker Tilly and Ursula Eatmon of Wells Fargo.

In March of 2024, the CDFI Fund released updated Transaction Level Report guidance for NMTC AMIS reporting. Join us while the experts discuss the new and revised data points and resulting changes to AMIS reporting. With Speakers Elaine DiPietro, President of Blooming Ventures LLC and Jennifer Kirkley, Senior Manager at CohnReznick, as well as moderators Shelly Crowder Senior Vice President with United Fund Advisors and Scott Szeliga, Office Managing Partner, Baltimore with CohnReznick.

Join moderators Eric Jones, Matthew Matuniak, and Tim Swenson for a conversation about how loan funds, bridge lending, PACE, and other tax credit programs may impact NMTC deal structuring.

Trefor Henry & Dawan Qadir from the CDFI Office of Compliance Monitoring & Evaluation present on programmatic and compliance updates. This call was not recorded.

• Presentation Slides

Curious how other practitioners manage NMTC assets? Join guest speakers Jennifer Kirkley and Charles Edelen of CohnReznick, as they discuss site visits, risk ratings, QALICB financial review, red flags, census data updates and more. With moderators Scott Szeliga (CohnReznick) and Tim Swenson, Midwest Minnesota CDC.

Speakers: Jennifer Westerbeck of US Bancorp Impact Finance; Sandra M. Moore of Advantage Capital; and Andre Akeem Simon of Key Bank; with moderators Matthew Matuniak of US Bancorp Impact Finance and Jennifer Novak of Community Reinvestment Fund USA.

Moderators:
Bret L. Hendrickson, Partner, Nolan Sheehan Patten LLP and Andrew Koelbl, Managing Director, Baker Tilly US, LLP

• Proposed TLR Changes Feb 2023 (PDF)
• CBA Report Template