Venue
Washington D.C, United States

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Event Date Thu Jun 15 EDT - Fri Jun 16 EDT (over 7 years ago)
Location Washington D.C, United States
Region Americas
Details

Activity in the Historic Tax Credit (HTC) space has been steady, but the industry is still trying to glean whether there will be changes in the light of tax reform. Join us as investors, developers and practitioners on the front lines of today’s HTC transactions gather in Washington DC to take a comprehensive look at the current environment.

Don’t miss this premier event for cutting-edge guidance, networking and open discussions with industry leaders.

Topics covered during this 1½-day program include:

How the IRS guidance on “50(d) Income” has affected the industry and how transactions have changed with the guidance.

Revenue Procedure 2014-12 compliance, best practices and Safe Harbor “lite” transactions. Hear how investors are underwriting structure risk and complying (or not) with the numerous elements of the Safe Harbor.

How have pricing and deal terms responded to the new risk allocation?

Reasonableness reports and opinions benchmarking developer fees, management fees, lease terms and other arrangements have become a cottage industry. When are they needed, what should they cover and what should they say?

Combining HTCs with New Markets Tax Credits, Low-Income Housing Tax Credits and loans from affiliates.

We’ll also explore state credit transactions, exits, audit activity, audit rules and provide an update on tax reform.

Speakers

Julian Adams
New York State Parks, Recreation and Historic Preservation

Tucker Bartlett
Self-Help Ventures Fund

Cathleen Beauchamp
Symetra Financial Corporation

Kenan Bigby
Trinity Financial LLC

Eric Brubaker
Foss & Company

Stephanie Caragher
CohnReznick LLP

John Cornell
Nixon Peabody LLP

Eric Darling
Carlisle Tax Credit Advisors

Ward Dennis
Higgins Quasebarth & Partners, LLC

Ned Dix
Nixon Peabody LLP

Mark Einstein
Absolute Tax Credit Investments, LLC

William Fiederlein
NTCIC

Jessica Glynn Worthington
Nixon Peabody LLP

Brian Goeken
National Park Service

Cindy Hamilton
Heritage Consulting Group

Erik Hein
NCSHPO

Gary Howe
AEGON

Jeff Jacobson
Clocktower Tax Credits

Dharminder Kalsi
CohnReznick LLP

Tim Karp
Chase

Steve Kramer
U.S. Bank CDC

Forrest Milder
Nixon Peabody LLP

Michael Moses
global X

Robert Olson
The Sherwin-Williams Company

John Panno
Bank of America Merrill Lynch

Marshall Phillips
CohnReznick

Michael Phillips
NTCIC

Andrew Potts
Nixon Peabody LLP

Nick Ratti
CohnReznick

Albert Rex
MacRostie Historic Advisors

Patrick Robertson
FTI Consulting

David Schon
Nixon Peabody LLP

Leigh Ann Smith
Bank of America Merrill Lynch

Steven Stogel
The DFC Group

Steve Stombres
Harbinger Strategies

Deborah VanAmerongen
Nixon Peabody LLP

Sponsors & Partners

Sponsors for 2017
Nixon Peabody
National Trust Community Investment Corporation
Cohnreznick