Federal New Markets Tax Credit Financing Webinars and Educational Materials

The following webinars are for educational purposes and are at no charge.

Additionally, upon request we provide webinars targeted towards specific industries and specific Borrower during which participants may ask questions.  All of our webinars are at no charge.

20-Minute NMTC Webinar

Our pre-recorded 20-Minute Webinar provides a brief introduction to the federal new markets tax credit program in order to prove a high-level understanding of the economic and community benefits as it applies to Borrowers.

  1. Intent of the NMTC Program
  2. Economic Benefits and Flexible Underwriting Criteria
  3.  Permitted Uses and Prohibited Uses
  4. Low-Income Census Tract/Highly Distressed
  5. Community and Economic Impacts to Economically Distressed Communities
  6. Good Borrower and Project Candidates
  7. Sizing of NMTC Financing
  8. Permitted and Prohibited Uses
  9. Sizing of NMTC Financing
  10. Our Services to Secure NMTC Financing

2-Part NMTC Webinar

Our pre-recorded 2-part webinar provides a more detailed discussion of the federal new markets tax credit program as it applies to and benefits Borrowers.

Our webinar generally follows our website discussion but provides context and covers additional relevant topics, as set forth below.

Part 1: The Basics

  1. Intent of the NMTC Program
  2. 4 NMTC Participants
  3. Economic Benefits
  4. Good Borrower and Project Candidates
  5. Facilitated by “Allocatees” and “CDEs”
  6. Legal Requirements
  7. Recapture of NMTCs
  8. Underwriting Requirements
  9. Sizing of NMTC Financing
  10. Our Services to Secure NMTC Financing

Part 2: Steps and Structuring

  1. Brief Recap of Part 1
  2. Sizing and Qualification for the Forgiven
    NMTC Loan or the Non-Forgiven Loan
  3. Steps to NMTC Financing
  4. How the NMTC Program Subsidy Technically Works
  5. IRS Approved Leverage Structure
  6. Acronyms
  7. Leverage Sources Required to Facilitate the NMTC Program Subsidy
  8. Unwind after 7-Year NMTC Compliance Period
  9. Our Services to Secure NMTC Financing