NMTC 201: Advanced NMTC Concepts

NMTC 201: Advanced NMTC Concepts

October 20, 2015

Breakfast & Registration

8-9 am

Overview of What Structures Are Out There

9-9:30 am

Why It Matters Where Fees and Expenses Are Paid

9:30-9:45 am

Calculating the Net Benefit

9:45-10:00 am

QALICBs: Real Estate vs. Operating Business

10-10:45 am

How to Prove True Debt

11-11:30 am

Managing Exit Strategies

11:30 am-Noon

Luncheon

Noon-1 pm

Managing Exit Strategies (continued)

1-2:15 pm

Overview of Original Issue Discount (OID)

2:15-2:45 pm

Twinning the State Deals

3-3:30 pm

QALICB Portion of a Business - How Do I Qualify?

3:30-4 pm

Strategies to Overcome Common Problems with QALICB status

4-4:3 pm

Q&A

4:30-5 pm