Conference and Events
8th Annual New Markets Tax Credit Summit
Hosted by Reznick Group
May 13-15, 2009, Miami, Florida
This year’s New Markets Tax Credit (NMTC) Summit provided a comprehensive industry conference featuring some of the industry’s brightest talent discussing the latest strategies, emerging trends and expanding roles of the NMTC program. The conference was designed from the ground up to assemble the broadest cross-section of industry experts and participants in order to present the realities and operational guidelines for accessing NMTC capital and successfully closing deals in today’s volatile market.
This conference assembled a broad cross-section of industry experts and participants in order to present the realities and operational guidelines for accessing NMTC capital and successfully closing deals in today’s volatile market.
View Conference Material
8th Annual New Markets Tax Credit Summit Agenda
.PDF (382KB)
Presentations
Addressing the Tough Issues Upfront: State and Local Taxes
Presented by: David Norton, Reznick Group
.PDF (155KB)
The Do’s and Don’ts of Preparing a NMTC Allocation
Presented by: Gary Perlow, CPA, Reznick Group
.PDF (199KB)
Introduction to NMTC: Transaction Structure, Net Benefits, & Tax Credit Calculations
.PDF (191KB)
Negotiating a Transaction “What to Expect”
Presented by: Gary Perlow, CPA, Principal, Reznick Group
.PDF (226KB)
Basic Compliance Requirements “A Tightly Regulated Program”
Presented by: Debbie Rosier, Manager, Reznick Group
.PDF (437KB)
“The Nuts & Bolts of the NMTC Program”
Presented by: Gary Perlow, CPA, Principal, Reznick Group
.PDF (651KB)
“Standard Fees Seen in NMTC Deals”
Presented by: Scott Szeliga, Principal, Reznick Group
.PDF (209KB)
“Tax Credit Recapture Risk”
Presented by: Philip Cornblatt, Principal, Reznick Group
.PDF (180KB)
Video