Thursday, September 17, 2015
General Session
Thursday, September 17

Registration & Breakfast
8:00-9:00 am

Welcome
9:00-9:15 am

Washington Wire
9:15-10:15 am
Join Michael Novogradac and other industry veterans for a discussion on the latest developments in Washington, D.C., including an outline of the key players in the 114th Congress, administrative IRS efforts and NPS efforts.

Speakers
  • Michael Novogradac, Novogradac & Company LLP
  • Patrick Robertson, FTI Consulting

Article

By Michael Novogradac, Novogradac & Company LLP
Originally Published in the August 2015 Journal of Tax Credits

Break
10:15-10:30 am

Treatment of Section 50(d) Income
10:30-11:45 am
Join panelists as they discuss the most pressing issues on the acceleration of income in HTC investments. Panelists will discuss the IRS’s perspective and the current guidance.

Speakers
  • Mike Kressig, Novogradac & Company LLP (Moderator)
  • Jerome Breed, Bryan Cave
  • John Panno, Bank of America Merrill Lynch
  • Holly Heer, Barnes & Thornburg LLP

Journal of Tax Credits Historic Rehabilitation Awards
11:45 am-Noon

Luncheon
Noon-1:30 pm

Break
1:30-1:45 pm
Breakout I

Small HTC Investments
1:45-2:45 pm
With the market showing strong investor appetite, panelists will discuss the best ways to bring investment to small HTC investments. Find out who is providing the financing, discuss common small-deal structures and learn from smaller deals that have come to a successful close.

Speakers
  • Charlie Rhuda, Novogradac & Company (Moderator)
  • Brad Calloway, First NBC Bank
  • Ann Hered, Butler Snow
  • David Lutz, Stinson Leonard Street
  • Rob Olson, The Sherwin-Williams Company

Article

By Mark O'Meara, Novogradac & Company LLP
Originally Published in the July 2015 Journal of Tax Credits

Break
2:45-3:00 pm

GAAP Accounting for HTC
3:00-3:50 pm
Our experts address frequently asked questions by HTC investors and syndicators about staying in accordance with GAAP principles. Learn about the different ways investors can account for their HTC investments, including the equity method, accounting for leases, consolidation considerations and the fair market value approach.

Speakers
  • Bentley Stanton, Novogradac & Company LLP (Moderator)
  • Greg Clements, Novogradac & Company LLP
  • Christina Apostolidis, Novogradac & Company LLP
  • Jodie Fish, Novogradac & Company LLP

Article

By Frank Buss, Novogradac & Company LLP
Originally Published in the June 2014 Journal of Tax Credits

Break
3:50-4:00 pm

Rehabilitation Success Stories
4:00-4:50 pm
 Panelists will spotlight a case study that uncovers the goals of a project, community development, economic impact and benefits. The challenges in assembling the financing to rehabilitate the development and the considerations in complying with the Secretary of Interior Standards will also be addressed.

Speakers
  • Warren Sebra, Novogradac & Company LLP (Moderator)
  • Sarah Zahn, Gerding Edlen Development
  • Michael Chesler, The Chesler Group & MainStreet America Fund
  • Jonathan Leit, Alembic Community Development
  • Kevin Brokaw, Geis Communities
Breakout II

Market Testing in a Post Rev. Proc. 2014-12 Structure
1:45-2:45 pm

Speakers
  • Blair Kincer, Novogradac & Company LLP (Moderator)
  • Forrest Milder, Nixon Peabody
  • Glenn Graff, Applegate Thorne-Thomsen, P.C.
  • Kandi Jackson, National Trust Community Investment Corporation
  • Laura Vowell, U.S. Bancorp Community Development Corporation

HTC and State Tax Credits Case Study
3:00-3:50 pm
With more states creating HTC programs, leveraging state tax credits with federal credits is becoming an effective way to increase redevelopment. This panel will feature a deal that effectively used a state tax credit program with the federal HTC.

Speakers
  • John Sciarretti, Novogradac & Company LLP (Moderator)
  • Gary Elkins, Elkins PLC
  • Mike Saad, Squire Patton Boggs
  • John Bowman, Foss and Company
  • Phill Geheb, Munsch Hardt Kopf & Harr, PC

Break
3:50-4:00 pm

NMTC and HTC Case Study
4:00-4:50 pm
Considering that more than 75 percent of all approved HTC related projects from fiscal year 2002 to 2012 were located in NMTC-eligible low-income census tracts, it’s no surprise that combining the HTC and NMTC has led to a number of successful redevelopments. Our expert panelists will highlight a project that optimizes the effective use of these two tax credits.

Speakers
  • Tom Fantin, Novogradac & Company LLP (Moderator)
  • Christopher Pierce, Lathrop & Gage
  • Tom Oldenburg, U.S. Bancorp Community Development Corporation
  • David Brenner, Husch Blackwell
  • Christina Smith, National Trust Community Investment Corporation
Historic Properties Bus Tour and Reception
5:00-7:30 pm 
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