General Session
Friday, September 18

Registration & Breakfast
8:00-9:00 am

Current HTC Structures
9:00-10:15 am
Panelists will discuss issues that tax lawyers and accountants worry about in closing HTC deals—compliance with Rev. Proc. 2014-12, including consideration of reasonableness, opinions, guarantees and cash distributions.

Speakers
  • Brad Elphick, Novogradac & Company LLP (Moderator)
  • Eric Darling, Carlisle Tax Credits
  • Alexander Szilvas, Baker Hostetler
  • Ted Hickey, Holland & Knight
  • Mary Lovett, Ulmer & Berne LLP
  • Mark Diachok, PNC Bank
  • Steven Stogel, DFC Group, Inc.
Article

By Brad Stanhope, Novogradac & Company LLP
Originally Published in the February 2015 Journal of Tax Credits

Break
10:15-10:30 am

Working with NPS and SHPOs
10:30-11:30 am
Panelists will help you work through the maze of local, state and federal design and program approvals. Understand the players and their roles, how to get through the process and what role the SHPO plays.

Speakers
  • Tom Boccia, Novogradac & Company LLP (Moderator)
  • John Tess, Heritage Consulting Group
  • Bill MacRostie, MacRostie Historic Advisors LLC
  • Tom Kasper, Kasper Mortgage Capital

Article

By John Tess, Heritage Consulting Group
Originally Published in the August 2015 Journal of Tax Credits

Conference Concludes
11:30 am