NMTC + HTC Case Study

NMTC and HTC Case Study
Speaker Biographies

Tom Fantin, Novogradac & Company LLP

Tom Fantin is a manager in the Dover, Ohio, office of Novogradac & Company LLP, where he performs numerous services related to the new markets tax credit (NMTC), historic rehabilitation tax credit (HTC) and renewable energy tax credit (RETC) industries, including audit and tax services, forecasting and consulting. Before joining Novogradac & Company in 2014, Mr. Fantin was an associate director with a regional certified public accounting firm in Ohio. He has significant experience serving the accounting and business advisory needs of middle-market companies in various industries, including restaurants, oil and gas, manufacturing/distribution, and brokers and dealers in securities. Mr. Fantin’s experience includes providing auditing, accounting, and mergers and acquisitions services, including due diligence, and performing SSAE 16 engagements. Mr. Fantin received his bachelor’s degree in accounting from the University of Akron and obtained his Certified Information Technology Professional (CITP) credential. Tom was recognized as one of The CPA Practice Advisor's 40 under 40 from 2009 through 2013. He is a licensed certified public accountant in Ohio.

Christopher Pierce, Lathrop & Gage

Christopher Pierce places a high value on meeting all needs of each client. Real estate and finance form the core of his practice—with an emphasis on projects financed with tax credits and other incentives.
Nonprofit and for-profit real estate developers, investors, syndicators, and lenders turn to Mr. Pierce for guidance on transactions involving low-income housing tax credits, historic tax credits, and new markets tax credits.
His practice also includes advising clients in the acquisition, disposition, financing, and leasing of office, retail, industrial, and multi-family residential properties. In addition, he assists lenders in documenting and closing commercial real estate and asset-based loans.

Tom Oldenburg, U.S. Bancorp Community Development Corporation

Thomas Oldenburg is a vice president with U.S. Bancorp Community Development Corporation (USBCDC), responsible for originating and structuring new markets tax credit (NMTC) and historic tax credit (HTC) investments in markets throughout the east region. He joined USBCDC in 2007 and has assisted with closing of more than 150 transactions, investing more than $400 million of tax credit equity. He previously worked in USBCDC’s affordable housing group, as an asset manager of a LIHTC investment portfolio. Before joining USBCDC, he worked for a real estate finance and land development consulting firm in New York. Mr. Oldenburg holds a master’s degree in urban planning and real estate development-finance and bachelor’s degrees in business and political science. He’s a member of ULI and serves on the board of directors for the International Institute of St. Louis. 

David Brenner, Husch Blackwell LLP

David Brenner is a member of Husch Blackwell’s financial services team, where he primarily represents housing authorities and developers with financing matters related to the development of affordable housing developments and the formation of various business entities. Mr. Brenner’s industry experience includes assisting various developers, lenders and investors in real estate finance projects, including negotiating and drafting joint ventures, partnership and limited liability company agreements; restructuring of troubled real estate partnerships and projects; and advising clients in transactions generating new markets tax credits (NMTCs) and other tax credits. Before joining Husch Blackwell LLP, Mr. Brenner was a tax consultant for accounting firm PricewaterhouseCoopers. Mr. Brenner earned his bachelor’s degree from Tulane University and his juris doctor from the University Of Miami School Of Law.

Christina Smith, National Trust Community Investment Corporation (NTCIC)

As project manager for NTCIC, Christina Smith performs a variety of acquisition activities including underwriting and closing debt and equity investments involving federal/state historic, solar and new markets tax credits. Before joining NTCIC in 2006, Ms. Smith worked for a former leading warehouse lender where she managed account portfolios totaling more than $1 billion in bank credit lines. She also has three years of experience as a commercial real estate paralegal for the New York Office of Skadden, Arps, Slate, Meagher & Flom LLP.
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