Learn the fundamentals of New Markets Tax Credit allocation applications, compliance, and reporting requirements. The guiding document for a Community Development Entity (“CDE”) is its NMTC Application, becoming the roadmap in the execution of the CDE’s goals and objectives.  This course will help guide organizations through the steps of compliance, asset management and the accounting/bookkeeping needs for successful capital deployment.

Learning Objectives:

• Understanding how the NMTC application informs a Community Development Entity’s allocation agreement
• Understanding parameters around deployment of allocation
• Understanding CDFI Compliance and Reporting, including community outcomes tracking
• Understanding steps for managing the NMTC investment