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This recorded session, “Mastering Application Writing for New Markets Tax Credits,” focuses on the steps and strategies needed to create a strong NMTC application and prepare for upcoming allocation opportunities.

The session covers:

  • Detailed NMTC application writing tips for each section
  • Understanding CDFI Fund requirements and scoring
  • Building a competitive project pipeline for underserved and non-metropolitan areas
  • Developing a capitalization strategy using equity, grants, and below-market debt
  • Measuring community outcomes, such as quality jobs and accessible jobs
  • Navigating compliance, reporting, and the seven-year QEI cycle

This session provides guidance for Community Development Entities (CDEs), nonprofits, developers, and consultants who want to maximize NMTC funding and create sustainable community impact.

What You Will Learn:

  • Key elements of a winning NMTC application
  • Strategies for targeting deep distress and underserved states
  • Best practices for data collection, reporting, and compliance
  • Steps to align mission-driven goals with measurable results

Connect With Us

Laurel Tinsley

Strategic Financing Services Leader

Partner, Cherry Bekaert Advisory LLC

Contributor

Connect With Us

Laurel Tinsley

Strategic Financing Services Leader

Partner, Cherry Bekaert Advisory LLC