Explore key considerations for New Markets Tax Credit (NMTC) compliance and asset management, including reporting requirements, portfolio oversight and operational practices for CDEs.
In this session, you’ll learn:
- Core NMTC compliance and asset management responsibilities
- CDE, investor and transaction-level reporting requirements
- Strategies for monitoring allocation commitments and reducing recapture risk
- NMTC underwriting, due diligence and borrower oversight practices
- Considerations for multi-CDE projects, community impact reporting and the seven-year compliance period
