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Strategic Financing Services

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How Can We Help You Access Capital to Support the Revitalization of Local Communities?

Tax Advantage Group (TAG) by Cherry Bekaert specializes in New Markets Tax Credits (NMTCs), Historic Tax Credits (HTCs) and numerous other local, state and federal credits and incentives.

We help our partners raise, deploy and manage capital in low-income communities across the country from rural non-metro census tracts to urban core historically disinvested neighborhoods. We work with borrowers, Community Development Entities (CDEs), lenders and investors to understand and simplify complicated tax credit and incentive financing structures; locate and secure the resources needed; and successfully navigate through the process to a financial closing. We help bridge the knowledge gap, serving as a guide, and close the financing gap bringing much needed revitalization, services, resources, and jobs into underserved communities.

How Cherry Bekaert Helps with Strategic Financing Solutions

We help organizations through Community Development Consulting, Project Financing, Management Services and direct financing through our affiliated entity, The Innovate Fund.

We are an organization that helps nonprofit and for-profit organizations access New Markets Tax Credit capital. We provide application writing services, Community Development Entity (CDE) consulting and strategic planning, community impact planning and tracking, and reporting. We help real estate and operating businesses secure New Markets Tax Credits, Historical Tax Credits and other sources of capital – securing New Markets Tax Credit allocations and other capital sources and guidance through the financial closing process. Our management services team provides a comprehensive suite of services including governance, deployment, compliance, fund management, asset management, bookkeeping, servicing and other reporting.

We are proud to say we’ve helped more than 15,000 people gain employment through the program. Additionally, over half a million people have received services and over nine million square feet of real estate has been developed or rehabbed.

From finding lenders to writing applications for New Markets Tax Credits funding to providing back-office support, we have the processes in place to manage long-term projects from start to finish. We also provide secure and reliable compliance and asset management services through a series of proprietary processes.

We have been involved with New Markets Tax Credits from day one, and related types of financing programs for decades. If you’re looking for the team that’s best positioned to help you navigate this landscape from start to finish, you’ve found it in TAG by Cherry Bekaert.

Learn more about our specific strategic financing capabilities:

Case Studies

“We work with our community partners, CDEs, investors and government agencies on innovative and transformative projects that bring jobs, services and commercial goods to the communities that need them the most.”
Laurel Tinsley, Managing Director, TAG by Cherry Bekaert

Related Thought Leadership
Apr 08
Case Study

NMTC Case Study for Byron Health Center

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Feb 11
Podcast

New Markets Tax Credits and Supply Chains: Funding Strategic Growth

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Dec 06
Webinar Recording

Tax Advantaged Capital Sources for Real Estate Development

Watch Now
Oct 18
Case Study

New Markets Tax Credit Allocation Case Study for Jones Lumber Gloster,...

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Sep 30
Podcast

Industrial Manufacturing: Building a Competitive Recovery – Part...

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Jul 01
Case Study

New Markets Tax Credit Allocation Case Study for Upward Star Center

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Let's Talk

Laurel Tinsley

Managing Director, TAG by Cherry Bekaert

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Let's Talk

Tammy C. Propst

Founder and Former Managing Director of TAG by Cherry Bekaert

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Services

New Markets Tax Credits

Learn how our Tax Advisory services can help implement the New Markets Tax Credit for...

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Project Financing

Tax Advantage Group by Cherry Bekaert helps clients successfully navigate and secure financing for New...

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Management Services

We provide a full suite of NMTC Management Services to CDEs including capital deployment, compliance...

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The Innovate Fund

Our lending affiliate, The Innovate Fund, transforms businesses and communities across Georgia, N. Carolina, S....

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Webinar: New Markets Tax Credit (NMTC) Program: How to Qualify

“We take the time to truly understand your project’s needs. Our commitment to getting you the best overall package is what sets us apart. And because we stand out, you will too.”
Tammy Propst, Founder and Former Managing Director, TAG by Cherry Bekaert

Brochures and Announcements

Optimizing Alternative Capital Sources

Listen to our podcast “Part 5: Optimizing Alternative Capital Sources” as we discuss capital formation,...

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TAG Services Overview

From finding lenders to writing applications for NMTC funding to providing back-office support like compliance,...

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Laurel Tinsley Brings Strategic Experience to Tax Advantage Group by Cherry Bekaert

Tax Advantage Group by Cherry Bekaert (“TAG”), a practice that specializes in New Markets Tax...

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Scott Scheffy Joins TAG by Cherry Bekaert to Expand Offerings to Southeast U.S.

TAG by Cherry Bekaert, a practice specializing in the New Markets Tax (“NMTC”) Credit, Historic...

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New Markets Tax Credits for Private Investment Funds and Family Offices

Find out more about New Markets Tax Credits for private investment funds and family offices...

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