IPT Webinar DLN628: You Too Can Be a Tax Credit Investor

IPT Webinar DLN628: You Too Can Be a Tax Credit Investor
IPT Webinar DLN628: You Too Can Be a Tax Credit Investor
June 24, 2020  
2-3 PM EST

This session will focus on how federal and state tax credits can be either transferred or allocated to an investor to meet economic, financial, regulatory, and/or social impact targets. No longer are investors limited to financial institutions. Companies in the market place that have a desire to utilize incentives for benefit can participate. The panel will provide background information on tax credit programs, how they can be monetized, and review a case of how a non-traditional investor participated in a tax credit structure without having to become an expert of the incentive program.

Learning Objectives:
• Explain the basics of tax credit programs and why they are available
• Justify the importance of tax credit monetization to the underlying project
• Determine financial implications and impacts for the tax credit investor
• Identify potential strategies to ensure an effective tax credit investment
• Discuss the potential non-financial outcomes of the tax credit investment for the tax credit investor

Speakers:
Irina Antonache, JD, LL .M . 
Senior Manager 
Moss Adams LLP 
Portland, OR

Brittany Mack, CCIP, MBA 
Director, Domestic Compliance, Incentives, Employment Tax, Unclaimed Property 
Walgreen Co.
Deerfield, IL

Kristen Switzer  
Senior Vice President
U.S. Bank
Saint Louis, MO

CPE: 1.2 hours

Members $50
Non Members $75

Registration Policies: Individuals must be registered, logged in separately, and answer attendance questions during the session to receive credit. 

Refunds and Cancellations: Requests for refunds must be received in writing by e-mail to cwebb@ipt.org by June 23, 2020 and will be subject to a $25 cancellation fee. Substitutions may be made up to June 23, 2020  for a $25 processing fee. No refunds will be granted after June 23, 2020.  Concerns should be sent to the Institute for Professionals in Taxation at cwebb@ipt.org or by calling 404-240-2300.  

CPE: Participants can earn 1.2 CPE credit in taxes and CMI/CCIPs will earn 1.2 hours towards renewing their designation. 

Additional Information
Prerequisites: Basic Familiarity with Taxes
Advanced Preparation: None
Program Level: Intermediate
Delivery Method: Group Internet Based
 
This program is sponsored by the Institute for Professionals in Taxation®. The Institute for Professionals in Taxation® is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:  www.learningmarket.org. In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been based on a 50- minute hour.
 
When
6/24/2020
Where
Distance Learning Atlanta, GA
Online registration not available.

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