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Webinar: Pitfalls & Preparation for Tax-Exempt Bonds

June 17 @ 10:00 am - 11:30 am

TAAHP Webinar

Thank you to Our Sponsors

Novogradac & Company
Phase Engineering
Shackelford Law
Katopody, LLC
Tidwell Group
Tiber Hudson
Dominium
J4 Development

This webinar will address how to best prepare for the upcoming Texas Bond Review Board lottery process in October, as well as for ensuring that the required 4% applications for TDHCA are delivered timely and in complete fashion. Key concepts will include:

  • site identification
  • proper strategy for bond allocation, and
  • tax credit application preparation

A recording will be made available to all registrants within a week of the live broadcast.

Webinar Details
Date: Friday, June 17th, 2022
Time: 10:00am to 11:30am
Webinar using the Zoom platform

Texas Accounting License CPE Credits: 1.5; Prerequisites: None
(CPE is only available to those who attend the live stream; not available for those who only watch the recording)

Cost to Attend
$59 for TAAHP Members
$89 for Non-Members

Registration closes at 9:00 a.m. CT on June 17th.

 

Important registration form tips:

  • Login to with your own user account credentials to register! (if registering on behalf of a member, you do not need to use their login information to register them at the member rate) if you do not already have a user account and login credentials, you can create an account here: https://members.taahp.org/create-account. NOTE – you DO NOT need to be a member to create a user account.
  • When entering the attendee name, select from the dropdown list that appears rather than just typing info in (if possible). This way, the registration is connected to the existing record. If you do not see their name in the dropdown, you may type it in manually.
  • Only current/active members will be able to be registered using the member rate ticket. If you see “Not Eligible” next to their name, they do not have a current/active membership (memberships are by individual, not by company). In this case, you would register this individual using the “non-member” ticket.
  • IMPORTANT: If registering multiple people, be sure to enter unique email addresses for each attendee, so that everyone receives their unique join link. Zoom will NOT allow more than one email address for each attendee so if you enter the same email address for multiple people, only the first person to join the webinar will have access.

Our Speakers

Justin Gregory, MVAH Partners

Justin Gregory, MVAH Partners

Moderator

Mr. Gregory is a financial analyst for MVAH Partners. A graduate of the University of Dayton, Justin is responsible for the underwriting and day-to- day management of lender and investor relations for developments in Texas, Georgia, and South Carolina. Mr. Gregory has underwritten and assisted in the development of approximately 3,500 tax credit units.

Teresa Morales, Texas Department of Housing & Community Affairs

Teresa Morales, Texas Department of Housing & Community Affairs

Panelist

Teresa Morales began her career with the Texas Department of Housing and Community Affairs in 1999 in the Financial Services division as a Senior Accountant responsible for back-end compliance relating to the Department’s Residential Mortgage Revenue Bond and Multifamily Bond Trust Indentures. She transferred to the Multifamily Finance division in 2004 and currently serves as Manager of the Department’s Multifamily Private Activity Bond and 4% Housing Tax Credit programs where she has overseen the issuance of over $1.1 billion in Private Activity Bonds and over $281 million in 4% Housing Tax Credits. Teresa earned her Bachelor’s degree in Psychology and her Master’s degree in Applied Sociology from Texas State University.

Kent Neumann, Tiber Hudson, LLC

Kent Neumann, Tiber Hudson, LLC

panelist

Kent Neumann has been in the affordable housing and healthcare business for over 20 years.  Mr. Neumann has served as underwriter’s counsel, purchaser’s counsel, bond counsel, lender’s counsel and borrower’s counsel and has also advised issuers and other clients on the legal and financial aspects of a wide range of tax-exempt and taxable financings around the country.  These include publicly offered and privately placed financings using credit enhancement provided by FHA, Ginnie Mae (GNMA), Fannie Mae, Freddie Mac, the Federal Home Loan Bank, municipal bond insurance, bank letters of credit, insurance company guaranties, as well as unrated and/or uncredit-enhanced bond deals. Many of these transactions have involved multiple-tier financings utilizing senior/subordinated and other complex structures designed to achieve optimal efficiency and savings. These include “50% test” and cash-collateralized bonds as well as loans from Rural Development and HUD / FHA under various programs including 515, 538, 202, 221, 223, 236, 242, Section 8, HOPE VI, etc.

Mr. Neumann has been one of the most innovative attorneys in his field creating and developing many of the financial structures used today in both housing and healthcare industries. Many of these structures have created millions of dollars in savings while simultaneously providing efficiency in the execution. In addition, Mr. Neumann has a unique level of experience in and knowledge of cashflow modeling, rating agency requirements, credit enhancement programs, financial structures used today and other critical variables affecting bond financings.

Mr. Neumann graduated magna cum laude from the University of California, San Diego, where he received a B.A. degree in Psychology in 1995.  He graduated magna cum laude from Tulane Law School in May of 1998 and is a member of both the California and the District of Columbia Bars.  He is also a member of the American Bar Association and the National Association of Bond Lawyers.

William D. Walter, Jr., Coats Rose, P.C.

William D. Walter, Jr., Coats Rose, P.C.

Panelist

Bill is a Director in the Affordable Housing and Community Development and Real Estate sections. His work concentrates on affordable housing. Bill works on behalf of for-profit and non-profit developers in helping them realize affordable housing projects funded from a variety of specialized sources, including low income housing tax credits, HOME funds, CDBG funds, and the issuance of tax-exempt municipal bonds. His practice includes extensive experience in transactions involving public/private partnerships with housing authorities and other municipal entities. In his work with housing authorities, Bill acts as bond counsel and housing authority counsel, as appropriate. Additionally, his practice includes a concentration on matters related to exemption of charitable and public entities from ad valorem taxation.

Details

Date:
June 17
Time:
10:00 am - 11:30 am
Event Categories:
,

Venue

Virtual Meeting
TX United States
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