LIHTC Recapture: Insights and Strategies for Housing Agencies скачать в хорошем качестве

LIHTC Recapture: Insights and Strategies for Housing Agencies

Dive into the intricate landscape of LIHTC recapture—a critical process that, if mishandled, can result in substantial financial penalties and the forfeiture of credits, posing significant challenges for affordable housing providers. Three experts from the tax advisory firm Baker Tilly (https://www.bakertilly.com/) offer their wealth of experience and insights to unravel this complex topic. Don Bernards, a partner at Baker Tilly with over two decades of active involvement in the affordable housing industry. Don’s extensive experience encompasses a diverse range of projects, clients, and investors. He manages a portfolio of clients utilizing various programs such as Section 42, Section 8, Section 236, and Section 515, offering invaluable expertise in financial modeling for tax credit deals spanning acquisition, rehabilitation, and new construction. Garrick Gibson, also a partner at Baker Tilly, brings a specialized focus on partnership tax concepts and tax-incentivized real estate for development initiatives. With over 15 years of industry experience and a tenure at Baker Tilly since 2020, Garrick offers deep insights into navigating tax complexities and optimizing real estate strategies for development projects. Kaylin Nuss, who recently joined Baker Tilly as a manager following a decade-plus tenure at the Housing Authority of the City of Milwaukee. Kaylin's extensive background includes overseeing the agency’s real estate operations encompassing development, property management, asset management, and compliance—a comprehensive skill set that adds invaluable depth to the discussion. #LIHTC #LIHTCRecapture #TaxCredits #AffordableHousing #HousingDevelopment