Introduction to Tax-Exempt Financing

In the world of economic development, bond financing is a valuable – though often underutilized – tool. Though a complex process, entities that choose to pursue it stand to benefit from long-term financing – typically at a lower cost – for purposes ranging from land and building acquisition to building renovation and new construction to acquisition and installation of machinery and equipment. Course participants will be introduced to this important tool in a setting that allows for the use of case studies and interactive discussion. This program aims to provide participants with an understanding of this foundational economic development finance tool by focusing on the following:

• explanation of tax-exempt financing
• types of tax-exempt financing
• project and borrower eligibility for tax-exempt financing
• the cast of parties involved in a tax-exempt deal and responsibilities of each
• the tax-exempt financing deal from beginning to end
• transaction documentation, rules and requirements

Who should attend?

No matter your level of experience in designing economic development packages for your clients, the aim of this program is to introduce you to and familiarize you with the basics of tax exempt financing and its role in helping you get projects done in your community. All economic development and finance professionals whose responsibilities include working with clients or financing programs will benefit from this program.

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