Tax-Exempt Bonds 101 Training

This session from the Partnership will provide participants an introduction to the basics of using tax-exempt bond financing in affordable housing developments, as well as an overview of California’s competitive allocation process. Topics covered include:

• What is a tax-exempt bond and why are they used?
• Deal structure and participants
• Technical requirements: 50% Test, Good costs vs. Bad costs
• Process of obtaining a bond allocation
• Competitive CDLAC scoring system

Training is 2.5 hours and held via Zoom. An interactive group activity using breakout rooms will be incorporated to run through a 50% test exercise.

Registration period open: July 8 to July 28 (may close earlier once maximum capacity is reached).

This is a live virtual event – no recording will be made available. Space is limited. No refunds provided. A ticket transfer within your organization may be requested up until 3 business days prior to the event.