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Tax-Exempt Bonds 101 Training

Mon Aug 2, 2021 9:30 AM - 12:00 PM PDT Online, Zoom

Tax-Exempt Bonds 101 Training

Mon Aug 2, 2021 9:30 AM - 12:00 PM PDT Online, Zoom

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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.