Tax Credit Proceeds

Introduction and Downloads

This page is intended to provide fellow analysts with instructions and examples on calculating the Tax Credit Proceeds raised from admitting an investor to LIHTC deal. It also discusses California state tax credits and other financial modeling conventions.

 

Step 1: Open the Excel Example

Step 2: Read the White Paper, referring to the Example as a visual

Step 3: Watch the video

Step 4: Use the Example to answer the practice problems

Step 5: Compare the Example to your own model

Step 6: Incorporate these techniques anywhere

 

Tax Credit Proceeds - White Paper

Tax Credit Proceeds - Example

Video, presented by William Leach

Future Topics

Error handling

 

New Markets Tax Credits

 

Historic Tax Credits

 

Projecting first year credits

 

Investor yield