Navigating Targeted Populations in New Markets Tax Credit (NMTC) Deals

Navigating Targeted Populations in New Markets Tax Credit Deals

Targeted populations transactions offer a powerful, but often misunderstood, pathway to qualify for New Markets Tax Credits (NMTCs). These deals can unlock financing for projects that serve or employ low-income individuals, even when they fall outside traditional geographic eligibility. However, they also introduce unique compliance challenges and require strategic planning to execute successfully.

In this episode of Cherry Bekaert’s Tax Services Podcast, Jason Callaham and Joe Hennessee, Senior Managers in the Strategic Financing Services group, break down the essentials of targeted populations within the NMTC program. They explore:

What targeted populations are and why they matter
Common misconceptions and compliance hurdles
Practical strategies for structuring competitive transactions
Real-world lessons from a recent youth services project in Alaska

Whether you’re a nonprofit, business sponsor, or investor, this conversation offers actionable insights to help you leverage targeted populations effectively and deliver meaningful community impact.

Learn more about Cherry Bekaert's Tax Services - https://www.cbh.com/services/tax/
Learn more about Cherry Bekaert's New Markets Tax Credits Services - https://www.cbh.com/services/strategi...
Learn more about Cherry Bekaert's Strategic Financing Services - https://www.cbh.com/services/strategi...

Follow us to hear about more upcoming events:
Facebook:   / cherrybekaertcb  
LinkedIn:   / cherrybekaert  
Twitter:   / cherrybekaert  
Instagram:   / cherrybekaert  

#NMTC #NewMarketsTaxCredits #TargetedPopulations