ESG & Tax Credit News

Whether it’s the latest news on ESG, the impact of our funds, or other newsworthy items, we will keep you
informed on what’s happening at Monarch.

State Incentives Crucial to Success of Community Development

State Incentives Crucial to Success of Community Development

Published by Michael Novogradac State (and local) tax incentives play an often underappreciated role in the success of federal tax incentives. The low-income housing tax credit (LIHTC), new markets tax credit […]

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ESG Research

Opportunity Knocks – Treasury Releases Second Set of Opportunity Zone Regulations

Opportunity Knocks – Treasury Releases Second Set of Opportunity Zone Regulations

Clarifications from April 22 The National Law Review. See excerpt below. Read the full article here. Substantially All Definition – the definition of “substantially all” as it is used throughout the OZ […]

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ESG Research

Treasury Releases Second Set of Highly Anticipated Opportunity Zone Guidance

Treasury Releases Second Set of Highly Anticipated Opportunity Zone Guidance

The U.S. Department of the Treasury issued its second set of proposed regulations related to the new Opportunity Zones (OZ) tax incentive. The guidance makes it easier for funds to […]

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ESG Research

Federal Tax Incentives for Rehabilitating Historic Buildings

Federal Tax Incentives for Rehabilitating Historic Buildings

Annual Report for Fiscal Year 2018 National Park Service, U.S. Department of the Interior, Technical Preservation Services A Successful Federal/State Partnership Since 1976 The Federal Historic Preservation Tax Incentives Program, […]

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Historic Rehabilitation Research

Historic Renovations Hinge on Intricate Numbers Game

Historic Renovations Hinge on Intricate Numbers Game

The following are excerpts from an article written by Melinda Waldrop  that appeared in a print version of the Columbia Regional Business Report. Feb. 25 FOCUS: Banking and Finance Historic Renovations […]

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Historic Rehabilitation Research

The Tax Credit that is History in the Re-Making

The Tax Credit that is History in the Re-Making

Forbes article by Bill Frist At a time when our nation feels like it may be torn apart with increasing partisanship and clash of cultures, there is something all Americans […]

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Historic Rehabilitation Research

NPS Reports $6.5 Billion in Historic Rehabilitation Investment in FY 2017

NPS Reports $6.5 Billion in Historic Rehabilitation Investment in FY 2017

About the Report The Federal Historic Tax Credit (HTC) is a Federal income tax credit that promotes the rehabilitation of income-producing historic properties. This study examines the economic impacts of […]

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Historic Rehabilitation Research

Rising Costs Put Pressure on LIHTC Deals

Rising Costs Put Pressure on LIHTC Deals

Affordable Housing Finance Companies discuss the post–tax reform market. By Donna Kimura Increased construction costs and rising interest rates are among the sleep-stealing concerns going into the second half of the […]

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Affordable Housing Research

IRS Guidance on Tax Reform

IRS Guidance on Tax Reform

IRS Guidance on Tax Reform – Payments Made in Exchange for State and Local Tax Credits On May 23rd, 2018, the U.S. Department of the Treasury and the Internal Revenue […]

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ESG Research

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