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• Active Members • Board Members Corporate Members: Applegate & Thorne-Thomsen, P.C. Paul Davis 322 S. Green Street, Suite 400 Chicago, IL 60607 Telephone: (312) 491-2205 Fax Number: (312) 421-6162 E-Mail: pdavis@att-law.com Web: www.att-law.com Organization Description Applegate & Thorne-Thomsen, P.C. was formed in 1998 to serve it’s clients in all aspects of development, ownership, financing and investment in real estate. Lawyers in the firm have represented diverse real estate interests, from individual entrepreneurs to Fortune 100 corporations, from the sale of single family homes to the sale of multi-tenant downtown office buildings. We offer significant expertise with respect to the use of Low Income Housing Tax Credits as a means of affordable housing finance. Our practice includes experience in various HUD grant and loan programs for multi-family housing, public housing, redevelopment programs, transfers of physical assets, loan management matters and other publicly financed assisted and insured lending transactions involving multifamily properties. Although the Firm’s lawyers bring years of experience with Chicago’s large law firms, we have founded the firm based on a recognition that we are best able to serve our clients’ needs from a smaller entrepreneurial setting which emphasizes service of the highest quality, delivered in the most efficient manner possible. We have left behind the trappings of the large law firm without sacrificing the needs of our clients to receive the most sophisticated and cutting-edge advice available. The Firm includes 18 lawyers and 8 legal assistants. Bryan Cave LLP Jerome Breed 1155 F Street, NW Washington, DC 20004 Telephone: (202) 508-6036 Fax Number: (202) 220-7336 E-Mail: jerome.breed@bryancave.com Web: www.bryancave.com Organization Description Bryan Cave LLP is a leading business and litigation firm with global reach, a strong reputation and a long history of success. We do interesting and challenging work for a diverse client base, including businesses, financial institutions and not-for-profit organizations, government entities and individual clients. With more than 1,000 lawyers and consulting professionals in 19 offices worldwide, we pride ourselves on proactive, solution-oriented work in every major area of interest to clients. Bryan Cave attorneys represent syndicators, developers, investors and allocating agencies with respect to all matters arising under the Low Income Housing Tax Credit program. Carle, Mackie, Power & Ross, LLP Richard Power, Partner, Head of Affordable Housing Group 100 B Street, Suite 400 Santa Rosa, CA 95401 Telephone: (707) 526-4200 Fax Number: (707) 526-4707 E-Mail: rpower@cmprlaw.com Web: www.cmprlaw.com Organization Description Carle, Mackie, Power & Ross LLP (CMPR) is nationally recognized as a leading law firm in the area of affordable housing. It handles all aspects of affordable housing transactions including: advising developers on site acquisition and negotiation of tax credit equity, bond and debt funding as well as ongoing tax and regulatory compliance; advising tax credit equity investors on direct and indirect tax credit investments and associated tax credit issues; advising debt lenders on providing bridge loans, construction loans or take-out finance; and providing tax opinions. The firm also represents borrowers and lenders with respect to transactions involving Fannie Mae and Freddie Mac and HUD/FHA involvement. CMPR’s general experience in real estate, banking, fund structuring, corporate, nonprofit and tax issues enables it to handle the unexpected as well as the expected issues. Its objectives are to provide pragmatic and proactive advice in a commercial context while helping to ensure its clients achieve their commercial goals. Dauby O'Connor & Zaleski, LLC Sean O'Connor 501 Congressional Blvd., Suite 300 Carmel, IN 46032 Phone: (317) 848-5700 Fax: (317) 815-6140 E-Mail: soconnor@doz.net Web: www.doz.net Organization Description Dauby O’Connor & Zaleski, LLC (DOZ) was established in 1987 to provide accounting, consulting and tax services to owners, developers, managers and syndicators of multifamily housing communities. DOZ started as a two man firm and has grown to a nationally recognized leader in the real estate arena with clients in over 35 states. Our intense focus in the real estate arena results in a staff that truly knows the nuances of multifamily finance. DOZ is extremely well versed in projects financed with HUD, RD, Tax Exempt Bonds and Low Income Housing Tax Credits. Dixon Hughes Goodman PLLC Margaret Thompson 1829 Eastchester Drive High Point, NC 27265 Phone: (336) 889-5156 Fax: (336) 889-6168 E-Mail: margaret.thompson@dhgllp.com Web: www.dhgllp.com Staff: Thomas Boothby, Member thomas.boothby@dhgllp.com Kevin Rayfield, Sr. Tax Manager kevin.rayfield@dhgllp.com Organization Description Dixon Hughes Goodman PLLC is the largest CPA firm based in the Southern U.S. and the 13th largest in the nation. We have more than 1,700 professionals located in 30 offices in 11 states and Washington, D.C. providing comprehensive tax, accounting and advisory services in not only the construction/real estate industries but also the insurance, financial, health-care and manufacturing and distribution sectors. Our Tax Credit Advisory Group includes a team of experts specializing in providing services for the multi-family, senior, low income, historic and commercial development communities. We work with developers, owners, investors, syndicators, construction and management companies in dealing with the complexities of Low Income Housing, Historic, New Markets and Renewable Energy Tax Credit projects. We offer the traditional tax and audit compliance services in addition to consulting type services including financial projections and deal structuring to maximize IRR and cash flow. Eide Bailly LLP Shannon Breuer 4310 17th Avenue South Fargo, ND 58103 Phone: (701) 239-8575 Fax: (701) 239-8600 Email: sbreuer@eidebailly.com web: www.eidebailly.com Eide Bailly LLP is a Top 25 CPA Firm in the nation which has been serving the real estate industry for more than 40 years. With 19 offices in nine states, Eide Bailly provides a variety of services to its real estate clients and specializes in serving those in the affordable housing sector. The firm’s real estate team provides services including assurance, tax, feasibility analysis, financial forecasts and projections, lending and financing evaluations, tenant file reviews, cost certifications, arbitrage calculations, and cost segregation studies. Clients value working with experienced business advisors who are familiar with current real estate issues, tax concerns, government programs and requirements that impact their businesses. In addition to the core services of assurance and tax, Eide Bailly offers expanded services such as consulting services, employee benefits, financial services, forensic services, technology consulting and training & development. For more information, please call Shannon Breuer at 888-302-6681 or visit our website at www.eidebailly.com/realestate. Fifth Third Community Development Corporation Catherine A. Cawthon, President 5747 Perimeter Drive, Suite #253 Dublin , OH 43017 Phone: (614) 734-0517 Fax Number: (614) 734-0781 E-Mail: cawthon@53.com Web Address: www.53.com Organization Description Fifth Third Community Development Corporation, a wholly owned subsidiary of Fifth Third Bancorp, was created to invest in CRA motivated investments like Low Income Housing, Historic and New Markets Tax Credit projects that support community revitalization and the creation of affordable housing. The CDC invests primarily in projects within Fifth Third Bank’s assessment areas, which are located in Ohio, Michigan, Illinois, Kentucky, Indiana, Florida, Tennessee, West Virginia, Missouri, North Carolina, Georgia and Pennsylvania. Since its inception, Fifth Third CDC has committed to over $1.5 billion in investments in more than 450 projects. Kutak Rock LLP John J. Wiechmann, Partner 1650 Farnam Street Omaha, NE 68102 Telephone: (402) 346-6000 Fax Number: (402) 346-1148 E-Mail: john.wiechmann@kutakrock.com Web: www.kutakrock.com Organization Description Kutak Rock LLP is a national law firm with offices in 16 locations across the country. The firm has an expansive housing practice, primarily focusing on the use of tax credits and tax-exempt bond financing. Kutak Rock LLP has been an active participant in the Section 42 Low Income Housing Tax Credit (LIHTC) program since its inception in 1986, providing a wide range of services to a broad spectrum of clients. We represent equity funds (covering nine states), syndicators and direct investors in LIHTC projects, having closed in excess of $5 billion of equity commitments to date. Kutak Rock LLP also represents LIHTC developers (both for-profit and nonprofit) and serves as counsel to various state housing agencies charged with the establishment and operation of the LIHTC program in their state. In addition to our LIHTC experience, Kutak Rock LLP has significant expertise in the areas of Historic Tax Credits, New Markets Tax Credits and Renewable Energy Tax Credits available under Sections 45 and 48 of the Internal Revenue Code. Loomis, Ewert, Parsley, Davis & Gotting, PC Ted S. Rozeboo, Esq. 124 W. Allegan, Suite 700 Lansing, MI 48933 Telephone: (517) 482-2400 Fax Number: (517) 853-8619 E-Mail: tsrozeboom@loomislaw.com Web: www.loomislaw.com Organization Description Loomis, Ewert, Parsley, Davis & Gotting, PC is a law firm based in Lansing, Michigan that provides a full range of legal services to developers, investors, and tax credit syndicators within Michigan and the Midwest. Services include new construction and rehabilitation of conventional and tax credit projects involving LIHTC, New Market, Historic and State Brownfield Tax Credit programs. In addition to helping developers locate tax credit investors and New Markets allocatees, the Firm advises developers on matters related to conventional financing and financing provided by HUD, Rural Development, and various housing finance authorities located in the Midwest including the Michigan State Housing Development Authority. The firm assists investors and syndicators with securities matters as well as with both upper-tier and lower-tier organizational, closing and due diligence matters. National Affordable Housing Trust Lori Little 2335 North Bank Drive Columbus , OH 43220 Telephone: (614) 451-9929 Fax: (614) 451-3370 Email: llittle@naht.org Web Address: www.naht.org Organization Description Formed in 1986 by Retirement Housing Foundation and National Church Residences, national non-profit providers of affordable housing, National Affordable Housing Trust (NAHT) is a non-profit organization “dedicated to the creation and preservation of affordable housing throughout the nation.” Volunteers of America became a member of NAHT in 1996. The Evangelical Lutheran Good Samaritan Society became a member in 2007 and Mercy Housing in 2008. Working with our members and other developer sponsors, NAHT has brought stability and security to the lives of many low-and moderate-income households by providing an opportunity for people to live in affordable housing. NAHT is committed to increasing the supply of affordable housing through funding the construction of new apartments and the acquisition and preservation of existing affordable housing. NAHT fulfills its affordable housing mission by serving as a financial intermediary and consultant for our member organizations and other non profits, providing a broad range of pre-development, development, financial structuring, asset management acquisition funding and equity syndication services. To date, we have served as a partner in the creation and preservation of approximately 13,000 affordable housing units in 36 states, accruing approximately $490 million in equity. NAHT is currently raising between $100 and $150 million in equity per year. Through these efforts, approximately 9,000 units of affordable housing have been preserved, and 4,000 units of newly constructed affordable housing have been created. Nixon Peabody LLP Thomas Giblin 100 Summer Street Boston, MA 02110 Telephone: (617) 345-1102 Fax Number: (617) 345-1300 E-Mail: tgiblin@nixonpeabody.com Web: www.nixonpeabody.com Organization Description Nixon Peabody LLP is recognized as a Global 100 law firm—one of the largest in the world. With approximately 700 attorneys collaborating across major practice areas across the U.S. and in European and Asian commercial centers, the firm’s size, diversity, and advanced technological resources enable it to offer comprehensive legal services to individuals and organizations of all sizes in local, state, national, and international matters. Our clients range from Fortune 50 corporations to global banking and finance institutions, name-brand retailers, emerging entrepreneurs, and world-class research institutions. Our attorneys adhere to the highest standards of legal excellence and service. We are widely respected for the depth of our industry knowledge and for being responsive, efficient, and easy to work with. We use our experience and insight to help our clients anticipate and capture opportunities, and prepare for and manage risks, as well as forecast and overcome obstacles. Clients depend on Nixon Peabody to have a go-to team tailored to their needs right here at the firm, around the corner, and across the globe. Our Tax Credit Finance and Syndication practice is the largest of its kind in the United States. We have approximately 40 attorneys that practice in this area and they are among the nation’s foremost legal authorities in transactions involving New Markets Tax Credits, Historic Rehabilitation Tax Credits, Low Income Housing Tax Credits and Renewable Energy Tax Credits. We represent housing credit syndicators, direct investors, for profit and nonprofit developers, public agencies, trade associations, affordable housing lenders, banks, energy companies (wind, solar, etc.), cities, and states. Our depth of experience allows us to expeditiously handle projects requiring fast turnaround and provide outstanding client service. Novogradac & Company LLP Renee Beaver 1100 Superior Avenue E., Suite 900 Cleveland, OH 44114 Telephone: (216) 298-9000 Fax Number: (216) 298-9025 E-Mail: renee.beaver@novoco.com Web: www.novoco.com Organization Description Novogradac & Company LLP is a national certified public accounting firm. We provide a full spectrum of audit, tax, valuation, property compliance and consulting services to the affordable housing, community development and renewable energy fields. Otis, Atwell Thomas Gioia, Partner/Shareholder 324 Gannett Drive South Portland, ME 04106 Telephone: (207) 780-1100 Fax Number: (207) 780-1999 E-Mail: tgioia@otisatwell.com Web Address: www.otisatwell.com Organization Description Otis, Atwell is a public accounting firm located in South Portland, Maine. Formed in 1974, the firm specializes in serving the subsidized housing industry in northern New England. We serve approximately 800 clients who utilize the Low Income Housing Tax Credit. In addition to annual audits and tax returns, we prepare cost certifications, review development pro-formas and perform development consulting. Plante & Moran, PLLC Rob Edwards, CPA, Partner 1111 Michigan Avenue East Lansing, MI 48823 Telephone: (517) 336-7460 Fax: (248) 233-8942 E-Mail: robert.edwards@plantemoran.com Web: www.plantemoran.com Organization Description Plante & Moran was founded in 1924 and is among the nation’s largest certified public accounting and business advisory firms, providing clients with tax, audit, and risk management services; financial, technology, energy, and business consulting; and wealth management services. Plante & Moran has over 20 offices in many states, 3 of which are overseas. Plante & Moran has been recognized by a number of organizations, including FORTUNE magazine, as one of the best places to work. Plante & Moran prides itself on its culture for its own staff and in top service for our clients. Plante & Moran has a team of experts specializing in providing Housing and Community Development Solutions for the multi-family and senior residential, low income, historic, and community development projects. Our team collaborates with sponsors, developers, owners, investors, investor funds, community development organizations, and other professional service providers. We offer the topmost traditional compliance services and exceptional consulting services including preparation of financial projections and structuring, minimization of taxes and maximization of cash flow strategies. Reznick Group Renee Scruggs, Principal 7700 Old Georgetown Rd., Suite 400 Bethesda, MD 20814-6100 Telephone: (301) 657-7706 Fax Number: (301) 657-7707 E-Mail: renee.scruggs@reznickgroup.com Web: www.reznickgroup.com Organization Description Reznick Group, a national leader in providing public accounting and business advisory services, is committed to providing our clients with outstanding service. With more than 900 professionals and staff members in six offices serving clients nationwide, Reznick Group is able to operate from each client’s perspective by exercising the highest levels of integrity, quality and responsiveness in providing solutions to help our clients meet their business objectives. We provide clients with solutions based on our extensive knowledge of and experience in audit, business advisory, and tax services. As business and financial advisors, our strength is in our professionals and resources. Because we attract and retain the best and brightest in the industry, we are able to staff each engagement with professionals who have the technology and industry expertise necessary to provide our clients with outstanding quality service. Reznick Group works with owners, developers, syndicators and managers of more than 3,000 affordable housing units in more than 40 states. To learn more about the services we provide and our perspective on issues that impact your industry please visit www.reznickgroup.com. Reznick Group is a Certified Public Accounting firm and a Professional Corporation. RubinBrown, LLP Bryan C. Keller, CPA, Partner-in-Charge, Real Estate Group One North Brentwood St. Louis, MO 63105 Telephone: (314) 290-3210 Fax Number: (314) 290-3400 E-mail: bryan.keller@rubinbrown.com Web: www.rubinbrown.com Organization Description Over the past 50 years, RubinBrown’s Real Estate Services Group has developed a national reputation as a leader in providing audit, tax and business advisory services tailored to the affordable housing industry. With 400 team members and offices in St. Louis, Kansas City and Denver, RubinBrown services clients nationwide, consistently providing exceptional quality with high integrity, creative solutions and unmatched client service. Widely known, year in and year out, for meeting client, investor and regulatory agency deadlines, RubinBrown provides specialized audit, tax and consulting services including investment fund and lower tier project audit and tax compliance services, complex forecast and financial projections including deal structure consulting, tax credit applications, HUD and state agency cost certifications, carryover certifications, 10-year rule certifications, tax planning, compliance reviews, asset management assistance and many other services. RubinBrown is also highly regarded for its expertise with Historic Tax Credits, New Markets Tax Credits, Energy Tax Credits and many state tax credit programs. Spectrum Seminars Steven L. Rosenblatt, President 545 Shore Road Cape Elizabeth, ME 04107 Telephone: (207) 767-8000 Fax Number: (207) 767-2200 E-mail: info@spectrumseminars.com Web: www.spectrumseminars.com Organization Description Spectrum Seminars, Inc. offers training and consulting services for property owners and managers, private corporations and government agencies regarding Rural Development 515 and HUD programs, Fair Housing/Section504/ADA and the Low Income Housing Tax Credit, as well as other government programs. Squire Sanders & Dempsey LLP Michael D. Saad, Partner 2000 Huntington Center 41 South High Street Columbus, OH 43215 Telephone: (614) 365-2735 Fax Number: (614) 365-2499 E-mail: michael.saad@ssd.com Web: www.ssd.com Organization Description Squires Sander & Dempsey LLP is a national law firm with a significant practice in Low Income Housing Tax Credit, New Markets Tax Credits, Historic Tax Credits and other affordable housing and community development projects and programs. The Stolar Partnership LLP Jeffrey H. Pass 911 Washington Avenue, 7th Floor St. Louis, MO 63101 Telephone: (314) 231-2800 Fax Number: (314) 436-8400 E-Mail: jhp@stolarlaw.com Web: www.stolarlaw.com Organization Description The Stolar Partnership’s Affordable Housing Group has nationwide experience in all facets of tax credit development and financing, including federal and state low income housing tax credits, federal and state historic rehabilitation tax credits, federal New Markets Credits, HUD financing, tax-exempt bond financing, federal, state, and/or local grants, and below-market loans, HUD Hope VI Projects, assisted living developments and state and local tax credits and incentives. Our clients include equity funds, institutional investors, lenders and for profit and nonprofit developers. Vogt Santer Insights, Ltd. Chip Santer 869 W. Goodale Blvd. Columbus, OH 43212 Telephone: (614) 224-4300 Fax Number: (614) 225-9505 E-Mail: chips@vsinisghts.com Web: www.vsinsights.com Organization Description Vogt Santer Insights specializes in real estate market research nationwide. Back to Top of Page ______________________________________________ NASLEF 1970 Broadway, Suite 250 Oakland, CA 94612 Phone: (510) 444-1101 info@naslef.org |
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