New Market Tax Credit Compliance Monitoring

We want to thank all of the attendees for your participation in our webinars. They were a great success and we look forward to establishing work relationships with our new CDE partners.

We will be scheduling future webinars for the fall and winter. Please watch this site for future dates or contact sales@prolinksolutions.com to be added to the webinar invite list.

This demonstration will cover a CDE case study, as well as give you a first-hand look into how some of the largest financial institutions are monitoring and tracking their NMTC compliance.

You will learn how ProLink NMTC handles complex deal structures and automates every detail of the workflow process within Pipeline Management for NMTC's. We will show you how ProLink NMTC provides asset managers with our Internal Business Tracker, ensuring all necessary documents and financial data are within the standardized workflow, to perform analysis, research and audits. In addition, ProLink NMTC brings efficiency to the annual review process through ease of use and avoiding redundancy. Please join us for this insightful demonstration into the complex world of NMTC compliance.

Key areas of interest that will be covered:
Optimizing CIIS reporting information back to the CDFI
Leveraging the Internal Business Tracker

Tracking regulatory compliance requirements:

Operating Statements	Tax Returns
Fin 46	Site Visits CDE and QEI certification
Financial Statements	Operating Budgets
Leveraged Structures	QLICI's
Project detail	Substantially All compliance
Integrated compliance tracking with NMTC and HTC	Reporting - providing transparency

ProLink Features:
SmartDox technology provides full integration with Microsoft Excel™ spreadsheets and Microsoft Word™ documents. SmartDox captures multiple sources of data from different entities and can "send" and "get" data from the point database, providing decision makers with "real time" information, while ensuring user adoption. SmartDox eliminates human error caused by dual entry or transferring data from multiple formats. SmartDox captures this data allowing the company to benefit from their invested intellectual capital.

As with any investment, there are risks. These include the underlying credit risk on the poll of assets in which the money is invested and the loss of the tax credit and penalties if the CDE fails to meet NMTC requirements. Let us show you how ProLink NMTC can help you minimize your risk.