Our solutions are tailored to each client’s strategic business drivers, technologies, corporate structure, and culture.
WHO WE ARE
The TCIS team is comprised of a multi-disciplinary group of professionals including CPAs, financial analysts and other professionals with real estate, banking and public-sector experience.
Working with commercial real estate, compliance, and corporate tax personnel, TCIS provides advisory services related to equity market conditions, investment options, investment due diligence, regulatory requirements, and investment impacts to financial statements.
TCIS also provides advisory services focused on best practices in due diligence, asset monitoring, and counter-party risk management, which result in improvements to community investment strategies, policies and procedures, legal documentation, and investor reporting.
BEST PRACTICE INSIGHT FOR HOUSING CREDIT PROPERTIES
Working with commercial real estate, compliance, and corporate tax personnel, the TCIS team helps developers and investors of housing credit properties understand equity market conditions, investment options, investment due diligence, regulatory requirements, and investment impacts to financial statements.
Composed of a multidisciplinary group of professionals including CPAs, financial analysts, and other professionals with real estate, banking, and public-sector experience, TCIS also helps improve community investment strategies, policies and procedures, legal documentation, and investor reporting. Services are focused on developing best practices in three key areas: due diligence, asset monitoring, and counter-party risk management.
TRUSTED INDUSTRY SOURCE FOR HOUSING CREDIT ANALYSIS
TCIS consults with and provides industry data and insights for stakeholders including the U.S. Government Accountability Office and numerous investors, syndicators, and developers.The team’s projects have included:
Producing a bi-monthly “Housing Tax Credit Monitor” for the National Housing & Rehabilitation Association’s Tax Credit Advisor magazine, reporting housing tax credit equity market trends and pricing
Developing the Portfolio Performance Indicator (PPI), the nation’s first interactive platform for housing credit property operational and performance data
Authoring over 600 investment due diligence reports for tax credit investors
Providing multi-investor, proprietary, and secondary market transactions analysis
Designing the industry’s first and leading third-party application that automates the proportional amortization method for housing tax credit investments
Our full range of TCIS services
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• Consult on technology platform needed to support the accounting for tax credit investments
• Implement AmortizationPro, the industry’s first and leading third-party application that automates the proportional amortization method for housing tax credit investments as well as other accounting methods for tax credit investments
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• Evaluate the strengths and weaknesses of the managers of housing tax credit, renewable energy and any tax-advantaged investment fund offerings
• Assess the risk profile of property and fund investments
• Review and stress-test financial and accounting assumptions of property and fund investment projections
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• Monitor and benchmark tax credit industry landscape, performance track record, and stakeholder activities
• Present basic investment considerations through the life cycle of tax-advantaged investments
• Develop staff training materials relative to tax-advantaged investments
• Provide policy and regulatory advisory services
• Provide insight on the LIHTC market
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• Evaluate current policies and procedures for identifying suitable investments, undertaking due diligence, negotiating business terms and approving investments, closing investments and monitoring performance, investment disposition, and troubled asset workout
• Benchmark policies and procedures to industry best practices and identify deficiencies
• Review strategic, compensation, and succession and contingency plans, as well as business continuity and disaster recovery plans
• Evaluate individual investment criteria in the context of strategic plans
• Assess client interdepartmental coordination
• Assess reliance on external resources for investment acquisitions and asset monitoring
• Make recommendations for improvements to operations and procedures
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• Review investment portfolio records to identify yield and benefit delivery results
• Review investment portfolio records for unclaimed tax credits and loss benefits
• Evaluate asset management reporting utilized to monitor portfolio performance
• Advise on exit strategies to reduce asset management burden
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• Assist with strategic planning and execution to satisfy client-specific investment goals
• Educate clients on investment methods and investment offerings
• Speak regularly at industry events to increase understanding of tax-advantaged investment vehicles
How do your properties stack up?
Leverage interactive operational and performance data for housing credit properties
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