Monthly Archives: July 2013

CDFI Fund Announces Joint CY 2013/2014 NOAA of $8.5 Million

July 30 2013

The CDFI Fund announced yesterday a notice of allocation availability for both $3.5 million of NMTC for CY 2013 and $5 million of NMTC for CY 2014. The CY 2014 allocation is yet to be authorized by Congress. Electronic applications … Continue reading →

Sean P. Clancy Featured Speaker at the 25th Annual Advanced Estate Planning Institute

July 29 2013

Sean P. Clancy was recently a featured speaker at the 25th Annual Advanced Estate Planning Institute, which was held in Clayton, Missouri on June 26, 2013. His presentation on “Advanced Tax Planning with Trusts” focused on recent tax law changes … Continue reading →