Navigating early disposition options for ECIP investments

Is your institution seeking guidance on early disposition options for the Emergency Capital Investment Program (ECIP)? Join Baker Tilly for a concise overview and Q&A session covering key pathways for early disposition, along with high-level tax and accounting considerations.

This webinar will also address guidance for institutions pursuing disposition through a Mission-Aligned Nonprofit Affiliate (MANA) entity, including implications for tax-exempt organizations.

During this session, Baker Tilly presenters will:

• Break down ECIP early disposition requirements, including qualification pathways, Treasury priorities and options for selling the investment over time
• Review regulatory tax and accounting considerations for institutions seeking early disposition of their ECIP investment
• Provide guidance on forming not-for-profit affiliate entities (MANA) and considerations for those seeking CDFI certification
  
  

Presenters:

• David Liu, Senior Manager, Baker Tilly
• Shelby Netz, Principal, Baker Tilly
• Sonja Karnovsky, Manager, Baker Tilly
• Tanya Thomas, CGMA, Principal, Baker Tilly