The EB-5 Immigrant Investor Program has undergone recent updates but continues to serve as a strategic financing tool for bringing development projects to life. In this three-part webinar series, Baker Tilly presenters and guests will explore how EB-5 funds can be combined with other powerful incentives—including the Opportunity Zone (OZ) program, rural development tools such as USDA loans and grants, SBA financing, and the New Markets Tax Credit (NMTC) program—to maximize project viability and investor returns.
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2:00 pm - 2:30 pm EDT
VIRTUALJoin us for a timely discussion on recent updates to the Opportunity Zone (OZ) program and how OZ and EB-5 financing can be strategically combined within a single project. We'll explore why 2026 may be a pivotal year for planning around both programs and provide insights to help developers navigate upcoming changes and position their projects for success.
Presenters:
Aaron Grau, CEO & Founder, Global Association Partners | Executive Director, Invest In the USA (IIUSA)
Colin Walsh, J.D., Principal, Baker Tilly
Zeinat Zughayer, J.D., Senior Manager, Baker Tilly
Moderated by Jillian O’Brien, J.D., Manager-EB-5 consulting team, Baker Tilly
12:00 pm - 12:30 pm EDT
VIRTUALJoin us to explore key incentive programs available for rural development projects, including USDA loans and grants, Property Assessed Clean Energy (PACE), Tax Increment Financing (TIF), Historic Tax Credits and other financing options. This session will provide practical insights into how these tools can support project funding and complement other sources of financing such as EB-5, helping investors and developers unlock new opportunities in underserved areas. This webinar is timely for planning to capitalize on the U.S. government’s plans to provide more incentives for developers in rural and underserved areas across the country.
Presenters:
Tyler Inda, J.D., Principal, Baker Tilly
Brad Elmer, Managing Director, Baker Tilly
Zeinat Zughayer, J.D., Senior Manager, Baker Tilly
Moderated by Warren Oakes, Manager, EB-5 lead, Baker Tilly
12:00 pm - 12:30 pm EDT
VIRTUALJoin us to explore key incentive programs available for rural development projects, including USDA loans and grants, Property Assessed Clean Energy (PACE), Tax Increment Financing (TIF), Historic Tax Credits and other financing options. This session will provide practical insights into how these tools can support project funding and complement other sources of financing such as EB-5, helping investors and developers unlock new opportunities in underserved areas. This webinar is timely for planning to capitalize on the U.S. government’s plans to provide more incentives for developers in rural and underserved areas across the country.
Presenters:
Matt Pugh, Senior Manager, Baker Tilly
Moderated by Baker Tilly Managers Warren Oakes and Jillian O’Brien, J.D.