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Jerry Breed focuses his practice on tax planning and the structuring of low-income housing tax credit, historic rehabilitation tax credit, new markets tax credit and renewable energy transactions.

Mr. Breed has closed many low-income housing, historic rehabilitation, new markets tax credit and renewable energy transactions that permit his clients to maximize tax benefits and investment returns, all within the framework of the client's business goals. He has substantial experience in the taxation of community development and new markets credit investments. Mr. Breed also has represented clients with respect to audits of tax credit investments.

Clients of Mr. Breed include syndicators and investors in low-income housing, historic rehabilitation, new markets tax credit and renewable energy transactions as well as developers of these credit projects. Frequently, these federal credits include state credits and other federal, state and local subsidies.

In the New Markets Tax Credits area, Mr. Breed represents the owners of qualified active low-income community businesses and community development entities. Mr. Breed also represents state housing authorities that allocate low-income housing tax credits. Many of these transactions involve tax-exempt organizations including colleges and universities that seek to secure favorable financing for the rehabilitation or construction of facilities on or around their campuses.

Mr. Breed has given presentations at numerous seminars and conferences on the low-income housing, historic rehabilitation, new markets tax credits and renewable energy credits including presentations on partnership taxation, and real estate tax issues. He also is author of a number of articles on tax credits and other federal income tax matters.

Professional Affiliations

    • American Bar Association – Tax Section
    • Colorado Bar Association – Tax Section, Former Chair-Elect
    • National Housing and Rehabilitation Association – Board Member and past Chairman
    • The Low-Income Housing Tax Credit Advisor – Editorial Advisory Board
    • Historic Tax Credit Coalition – Board Member
    • New Markets Tax Credit Coalition - Member
    • National Housing and Rehabilitation Association – Board Member and past Chairman
    • The Low-Income Housing Tax Credit Advisor – Editorial Advisory Board
    • Historic Tax Credit Coalition – Board Member
    • New Markets Tax Credit Coalition - Member
    • Historic Tax Credit Coalition – Board Member
    • New Markets Tax Credit Coalition - Member
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Speaking Engagements

  • 25th Annual Forum on Affordable Housing and Community Development Law Meeting, May 25, 2016
  • "Current Issues - Tax Practitioners Roundtable," Novogradac Renewable Energy Conference, April 28-29, 2016
  • “New Rules for IRS Audits of Partnerships,” Novogradac & Co. webinar, March 2, 2016