Stage 32 Workshop: How to Find and Work with Tax Incentives – with a Walkthrough of an Online Application

Taught by Viviana Zarragoitia

$99 $149

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Who Should Attend:

Any member of the entertainment industry of any level who is interested in understanding incentives and financial elements.

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Class hosted by: Viviana Zarragoitia

Vice President at Three Point Capital

Viviana Zarragoitia is the Vice President of Three Point Capital, one of the entertainment industry's top financiers that specializes in senior lending on film and television projects. Through Three Point, Viviana closes the financing on every film that the company is involved in. She has been involved in the financing of over 100 independent films, and worked with such producers as Cassian Elwes (DALLAS BUYERS CLUB), Rob Barnum (MARGIN CALL), Anthony Bregman (ETERNAL SUNSHINE OF THE SPOTLESS MIND), James Schamus (BROKEBACK MOUNTAIN), Aaron Gilbert (JOKER), Kimberly Steward (MANCHESTER BY THE SEA), Nicolas Chartier (THE HURT LOCKER) and Kevin Frakes (HEREDITARY), among others. Before Three Point Capital, Viviana worked in accounting at Millennium Films and Bold Films, as well as in the finance division of Lionsgate, where she oversaw the preparation of multi-million dollar film and television distribution deals. Viviana has seen it all when it comes to film financing and knows intimately well how to take advantage of domestic and international tax incentives. Full Bio »

Summary

Viviana Zarragoitia, the VP of Three Point Capital, explains how exactly to take advantage of tax incentives for your own project with a walkthrough of an online application.

PLUS! With special guest - Philip Gilpin of the Duluth, MN incentive program

 

It’s important for you to understand how various tax incentives work, because a lot goes into deciding where to shoot and how to piece together projects based on these incentives. They’re a big part of funding projects. Understanding the criteria, how to properly fill out applications, working with local film funds and associations, knowing what is due when, and knowing when money flows back to you are just some of the pieces that go into putting together a film or series as it relates to tax incentives. If your head is spinning a little, don’t worry. With the right guidance, this will all make sense to you and you’ll be on your way to making sure you make the most out of the appropriate tax incentives for your next projects.

Viviana Zarragoitia is the Vice President of Three Point Capital, one of the entertainment industry's top financiers that specializes in senior lending on film and television projects. Through Three Point, Viviana closes the financing on every film that the company is involved in. She has been involved in the financing of over 100 independent films, and worked with such producers as Cassian Elwes (DALLAS BUYERS CLUB), Rob Barnum (MARGIN CALL), Anthony Bregman (ETERNAL SUNSHINE OF THE SPOTLESS MIND), James Schamus (BROKEBACK MOUNTAIN), Aaron Gilbert (JOKER), Kimberly Steward (MANCHESTER BY THE SEA), Nicolas Chartier (THE HURT LOCKER) and Kevin Frakes (HEREDITARY), among others. Before Three Point Capital, Viviana worked in accounting at Millennium Films and Bold Films, as well as in the finance division of Lionsgate, where she oversaw the preparation of multi-million dollar film and television distribution deals. Viviana has seen it all when it comes to film financing and knows intimately well how to take advantage of domestic and international tax incentives.

In this extended on-demand class, Viviana walks you through the types of incentives and how to access them, domestic and international tax credits, and how to monetize incentives. She also discusses the effects of tax incentives in the entertainment industry and locally, as well as how to decide on a jurisdiction based on creative and financial elements.

Plus! Viviana gives a workshop and goes over an online application for a tax credit.

Viviana even brings in a special guest- Philip Gilpin of the Duluth, MN Incentive Program--to take part in a Q&A that answer questions on making tax incentives work for your projects.

 


Praise for Viviana's Past Stage 32 Financing Classes:

 

"As an experienced film and television producer and writer, Viviana's class was just the refresher - and inspiration - that I needed! Having been a completion producer for a bond company, I have seen too many producers who were let down in the producing process by so-called-professionals who offered support at the on-set of a production, but then failed to deliver when needed. Viviana and her company Three Point Capital have an excellent reputation, and her counsel provided in the class solidified that. I highly recommend both Viviana and Stage 32 Education!"

-Patricia C.

 

"Viviana was personable, professional, interesting, interested, and a wealth of knowledge and useful information. I will take every opportunity to learn from her. She was patient and polite with every question and always clear with what she knew, what she thought, what she believed, and what she didn't know. She painted pictures and delivered facts, outlining the paths she has seen successful producers take while still encouraging all to pursue their art with a greater knowledge of the business and understanding of the challenges and potential pitfalls."

-Randy G.

 

"As someone who was totally new to the world of film financing, trying to learn about the process by myself was intimidating to put it lightly. Viviana clearly explains the film financing process step-by-step and demystifies the complex, bespoke nature of pre-sales, tax credits, sales agents, and so much more. I feel infinitely more confident in my ability to produce a film thanks to this class. I give it the highest possible recommendation for any independent filmmaker looking to finance their film and take their projects to the next level."

-Sean R.

 

 

What You'll Learn

  • Types of Incentives and How to Access Them
  • Domestic & International Tax Credits
  • How to Monetize Incentives
  • Effects of Tax Incentives in the Entertainment Industry and Locally
  • How to Decide on a Jurisdiction – Creative and Financial Elements
  • WORKSHOP
    • Viviana goes over an online application for a tax credit
  • Q&A with Viviana and Philip Gilpin 

*Please note this is a previously recorded class so Viviana and Philip are no longer answering questions but we recommend following along with the workshop to get the most out of the course. 

About Your Instructor

Viviana Zarragoitia is the Vice President of Three Point Capital, one of the entertainment industry's top financiers that specializes in senior lending on film and television projects. Through Three Point, Viviana closes the financing on every film that the company is involved in. She has been involved in the financing of over 100 independent films, and worked with such producers as Cassian Elwes (DALLAS BUYERS CLUB), Rob Barnum (MARGIN CALL), Anthony Bregman (ETERNAL SUNSHINE OF THE SPOTLESS MIND), James Schamus (BROKEBACK MOUNTAIN), Aaron Gilbert (JOKER), Kimberly Steward (MANCHESTER BY THE SEA), Nicolas Chartier (THE HURT LOCKER) and Kevin Frakes (HEREDITARY), among others. Before Three Point Capital, Viviana worked in accounting at Millennium Films and Bold Films, as well as in the finance division of Lionsgate, where she oversaw the preparation of multi-million dollar film and television distribution deals. Viviana has seen it all when it comes to film financing and knows intimately well how to take advantage of domestic and international tax incentives.

FAQs

Q: What is the format of a class?
A: Stage 32 Next Level Classes are typically 120-minute broadcasts that take place online using a designated software program from Stage 32.

Q: Do I have to be located in a specific location?
A: No, you can participate from the comfort of your own home using your personal computer! 

Q: What are the system requirements?
A: You will need to meet the following system requirements in order to run the webinar software: Windows 7 or later Mac OS X 10.9 (Mavericks) or later.
If you have Windows XP, Windows Vista and Mac OS X 10.8 (Mountain Lion): The webinar software does not support these operating systems. If you are running one of those operating systems, please upgrade now in order to be able to view a live class. Upgrade your Windows computer / Upgrade your Mac computer

Q: Will I have access to the lab afterward to rewatch?
A: Yes! After the purchase of the lab, you will have on-demand access to the video recording, which you can view again. 

Questions?

If you have a generic question about Stage 32 education you can take a look at our frequently asked questions section on our help page, or feel free to contact support with any other inquiries you might have.
 

Reviews Average Rating: 5 out of 5

  • I purchased this class but have not been able to access the teaching for over 10 months, so I can't rate it. I have contacted Stage 32 over 10 times to remedy this issue and it still hasn't been resolved to my utter disappointment and frustration. I hope that Stage 32 or Viviana will see this and assist me in receiving the teaching that I paid for!
  • Very informative. Viviana explains things so simply but doesn't leave you confused. I'm happy I was able to get this class. There were issues again with me not receiving the login link so I had to watch it on-demand. I have to send in my questions rather than getting first-hand answers. Thank you to Harrison Glaser for helping me.

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A New Exclusive Webinar Hosted by the Vice President of Three Point Capital, one of the entertainment industry's top financiers specializing in senior lending on film and television projects. Receive exclusive handouts, including information on sales agent commissions, samples of sales sheets, and more.   You’ve raised money to produce your project, but you’re still coming up short. Did you know that there is money available to you at the bank to help you fill in the “gap”? You just need to know how to get it. Gap financing is a bank instrument for filmmakers that fills the “gap” in funding between the money you’ve already raised and your estimated film production budget to completion. In this exclusive Stage 32 webinar, you’ll cover the essentials of gap financing and what to look out for in deals. No one knows the ins and outs of gap financing better than your instructor, Viviana Zarragoitia. In her role as Vice President of Three Point Capital, one of the entertainment industry's top financiers that specializes in senior lending on film and television projects.  Viviana has helped set up funding for over 100 independent films and will guide you through the crucial elements of gap financing, what your financial sheet and package must include to secure it, an explanation of presales, how to work with sales agents, and more. She's previously worked with Lionsgate, Millennium Films, and Bold Films and worked with top-tier producers, including Cassian Elwes (MUDBOUND), Anthony Bregman (DO REVENGE), Aaron Gilbert (LICORICE PIZZA), Kevin Frakes (HEREDITARY), Nicholas Chartier (THE HURT LOCKER), Rob Barnum (ALL IS LOST), and more. You’ll learn about sales estimates, sales sheets, and how to work with sales agents and find out what makes a production look like a worthy investment to a bank vs. one that’s too risky a bet.  Plus, you’ll get handouts on sales agent commissions, samples of sales sheets, and more, so you can secure the funding you need to finally get your film made. Viviana is giving you what she’s learned working with productions, just like yours. You'll walk away from this webinar with the knowledge you need to get that last bit of funding to make your project a reality. PRAISE FOR VIVIANA'S PREVIOUS STAGE 32 EDUCATION: "As someone who was totally new to the world of film financing, trying to learn about the process by myself was intimidating to put it lightly. Viviana clearly explains the film financing process step-by-step and demystifies the complex, bespoke nature of pre-sales, tax credits, sales agents, and so much more. I feel infinitely more confident in my ability to produce a film thanks to this class. I give it the highest possible recommendation for any independent filmmaker looking to finance their film and take their projects to the next level." - Sean R. "Viviana has a tremendous depth and range of knowledge about film financing and she was happy to share everything she knew. Thanks to her loose, attentive style for the class, it ranged far and wide, and she answered a lot of people’s questions whether they were general or specific to their own projects. And I feel like there was value for all of us in even the most project-specific questions." - Randy V. "As an experienced film and television producer and writer, Viviana's class was just the refresher - and inspiration - that I needed! Having been a completion producer for a bond company, I have seen too many producers who were let down in the producing process by so-called-professionals who offered support at the on-set of a production, but then failed to deliver when needed. Viviana and her company Three Point Capital have an excellent reputation, and her counsel provided in the class solidified that. I highly recommend both Viviana and Stage 32 Education!" - Patricia C.

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She painted pictures and delivered facts, outlining the paths she has seen successful producers take while still encouraging all to pursue their art with a greater knowledge of the business and understanding of the challenges and potential pitfalls." -Randy G.   "As someone who was totally new to the world of film financing, trying to learn about the process by myself was intimidating to put it lightly. Viviana clearly explains the film financing process step-by-step and demystifies the complex, bespoke nature of pre-sales, tax credits, sales agents, and so much more. I feel infinitely more confident in my ability to produce a film thanks to this class. I give it the highest possible recommendation for any independent filmmaker looking to finance their film and take their projects to the next level." -Sean R.   "Viviana has a tremendous depth and range of knowledge about film financing and she was happy to share everything she knew. 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Viviana Zarragoitia is the Vice President of Three Point Capital, one of the entertainment industry's top financiers that specializes in senior lending on film and television projects. Through Three Point, Viviana closes the financing on every film that the company is involved in. She has been involved in the financing of over 100 independent films, and worked with such producers as Cassian Elwes (DALLAS BUYERS CLUB), Rob Barnum (MARGIN CALL), Anthony Bregman (ETERNAL SUNSHINE OF THE SPOTLESS MIND), James Schamus (BROKEBACK MOUNTAIN), Aaron Gilbert (JOKER), Kimberly Steward (MANCHESTER BY THE SEA), Nicolas Chartier (THE HURT LOCKER) and Kevin Frakes (HEREDITARY), among others. Before Three Point Capital, Viviana worked in accounting at Millennium Films and Bold Films, as well as in the finance division of Lionsgate, where she oversaw the preparation of multi-million dollar film and television distribution deals. Viviana has seen it all when it comes to film financing and knows intimately well how films find success at all budget levels. In this advanced level and intensive 6-session on-demand virtual class, Viviana will comprehensively teach you how you can finance your own independent film, whether it's microbudget ($500,000 or less), more than $10 million, or anything in between. In Session 1 she will provide an overview of the different types of film financing available to you. In Session 2 she will focus on microbudget films specifically and dig in to how films with these budgets can find success. Session 3 will center on using tax credits, soft money, and grants to help fund your project. In session 4, Viviana will bring in a notable film producer she has worked with in the past and discuss with them the principles of finding and approaching financiers and convincing them to contribute to your project. Session 5 will delve into equity, pre-sales, gap, and sales agents. Finally Session 6 will look at waterfalls, recoupment and navigating collection accounts. Along the way, Viviana will provide exclusive and valuable handouts that you can take with you for your own projects, including: Sample Budgets and Packages Sales Sheets Sales Agent Contracts Sample Collection Account Statement Example Distribution Agreements Praise for Viviana's Past Stage 32 Financing Classes:   "Viviana inspired me to learn more about the business side of filmmaking. I had an idea of how to finance a movie, but after our first class, I realized I had a lot to learn. I'm learning more to this day! I highly recommend her class to any film creative with little, to no understanding on how to finance an independent film. What she has to say is priceless!" -Steven K.   "As an experienced film and television producer and writer, Viviana's class was just the refresher - and inspiration - that I needed! Having been a completion producer for a bond company, I have seen too many producers who were let down in the producing process by so-called-professionals who offered support at the on-set of a production, but then failed to deliver when needed. Viviana and her company Three Point Capital have an excellent reputation, and her counsel provided in the class solidified that. I highly recommend both Viviana and Stage 32 Education!" -Patricia C.   "Viviana was personable, professional, interesting, interested, and a wealth of knowledge and useful information. I will take every opportunity to learn from her. She was patient and polite with every question and always clear with what she knew, what she thought, what she believed, and what she didn't know. She painted pictures and delivered facts, outlining the paths she has seen successful producers take while still encouraging all to pursue their art with a greater knowledge of the business and understanding of the challenges and potential pitfalls." -Randy G.   "As someone who was totally new to the world of film financing, trying to learn about the process by myself was intimidating to put it lightly. Viviana clearly explains the film financing process step-by-step and demystifies the complex, bespoke nature of pre-sales, tax credits, sales agents, and so much more. I feel infinitely more confident in my ability to produce a film thanks to this class. I give it the highest possible recommendation for any independent filmmaker looking to finance their film and take their projects to the next level." -Sean R.   "Viviana has a tremendous depth and range of knowledge about film financing and she was happy to share everything she knew. Thanks to her loose, attentive style for the class, it ranged far and wide, and she answered a lot of people’s questions whether they were general or specific to their own projects. And I feel like there was value for all of us in even the most project-specific questions." -Randy V.

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