Find More Money For Your Production: Step by Step on How to Work with Tax Incentives

Hosted by Viviana Zarragoitia

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Viviana Zarragoitia

Webinar hosted by: Viviana Zarragoitia

Vice President at Three Point Capital

Viviana Zarragoitia has 11 years of accounting and participation experience with the past four years at Three Point Capital where she oversees all loan closing and advisory services in the Film and Television Division. She began her career working in production and post-production accounting at Millennium Films/NuImage, where she worked on such titles as Rambo, Edison and 16 Blocks. After that, she worked in finance at Bold Films before joining Lionsgate, where she spent 5 years working in profit participation and distribution. Viviana has a BA in Business and English, graduating cum laude from Loyola Marymount University. Full Bio »

Webinar Summary

As the Vice President of Three Point Capital, Viviana Zarragoitia is one of the most prolific financiers who routinely lend on tax incentives, both domestically and internationally, on independent films. She is aware of the rules and regulations of tax incentives in many jurisdictions, and have spoken on numerous panels about tax credits.

In this webinar she will cover working with transferable vs. non-transferable credits, give an overview of the states and countries that are most popular right now, the reasons why and the incentives that each of them offers.

Viviana will also go through the general steps that are required to take advantage of tax incentives from beginning to end, as well as the requirements to qualify for tax incentives. She will highlight the importance of working with CPAs, the roles of production accountants and line producers, as well as how all departments in a production are affected. She will also use 2 states as case studies for how to go through the process of applying for and receiving a tax incentive.

You will walk away gaining a deeper understanding of the details involved with tax credits; how to take advantage of them, how to monetize them and how to follow the guidelines to ensure they are in compliance with the rules. 

What You'll Learn

  • Introduction – Discuss tax incentives broadly and define the types of incentives that exist both domestically and internationally (rebates, grants, tax credits, transferable, etc.). Give examples of jurisdictions that have different types of incentives.
  • Discuss which factors to take into account when deciding where to shoot a project based on the incentives offered (discuss minimum budget requirements, financial factors, other projects shooting at the same time, production resources, crew base, etc.)
  • Discuss in broad strokes the application process for tax incentives domestically (when to submit applications, which production materials to include, how to set up the corporate structure, etc.)
  • Discuss how to monitor qualified tax credit spend during production (the role of production accountants, hiring CPAs to oversee the process, etc.)
  • Working with financiers of tax incentives (what they look for, their requirements, etc.)
  • Post-production (deciding to post in-state and receive more credit, pros and cons, etc.)
  • Final application process (materials needed to submit once production wraps, the role of CPAs to provide third-party audit reports, submitting in a timely fashion, working with Film Offices, timing to receive payment, etc.)
  • Case Study: New York (go through requirements, regulations, pros and cons, etc.)
  • Case Study: Georgia (same as above)
  • Things to watch out for (anecdotes from my experience, mistakes, successes, etc.)

About Your Instructor

Viviana Zarragoitia has 11 years of accounting and participation experience with the past four years at Three Point Capital where she oversees all loan closing and advisory services in the Film and Television Division. She began her career working in production and post-production accounting at Millennium Films/NuImage, where she worked on such titles as Rambo, Edison and 16 Blocks. After that, she worked in finance at Bold Films before joining Lionsgate, where she spent 5 years working in profit participation and distribution. Viviana has a BA in Business and English, graduating cum laude from Loyola Marymount University.

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6 Pitfalls To Avoid When Working With Tax Incentives

As the Vice President of Three Point Capital, Viviana Zarragoitia is one of the most prolific financiers who routinely lend on tax incentives, both domestically and internationally, on independent films. She is aware of the rules and regulations of tax incentives in many jurisdictions, and have spoken on numerous panels about tax credits. In this exclusive webinar, Viviana will be teaching what producers should be aware of when working with tax incentives. Although there are minor details that change within each state/country, there are some overall issues that come up in each jurisdiction that producers should be aware of when taking advantage of tax incentives for their film/TV project. These include, but are not limited to, things such as: corporate structure of the company applying for the tax incentive, making sure that costs in-state are qualified spend, working with tax incentive offices during pre-production, production and post-production, submitting final costs in a timely fashion, working with production accountants/CPAs on tracking qualified spend, working with lenders and filing tax returns to claim the incentives.

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