On-Demand Content

These sessions are available for on-demand viewing.


Session 1: Housing Credit Program Basics

Get the background on the program and discuss federal preferences and criteria, income and rent restrictions, affordability commitments, the allocation process, deal structuring, financial feasibility analysis, legal and accounting rules, investment basics, and compliance fundamentals.

TRAINERS
John Marti, Partner | Nixon Peabody LLP
Stephanie Naquin, Multifamily Compliance | Novogradac & Company LLP
Thomas Stagg, Partner | Novogradac & Company LLP
Dirk Wallace, Partner | Novogradac & Company LLP


Session 2: Eligible Basis and Credit Calculations

Learn about the three types of Credit, applicable percentages, IRS Form 8609 elections, accounting treatment of construction costs and soft costs, eligible basis calculations, and determination of maximum Credit amounts.

TRAINERS
Thomas Stagg, Partner | Novogradac & Company LLP
Dirk Wallace, Partner | Novogradac & Company LLP
B. Susan Wilson, Vice President and Chief Technical Officer | Enterprise Community Investment, Inc.


Session 3: The Development Process

Explore the Housing Credit development process and review a typical development timeline. During this session, learn about carryover allocation requirements, satisfying the 10 percent test, placed-in-service requirements, key deadlines, andĀ specific rules for new construction and rehabilitation

TRAINERS
John Marti, Partner | Nixon Peabody LLP
Emily McKinney, Associate | Nixon Peabody LLP
Charlie Rhuda, Partner | Novogradac & Company LLP


Session 4: Deal Structuring and Investment Essentials

Understand the fundamentals of structuring Housing Credit deals, including common investment structures, equity pricing considerations, financial structuring and underwriting criteria, investor perspectives on deal selection, the syndication process, partnership agreements, guarantees and tax credit adjuster provisions, reserve accounts, and Credit recapture basics.

TRAINERS
Jillian Flynn, Vice President and Chief Equity Underwriter | Merchants Capital
John Marti, Partner | Nixon Peabody LLP
Courtney Mooney, Associate | Nixon Peabody LLP


Session 5: Program Monitoring and Compliance

Discuss the essential aspects of Housing Credit compliance, including minimum set-aside rules, income and rent limits, tenant eligibility requirements, income calculation and verification rules, the next available unit rule, state agency compliance monitoring responsibilities, property inspection requirements, and the impact of noncompliance on Credit delivery.

TRAINERS
Stephanie Naquin, Multifamily Compliance | Novogradac & Company LLP
Thomas Stagg, Partner | Novogradac & Company LLP


Session 6: Ask the Experts

Get answers to your Housing Credit questions! Our expert trainers take your questions and discuss hot topics and current challenges in Housing Credit development, finance, investment, and compliance.

TRAINERS

John Marti, Partner | Nixon Peabody LLP
Stephanie Naquin, Multifamily Compliance | Novogradac & Company LLP
Thomas Stagg, Partner | Novogradac & Company LLP
Dirk Wallace, Partner | Novogradac & Company LLP