• June 16, 2017

    Explore industry preservation financing tools, including tax-exempt bonds, recapitalization loan programs, re-syndication, and preservation equity funds. Consider how trends in income limits, utility allowances, and operating expenses impact preservation underwriting criteria. Examine the use of capital needs assessments and energy audits in preservation transactions.

  • June 16, 2017

    Examine how the Housing Opportunity through Modernization Act (HOTMA), Violence Against Women Act (VAWA), and new HUD fair housing guidance on criminal backgrounds impact Housing Credit compliance and management.

  • June 16, 2017

    Explore monitoring complexities in Rental Assistance Demonstration (RAD) projects with Housing Credit financing. Reconcile disparate IRS and HUD rules on maximum household income, tenant displacement and relocation, unit transfers, and noncompliance.

  • June 16, 2017

    Senior HUD officials meet with allocating agency representatives to discuss implementation of the Housing Trust Fund, small area Difficult Development Areas, Affirmatively Furthering Fair Housing rules, and Housing Credit tenant data collection.

  • June 16, 2017

    Understand how project-based Section 8 and Housing Choice Vouchers impact Housing Credit developments. Discuss public housing agency (PHA) requirements for rent, income determination, and tenancy approval and the reconciliation of rules to meet Housing Credit compliance requirements.

  • June 16, 2017

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

  • June 16, 2017

    Learn fundamental aspects of structuring Housing Credit deals, including discussion of common investment structures, equity pricing considerations, financial structuring and underwriting criteria, the syndication process, partnership agreements, and Credit recapture basics.

  • June 16, 2017

    Explore the Housing Credit development process, including review of a typical development timeline, carryover allocation requirements, satisfying the 10 percent test, placed-in-service requirements, key deadlines, and supporting documentation.

  • June 16, 2017

    Understand the three types of Credit, applicable percentages, IRS Form 8609 elections, accounting treatment of construction costs and soft costs, eligible basis calculations, and how to determine maximum Credit amounts.

  • June 16, 2017

    Veteran industry trainers delve into basic Housing Credit program requirements including income and rent restrictions, qualified allocation plans, federal preferences and criteria, financial feasibility analysis, types of Credit, eligible basis calculations, and compliance monitoring.