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Asset Management & ComplianceCommission Compliance Workshops and Training

FY19 Workshop Schedule (PDF)  New 04/16/2018

Workshop Policies (PDF) Revised 03/2016

Fee Increase Memo (PDF)

TAX CREDIT COMPLIANCE "FUNDAMENTALS" WORKSHOP

An introduction to the essentials required to preserve low-income housing tax credit compliance for Washington State compliance professionals.  Topics include federal regulations, state regulations and a case study.

Prerequisite: Watch Resident Certification Forms Webinar before workshop

Class ID # TC8-18 | Seattle | August 14, 2018 | Tuesday | 9:00AM - 5:00PM
WSHFC, 1000 Second Avenue, Seattle, 28th Floor, Board Room Travel & Hotel
$75 Registration closes by July 31 2018 | "REGISTRATION"

Class ID # TC9-18 | Seattle | September 11, 2018 | Tuesday | 9:00AM - 5:00PM
WSHFC, 1000 Second Avenue, Seattle, 28th Floor, Board Room Travel & Hotel
$75 Registration closes by August 28, 2018 | "REGISTRATION"

TAX CREDIT COMPLIANCE "ADVANCED" WORKSHOP

A focused look at and discussion of challenging issues faced by Low-Income Housing Tax Credit compliance professionals in Washington State. Several case studies will be covered in-depth. Topics will include self-employed applicants, special-needs issues, and common area unit clarification. Bring your calculator. To be eligible to take the advanced workshop you must have hands-on experience of at least one year; and, you must have taken a Commission-taught compliance workshop.

Class ID # TC9a-18 | Seattle | September 12, 2018 | Wednesday | 9:00AM - 5:00PM
WSHFC, 1000 Second Avenue, Seattle, 28th Floor, Board Room Travel & Hotel
$75 Registration closes by August 29, 2018 | "REGISTRATION"

BOND COMPLIANCE WORKSHOP

This workshop is for WSHFC-issued tax-exempt bonds only. Topics include verifying and calculating income and assets; introduction to the latest Compliance forms and samples; financing overview for WSHFC-issued bonds; recognizing non-compliance; the compliance review process; student issues; and calculating income. 

If your property is part of the State Bond Program (see attached list), please contact your Portfolio Analyst prior to registering for this workshop.

TBA

PLACED-IN-SERVICE REQUIREMENT

Tax Credit properties that will place in service during any calendar year are required to have the property owner and a property management representative attend a training session 120 days prior to the properties’ placed-in-service date.

WHY YOU SHOULD ATTEND COMPLIANCE TRAINING

The Commission presents several tax credit and bond compliance workshops each year. With the increased emphasis on compliance by investors and owners, these sessions are invaluable in helping you keep abreast of compliance issues which impact your property.  These workshops will focus on federal and state compliance requirements as well as how to avoid common compliance monitoring pitfalls.  The presentations used at the workshops have received a National Award for program excellence.

For more information about Compliance Workshops please email cworkshop@wshfc.org.

COMMISSION COMPLIANCE TRAINING VIDEOS

Link to Resident Certification Forms Webinar 12/2017

Link to Post-Year 15 Procedures Webinar

Calculating Assets 101 Part 1 (YouTube)Calculating Assets 101 Part 1 (YouTube)  05/2008

Calculating Assets 101 Part 2 (YouTube)  05/2008 | Handout (PDF) | Ch 5 Tax Credit Compliance Manual

Farm Work Household Certification (YouTube)  05/2008 | Form with Instructions (PDF) | Script (PDF)
Reference 1: Chapter 3 of the Tax Credit Compliance Manual
Reference 2: Farm Work Reference and Farm Work Household Certification form with Instructions

OTHER TRAINING VIDEOS

Novogradac CPAs: Low-Income Housing Tax Credit Overview (YouTube)

EVENTS CALENDAR 

For additional training events click on the Events Calendar icon below for an easy-to-browse list of dates of interest to asset management and compliance professionals:

Events CalendarView the COMPLETE LIST (PDF)
View the Funding, Grant, and Award Deadlines (PDF)
View the WEB Online (PDF)
View WSHFC Asset Management and Compliance Events and Deadlines

 

 
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