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Commission Compliance Workshops and Trainings

Workshop Schedule - FY25 Revised 02/04/2025
Workshop Policies Revised 09/2023

WORKSHOPS OPEN FOR REGISTRATION

Class ID# TC05-25 | Tax Credit Fundamentals Compliance Workshop | IN-PERSON

Class ID# TC03-25 | Tax Credit Fundamentals Compliance Workshop | ON-LINE

WORKSHOPS DESCRIPTIONS

TAX CREDIT COMPLIANCE – FUNDAMENTALS

An introduction to LIHTC compliance essentials for Washington State LIHTC property managers, compliance staff, and owners. Topics include federal and state regulations with HOTMA rules considered. The main focus of this workshop is LIHTC fundamentals, but HOTMA updates are integrated throughout the presentation. A certificate will be issued after the successful completion of the training.

TAX CREDIT COMPLIANCE – ADVANCED
This workshop is not currently available.

The TC Advanced training takes a deeper dive into challenging issues faced by LIHTC compliance professionals. Several case studies will be covered. Topics include self-employment, Special-Needs issues, and Common Area Unit clarification. Please have access to a calculator. Includes issuance of certificate after successful completion of the training.

PREREQUISITE: WSHFC TC Fundamentals training and at least 6 months’ LIHTC property management or compliance experience

BONDS-ONLY COMPLIANCE

This workshop is for WSHFC-issued tax-exempt bonds only. Topics include verifying and calculating income and assets; introduction to the 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.

COMPLIANCE ON-DEMAND TRAINING VIDEOS

NEW: HOTMA Updates for LIHTC Properties - watch on YouTube: https://www.youtube.com/watch?v=uduJRo9kDl4

PLACED-IN-SERVICE REQUIREMENT

Tax Credit properties that will place-in-service in any calendar year must have a management representative attend a tax credit compliance training sometime between the first and last buildings' placed-in-service dates. Until further notice, the Commission will accept certificates of completion from other industry trainers in fulfillment ot this requirement. Please email us at cworkshop@wshfc.org for a list of recommended trainings. If your property's management agent recently attended a Commission tax credit compliance workshop or currently manages another tax credit property, please contact us to dicuss a possible waiver of this requirement.

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:

View 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

03/12/2025