Asset Management and Compliance
• Contact Us
• Forms and Reports
• Income and Rent Limits
• Inspections
• Tax Credit Compliance Manual
• Tax Credit Compliance FAQs
• Bond Compliance Manual
• Bond Compliance FAQs
• Compliance Workshops and Trainings
• Event Calendar
• Resources
• WBARS
Be the first to know!
• E-News monthly newsletter

Commission Compliance Workshops and Trainings

Workshop Schedule - FY25 Revised 09/20/2024
Workshop Policies Revised 09/2023

WORKSHOPS OPEN FOR REGISTRATION

TBA

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 and a case study. Includes issuance of certificate after successful completion of the training.

TAX CREDIT COMPLIANCE – ADVANCED

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

11/19/2024