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Commission Compliance
Workshops and Trainings
Workshop Schedule - FY25
Revised 09/20/2024
Workshop Policies Revised 09/2023
WORKSHOPS OPEN FOR REGISTRATION
Compliance Workshop for BOND-ONLY
Properties (no tax credits)
Class
ID# B10-24
|
ON-LINE (Via Zoom) |
October 8 - 9, 2024
|
9:50am - 12:30pm DAILY (2-Consecutive Day class) |
$75 Registration Fee |
"CLASS FULL"
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.
PREREQUISITE: Resident Certification Forms (1 hr. on-demand video)
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:
AMC Best Practices:
Calculating Anticipated Pay Increases
NEW:
AMC Training: Child Support
Verification
Link to WSHFC 2021 LIHTC Income Asset Verification and Calculation (You Tube) 04/22/2021
Link to WSHFC Bond Workshop (YouTube) 12/29/20
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
ADDITIONAL ON-DEMAND TRAINING VIDEOS
Housing Washington
On-Demand Archive on YouTube
Affordable Housing
101 from 2022
Housing Washington 2023:
Learning Lab 3:
Part A — AIT Compliance & Best Practices + Part B — Managing a Major
Long-Term Rehab with unreinforced masonry retrofit
HANDOUTS: Part
A
(Handout) Average Income for Housing WA 2-23.pptx
4 MB & Part
B Major Rehab w URM Case Study Handout.pdf
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
10/04/202
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