$600 – $700

Conquering LIHTC Compliance Seminar w/ HCCP (Virtual Seminar 10/13-10/14)

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$600 – $700

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Tax Credit Certification​ Course on determining eligibility, from processing applications, income, assets, leasing, and student status

About this event

Conquer Low Income Housing Tax Credit Compliance

Created by Amanda Lee Gross, the “Conquering Low Income Housing Tax Credit (LIHTC) Compliance” is a two-day, 16-hour course specially designed to assist affordable housing professionals in conquering LIHTC project compliance.

Amanda Lee delves deep into the Low-Income Housing Tax Credit laws and regulations, while also providing real-world examples with practical application. This engaging and interactive session utilizes numerous examples and exercises to ensure attendees complete the session with a thorough comprehension of how to maintain project compliance and why it is so important to do so.

Earn a Housing Credit Compliance Professional (HCCP) Designation

An optional Housing Certified Compliance Professional (HCCP) Exam is offered on the third day of this course. The HCCP exam is offered separately from the training and is open to anyone who would like to take the HCCP exam. One does not have to take the course in order to take the exam. The HCCP is a specialized designation through the National Association of Home Builders (NAHB) for developers, property managers, asset managers and other professionals working with the Low-Income Housing Tax Credit (LIHTC) program.

Requirements for achieving the HCCP Designation

Minimum of two years' experience in the LIHTC industry by graduation (Those who fail to meet this requirement may consider themselves an HCCP-Candidate until reaching two years of experience.)

  • A total of 10 hours of LIHTC training
  • Adherence to the HCCP Code of Ethics
  • Successful completion of the HCCP Exam ($175 fee; $100 for retakes)

Conquering LIHTC Compliance with HCCP Certification Exam Agenda

Day 1, Part 1: Processing Applications & Certifications

  1. Applications & Screening
  2. Interviews
  3. Occupancy Standards, Preferences & Restrictions
  4. Household Size
  5. Verification Requirements

Day 1, Part 2: Student Eligibility

  1. Definition of Full-time Student & the Student Calendar
  2. Definition of Educational Organization
  3. Student Exceptions
  4. HFA Requirements & Interpretations
  5. Monitoring Student Status

Day 1, Part 3: Determining Asset Income

  1. Introduction to Assets
  2. Asset Inclusions & Exclusions
  3. Imputing Asset Income
  4. Disposed Assets
  5. Review of Common Assets

Day 1, Part 4: Determining Income

  1. Method of Determining Income
  2. Overview of Income Inclusions
  3. Overview of Income Exclusions
  4. Earned Income Sources
  5. Unearned Income Sources

Day 1, Part 5: Leasing & Certification Requirements

  1. Tenant Income Certification Form
  2. Lease Requirements
  3. Recertification Requirements

Day 2, Part 1: Allocation Process

  1. Introduction
  2. Key Players
  3. Application for Credits
  4. Qualified Allocation Plan
  5. Credit Reservation

Day 2, Part 2: Development & Lease Up

  1. Placing in Service
  2. Carry-over Allocation
  3. Set-Aside Elections
  4. Income & Rent Limits
  5. Calculating & Claiming Credits

Day 2, Part 3: Ongoing Compliance Requirements

  1. Available Unit Rule & Vacant Unit Rule
  2. Unit Transfers
  3. Record Retention
  4. Compliance Monitoring
  5. Non-Compliance

Day 2, Part 4: Acquisition/Rehab

  1. Allocation & Calculation of Acq/Rehab Credits
  2. Claiming Acq/Rehab Credits
  3. Certifying Existing Households
  4. Federally Funded Projects - URA
  5. Resyndication

Day 2, Part 5: LIHTC Layered with Other Programs & Laws

  1. LIHTC & Tax-Exempt Bonds
  2. LIHTC & HOME Funds
  3. LIHTC & Section 8
  4. LIHTC & RD
  5. LIHTC & Fair Housing/ADA

Meet Amanda Lee Gross

Ms. Gross has eighteen years of hard-won, real-world knowledge and experience in all aspects of the affordable housing industry. She has learned the affordable housing industry from the ground up, starting as a site manager, eventually rising to the position of Compliance Director for a multi-state, 5,000+ unit management company. Ms. Gross has leveraged that experience and became a nationally recognized expert trainer in Fair Housing, LIHTC, RD, HUD, and HOME. Over the last eight years, she has conducted hundred of training nationwide, and has provided consulting services to State Housing Finance Agencies, Public Housing Authorities, management companies, and developers.

Ms. Gross is a featured speaker at numerous industry events every year. She also provides custom-tailored trainings to private organizations who understanding that highly-trained staff are more effective and better able to protect the assets and reputation of companies. She also works in a consulting capacity, advising clients in the development of their policies and procedures, optimizing project compliance performance, and addressing audit findings. Ms. Gross's areas of expertise focus on the following programs:

  • Fair Housing
  • Low-Income Housing Tax Credit (LIHTC) Program
  • USDA/RD Rental Housing Program
  • HUD Multifamily Housing Programs
  • HOME Investment Partnership Program
  • Tax-Exempt Bond Compliance
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