Conquering LIHTC Fundamentals - (03/10/26)

CONQUERING LIHTC FUNDAMENTALS

Managing an LIHTC property can be overwhelming, even for the most experienced property management professionals, if they have no prior Low-Income Housing Tax Credit (LIHTC) experience.

WHAT YOU CAN EXPECT FROM THIS TRAINING

Managing an LIHTC property goes well beyond leasing apartments, collecting rent, and completing work orders.

There are additional obligations under Section 42 that must be met to in order to safeguard the owner's tax credits. These requirements can include processing the application, determining tenant eligibility, charging the appropriate rents, and understanding the agency's reporting and monitoring requirements, among others.

Topics to be discussed during this training, include, but are not limited to:

• Program Introduction
• Application Process (Applications & Screening, Household Size & Verification Requirements)
• Student Eligibility
• Determining Annual Income (Income Eligibility, Method of Annual Income Determination, Earned & Unearned Income & Income Inclusions and Exclusions)
• Determining Asset Income (Asset Inclusions & Exclusions, Personal Property, Asset Threshold, Actual & Imputing Asset Income)
• Certification & Leasing Requirements
• Income & Rent Limits
• Agency Reporting & Monitoring Requirements

Note: This training will be conducted post-HOTMA and will cover HOTMA requirements only. Pre-HOTMA requirements will not be addressed. Some information may be supplied to attendees as supplemental.

WHO SHOULD ATTEND

This training is designed for housing professionals responsible for LIHTC compliance, daily operations, or oversight of tax credit properties.

• Property managers and assistant managers
• Compliance specialists and coordinators
• Asset managers and portfolio managers
• Owners and managing agents
• Housing authority and agency staff
• Maintenance supervisors seeking compliance context
• Anyone new to LIHTC or needing a refresher

WHAT YOU WILL TAKEAWAY

• Instructor: Morgan Baldwin, Housing Compliance Trainer

• Type of Instruction: Virtual Presentation

• Certificates of Attendance: Provided within 7 business days after the training.

• Continuing Education Hours (CE Hours): 4 Hours, which can be applied to US Housing Consultants ACE Designations

• Reference Manual Provided: A PDF Reference Manual will be provided 24 hours prior to the training event.

While closed captioning can be made available, the use of artificial intelligence (AI)– based note-taking tools or software is strictly prohibited. Please note that any AI notetaking logins detected during the training will be removed, and the participant will be charged the equivalent of an additional class attendee.

US Housing Consultants does not give permission to record our training material and/or trainers.

Any recordings completed by US Housing Consultants are proprietary to the company.