ELIGIBILITY ESSENTIALS: Calculating Adjusted Income (Post-HOTMA) (02/26)

ELIGIBILITY ESSENTIALS: CALCULATING ADJUSTED INCOME (POST-HOTMA)

The Housing Opportunity Through Modernization Act (HOTMA) has brought significant changes to how adjusted income is calculated for HUD, Rural Development (RD) and yes, even the HOME program, under certain circumstances, directly affecting eligibility and assistance determinations.

WHAT YOU CAN EXPECT FROM THIS TRAINING

This session provides a detailed overview of the updated regulations governing adjusted income calculations, along with guidance on methodologies that remain unchanged under HOTMA. Participants will leave with a clear understanding of how to accurately determine adjusted income and apply the rules in real-world scenarios.

Topics Covered

• Dependent Deduction
• Child Care Expenses and Hardships
• Disability Assistance Expenses and Hardships
• Elderly/Disabled Household Deduction
• Medical Expenses and Hardships
• Step-by-step guidance on calculating adjusted income

Why This Matters

A strong grasp of income calculation rules is essential for anyone involved in affordable multifamily housing compliance.

Managers aiming to excel during Management and Occupancy Reviews (MORs) or supervisory compliance audits will find this knowledge invaluable. Likewise, regional managers seeking to provide informed leadership to their teams will benefit from a complete understanding of these critical regulations.

WHO SHOULD ATTEND

• Property managers and leasing staff
• Compliance officers and specialists
• Anyone responsible for verifying income or determining eligibility

This session is ideal for anyone involved in affordable housing programs who needs to understand and apply HOTMA’s updated adjusted income calculation rules.

WHAT YOU WILL TAKEAWAY

• Instructor: Randy McCall, Housing Compliance Trainer

• Type of Instruction: Virtual Presentation

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

• Continuing Education Hours (CE Hours): 3 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.