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Asset Management & ComplianceCommission Compliance Workshops and Trainings

Workshop Schedule - FY24 Revised 09/2023
Workshop Policies Revised 09/2023

WORKSHOPS OPEN FOR REGISTRATION

TC Fundamentals Class ID# TCF03-24 | IN-PERSON:
Courtyard by Marriott Tacoma Downtown, TACOMA | Thursday, March 21, 2024 | 9:00am - 5:00pm | Five (5) attendee limit per company | REGISTRATION OPEN

TC Advanced Class ID# TCA03-24 | IN-PERSON:
Courtyard by Marriott Tacoma Downtown, TACOMA | Friday, March 22, 2024 | 9:00am - 5:00pm | Five (5) attendee limit per company | REGISTRATION OPEN

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 (YouTube)  09/06/2022

NEW:  AMC Training:  Child Support Verification (YouTube)  09/06/2022

Link to WSHFC 2021 LIHTC Income Asset Verification and Calculation (You Tube)  04/22/2021

Link to WSHFC Bond Workshop (YouTube) 12/29/20

Day 1
Day 2

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

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:

Events CalendarView 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

02/022024

 
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