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Asset Management & ComplianceCommission Compliance Workshops and Trainings

ONLINE TAX CREDIT COMPLIANCE "FUNDAMENTALS" WEBINAR

An introduction to the essentials required to preserve low-income housing tax credit compliance for Washington State compliance professionals.  Topics include federal regulations, state regulations and a case study.  A Certificate will be issued after successfully completing the entire workshop.

 FY21 ONLINE WEBINAR SCHEDULE  Rev 10/22/2020

"PREREQUISITE:  Watch the "Resident Certification Forms Webinar" video prior to the Tax Credit Compliance Fundamental Class." 

TBA | December Fundamentals has been canceled.  Next Fundamentals class will be in February 2021.  Registration will open later in December.

COMMISSION COMPLIANCE TRAINING VIDEOS

Link to WSHFC Fundamentals Part V - Case Study (YouTube) 07/24/20
Link to Case Study Certification Packet

Link to WSHFC Fundamentals Part IV - Income and Rent Limits/Utility Allowances (YouTube) 07/01/2020

Link to WSHFC Fundamentals Part III - Assets (YouTube) 06/03/2020

Link to WSHFC Fundamentals Part II - Income and Income Calculation (YouTube) 06/01/2020

Link to WSHFC Fundamentals Part I - Federal and State Requirements (YouTube) 05/28/2020

Link to 2020 Compliance Update (YouTube) 05/15/2020

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

TAX CREDIT COMPLIANCE "ADVANCED" WORKSHOP

A focused look at and discussion of challenging issues faced by Low-Income Housing Tax Credit compliance professionals in Washington State. Several case studies will be covered in-depth. Topics will include self-employed applicants, special-needs issues, and common area unit clarification. Bring your calculator. To be eligible to take the advanced workshop you must have hands-on experience of at least one year; and, you must have taken a Commission-taught compliance workshop.

TBA

ONLINE BOND COMPLIANCE WEBINAR

This workshop is for WSHFC-issued tax-exempt bonds only. Topics include verifying and calculating income and assets; introduction to the latest 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.

"PREREQUISITE:  Watch the "Resident Certification Forms Webinar" video prior to the Bond Class." 

TBA

Workshop Policies (PDF) Revised 12/30/2019

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

11/25/2020

 

 
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