Advanced Issues of Tax Credit Compliance Webinar

Wednesday, October 14, 2026, 10:00 am to 1:00 pm 

AHMA Member: $249 total price $269.67 • Non-Members: $350 total price $379.05

Trainer: A.J. Johnson

This three-hour training is intended for senior management staff, developers, corporate finance officers, and others involved in decision-making about how LIHTC deals are structured. This training covers complex issues such as eligible and qualified basis, applicable fraction, credit calculation (including first-year calculation), placed-in-service issues, rehab projects, tax-exempt bonds, the Next Available Unit Rule, employee units, mixed-income properties, the vacant unit rule, and dealing effectively with State Agencies.

This course is for those individuals with advanced Tax Credit experience.  The course dives deeper into:

• The IRS & Compliance
• Extended Use Agreements
• Calculation of Credits
• Critical timeframes
• Placed In Service
• Important forms 

8609
Qualified Census Tracts
4% and 9% Credits
Multiple Building Projects
Disproportionate Cost Issues
Deferral of Credits
Minimum Set-aside
Deep Rent Skewing

8823
Habitability Issues
Changes in Eligible Basis
Excess rent Issues
Annual Owner Certification
Failure to meet Minimum Set-aside
General Public Use
8611
8586
8610
8693

• Advanced Rent Issues
• Common Area Fees
• Commercial Use
• Using HUD Income Table to Calculate Tax Credit Income Limits
• Special Occupancy Issues
• Initial Resident Files
• Tax-Exempt Bonds with Credits
• HOME Funds/Native American Housing Assistance
• Non-Profit Set-aside

Students will need a calculator.

This course will offer a 3-hour interactive Zoom meeting training session. 

Click here to Register