Upcoming Events

Learn the Basics: Housing Tax Credits 101

March 5 - 6, 2009
The Blackstone, A Renaissance Hotel
Chicago, IL

Conference Overview

First time offered in Chicago, this seminar is intended for newcomers to the field as well as those seeking an up-to-the-minute refresher course. It will present the basic rules governing the Low Income Housing Tax Credit and how the credit is utilized in today’s transactions; a “hands on” analysis of a financial model generated for a typical tax credit project; an overview of the legal, accounting, and business issues involved in negotiating transactions; a practical look at tax credit transactions from the lender, agency, developer, and investor perspectives; special issues that arise in deals involving non-profits; the basic rules for when tax credits are used together with tax-exempt bonds; and real world advice on the occupancy and compliance essentials that are critical to the long-term success of every project.

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Download PowerPoint and PDF presentations

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• Molly Bryson and Thomas Giblin: Special Issues for Projects Involving Nonprofits, IPED Housing Tax Credit Conference, Chicago 2009
• Thomas Giblin: Combining Solar And Housing Tax Credits, IPED Housing Tax Credit Conference, Chicago 2009
• Holly Glauser-Abel: The Benefits of Going Green
• Randall Kelly: Working with HUD
• Michael Kotin: Learn the Basics Housing Tax Credits 101 Compliance & Occupancy
• Michael Kotin: IPED Housing Tax Credit 101 Compliance Quiz Questions
• Michael Kotin: IPED Housing Tax Credit 101 Compliance Quiz Answers
• Michael Kotin: Calculating Utility Allowances
• Michael Kotin: The Next Available Unit Rule
• Beth Mullen: IPED Housing Tax Credit 101 Acquisition/Rehabilitation Example
• Beth Mullen The American Recovery and Reinvestment Act of 2009 Low-Income Tax Credit Provisions
• Susan Pristo Reaman: Form 8823, Low-Income Housing Credit Agencies Report of Noncompliance or Building Dispositions
• Susan Pristo Reaman: IRS Oversight and Guidance Under LIHTC Program
• Dan Smith: Tax-Exempt Housing Bond Basics
• Dan Smith: Tax-Exempt Bonds and Low-Income Housing Tax Credits

Reference Materials

• Housing Tax Credits 101 Chicago: March 2009 Reference Materials Table Of Contents
• Section I: Housing Tax Credits Overview
• Section II: Regulations, Statutory, Legislative Background
• Section III: Rules and Forms
• Section IV: The Numbers: Sources and Uses/Pro Formas
• Section V: Development Fees and Financing Issues
• Section VI: Development Fees and Financing Issues
• Section VII: Tax Exempt Bonds and Housing Tax Credits
• Section IX: Basic Due Diligence
• Section X: Management During the Compliance Period
• Section XI: Green Building and Sustainability Practices