Managing Tax Credit (LIHTC) Compliance Workshop

An in-depth workshop for LIHTC with optional HCCP Certification

Tuesday, March 26, 2019
8:30 AM (MDT)
to Thursday, March 28, 2019 at 5:00 PM (MDT)
70 Seats Remaining
70 Seats Remaining

This multi-day course provides an in-depth workshop that is appropriate for those new to Low Income Housing Tax Credit (LIHTC) or those seeking a deeper understanding of the program.

Those wishing to gain a comprehensive understanding of the LIHTC program should plan to join us for a thorough review of the regulations, along with a wealth of practical application. Our training includes solid instruction on vital tax credit management issues. The entire program is presented in a way to make everyone enjoy the learning process and feel confident as compliance professionals. All new major changes are covered.

The Housing Credit Certified Professional (HCCP) exam, developed by the National Association of Homebuilders, will be proctored for any interested on the morning of the third day. A review session will precede the test. Attendance in the two-day workshop is recommended, but not required. For more information on the HCCP, visit

In addition to a course manual and access to downloadable references, attendees will receive an emailed Certificate of Attendance reflecting up to 14 hours of continuing education. Continuing education credits are good toward any of the nationally recognized LIHTC designations, such as HCCP, NCP, or C3P.

Who should attend: Managers and all staff responsible for determining tenant eligibility for properties under the Low Income Housing Tax Credit program

Presented by:  
Tari Bradley, HCCP, CPO, HCM-R 
Trainer, Zeffert & Associates

As the Principal Broker/Owner, she has provided oversight for the last 16 years to multiple HUD, Section 8 Project Based communities, Rural Development (RD), RD- Congregate and RD-LIHTC Communities, and conventional properties. Tari has been an advocate for the housing industry and has continued to actively participate in leadership roles with organizations in positive support and continued education. 

Special Notes:

This workshop is available to AAMD members at a discounted rate of $425. The optional HCCP test is available at a flat rate of $175.

Cancellations with a refund (minus a 20% processing fee) will be accepted in writing until March 12, 2019. Substitutions, but no refunds, will be made after that time.

Those who are not members of AAMD may complete registration on the Zeffort & Associates webpage at this link.

70 Seats Remaining
70 Seats Remaining


March 26, 2019
  • Property LIHTC Compliance

  • Introduction and Key Players in a LIHTC deal

  • Details You Must Know About Your Development

  • How Credits are Calculated

  • Milestones In the Life of a Property

  • Unique Aspects of Acquisition/Rehab

  • Other Program rules – Including Available Unit, Vacant Unit Rules and Fair Housing

  • Combining LIHTC with Other Programs  

 March 27, 2019
  • Certifying LIHTC Households

  • Certification Steps, Interviews and Applications

  • Determining Household Size

  • Establishing Student Status

  • Verification Procedures

  • Anticipating Income and Assets

  • Completing the Certification Form

  • How to "Enjoy" State Agency Inspections & Correcting Noncompliance


March 28, 2019
  • Review Session Before Exam

  • HCCP Exam (approximately 2.5 hours)

For More Information: