ACE LIHTC Compliance (with Optional ACE Exam)

ACE LIHTC COMPLIANCE

ACE Low-Income Housing Tax Credit (LIHTC) Compliance is a three-day virtual course designed to help affordable housing professionals confidently navigate the complexities of LIHTC project compliance.

WHAT YOU CAN EXPECT FROM THIS TRAINING

This interactive course takes a deep dive into the laws and regulations governing the Low-Income Housing Tax Credit program. Through detailed explanations, real-world scenarios, and practical exercises, participants will gain a solid understanding of how to maintain compliance and why it is vital for project success.

Monitoring overall project compliance is one of the most intricate aspects of LIHTC administration. Our trainer will break down challenging topics such as annual credit calculations, income and rent limit determinations, and compliance with minimum set-asides and deep targeting. The training also covers essential standards for household eligibility and critical reporting requirements to ensure ongoing adherence to IRS guidelines.

TOPICS INCLUDE

• Calculating earned income, unearned income, and income from assets
• Leasing requirements and student eligibility
• Managing project set-asides and eligible basis
• Determining rent limits and applying utility allowances
• Implementing best practices to stay in full compliance

LIHTC ACCREDITED COMPLIANCE EXPERT (ACE)

Participants will have the opportunity to take the US Housing Consultants’ LIHTC Accredited Compliance Expert (ACE) Exam. This certification recognizes affordable housing professionals who demonstrate an in-depth understanding of LIHTC compliance — including household eligibility, rent calculations, project development, and overall program requirements.

Professionals holding this designation have a demonstrable and thorough understanding of determining household eligibility, rent, how the project was developed, and much more for the Low-Income Housing Tax Credit program.

Note: ACE Exams must be taken within 7 calendar days after being assigned as content, and questions may be updated.

WHO SHOULD ATTEND

This training is ideal for anyone involved in the management, compliance, or oversight of LIHTC properties, including:

• Property Managers and Assistant Managers who are responsible for leasing, income verification, and day-to-day compliance.
• Compliance Specialists and Coordinators who oversee file reviews, reporting, and adherence to LIHTC regulations.
• Owners, Developers, and Asset Managers seeking a deeper understanding of compliance obligations and risk management.
• State Housing Finance Agency Staff who monitor LIHTC projects or provide compliance guidance.
• Investors and Syndicators who want to strengthen their knowledge of LIHTC operational requirements.
• Housing Consultants and Trainers looking to expand their technical expertise in affordable housing programs.

Whether you’re new to LIHTC or have years of experience, this training provides the knowledge and confidence needed to effectively navigate and manage LIHTC compliance.

Note: This training will be conducted post-HOTMA and will cover HOTMA requirements only. Pre-HOTMA requirements will not be addressed. Some information may be supplied to attendees as supplemental.

WHAT YOU WILL TAKEAWAY

• Instructor: Morgan Baldwin, Housing Compliance Trainer
• Type of Instruction: In-Person Training
• Certificate of Attendance: Provided within 7 business days after the training.
• Continuing Education Hours (CE Hours): 15 Hours, which can be applied to US Housing Consultants ACE Designations
• Reference Manual Provided: A Hard Copy Reference Manual will be provided for In-Person Trainings for those who registered with applicable tickets. Late registrations can result in attendees receiving a PDF manual to download/print for training event but will not receive a physical manual during the training event.