Low-Income Housing Tax Credit Compliance (TaCCs)

Course Type:

Supplemental Course Materials

Description:

Quadel’s Low-Income Tax Credit Compliance Systems (TaCCs) course is a one and one-half to three day workshop that provides management with comprehensive guidance on LIHTC compliance requirements.  The course also includes the very latest IRS and HUD updates.  Through extensive exercises and case studies, the TaCCs training leads participants through all of the critical compliance steps using a system of forms and monitoring tools covering all critical compliance areas including:

  • 1st Year Leasing Objectives, including Minimum Set-Aside
  • Applicant Eligibility
  • Annual Income Calculations & Verifications
  • Full-time Student Rule
  • Annual Re-certification & Ongoing Compliance
  • Available Unit Rule
  • Monitoring Requirements

Participants receive a copy of Quadel’s nationally recognized TaCCs course book. All of Quadel’s course books are designed to provide “plain English” reference manuals to assist program staff perform their daily functions more efficiently after attending the TaCCs training course.

This course is frequently paired with Quadel’s advanced training modules, Managing Compliance in Section 8, Section 236, and Section 202 & 811 Properties with Tax Credits, Managing Compliance in LIHTC Properties with HOME and CDBG Funding, and Managing Compliance in Properties with Public Housing Funding. These modules are offered in addition to the TaCCs certification examination.

Read the Cancellation Policy

Certification:

Quadel administers a certification examination on the afternoon of the second day of the TaCCs training. The three-hour examination is open book and includes multiple choice and true/false questions, mini-exercises, and a case study.  Participants who successfully pass the examination receive the TaCCs certification designation and a formal certificate suitable for framing attesting to their proficiency.  The TaCCs designation is recognized by professionals in the tax credit industry nationwide and provides employers the security of knowing that a TaCCs certified employee has mastered the complex issues faced by site managers administering the tax credit program.

Who Should Attend:

Site managers, regional property managers, asset managers, owners, developers, syndications, investors, and state and local agency staff

Training Topics:

One and One-half day TaCCs Training with Optional Examination

  • Minimum Set Aside
  • Applicable Fraction
  • Applicant Eligibility
  • Income Eligibility
  • Household Characteristics
  • Annual Income
  • Assets
  • Verification Requirements
  • Initial Certification
  • Unit Eligibility
  • Maximum Allowable Rent
  • Recertification
  • Available Unit Rule
  • Transfers
  • TaCCs Certification Examination

*Based on a schedule of 8:00 a.m. – 5:00 p.m. with a lunch break from Noon – 1 p.m.  Participants are responsible for their own lunch.

Read the Cancellation Policy

Registering a Group? If you need to register four (4) or more individuals for any of these training offerings, please email training@quadel.com with the names and email addresses of each participant, and we will invoice you at the Standard Price (not Early Bird) for 1-3 and then $75 off each registrant beyond that number.
Note: A course being hosted by an organization does not qualify for Early Bird or Group pricing.  Thanks to the group's ability to host, an already significant discount has been established versus options where Quadel rents conference space.

Upcoming Trainings:

Aug
14
Tue
TaCCs – New York, NY @ AMA Conference Center
Aug 14 – Aug 16 all-day

Low-Income Housing Tax Credit Compliance (TaCCs)

Quadel’s Low-Income Tax Credit Compliance Systems (TaCCs) course is a one and one-half day workshop that provides management with comprehensive guidance on LIHTC compliance requirements.  The course also includes the very latest IRS and HUD updates.  Through extensive exercises and case studies, the TaCCs training leads participants through all of the critical compliance steps using a system of forms and monitoring tools covering all critical compliance areas.

This course is frequently paired with Quadel’s advanced training modules, Managing Compliance in Section 8, Section 236, and Section 202 & 811 Properties with Tax Credits, Managing Compliance in LIHTC Properties with HOME and CDBG Funding, and Managing Compliance in Properties with Public Housing Funding. These modules are offered in addition to the TaCCs certification examination.

Click for the complete course description

Pricing

Type Days Early Bird Full Price
Course Only 1.5  $  525.00  $  575.00
Course + Exam 2  $  610.00  $  675.00
Course + Mixed Finance (No Exam) 3  $  740.00  $  775.00
Course + Exam + Mixed Finance 3  $  840.00  $  875.00

To see complete information for this training, including address and map to the location, click on “Read More.”

Sep
25
Tue
TaCCs- Denver, CO @ CHFA
Sep 25 – Sep 26 all-day

Low Income Housing Tax Credit Compliance

Note: This is a Quadel Training being hosted by Colorado Housing and Finance Authority.  They are coordinating all registrations and transactions.  Early Bird is not available.

Quadel’s Low-Income Tax Credit Compliance Systems (TaCCs) course is a two-day workshop that provides management with comprehensive guidance on LIHTC compliance requirements.  The course also includes the very latest IRS and HUD updates.  Through extensive exercises and case studies, the TaCCs training leads participants through all of the critical compliance steps using a system of forms and monitoring tools covering all critical compliance areas including:

  • 1st Year Leasing Objectives, including Minimum Set-Aside
  • Applicant Eligibility
  • Annual Income Calculations & Verifications
  • Full-time Student Rule
  • Annual Re-certification & Ongoing Compliance
  • Available Unit Rule
  • Monitoring Requirements

Participants receive a copy of Quadel’s nationally recognized TaCCs course book. All of Quadel’s course books are designed to provide “plain English” reference manuals to assist program staff perform their daily functions more efficiently after attending the TaCCs training course.

This course is frequently paired with Quadel’s advanced training modules, Managing Compliance in Section 8, Section 236, and Section 202 & 811 Properties with Tax Credits, Managing Compliance in LIHTC Properties with HOME and CDBG Funding, and Managing Compliance in Properties with Public Housing Funding. These modules are offered in addition to the TaCCs certification examination.

Click for the complete course description

To see complete information for this training, including address and map to the location, click on “Read More.”

Oct
1
Mon
TaCCs – Greensboro, NC @ Bernard Robinson & Company
Oct 1 – Oct 2 all-day

Low Income Housing Tax Credit Compliance

Note: This is a partnership with Bernard Robinson & Company, who have graciously opened their doors to host this training. By providing the space, they have enabled us to offer this course at a lower price than our traditionally held courses.  Registration is limited to the full two-day course + certification examination.

Quadel’s Low-Income Tax Credit Compliance Systems (TaCCs) course is a two-day workshop that provides management with comprehensive guidance on LIHTC compliance requirements.  The course also includes the very latest IRS and HUD updates.  Through extensive exercises and case studies, the TaCCs training leads participants through all of the critical compliance steps using a system of forms and monitoring tools covering all critical compliance areas including:

  • 1st Year Leasing Objectives, including Minimum Set-Aside
  • Applicant Eligibility
  • Annual Income Calculations & Verifications
  • Full-time Student Rule
  • Annual Re-certification & Ongoing Compliance
  • Available Unit Rule
  • Monitoring Requirements

Participants receive a copy of Quadel’s nationally recognized TaCCs course book. All of Quadel’s course books are designed to provide “plain English” reference manuals to assist program staff perform their daily functions more efficiently after attending the TaCCs training course.

This course is frequently paired with Quadel’s advanced training modules, Managing Compliance in Section 8, Section 236, and Section 202 & 811 Properties with Tax Credits, Managing Compliance in LIHTC Properties with HOME and CDBG Funding, and Managing Compliance in Properties with Public Housing Funding. These modules are offered in addition to the TaCCs certification examination.

Click for the complete course description

To see complete information for this training, including address and map to the location, click on “Read More.”

Oct
16
Tue
TaCCs – Minneapolis, MN @ MN Multi Housing Association
Oct 16 – Oct 18 all-day

Low Income Housing Tax Credit Compliance

Please Note: MN Multi Family Association is hosting and handling all registration for this course.  For any site specific questions, please contact them.  Registration

Quadel’s Low-Income Tax Credit Compliance Systems (TaCCs) course is a two-day workshop that provides management with comprehensive guidance on LIHTC compliance requirements.  The course also includes the very latest IRS and HUD updates.  Through extensive exercises and case studies, the TaCCs training leads participants through all of the critical compliance steps using a system of forms and monitoring tools covering all critical compliance areas including:

  • 1st Year Leasing Objectives, including Minimum Set-Aside
  • Applicant Eligibility
  • Annual Income Calculations & Verifications
  • Full-time Student Rule
  • Annual Re-certification & Ongoing Compliance
  • Available Unit Rule
  • Monitoring Requirements

Participants receive a copy of Quadel’s nationally recognized TaCCs course book. All of Quadel’s course books are designed to provide “plain English” reference manuals to assist program staff perform their daily functions more efficiently after attending the TaCCs training course.

This course is frequently paired with Quadel’s advanced training modules, Managing Compliance in Section 8, Section 236, and Section 202 & 811 Properties with Tax Credits, Managing Compliance in LIHTC Properties with HOME and CDBG Funding, and Managing Compliance in Properties with Public Housing Funding. These modules are offered in addition to the TaCCs certification examination.

Click for the complete course description

To see complete information for this training, including address and map to the location, click on “Read More.”

Nov
6
Tue
TaCCs – Philadelphia, PA @ Courtyard by Marriott Philadelphia City Ave
Nov 6 – Nov 8 all-day

Low Income Housing Tax Credit Compliance

Quadel’s Low-Income Tax Credit Compliance Systems (TaCCs) course is a one and one-half to three day workshop that provides management with comprehensive guidance on LIHTC compliance requirements.  The course also includes the very latest IRS and HUD updates.  Through extensive exercises and case studies, the TaCCs training leads participants through all of the critical compliance steps using a system of forms and monitoring tools covering all critical compliance areas including:

  • 1st Year Leasing Objectives, including Minimum Set-Aside
  • Applicant Eligibility
  • Annual Income Calculations & Verifications
  • Full-time Student Rule
  • Annual Re-certification & Ongoing Compliance
  • Available Unit Rule
  • Monitoring Requirements

Participants receive a copy of Quadel’s nationally recognized TaCCs course book. All of Quadel’s course books are designed to provide “plain English” reference manuals to assist program staff perform their daily functions more efficiently after attending the TaCCs training course.

This course is frequently paired with Quadel’s advanced training modules, Managing Compliance in Section 8, Section 236, and Section 202 & 811 Properties with Tax Credits, Managing Compliance in LIHTC Properties with HOME and CDBG Funding, and Managing Compliance in Properties with Public Housing Funding. These modules are offered in addition to the TaCCs certification examination.

Click for the complete course description

Pricing

Type Days Early Bird Full Price
Course Only 1.5  $  472.50  $  525.00
Course + Exam 2  $  553.50  $  615.00
Course + Mixed Finance (No Exam) 3  $  665.00  $  740.00
Course + Exam + Mixed Finance 3  $  765.00  $  840.00

To see complete information for this training, including address and map to the location, click on “Read More.”