REGISTER HERE

Are you...

  • ...new to a state HFA or Ower/Agent compliance monitoring role?

  • ...responsible for new staff that has compliance knowledge, but needs to plug it into the "big picture"?

  • ...an experienced compliance professional, but would like an intensive refresher?

  • ...attending the Compliance Summit, and want to make sure that you or your staff have the framework that the Summit will build on?

  • ...unable to make the two-day Compliance Summit?

You are going to LOVE this training day HIGHLY TARGETED to compliance professional needs!


Agenda



  • Introduction | Developing Proactive Compliance Systems

  • Filling Your "Toolbox" | Building a comprehensive compliance library.

  • Developing policies and procedures | Internal training systems & to centralize or not

  • Document “Mining”  Part 1 | What you NEED to know about Form 8609

  • Document “Mining” Part 2 | What you NEED to know about other documents

    Effectively analyzing LURAs, carryovers, partnership agreements & others… 
  • Reduce/Reuse/Recycle | Acquisition/Rehab/Re-syndication Basics

    120-day acquisition rule – the importance of tracking: transfers, unit downtimes, URA issues
    The new era of resyndication. No overlapping extended use periods...

    The More the Merrier | Fundamentals of combining tax credits with other programs

  • Because We’ve Always Done It That Way | Differentiating between federal requirements and state/company policies 

  • Dealing with “Gray Areas”

    Sorting complex income and asset types
    Best practices for gig economy jobs, retirement accounts & others
  • Review | Action Items

  • Anything Goes |​ Open discussion Q & A



 

Online Supplements

The course has many online features!

All registrants will receive a full year's access to a growing catalog of material specifically designed to support each topic of the course. This is hosted on the online on-demand learning platform, Costello University.

REGISTER HERE

 

Included:

  • Handouts

  • Video courses

  • Audio lessons

  • Quizzes

  • Charts

  • Articles

  • Discussion boards 

  • and more...

Some of the Discussion Leaders

State HFA, property management and, asset management experts!

Shhhh, but there may be surprise special guests!

Consider an Exciting Additional Option!


The Intensive Day can be attended with this year's Compliance Summit!

ALL-ACCESS PASS discounts are available to attendees of the Intensive Day and Summit.

Learn more about the Summit HERE

Lodging

We have arranged a room block at a group rate at the training venue for registered attendees of the Intensive Day.

King or Double Rooms

$229

Rate expires August 07, 2021

Block subject to availability. Make reservations as soon as you register for the session!!

Two ways to register:

Call 1.800.344.4758

Mention "Costello Compliance"

OR

ONLINE RESERVATIONS

Stay Longer

Group rate will be honored up to three days before and after the conference.

Rate subject to availability, make reservations soon!

Additional charges to be applied to room rate

$12 porterage (round trip)

$2 housekeeping charges (per person/day)

Other optional services are available

 

 

 

Pricing | In-Person or Online Access


$495 $395| Compliance Professionals Intensive Day session

                             (special temporary price reduction)

 

      Current Discounts Available

      - $100 | For purchasers of the All-Access Pass Bundle Intensive Day & Compliance Summit Sessions

Several other discounts apply to Summit attendees.

FIND OUT MORE ABOUT THE SUMMIT HERE
REGISTER FOR THE INTENSIVE DAY HERE

Compliance Professionals Intensive Day

FAQ

General

In-Person Event

Livestreamed Event