An Intensive Virtual conference

for tax credit compliance professionals

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      ...and YOU!

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Virtual Conference

In the Convenience of your Office

September 8 - 10, 2020

Topics for Discussion

Note: the exact final agenda is in development to allow for emerging issues


All sessions assume attendees' working knowledge of tax credit compliance principles and emphasize practical application and discussion among advanced practitioners

Some of the Topics To Be Covered

Note: some topics may be restructured or combined to allow for new developments

  • A Lasting Legacy | A special interview with Grace Robertson, retired IRS Analyst, author of the 8823 Guide and Section 42 ATG

  • Can it be True?? No Recerts or Inspections? Understanding IRS Notice 2020 - 53, the provisions and limits of this major Notice from state HFA, management agent, and consultant perspectives. 

  • "What in the World Happened?" Living in COVID-World | a review of where we have been and what we can practically do about the future from professionals with practical solutions

  • Passing the Average Income Test | Developing a compliance checklist based on practical lessons learned after two years with the new minimum set-aside

  • Compliance Officer 101 | This is NOT Compliance 101! What compliance monitors need to know about compliance systems to succeed. Great for both new compliance professionals and an excellent refresher in risk analysis for the more experienced among us

  • "What Could Go Wrong?" | Effective lease-up strategies to avoid costly mistakes

  • "The Right Thing to Do"...including "Animal Rights" | Developing effective Fair Housing systems and understanding the 2020 Fair Housing Assistance Animal Guidance

  • Compliance by the Book | developing effective policies & manuals using an NCSHA award-winning system

  • Interactive Discussions | Games, knowledge checks, quizzes, "action plan" reviews

  • After-Session Networking Receptions | after Tuesday and Thursday's sessions

...and much more...

Online Supplements!

The Summit is Augmented with Online Extras!

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


  • Handouts

  • Video courses

  • Audio lessons

  • Quizzes

  • Charts

  • Articles 

  • and more...

Enjoy After Hours Meet and Greet Receptions!

We can't supply the food or drinks, but we can provide meet-and-greet Zoom video receptions to attend after the first and last sessions.

Feel free to bring your favorite beverages!


Meet other attendees and network by industry role

Meet people from specific industry segments. There will be separate virtual rooms for

State agencies,

Management agents



Meet others from your industry segment, or pick another group that intrigues you! There will be an opportunity to sign up for specific groups ahead of time or take a random room assignment to make new friends! 


Action Items

This session will allow for the continuation of any of the discussions begun during the conference. Informal Q & A or fun small talk will ensue! 

Lunch Table

  Socialize and Learn  


Some of The Discussion Leaders

Grace Robertson

Former Analyst


Internal Revenue Service

Matt Rayburn

Deputy Executive Director


Indiana Housing and Community Development Authority

Thomas Stagg

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CPA | Partner

Novogradac & Company

Scott Michael Dunn

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CEO | Owner

Costello Compliance

Julie Westhoff

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Trainer | Compliance Officer


Costello Compliance

Amanda Lee


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Vice President Training & Compliance Policy

US Housing Consultants

Jen Brewerton

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Vice President of Compliance

US Housing Consultants

Wes Daniel

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Senior Vice President of Affordable Housing 

ConAm Mgmt Corp

Stephanie Naquin

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Manager, Multifamily Compliance

Novogradac & Company


$399 | Virtual Summit, Costello University Extras and Optional Social Receptions

Valuable Sponsorships Available

Renee Dickinson

Multifamily Compliance Manager


Minnesota Housing



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Trainer | Compliance Officer


Costello Compliance