TAX CREDIT 101 | INCOME
Income | What counts, what doesn’t, and how do you prove it?
October 27, 2026 | 1:00–4:00 PM Central
Eligibility starts with income, but errors often begin earlier—with classification, exclusions, source documentation, or how recurring amounts are treated.
Includes the Income Activation Guide. Use it during the live course, then take it back to your files as a working reference.
Live three-hour webinar · $295
Add Income to Cart — $295Income rules change. The file still has to work.
Income 101 moves from the core HUD Part 5 framework into the issues that create questions now—then shows how those rules carry into LIHTC and other affordable housing programs.
The goal: leave with a repeatable way to classify, calculate, verify, and document income when the facts do not fit a textbook example.
You’ll work through
- HOTMA income rules, exclusions, and annual adjustment factors
- Earned, unearned, nonrecurring, and self-employment income
- Gig-economy income and the documentation needed to support it
- Student financial assistance
- Emerging issues including ABLE accounts, HUD-VASH benefits, and Medicare Advantage/Flex Card benefits
- Verification choices and how program requirements differ
More than a lecture.
Your registration includes the Income Activation Guide—built to be used during the course and kept as a working reference afterward.
Work the Rule
Move from the governing source to program-specific application with examples that reflect actual compliance decisions.
Ask the Hard Questions
Bring the income questions that do not fit neatly into a handbook example.
Take the Guide Back to Work
Governing sources, practical pointers, exercises, knowledge checks, documentation prompts, and action items stay together as you work.
ALSO AVAILABLE
Want the whole Tax Credit 101 framework?
If Income is the immediate need, Income 101 stands on its own. If you want the connected four-part framework, the Complete Series is the better value.
Complete Series — $885. Buy three. Get the fourth included. Save $295.
Get Income, Assets, Students, and Rents & Utility Allowances live, plus every replay, four Activation Guides, and access through 30 days after the final live webinar.
The same five-step method runs through all four: Reference, Research, Application, Document, Act.
Every dollar paid for Tax Credit 101 individual sessions counts toward the $885 Complete Series price.
Explore the Complete Series — $885The fundamentals, not the basics.
COURSE DESIGNED AND TAUGHT BY
Scott Michael Dunn
CEO, Costello Compliance
National affordable housing compliance trainer and consultant.
Who should attend?
Site and compliance staff, regional managers, owners and agents, agency and monitoring staff, investors, and others who need solid LIHTC income fundamentals they can actually use.
Rules matter. Application matters more.
Costello University training is built around practical compliance decisions, not just rule recitation. The goal is a framework you can use when the file in front of you does not look like the example in the manual.
Questions before you register?
What does “101” mean?
Does the individual live registration include the replay?
Can I upgrade to the Complete Series later?
What if I cannot attend the live session?
Income 101
October 27, 2026 | 1:00–4:00 PM Central | $295
Build the framework. Bring the difficult questions. Leave with a process you can use.
Add Income to Cart — $295
