Compliance (HUD and Tax Credit)

May
25
Thu
MOR Training with Anita Moseman – Oahu, HI @ The Community Hall at The Towers of Kuhio Park
May 25 @ 8:30 am – 4:00 pm

HAWAII, The MOR is back!
It has probably been a while since your last MOR. You may not even remember what it is. If you are newer to affordable housing management, you may not even know what it is. Whether you do or not — things have changed, it’s coming, and it’s a big deal!

HUD uses the MOR to measure how you are executing its requirements.

In this training, we will discuss how to prepare for a Management and Occupancy Review. Join us to learn:

*What is a MOR
*How and why HUD uses it
*Who conducts it and how
*Common findings
*How to always be prepared
*What will be required before, on the day of, and after the MOR
*How to answer any findings you might receive

Make sure your management staff is knowledgeable and prepared – register them for this training now!

About the Presenter:Anita Moseman has been in the Affordable Housing Industry for 32+ years. She is Vice President of a management company that manages in 3 states and provides compliance and consulting services to other management companies. She uses real life examples from these experiences in her classes to make them clear and helpful. Anita is a national trainer, who has trained for various federal and state government agencies, trade associations, and private companies.

You can register numerous people through this invitation. Click ‘Add a Guest’ on the Registration screen. You may pay with a check or with a credit card once you have completed this form.

Thank you to Better Tomorrows for hosting this class. Parking is free at the facility and details will be sent to all registrants.

Continental breakfast, and afternoon snacks will be provided, Lunch is on your own.

Click here for complete details and online registration.

Click here to download the event flyer!

May
26
Fri
Basic Certification Income/Asset Calculation *Tax Credit AM Session @ The Community Hall at The Towers of Kuhio Park
May 26 @ 8:30 am – 12:00 pm

Make sure everyone on your team receives up-to-the-minute training!

This program offers TWO sessions; each dealing with Basic Certification Income/Asset Calculations.

AM Session: Income/Asset Calculation for Tax Credit properties
This three hour class will cover the Basic Certifications Income/Asset calculation procedures for tax credit properties.

PM Session: Income/Asset Calculation for Section 8 properties
This three hour class will cover the Basic Certifications Income/Asset calculation procedures for Section 8 properties.

About the Presenter: Anita Moseman has been in the Affordable Housing Industry for 32+ years. She is Vice President of a management company that manages in 3 states and provides compliance and consulting services to other management companies. She uses real life examples from these experiences in her classes to make them clear and helpful. Anita is a national trainer, who has trained for various federal and state government agencies, trade associations, and private companies.

You can register numerous people through this invitation. Click ‘Add a Guest’ on the Registration screen. You may pay with a check or with a credit card once you have completed this form.

Thank you to Better Tomorrows for hosting this class. Parking is free at the facility and details will be sent to all registrants.

Continental breakfast, and afternoon snacks will be provided, Lunch is on your own.

Click here for complete details and to register online.

Click here to download the event flyer!

Basic Certification Income/Asset Calculation *Section 8 PM Session @ The Community Hall at The Towers of Kuhio Park
May 26 @ 1:00 pm – 4:00 pm

Make sure everyone on your team receives up-to-the-minute training!

This program offers TWO sessions; each dealing with Basic Certification Income/Asset Calculations.

AM Session: Income/Asset Calculation for Tax Credit properties
This three hour class will cover the Basic Certifications Income/Asset calculation procedures for tax credit properties.

PM Session: Income/Asset Calculation for Section 8 properties
This three hour class will cover the Basic Certifications Income/Asset calculation procedures for Section 8 properties.

About the Presenter: Anita Moseman has been in the Affordable Housing Industry for 32+ years. She is Vice President of a management company that manages in 3 states and provides compliance and consulting services to other management companies. She uses real life examples from these experiences in her classes to make them clear and helpful. Anita is a national trainer, who has trained for various federal and state government agencies, trade associations, and private companies.

You can register numerous people through this invitation. Click ‘Add a Guest’ on the Registration screen. You may pay with a check or with a credit card once you have completed this form.

Thank you to Better Tomorrows for hosting this class. Parking is free at the facility and details will be sent to all registrants.

Continental breakfast, and afternoon snacks will be provided, Lunch is on your own.

Click here for complete details and to register online.

Click here to download the event flyer!

Aug
8
Tue
ABC’s of Tax Credit @ Southlake Tower
Aug 8 @ 8:30 am – 4:00 pm

Don’t miss your opportunity to attend this course and learn the “ABC’s of Tax Credits.”

This is an interactive introduction to all aspects of tax credit management for beginners, as well as a very good refresher for anyone. Advanced questions are welcome as we go through the basics.

This seminar covers all you should know to successfully manage a tax credit property, and helps you understand all the different rules, income and rent limits, and other nuances of this ever-changing program.

This class will help you understand all you do at your property and, more importantly, why you do it.

All attendees must bring a pen and a pocket calculator.

About the Speaker:Ricardo Pacheco joined The John Stewart Company in 2002 as Property Supervisor. In this capacity, he was responsible for the management, marketing, lease up and operations of affordable multifamily communities throughout the Bay Area. Mr. Pacheco possesses in-depth knowledge of regulatory compliance, low-income housing tax credits, Section 8, HOPE VI, and Public Housing Management. He has an all-encompassing marketing experience in both affordable and luxury communities.

Prior to joining The John Stewart Company, Mr. Pacheco was a Regional Property Supervisor for a privately held Real Estate Investment Trust responsible for the management and operation of approximately 2,000 multifamily units throughout the United States, and was a Regional Manager for a portfolio of six luxury communities in the Bay Area, including the lease up of two large properties in San Francisco.

Mr. Pacheco holds a California Real Estate Sales License and has successfully completed Tax Credit, Section 8 and Public Housing Certifications.

Continental breakfast will be provided. Lunch is on your own.

Thank you Christian Church Homes/Southlake Tower for hosting this informative class!

PARKING & TRANSPORTATION: There are parking lots at 14th and Harrison, and on 14th Street between Alice and Jackson, both are within 2 blocks of the building. Additionally, 12th Street BART is five blocks away.

Click here for complete details and online registration.