Elizabeth Moreland Consulting, Inc.
6907 University Avenue Suite 196
Middleton, WI 53562
www.taxcredit.com
Master Site Compliance in Just 2 Days…
If you are looking for a different type of Housing Credit training, drop what you are doing
and… READ THIS NOW!
“All of the questions I’ve asked in the past year and all of the
headaches I’ve had trying to figure out what to do were answered in these 2 days!
I should have taken this class last year!”
Kathleen Good, Leasing Consultant, Village Investments, Irvine, CA
"It finally hit me, like a ton of bricks.
I finally understand the big picture. Thank you!"
Dondra R. Hedden, Implementation Consultant, Real Page, Inc., Atlanta, Georgia
It is possible!
There really are trainings out there that
can answer your question,
relieve your headaches,
and build compliance confidence.
I know typically when you think about a
Housing Credit training words such as necessary…
boring… expensive… risky… never-ending…
frustrating… probably come to mind. But what if I
told you it didn’t have to be like that. That instead
of such negative words, your head becomes filled
with words like…
I, like you, HATE to throw my limited budget dollars
away on trainings that are the same old thing! And
I, like you, HATE, the frustration I feel when I
realize that I have just come to such a training! So
because I hate those feelings, I have vowed that you
won’t experience them at any of my Housing Credit
College courses.
In fact, I am writing to you today because I
have just scheduled a new opportunity for
you to attend one of my live events!
Motivating… Relaxing… Useful…
Confidence-building… Pain-relieving…
because that is exactly will happen when you attend
a live Housing Credit College workshop!
Hello, my name is Elizabeth
Moreland, President of the Housing
Credit College… compliance expert,
national Housing Credit trainer and
living survivor of the Tax Credit
management and compliance game.
I, like you, HATE boring workshops.
Housing Credits 250:
Mastering Site Compliance
February 11 & 12, 2015 in Ft. Myers, FL
Housing Authority of the City of Ft. Myers
4224 Renaissance Preserve Way, Ft. Myers, FL 33916
Housing Credits 250: Mastering Site Compliance is
a 2 day workshop focusing on the site compliance rules.
By attending this event, not only will you get a fantastic
education but you will be fully prepared to take the Site
Compliance Exam which is included with the workshop.
And the best thing… once you have passed
the exam, you will earn you your Site
Compliance Specialist (SCS) designation
proving to the industry you know your stuff
and are truly a master of site compliance!
4. REAL WORLD TECHNIQUES, IDEAS AND
TIPS THAT WILL SAVE YOU TIME &
MONEY! Besides teaching concepts, I will provide
hundreds of proven techniques that I myself have
used; numerous tools that will save time; and loads
of tips on how to make life as a Housing Credit
professional easier and less stressful!
"The best! Not afraid to share her opinion based
on experience. Most trainers leave so many
"gray" areas. They leave you more confused
after the training than when you began… BUT
NOT with this training!" Georgina Mascarennas,
Property Manager, Eden Housing, Hayward, CA
Top 5 Benefits You Will Receive
By Attending This Workshop…
1. AN EDUCATION OF YOUR LIFE! Whether new
5. A FANTASTIC NETWORKING
to the industry or a veteran… my plain-English
training techniques cut right to the chase and show
you site compliance can be mastered easier than you
ever thought possible! There is nothing more
frustrating than attending a training that is difficult
to understand. I promise no lawyer gobbledygook…
no accountant babble. Just simple language that
explains the rules in terms that are understandable.
OPPORTUNITY! Networking is crucial in this
industry! At this workshop, you will have the
opportunity to visit with other Housing Credit
professionals, share ideas and problem-solve.
“The idea of being able to meet other
compliance professionals and to share concerns,
ideas and differing opinions on compliance
issues is great!” Maria Klause, Buckingham
Companies, Business Mgr, Indianapolis, IN
"She breaks the rules down into pieces and then
helps you put them back together so that you can
see the entire puzzle and how each piece fits.
Outstanding!" Cammi Ford, Controller, Meridian
Group, Middleton, WI
Plus I GUARANTEE SATISFICATION
Yup! If you aren’t happy, I’m not happy. If after
attending this course, you were not satisfied with your
experience, I will refund your ENTIRE registration fee.
Speaking of the registration fee… you are gonna
love this! Normally my 2 day live training events are
$599 per person. Now, I know, in today’s economy that
hurts. And because I want to give you every opportunity
possible to attend this event I am lowering the price…
SIGNIFICANTLY!! So here goes…
2. A SOLID, HANDS-ON APPROACH! We all
know that hands-on, interactive learning is the best
way to learn, especially if the material is complex. I
am a strong believer in and use hands-on learning
techniques to drive my points home, to stimulate the
process, to keep you focused, and to help you return
to your office rejuvenated.
"The best interactive credit workshop out there!"
Sharon Strange, Assistant VP Property
Management, Gatehouse Mgmt., Boston, MA
3. A MOTIVATIONAL EXPERIENCE THAT WILL
Normally $599/person
SEND YOU BACK ENERGIZED AND READY
TO TACKLE YOUR JOB! Seriously. I take this
aspect of my training responsibility to heart.
Managing Housing Credit properties is hard… very
hard and the job is often thankless! I give you a
unique experience where you can learn what you
need to know and at the same time share your
experiences with your peers thereby reducing a good
deal of stress a so you can return motivated and
knowing you are not alone!
Register by November 30…
ONLY $449/person
After November 30…
ONLY $499/person
"Elizabeth’s course is a power-booster." Angela
Anderson, Resident Manager, Jubilee West,
Oakland, CA
1-800-644-0390
So, come join me as I share the latest industry
news and discusses all the compliance rules you
need to know to
MASTER SITE COMPLIANCE!
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www.taxcredit.com
Housing Credits 250: Mastering Site Compliance
Agenda
Day #1 – Wednesday, February 11, 2015
8:30-9:00 AM
REGISTRATION
9:00-9:30 AM
Opening Session & Introductions
9:30-11:00 AM
11:00-12:00 PM
Eligibility Rules
General Explanation of Site Compliance
Initially Applicant Eligibility
Full-time Students
Section 8 Voucher Holders
Verifications & Documentation
HUD 4350.3 Verification Procedures
Less than $5000 Affidavit
Tenant Income Certification (TIC)
Tenant Files
Surviving a Housing Credit Audit
12:00-1:00 PM
LUNCH (on your own)
2:00-4:00 PM
4:00-4:30 PM
Income Eligibility
Income Inclusions & Exclusions
Asset Inclusions & Exclusions
Calculations
Case Studies
Differences Between Section 8 Method & Housing Credit Method
Questions
4:30 PM
END OF DAY #1
Day #2 – Thursday, February 12, 2015
9:00-9:30 AM
Questions & Open Discussion
9:30-12:00 NOON
Special Rules
Applicable Fraction
Unit Eligibility
Recertifications
Available Unit Rule
Unit Transfers
Unit Vacancy Rule
LUNCH (on your own)
12:00-1:00 PM
1:00-2:30 PM
2:30-4:30 PM
Fair Housing on Housing Credit Properties
General Public Use
Memo of Understanding
Fair Housing Laws
Federal Protected Classes
Common Pitfalls
Questions/Exam Prep
4:30 PM
END OF DAY #2
The Site Compliance Exam is included with the price of registration. Each attendee will be registered to take
this exam at the Housing Credit Online Exam Room. Instructions for accessing the Online Exam Room and the
exam will be provided in class. All students will also be sent a Certificate of Completion for this course
approximately 5-6 weeks after it is completed.
1-800-644-0390
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www.taxcredit.com
 Yes, I want to attend the HC250: Mastering Site Compliance in
Ft. Myers, FL on February 11 & 12, 2015
Contact Name:
Address:
City/State/Zip:
Phone:
Email:
Company Name:
(
Fax: (
)
)
DISCOUNTS & CANCELLATION POLICY
 NCPs ONLY: Discount 10%. Attendee MUST be a 2015 member of the NCP Membership Group & payment MUST be
received no later than 3 days before the seminar.
 Cancellation Policy: A refund will be given for cancellations made 10 days prior to the seminar date. Requests for refunds
must be put in writing. Refunds will not be given for cancellations made after this date; however, substitutions or
registration for a different seminar within one year will be accepted.
ATTENDEES’ FULL NAME & EMAIL ADDRESS (Email is needed to register the person for the Site Compliance Exam)
1.
Email:
2.
Email:
3.
Email:
4.
Email:
5.
Email:
PAYMENT OPTIONS
Form # FL2015a
Total Due:
 $449/person if payment received ON OR BEFORE 11/30/14
 $499/person if payment received 12/1/2014 OR AFTER
 10% discount for current NCPs (see above)
$
 Check – Make Check Payable to Elizabeth Moreland Consulting, Inc.
 Am Ex
 Visa
 Master Card
 Credit Card:
Exp. Date:
Card #
Name on Card
Signature:
ONLINE:
www.taxcredit.com
FAX:
1-(800) 466-5689
Register electronically with credit card
Register by fax with credit card
MAIL:
6907 University Av #196
Middleton, WI 53562
Mail with check or credit card
Workshop Location: Housing Authority of the City of Ft. Myers, 4224 Renaissance Preserve Way, Ft. Myers, FL 33916
(List of area hotels contained on our website – www.taxcredit.com.)
1-800-644-0390
4
www.taxcredit.com