Our Mission is to provide quality training and to be

a unified voice for the Affordable Housing Industry.

Board of Directors

    • President
      Bobby Griffith - JL Gray
    • Treasurer
      Jack MacGillivray - Monarch Properties
    • Secretary
      Jeff Carnell - Medlock Southwest Management Corporation
    • Management Chair
      Scot Fishburn - JL Gray
    • Developmant Co-chairs
      Jeff Curry - JL Gray
      Michelle Den Bleyker
    • Directors
      Chris Stanley - Monarch Properties
      Kaye Medlock  - Medlock Southwest Management Corporation
      Rose Silva-Smith - YES Housing
      Mercy Castillo
    • Communications Director
      Lori Varnell
       - JL Gray
    • Conference Coordinator
      Deana Kirby
       - JL Gray
    • AANM Liaison
      Kelle Senye
    • USDA Liaison
      Cindy Jackson
    • HUD Liaison
      Gloria Garcia
    • MFA Liaison
      Debbie Davis
    • Vendor Repsentatives
      Charlie Waits - GHEIS
      Jeff Thomas - HD Supply
      Danny Lilly - Dunn-Edwards
      Matt Naughton - ICAST

Southwest Affordable Housing Group


December 11 - 13, 2012

Managing LIHTC Compliance

• Zeffert & Associates is excited to provide LIHTC training to the Albuquerque area! This is their complete 2-day Low Income Housing Tax Credit (LIHTC) course with the HCCP exam on the morning of the third day. This course provides a thorough review of the regulations, along with a wealth of practical application. Zeffer's training includes solid instruction on vital tax credit management issues. The entire program is presented in a way to make everyone enjoy the learning process and feel confident that they can be solid compliance professionals. All new major changes are covered. All attendees get a complete electronic copy of the most current LIHTC references.

Day 1 (8:30 am-5:00 pm)

Property Compliance


• Introduction and Brief Overview

• The importance of "Learning to Fish"

• What are Tax Credits?

• "The Players"

• Details you must know about your development.

• How Tax Credits are caculated

• 8609 Terms

a. Eligible and Qualified Basis

b. Applicable Fraction

c. Credit Precentages

• Income and Rent Limits

Lunch on your own

• Milestones in the Life of a Property

• Unique Key Requirements

a. Keeping the Next Available Unit and Vacant Unit Rules Straight

• Fair Housing

• Combining LIHTC with Other Programs


Day 2 (8:30 am-5:00 pm)

Certifying Households


• Preview of Certification Steps

• Interview and Applications

• Determining Household Size

• Student Status

• Acceptable Verification Methods

Lunch on your own

• Anticipation of Annual Income

• Income from Assets

a. Asset Types and their income

b. Imputing Asset Income

c. Assets "Disposed Of"

• Completing the TIC

• Completing the Move-in

• Recerification

• Monitoring Requirements ("Enjoying" State Visits)

• Updates - Recent IRS Developments

* Q&A


Day 3 (8:30 am-1:150 pm)

Optional Exam


• Prep review before exam

• HCCP Exam

Housing Credit Certified Professional (HCCP) 



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