File Management & Documentation for LIHTC Projects

This 1/2 day course covers the important, but often overlooked, role that file management and documentation play in the success of tax credit properties. Detailed discussion of how to organize a file, the documents required for each file, setting up the “Property Notebook,” and acceptable forms of verification for all issues relating to eligibility are covered. The course also includes a full review of resident eligibility issues, with particular emphasis on the documentation of income.