Fiscal Management

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Protecting Communities as LIHTC Affordability Periods Expire

Date: Tuesday, Oct. 5

Time: 12:00 pm - 1:00 pm PDT (3:00 pm - 4:00 pm EDT)



David Davenport, Managing Partner, BC Davenport, LLC

Ellen Lurie Hoffman, Senior Director of Federal Policy, National Housing Trust

Robert Rozen, Policy Attorney



Predatory Low Income Housing Tax Credit Investors are a growing threat to communities and organizations. We'll discuss how these disputes drain resources from nonprofits, threaten the long-term affordability of properties, and undermine the well-being of residents and communities. Join us to learn about how litigation, federal legislation, and state and local policies can help mitigate this destructive trend and how your organization can protect itself from predatory investors.

Taxes and Accounting for Affordable Housing: Essential Updates for 2021

Date: Thursday, October 7

Time:  10:30 am - 11:30 am PDT (1:30 pm -2:30 pm EDT)



Fritz Duncan, CPA, Partner and Shareholder, Jones & Roth CPAs & Business Advisors

Kari Young, CPA, Partner and Shareholder, Jones & Roth CPAs & Business Advisors



Taxes and accounting for affordable housing can be complex. Managing a long-term strategy, from tax credit application through year 15, is critical for housing development success. In this session, presenters will call out and explore the essential tax and accounting updates related to affordable housing for 2021. Attendees will learn about developments affecting lease-up, year 15 considerations, tax basis tracking, exit taxes, income averaging, and other aspects of these complex but important subjects.

Discover the Oregon Affordable Housing Tax Credit

Date:  Thursday, Oct. 7

Time:  3:00 pm – 4:00 pm PDT (6:00 pm – 7:00 pm EDT)



Martin Jarvis, Program Analyst, Oregon Housing and Community Services

Tai Dunson-Strane, Production Analyst, Oregon Housing and Community Services

Ken Morrell, Portlfolio Administration and Compliance, Oregon Housing and Community Services



The OAHTC is a financing tool unique to Oregon and has recently had a statutory update to better align with funding from Rural Development, along with an increase to the cap!  Joined by others from OHCS, OAHTC program manager Martin Jarvis will lead this session highlighting these recent updates, along with a review of the program use and compliance requirements of OAHTC funding. Topics of discussion will include:  what the credit is and how it works, how it can benefit both property owners and tenants, why it’s so important in our current housing climate, program exemptions and key compliance requirements.

Presenting the OHCS Funding Calendar and Frameworks for Review and Input

Date:  Friday, Oct. 8

Time:  9:00 am - 10:00 am PDT (12:00 pm - 1:00 pm EDT)



Natasha Detweiler-Daby, Assistant Director Planning and Policy, Oregon Housing and Community Services

Amy Cole, State Development Resources Manager, Oregon Housing and Community Services

Angela Parada, Tax Credit Program Manager, Oregon Housing and Community Services

Andrea Matthiessen, HOME / HTF Program Manager, Oregon Housing and Community Services



OHCS is mid-way through the process of finalizing their biennial funding calendar, prescribing what funds will be offered for development and preservation of affordable rental housing in 2022 and 2023.  Attend to hear the latest updates, have the opportunity to provide input, and learn about next steps.