Date: Thursday, September 19

Time: 10:15 AM – 11:45 AM

Room: TBD


  • Fritz Duncan, CPA, Shareholder, Jones and Roth CPAs and Business Advisors
  • Kimberly Taylor, Senior Asset Management Project Manager, Housing Development Center


Learn about the importance of a LIHTC property’s first year from the perspectives of both a CPA and Tax Credit Compliance professional. Many affordable housing owners are unclear about the financial implications of a delayed lease-up or the potential financial award if they exceed the expected lease up goal. In this lively and analysis-heavy discussion, you’ll learn the value of knowing the required credits for a LIHTC project’s first year, how those credits are determined, and tips on meeting or exceeding that requirement. Case studies and analysis charts will be presented as well.