CPE & Webinars

CPE & Webinars

Training

DOZ’s experience in the real estate industry and diverse client base allows us the opportunity to present continuing professional education (CPE) opportunities across a wide range of subjects. DOZ is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors, allowing webinar attendees to earn CPE hours while they learn.

December 5, 2019 - LIHTC Underwriting: Modeling from Pre-Development to Year 15

LIHTC Underwriting:
Modeling from Pre-Development to Year 15

December 5th | 2pm EST (120 minutes)
2 hours specialized knowledge CPE
Cost: $125/attendee

 

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An in-depth look into underwriting a LIHTC deal.  Join us in a discussion about how important accurate underwriting is to the success of your deal.  We will go over important data points along with how to analyze the underwriting after closing with actual results. We will walk through examples of how timing and capitalization are crucial to monitoring your investment.

Learning Objectives:

  • OVERVIEW | A look at the importance of underwriting with accuracy for a successful investment
  • KEY POINTS | Discussion over the important data points that can be critical to your deal
  • TIMELINE | Examples of how important the timeline from closing to placed in service can change your deal
  • MONITORING | Reviewing actual results against initial underwriting and monitoring theeffects of any differences

Instructional Delivery Method – Group Internet Based; Prerequisites – None; Category – Specialized Knowledge; Program Level – Basic; Advance Preparation – None

December 16, 2019 - Resyndication: Navigating the Preservation Process

Resyndication:
Navigating the Preservation Process

December 16th | 2pm EST (120 minutes)
2 hours specialized knowledge CPE
Cost: $125/attendee

 

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Maintaining the existing stock of affordable housing is vital to our industry but resyndications are becoming more complicated.  Join us as we share some lessons learned from previous transactions and explore ideas and experiences to execute these transactions more efficiently – from determining whether or not a property is a good fit to structuring your capital stack, projecting basis and credits and determining the current financial health of the existing development. If you’ve got your first property nearing Year 15 or you’re a pro at rehabilitating aging housing stock, you don’t want to miss this!

Learning Objectives:

  • EVALUATING OPPORTUNITIES | Reviewing existing partnership and loan documents, comparing underwriting projections to actuals and examining property cash flow
  • CALCULATING ELIGIBLE BASIS | Examine depreciation versus expense, intangible basis, and operating losses/income
  • CREDITS | Identify the nuances of 4% and 9% transactions, determine acquisition and rehabilitation credits, and underwrite your new deal
  • FINANCING PARTNERS | What is your investor looking for, what should your primary concerns be, and how can you structure a mutually beneficial deal that combines these two positions
  • OTHER CONSIDERATIONS | Panelists will touch on true debt analysis, income averaging, RAD, HUS project base, and Private Inurement Rules

Instructional Delivery Method – Group Internet Based; Prerequisites – None; Category – Specialized Knowledge; Program Level – Basic; Advance Preparation – None

December 17, 2019 - Cost Certification: Basics and Eligible Basis

Cost Certification:
Basics and Eligible Basis

December 17th | 2pm EST (120 minutes)
2 hours tax CPE
Cost: $125/attendee

 

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A cost certification is the culmination of two or more years of work and generally the final piece needed in order to obtain 8609s and begin claiming credits. Panelists will examine what goes into a cost certification, what is and is not included in eligible basis, and how credits are calculated. Attendees will have the opportunity to ask questions of the panelists at the end of the webinar.

Learning Objectives:

  • LIHTC OVERVIEW | Laying the foundation of a LIHTC deal
  • COST CERTIFICATION OVERVIEW | What is a cost certification, how is it obtained and how can it impact your deal?
  • STATE SPECIFIC LIMITATIONS | Knowing your QAP, understanding its nuances and applying it to your deal
  • ELIGIBLE BASIS | Examine what is and is not allowable in basis to project your credits
  • APPLICABLE FRACTION | Calculating your applicable fraction and applying it to determine your total credits
  • BASIS BOOST | DDAs, QCTs, state discretionary boosts and the effect on your credits if you qualify

Instructional Delivery Method – Group Internet Based; Prerequisites – None; Category – Tax; Program Level – Basic; Advance Preparation – None

December 18, 2019 - Cost Certification: Advanced Eligible Basis, 4% vs. 9% and Maximizing First Year Credits

Cost Certification:
Advanced Eligible Basis, 4% vs. 9% and Maximizing First Year Credits

December 18th | 2pm EST (120 minutes)
2 hours tax CPE
Cost: $125/attendee

 

Register Now

 

Building on the objectives from Day 1, panelists will examine the more complicated nuances of eligible basis, cover tips on potential issues one may encounter, differences between 4% and 9% credit deals and how to maximize first year credits. Day 1 is not a prerequisite to Day 2 but attendees should have a thorough understanding of cost certifications prior to attending this session.

Learning Objectives:

  • ACQUISITION/REHABILITATION SPECIFIC ISSUES | How are costs treated differently in an acq/rehab versus a new construction?
  • TEN-YEAR HOLD RULE | Determining eligibility and exceptions to the rule
  • BOND INTEREST | When is it eligible and how do you calculate it?
  • 4% VS 9% DEALS | Examine the different requirements for each type including the 10% Test, the 50% Test, the 95-5 Test including when they are required and the issues associated with them
  • MAXIMIZING CREDITS | How to calculate and maximize your first year credits, including strategic management of the lease up process

Instructional Delivery Method – Group Internet Based; Prerequisites – None; Category – Tax; Program Level – Basic; Advance Preparation – None

December 19, 2019 - Bonds 101: Tax-Exempt Bond & 4% Financing

Bonds 101:
Tax-Exempt Bond & 4% Financing

December 19th | 2pm EST (120 minutes)
2 hours tax CPE
Cost: $125/attendee

 

Register Now

 

This comprehensive overview will examine tax-exempt bonds and their role in structuring development financing in conjunction with 4% Low Income Housing Tax Credits. Presenters will cover the 50% bond test, the 95-5 requirements, common pitfalls and various other tax and bond requirements associated with this type of financing. This webinar is perfect for those needing an introduction to the world of bond financing or seasoned professionals needing a refresher on the nuances of this complicated structure.

Learning Objectives:

  • OVERVIEW | An introduction to and the history of tax-exempt bonds
  • APPLICATIONS | Using tax-exempt bonds in permanent and cash collateral financing and the potential impact on equity
  • 4% CREDITS | How combining bonds and 4% credits impacts your deal
  • BOND RULES | Examine bond issues including the private business use test, 50% test, Investment income, 15% rehabilitation requirement, good cost vs. bad costs (95-5 Test), arbitrage yield restrictions, volume cap, and 30% Basis Boost
  • INDUSTRY UPDATES | Potential new legislation that could impact bond financing

Instructional Delivery Method – Group Internet Based; Prerequisites – None; Category – Tax; Program Level – Basic; Advance Preparation – None

To be added to our webinar mailing list to receive notifications about upcoming webinars please click here.

For more information regarding refunds, concerns and/or program cancellation policies, or if you have a suggestion for a future webinar topic, please contact us at webinars@doz.net

 

Dauby O’Connor Zaleski, LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.