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UNDERSTANDING AND USING THE LOW INCOME HOUSING TAX CREDIT TO PROVIDE AFFORDABLE HOUSING
NEW OPTION: LEARNING THE PROGRAM WHILE ON A BARGAIN LUXURY CARIBBEAN CRUISE
you are invited to attend one or two days of
highly acclaimed training workshops presented by JOE
GUGGENHEIM, nationally known tax credits author and trainer
in ORLANDO, FLORIDA or
MIAMI BEACH, FLORIDA, or on 7-NIGHT LUXURY CARIBBEAN CRUISE on
the GRAND PRINCESS from FT. LAUDERDALE
The basic course: TAX CREDIT FUNDAMENTALS: IN-DEPTH ESSENTIALS OF THE LOW INCOME
HOUSING TAX CREDIT PROGRAM
The follow-up course: CRITICAL ISSUES IN SECURING AND USING TAX CREDITS AND OTHER FINANCING
INCLUDING OPTION TO GAIN TAX CREDITS THRU TAX-EXEMPT FINANCING
includes the new 13th Edition of Joe Guggenheim's popular program guidebook "Tax
Credits for Low Income Housing"
PRESENTATIONS ON ADMINISTERING TAX CREDITS IN FLORIDA (not on cruise workshops)
In Orlando (Lake Buena Vista), FL: Monday and Tuesday, January 14 and 15, 2008, 9 AM to 4:30 PM
Regal Sun Resort, 1850 Hotel Plaza Blvd, I-4 exit 68, to E. Buena Vista Dr.,just after Downtown Disney
A block of rooms at $99 plus taxes is held until January 2; 800 624-4109 for reservations
under "Simon Publications"
In Miami Beach (South Beach): Thursday & Friday, January 17 & 18, 2008, 9 AM to 4:30 PM
Hotel Marseilles, 1741 Collins Avenue, on the ocean at 17th
St. two blocks north of Lincoln Road
A block of hotel
rooms at rate of $189 (plus 13% taxes) is held until January 2; call 1-800-327-4739 for reservations under "Simon
Publications" Public parking garage on17th St, west.
of Washington St.
On Princess Cruises 4.5-Star Grand Princess: Saturday, January 19, to Saturday, January 26, 2008
Ft. Lauderdale to Ocho Rios, Jamaica; Grand Cayman Isl.; Cozumel, Mex.; Princess Cays; and return
Small group workshops: two three-hour sessions per day during the two days at sea; separate registration
fee required.
Cruise: $635 per person (includes taxes & fees), double occupancy, oceanview cabin,
all meals, $25 credit. Cabin sharing and other types of cabins available. Note: cruise
prices subject to change at future dates. Cruise bookings must be thru Veronica at 1-800-733-2048, x127;
mention "Guggenheim trip"
LIMITED CLASS SIZE - INFORMAL AND LIVELY ATMOSPHERE - QUESTIONS ENCOURAGED TO INSURE UNDERSTANDING
THE BASIC COURSE: TAX CREDIT FUNDAMENTALS: UNDERSTANDING AND USING THE LOW INCOME HOUSING TAX CREDIT PROGRAM
Orlando, Monday, January 14, 2008; 9 AM - 4:30 PM
Miami Beach, Thursday, January 17, 2008; 9 AM - 4:30 PM Caribbean
Cruise, Jan. 19 - 26, 2008, first day at sea; 2 three-hour segments
Basic information, recent developments, and local use of the low income housing tax credit program:
.. how the program operates: role of state housing credit agencies;
.. the amount of federal and state tax credits available in California thru per capita credits and tax-exempt
financing;
.. how tax credits provide dollars for housing;. raising investment equity through syndication;
.. structuring the ownership of a tax credit project;
.. non-profits, joint ventures, and housing authorities and agencies as developers;
.. structuring government aid to maximize the amount of tax credits;
.. using HOME, CDBG, other federal, state and local $$ aid with tax credits;
.. using the historic rehabilitation tax credit with housing tax credits;
.. types and amounts of tax credits; limits on tenant' s income and rents;
.. maintaining compliance and avoiding recapture of credits;
.. the many types of housing: special needs housing; homeless housing; assisted living; cooperatives;
.. determining the amount of tax credits received; eligible and ineligible costs for earning credits;
.. using tax credits with HUD funds to revitalize public housing;
.. feasibility analysis simplified: case study: dollar impact of credits; how much other $$ aid is needed;
Presentations on federal and state housing tax credit programs in Florida (not on Caribbean cruise).
THE FOLLOW-UP COURSE: CRITICAL
ISSUES IN SECURING TAX CREDITS & OTHER FINANCING, INCLUDING NEW OPTIONS FOR TAX-EXEMPT FINANCING
Orlando, Tuesday, January 15, 2008; 9 AM - 4:30 PM
Miami Beach, Friday, January 18, 2008; 9 AM - 4:30 PM Caribbean Cruise, Jan. 19 - 26, 2008,
second day at sea; 2 three-hour segments
What it takes to obtain tax credits and other needed
project funding.
.. How to structure outside funding in tax credit projects;
.. competing for per capita tax credits in Florida: in-depth review of selection criteria;
.. earning "automatic" tax credits through tax-exempt financing: new rules and financing mechanisms;
.. key issues, options, and terms in securing tax-exempt financing in Florida;
.. other financial assistance available for tax credit projects: state government and Federal Home Loan
Bank programs: available $$, eligibility, selection criteria, timetables;
.. setting rent levels: the factors to consider and the tradeoffs to be made;
.. student practicums: group exercise: learning to do financial analysis of tax credit development and to
structure projects through case studies applying local data to conventional rental housing;
.. issues in negotiating the partnership agreement between developers and investors. .
Special presentations on tax credits and tax exempt financing in Florida (not on Caribbean cruise).
Program materials provided. Bring your calculator.
Appropriate audience for the follow-up course: persons who have taken the
basic fundamentals course or completed equivalent training or study; or persons with significant experience with
the tax credit program.
JOE GUGGENHEIM'S TAX CREDIT TRAINING HAS BEEN ENTHUSIASTICALLY RECEIVED BY
BOTH EXPERIENCED TAX CREDIT PRACTITIONERS AND NEWCOMERS IN 275 FULL-DAY WORKSHOPS IN 71 CITIES AND 45 STATES SINCE
1996.
WHAT OTHERS HAVE SAID ABOUT THIS TRAINING:
"Thank you for a wonderful day of tax credits. We received positive
feedback from everyone who attended." LYNN BARNHART, Housing Vermont
"Best (tax credits) workshop I’ve ever attended!” ANDREA HARTT, Housing Authority of
New Orleans
"He covered all the basics and made it understandable. I recommend this training both for beginners and those with tax credit experience."
JAN REEK, Wisconsin Partnership for Housing Development
" Excellent trainer, very
personable, knew subject and has gift with teaching. Enthusiastic." RALPH THOMAS, Dekalb County, Georgia Housing Authority
* * * *
Joe Guggenheim' s "Tax Credits for Low Income Housing" book, now in the new Thirteenth Edition, explains
the provisions of the tax credit program in understandable, non-lawyer language. It is the authoritative source on
the law, the regulations, and the issuances governing the program.In the loose-leaf version, periodic electronic
updates or supplements enable you to keep up with all program changes and receive explanations of all new legislation,
program rulings and policy changes, integrated into the existing text of the book.
* * * *
Joe Guggenheim' s involvement with affordable housing dates back more than 35 years. After housing advocacy
work and appointed positions as a federal and local government housing official, he has provided consulting assistance
on low income housing development and use of the tax credit to clients in 45 states since 1986. His publishing firm,
Simon Publications, has sold over 20,000 copies of the popular "Tax Credits for Low Income Housing" guidebook in
thirteen editions.
* * * *
"TAX CREDITS FOR LOW INCOME HOUSING" is the only easily understandable, up-to-date and comprehensive
guidebook to the housing tax credit program. OVER 20,000 COPIES SOLD TO DATE!
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